Contacts Management FAQ¶

Frequently asked questions about contacts, addresses, duplicate records, and bank accounts in CURQ 18.

1. Should I pick Individual or Company when creating a contact?¶

Pick Company for the business organization, and pick Individual for each person or employee who works there. You can link individual employees directly to the company record.

2. If I update a company address, does it update the employees too?¶

Yes. Linked employees copy the company address automatically. If an employee works from home or at another site, you can change their address separately.

3. Will I lose old orders or invoices if I merge duplicate contacts?¶

No. When you merge duplicate contacts, CURQ moves all past sales orders, invoices, deliveries, and notes to the main contact. Nothing gets deleted except the extra blank contact card.

4. Why does a new bank account show as Untrusted?¶

CURQ marks new bank accounts as untrusted to prevent payment mistakes and fraud. An accounting manager must check the bank details and click the trust button before sending wire payments.

5. Can CURQ fill in the city and state automatically from a ZIP code?¶

Yes. If the city and postal code exist in Configuration > Localization > Cities, typing the ZIP code on a contact form fills in the city, state, and country right away.