Contacts
Contacts are the people you deal with at each Client. Every contact belongs to a client, which is how you keep track of who-does-what at each company without the list becoming a flat pile of names.
Key fields
Section titled “Key fields”| Field | Purpose |
|---|---|
| Client | The company this person works at. Required. |
| First Name, Last Name | Used on invoices, statements, and sales activity. |
| Position | Their role — helpful when you deal with several people at the same client. |
| Email, Phone | Primary contact channels. |
| Address | Street, city, state, zip, country — optional. |
| Social profiles | LinkedIn, Facebook, Instagram, X, YouTube, TikTok, Pinterest. |
| Source | How you first came across this contact. |
| Notes | Freeform internal notes. |
What the Contact drawer shows
Section titled “What the Contact drawer shows”Opening a contact shows everything you’ve done with that person — the invoices, quotes, jobs, and POS sales they’re named on, the sales activity you’ve logged, any social messages linked to them, and open tasks. It’s the quickest way to see “what’s the current state with Jane at ClientCo?” without hunting across records.
Typical things you’ll do
Section titled “Typical things you’ll do”- Add a contact to a client — open the client drawer and add a contact, or create one directly and link it to a client.
- Edit contact details — update email, phone, or role when someone changes jobs or you get new details.
- Log an interaction — record a call or meeting with the contact under Sales Activity.
- Open a linked invoice or quote — jump straight from the contact into any document that names them.