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Creating Contacts

Learn how to add and manage contacts in Compass.

Overview​

Contacts are people you work with across projects — vendors, clients, partners, consultants, and team members. The Contacts module provides a central database to store and manage all contact information.

Creating a Contact​

Step 1: Start Contact Creation​

  1. Go to Contacts in the left sidebar.
  2. Click Create New Contact in the module header.
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The Create New Contact button is only visible if you have write permission for the Contacts module.

  1. The Create Contact modal will open.

Step 2: Fill in Contact Information​

The form displays fields in a two-column grid layout:

FieldDescriptionRequired
PhotoClick the avatar placeholder above the form to upload a profile picture (opens a separate photo modal).Optional
First NameContact's first name.Yes
Last NameContact's last name.Yes
Date of BirthContact's date of birth.Optional
CompanyOrganization or company affiliation.Optional
PositionJob title or role.Optional
EmailEmail address.Optional
PhonePhone number.Optional
CityCity / location.Optional
TimezoneTimezone.Optional
LinkedIn URLLinkedIn profile URL.Optional
Internal NotesPrivate notes visible only to your team (full-width field).Optional
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Individual fields may be hidden or read-only depending on your role's field-level permissions. Each field is wrapped in a conditional permission check.

Step 3: Add Custom Fields​

If your administrator has configured Custom Fields, a Custom Fields section appears below the main form, separated by a divider.

Step 4: Save Contact​

  1. Review the information.
  2. Click Create to save the new contact to the directory.

Contact Detail Modal​

Once a contact is created, you can click on their row in the Contacts Dashboard to open the Contact Detail Modal — a large dialog (1500px wide) showing the full contact profile.

The modal has a split layout:

Left Side​

  • Header: Contact name and photo with edit capabilities.
  • Contact Info: All contact fields (same as create form) — editable inline based on permissions.
  • Custom Fields: Any configured custom fields with their current values.
  • Project Relationships: A table showing all projects this contact is linked to, with columns for Actions, Project Name, and Role.

Right Side​

  • Notes: A dedicated notes section for this contact.

Linking to Projects​

The Project Relationships section in the contact detail modal shows all projects this contact is associated with. To link a contact to a project, navigate to the relevant project's contacts area and add them there.