People
People (/people) are the customers and suppliers registered in the workspace. A single record can be marked as a customer, supplier, both, or neither.
Fields
| Field | Description |
|---|---|
| Name | Full name or company name |
| Type | natural (individual) or juridical (company) |
| Document | CPF (11 digits) or CNPJ (14 digits) |
| Is customer | Marks the record as a customer (is_customer) |
| Is supplier | Marks the record as a supplier (is_supplier) |
| Emails | List of emails with label (e.g. main, finance) |
| Phones | List of phones with label |
| Notes | Internal notes |
Roles
A person can hold multiple roles without creating duplicate records:
| Combination | Typical use |
|---|---|
is_customer = true | Customer who pays the company |
is_supplier = true | Supplier who receives from the company |
is_customer = true, is_supplier = true | Partner who buys and sells |
Both false | Contact with no active financial relationship |
Search and Automatic Creation
When typing a person's name in payable/receivable forms, the system searches existing records. If not found, it offers to create automatically. CSV import also creates people automatically by name when no match is found.
Financial History
A person's detail page (/people/[id]) displays the history of linked payables and receivables, with totals by status.
Profile Photo (WhatsApp)
If the WhatsApp integration is configured for the company, the system displays the WhatsApp profile photo associated with the registered phone number.