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Contacts

Manage a centralized directory of external partners, clients, and team members.

Features​

  • Centralized Directory — A searchable, filterable table of all external contacts with customizable columns.
  • Customizable Data — Define custom fields to track specific information relevant to your organization.
  • Project Integration — Link contacts to projects and track their involvement and roles.
  • Import/Export — Bulk import contacts from a file or export your filtered list to Excel.

Module Structure​

The Contacts module has two main areas, accessible via tabs in the header:

AreaDescription
DashboardThe main directory view. Search, filter, sort, group, and manage your contact list here.
Custom FieldsConfigure additional data fields for your contacts to match your organization's needs.

Quick Actions​

  1. Create New Contact: Click the Create New Contact button in the module header (requires write permission).
  2. Search: Use the search bar in the Dashboard table to find contacts.
  3. Import: Use the Import Contacts button on the Dashboard table header to upload contacts in bulk.
  4. Export: Use the Export xlsx button on the Dashboard table header to download your current view.

Getting Help​

→ See Creating Contacts for adding new people
→ See Contacts Dashboard for managing the list
→ See Custom Fields for configuring data types