Contacts

Contacts represent the people associated with your accounts — key personnel, billing contacts, site managers, and other stakeholders. Each contact is linked to an account and can be managed from the Contacts page or from within an account’s Contacts tab.

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Contacts list

The Contacts page displays all contacts across your organisation in a data grid with the following columns: Summary cards at the top show contact totals for your organisation.

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Toolbar and row actions

The data grid toolbar provides Filter, Column visibility, Export (CSV), Refresh, Density, and Search, matching the Accounts grid. Each row offers See Details to open the contact detail page and Quick Edit to edit fields inline in a drawer.

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Creating a contact

Click the + button in the top-right corner to open the Create New Contact drawer. The form captures:

• first_name — First name (required)
• last_name — Last name (required)
• email — Email address (required, validated)
• phone_number — Phone number
• mobile_number — Mobile number
• position — Role or job title
• department — Department or team
• account — The account to link the contact to (required)

You can also add a contact from an account’s Contacts tab, which pre-fills the linked account.

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Contact detail page

Clicking See Details on a contact opens the detail page with a tabbed interface:

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Overview tab

The Overview tab opens with summary cards for Name, Email, Phone, and Account, followed by two editable sections:

• Contact Details — id (read-only), first_name, last_name, and account
• Contact Info — email and phone_number

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Details tab

The Details tab shows additional profile information for the contact, including any extended fields captured beyond the core name, contact, and account details.

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Settings tab

The Settings tab lets you manage the contact’s lifecycle:

• Archive — Set the contact to inactive (active is set to false) while keeping its history
• Delete — Permanently remove the contact