Contacts & Addresses

Contacts and Addresses are standalone entities that can be linked to multiple clients, enabling you to reuse information across your organization.

---

Contacts

Contacts represent individual people associated with your clients.

Contacts List

Navigate to Contacts from the sidebar to view all contacts.

The list displays:

• Name - The contact's full name
• Title - Job title or role
• Email - Email address
• Phone - Phone number
• Actions - Edit and delete options

---

Creating a New Contact

1. Click the New Contact button
2. Fill in the contact details:

Field	Required	Description
Name	Yes	Full name of the contact
Title	Yes	Job title (e.g., "Project Manager")
Email	Yes	Email address
Phone	Yes	Phone number

3. Click Save to create the contact

---

Contact Detail View

Click on a contact name to view full details:

• All contact information
• Edit and delete options

---

Linking Contacts to Clients

Contacts can be associated with multiple clients:

1. Navigate to a Client detail view
2. In the Contacts section, click Add Contact
3. Select the contact from the dropdown
4. The contact is now linked to that client

Alternatively, create a new contact directly from the client:

1. In the client's Contacts section, click Create New
2. Fill in the contact details
3. The contact is automatically linked

---

Unlinking vs. Deleting

• Unlinking - Removes the association between a contact and client, but keeps the contact in the system
• Deleting - Permanently removes the contact and all its associations

---

Addresses

Addresses are reusable location records that can be linked to clients.

Addresses List

Navigate to Addresses from the sidebar.

The list displays:

• Street - Primary street address
• City - City name
• State - State or province
• Zip Code - Postal code
• Country - Country name
• Actions - Edit and delete options

---

Creating a New Address

1. Click the New Address button
2. Fill in the address details:

Field	Required	Description
Street	Yes	Primary street address
Street 2	No	Suite, unit, or additional info
City	Yes	City name
State	Yes	State or province
Zip Code	Yes	Postal/ZIP code
Country	Yes	Country name

3. Click Save to create the address

---

Address Detail View

Click on an address street name to view full details:

• Complete address information
• Edit and delete options

---

Linking Addresses to Clients

Addresses work similarly to contacts:

1. Navigate to a Client detail view
2. In the Addresses section, click Add Address
3. Select the address from the dropdown
4. The address is now linked to that client

You can also create a new address directly from the client detail view.

---

Common Use Cases

Multiple Office Locations

• Create one address per location
• Link all locations to the same client

Shared Addresses

• If multiple clients share an office building
• Create one address and link it to multiple clients

Client Headquarters vs. Project Sites

• Keep separate addresses for different purposes
• Link appropriate addresses to each client

---

Best Practices

Contacts

• Use complete names - Include first and last name
• Keep titles current - Update when roles change
• Use work email/phone - For business communications
• Avoid duplicates - Search before creating new contacts

Addresses

• Be consistent with formatting - Use the same format for all addresses
• Include suite/unit numbers - Use the Street 2 field
• Use full country names - Avoid abbreviations for clarity
• Update when clients move - Keep addresses current

---

Searching for Contacts and Addresses

Use the global search in the header to find contacts and addresses:

1. Click the search bar or press Ctrl+K / Cmd+K
2. Type the name, email, street, or city
3. Matching contacts and addresses appear in results
4. Click a result to navigate directly to it

The semantic search feature can also find related records based on context.