The Contacts module lists the people and companies of your firm, whether they are clients or not. From here you can add contacts, find them and open their dashboards.
To open it, click Contacts in the left menu.
The Contacts list
- Add Person and Add Company create a new contact. See Getting started with Contacts.
- The filter icon (funnel), the column selector (show or hide Type, Email and WebSite) and help. The filter panel stays hidden until you click the funnel. You can filter by Type (All, Person, Company or Client), Name, Phone, Email and Website. Clear resets the filters.
- The table columns: Type, Name, Phone, Email and WebSite. The table shows the primary phone and email of each contact.
- The edit button and the actions arrow of each contact.
- The Type icon shows whether the contact is a person or a company.
- The underlined name opens the Contact dashboard.
- The number of contacts listed.
Contact actions
Click the arrow next to the edit button of a contact to see its actions.
- The edit button and the actions arrow.
- The actions: Edit opens the contact form, Resend Invitation sends the Client Portal invitation again (enabled only when the contact has a portal invitation) and Delete deletes the contact. In Delete contact, click Yes. The message Contact has been trashed. appears and the contact moves to Settings > Recycle, which lists deleted items with their Name, Date and Deleted By.
- Your firm appears in the list as a company with the System badge. It has no actions here. Edit it from your firm settings.