#Contacts

Contacts are individual people you interact with. They can be linked to accounts and used throughout the system for tickets, deals, and more.

#Creating a Contact

1. Go to Customer Relations → Contacts
2. Click New Contact
3. Fill in the details:
   • First Name — Required
   • Last Name — Required
   • Other Names — Middle names or nicknames
   • Email — Required, must be unique
   • Phone — Required, must be unique
   • Category — Contact group (see Categories)

#Additional Info

• Organization — Company name (text field)
• Job Title — Their role
• Website — Personal or professional URL
• Address — Full address details
• Notes — Internal notes

#Tags

Add tags to organize contacts (see Tags).

#Linking to Accounts

Contacts can be associated with one or more accounts:

1. Open an account
2. Go to the Contacts tab
3. Attach the contact

Or when viewing a contact, you can see which accounts they're linked to.

#Filtering Contacts

Use filters to find specific contacts:

• By category
• By tags
• By date created
• Show deleted (trashed)

#Copying Contact Info

Quickly copy contact details:

• Click the copy icon next to phone, email, or name fields

#Editing a Contact

1. Click on any contact
2. Click Edit to modify
3. Save your changes

#Deleting a Contact

Contacts are soft-deleted (moved to Trash). You can restore them later.

#Export

Download contacts as CSV for backup or reporting.