Creating a contact
What it does
Create Contact opens a form. It starts as a person. Switch Contact Type to Organisation to add a company instead. A person takes First Name and Last Name, and an organisation takes Company Name and Reference. Both take a picture, an Email, a Phone and a Default Currency. Default Currency stays as Same as organisation unless you set one.
In the panel on the right, search for a person’s Company by name, or for an organisation’s Primary Contact among your people. If the contact you need is missing, select Create new organisation under Company or Create new contact under Primary Contact. A short contact form opens over the page with the name you typed filled in. Select Create to save that contact and pick it.
Billing Address and Shipping Address follow. Tick Same as billing to use the billing address for shipping. A person linked to a company can tick Same as company to use that company’s billing address.
Before you start
The free plan allows 25 contacts. You can add 2 more past that limit. Then the Create Contact button turns off, and its tooltip says to upgrade your plan to continue. A banner above the list warns you as you get close. The Early Access plan has no limit.
If a person uses their company’s address, Lucrii copies it when you pick the company. Changing the company’s address later does not update theirs.
If you leave the page with unsaved changes, Lucrii asks you to confirm first.
Each field stops at its limit as you type or paste. Lucrii refuses a longer value from Hermes, an MCP client or an import. The message gives the field and its limit, as in “Company Name must be 255 characters or fewer.”
The contact form’s fields take these lengths.
| Field | What it takes |
|---|---|
| Company Name | Up to 255 characters |
| Reference | Up to 100 characters |
| First Name | Up to 100 characters |
| Last Name | Up to 100 characters |
| Up to 254 characters | |
| Phone | Up to 32 characters with the country code |
An address takes these lengths, on a contact, a contact location, a stock location and an order.
| Field | What it takes |
|---|---|
| First Name, Last Name | Up to 100 characters each |
| Company Name | Up to 255 characters |
| Street Address | Up to 255 characters |
| Apartment, Suite, Etc | Up to 255 characters |
| City | Up to 100 characters |
| State / Territory | Up to 100 characters |
| Post Code | Up to 20 characters |
| Phone Number | Up to 32 characters with the country code |
How to use it
- Open Contacts and select Create Contact.
- Choose Person or Organisation in Contact Type.
- Fill in the names, the email and the phone.
- Search for the company, or the primary contact, in the panel on the right.
- Enter the addresses, or tick the boxes that copy them.
- Select Create.
Hermes can create a contact from a sentence you type. MCP clients use the create tool.
Related
- The contacts list: Search one table of the people and organisations you trade with, and filter it by type, tags, created date or company.
- The contact page, editing and deleting: Open a contact’s page for its details, addresses, linked company or primary contact, media and tags, then change it with Edit or delete it via Trash.
- Contact locations: List the sites an organisation contact trades from, with an address, a status and linked people for each.
Changes
- Field lengths and tag limits - 2026-10-16
- Creating a contact from a picker - 2026-09-30
- Help pages for every feature - 2026-09-30