Contacts

Each contact has a name, email, phone, city, company and a private note. Add one from the New loan menu, or while creating a loan.

If an email is already in your contacts, Rakolto warns you and lets you add the new person anyway. Two borrowers sometimes share an inbox.

Search, sort A–Z or Z–A, or drag along the letter strip at the side to jump to a name.

• Their details and your note.
• How many loans they're on, how many are active, and how many documents are outstanding.
• Each loan with its progress, and every document they still owe you.
• New loan, with them already filled in.

Editing a contact updates every loan and email that uses them. A contact who's on a loan can't be deleted.

You decide why a borrower's details are collected, so their request comes to you and Rakolto helps you answer it. To send them a copy, export their loans from Reports and send the rows that name them. To erase them, delete the loan and then the contact; a contact who's still on a loan can't be deleted until the loan is.