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Contacts

Contacts represent individual people at your client organizations. They're the people you communicate with for support, billing, and business matters.

Contacts List

Overview​

The Contacts module allows you to:

  • Store contact information for individuals
  • Link contacts to clients
  • Track contact types (primary, billing, technical)
  • Associate contacts with tickets and assets

Viewing Contacts​

Navigate to CRM → Contacts to see all contacts.

List View​

The contact list displays:

  • Contact name and title
  • Email address
  • Associated client
  • Contact type (Primary, Other)
  • Status (Active, Inactive)
  • Assets and tickets count

Filtering and Searching​

  • Search - Find by name or email
  • Filter by Type - Primary, Billing, Technical, Other
  • Filter by Status - Active or Inactive

Contact Types​

TypeDescription
PrimaryMain point of contact for the client
BillingHandles invoicing and payments
TechnicalTechnical decision maker
OtherGeneral contact

Creating a Contact​

  1. Click + Add Contact
  2. Enter contact details:
    • Name - Full name
    • Email - Email address (required)
    • Phone - Phone number
    • Title - Job title
    • Client - Associated client
    • Type - Primary, Billing, Technical, Other
  3. Click Save

Contact Detail Page​

Click on a contact to view their full profile:

Information​

  • Personal details
  • Contact information
  • Associated client

Tickets​

  • All tickets created by or assigned to this contact
  • Create new tickets

Assets​

  • Assets assigned to this contact

Activity​

  • Recent interactions and history

Associating Contacts with Clients​

Contacts should always be linked to a client:

  1. When creating a contact, select the Client field
  2. To change the client, edit the contact
  3. One contact can only belong to one client

Communication​

Email​

Click the email address to send an email directly.

Phone​

Click the phone number to initiate a call (if supported by your device).

Best Practices​

  1. Always link to clients - Every contact should have a client
  2. Designate primary contacts - Mark one contact as primary per client
  3. Keep information current - Update when roles change
  4. Use accurate titles - Helps identify decision makers
  5. Add notes - Record important relationship details