#Contacts

#People

The People section provides a directory of individual contacts. Access it from the sidebar navigation.

#List View

People are displayed in a paginated table showing name, email, phone, organisation, and owner. Use search to find contacts by name. Filter by owner or labels.

#Creating a Person

Click Create to add a new person. The form includes:

• First Name / Last Name — Contact name fields.
• Title — Optional title (Mr, Mrs, Dr, etc.).
• Organisation — Link to an existing organisation using autocomplete.
• Email Addresses — Add multiple email addresses with type (work, home, other). The first is marked as primary.
• Phone Numbers — Add multiple phone numbers with type selection.
• Addresses — Add one or more structured addresses.
• Labels — Assign colour-coded labels.
• Custom Fields — Any configured custom fields.

#Person Detail Page

The detail page shows all contact information plus related records — associated deals, leads, organisation, and an activity timeline for tracking all interactions with this contact.

#Organisations

The Organisations section manages company and business records.

#List View

Organisations are listed with name, address, and owner columns. Search and filter capabilities work the same as other list views.

#Creating an Organisation

The organisation form includes:

• Name — Organisation/company name.
• Email Addresses — Company email addresses with type selection.
• Phone Numbers — Company phone numbers with type selection.
• Addresses — One or more business addresses.
• Labels — Colour-coded labels.
• Custom Fields — Any configured custom fields.

#Organisation Detail Page

Shows organisation details plus linked people, deals, leads, and the activity timeline.

#Clients

Clients are a wrapper entity that links a person and/or organisation together as a unified customer record. This is useful when you need to track a specific person at a specific organisation as a single client entity.

#Creating a Client

You can create clients:

• Directly from the Clients section using the create form.
• From a person or organisation detail page.

The form lets you select an existing person and/or organisation, or create them inline.