Contacts

A contact is a person. Deals name a contact, invoices are addressed to one and notes attach to one.

Adding a contact

Press New contact. The form opens in a slide-over over the current page.

Press Create contact. The list updates and a toast confirms.

To add a person to a company you are already viewing, use Add contact on the company page, which pre-fills the company (see Companies).

The contacts list

• Filter: narrows the list as you type. Matches first name, last name, email and company name.
• Sort: click Name (default), Company or Email. Click again to reverse.
• Columns: the column picker hides and shows columns. The setting is saved per user. Name cannot be hidden.
• Pagination: 25 rows per page. Options are 10, 25, 50 and 100.
• Edit: the pencil icon on a row opens the slide-over.

Filtered and sorted lists are bookmarkable URLs, and the Back button returns to the previous state.

The contact page

Two columns:

• Details: email, phone, title and company as a link. Empty fields show a dash. Edit is in the footer.
• Notes: see Notes.

Editing and deleting

Edit from the pencil on a row or the Edit button on the contact page. Delete from the bottom of the edit slide-over, with a confirm.

Deleting a contact:

• Deals and invoices naming the contact are kept, and no longer reference a contact.
• The contact's notes are deleted.

To remove someone from a company without deleting them, clear the Company field.