# Contacts and forms

> Contacts, notes and forms in Wundaly: one record per customer, and forms your helper builds from a sentence, with answers in a table.

Source: https://wundaly.geenius.io/docs/contacts-and-forms/

## Contacts

Each customer has one record with notes, projects, documents and invoices. Your helper can find a person, list who you have not spoken to this month and keep notes. It reads and writes the record. It does not phone anyone.

## Forms

Describe the form and your helper builds it: an enquiry, a commission brief, a workshop sign-up. The answers arrive in your inbox and in a table you can export as CSV. The public link is yours to open and close.

> [!WARNING]
> Ask only for what you need. Collecting more personal data than necessary is your responsibility as the maker.

## Forms and bookings

A booking page can ask the questions of a form too. See [calendar and bookings](/docs/calendar-and-bookings/).

## Shop customers

People who buy from your shop or sign in to your web app are that app's own members. They are not Wundaly accounts. Whether each one becomes a contact in your record is to be confirmed.