View Contact

How to Search or View Contacts in Caspen?

Go to Contacts -> View Contact to view contact information (https://app.caspen.com/contacts)

Searching for and accessing contacts is straightforward and effortless. Navigate to the Contacts tab, where you can easily find existing contacts or access specific contact information such as notes or linked invoices.

Individual contact information

Upon clicking the 'View Contact' button, you will discover a neatly organised display of all contact information. You can review or modify contact information, add notes, and access or create new invoices from here.