The Contacts module is the central location where all company contacts and their relevant information are listed. Contact records are used to track information for individuals or entities. Contacts can be related to accounts such as Clients, Vendors, or Subcontractors in the Directory. Contacts may also be marked as Leads for the Jobs workflow and will display the same information in the lead record.
Contacts Module List View
The Contacts module home page or "list view" displays all active Contact records within the system, allowing users to search, filter, and manage contacts efficiently.
Search & Filter Options
Quick Search
Search by contact name, company, or keywords.
Advanced Filter:
Search using multiple criteria.
Radius Filter
Search for contacts within a specified radius of an address.
Similar Records Search
Find records similar to a specified contact.
Generate Reports
Select the PDF icon to generate available reports:
Basic
List of contacts with their basic information.
Detailed
Comprehensive information for each contact.
Import / Export Records
Import
Use the "⚙️" icon to download the CSV template and upload completed documents.
Export
Select the export icon to download a CSV file of contact records.
Record Options
Select the ≡ icon on a record to:
Add as a favorite
Perform a web search
Find similar records
Duplicate the contact
Omit from the current list
Print mailing labels
Selected Contact
Overview Mode
Phone/Email/Address
Add and manage contact information.
Activity Log
View and add recent activities or notes.
Details Mode
Person
Enter and format the contact's name.
Company
Enter the company name if applicable.
Title
Enter the person's title if applicable.
Internal
Keywords
Enter searchable keywords for categorization.
Category
Assign a Category to the Contact record. Configured in the Categories module.
Archive
Mark a contact for archiving.
Company
Indicate if the contact is a company rather than an individual.
Business Card
Add an image of the contact's business card.
Files/Emails/Notes
Track and store related documents and information.
Attributes
Add available attributes to track additional data.
Marketing Mode
Birthday
Set the contact's birthday.
Do Not Contact
Mark if the contact has requested not to receive marketing materials.
Marketing Qualified
Indicate if the contact is qualified for marketing
Origin Date
Date that the Contact record was created.
Due
Set a due date (only for contacts marked as Leads).
Stage
Adjust the current “Stage” of the Contact. Customizable in the Categories module.
Source
Assign the “Source” of the Contact record.
Assigned
Assign users to the contact record.
Additional Features
Lead Button
Toggle a contact on or off as a lead. Enabled by default when Lead is created.
Batch Actions
Perform actions on multiple contacts simultaneously
Assign
Assign to User.
Lead
Toggle as Lead or Not a Lead.
Stage
Adjust stage.
Category
Adjust Category.
Actions Button
New
Quickly create new records in related modules (Event, Schedule, Client, Vendor, etc.).
Link Contact
Link Contact record to an existing Client, Vendor or Subcontractor record.
View the Contact as a Lead
Open the associated Lead record. Only possible if “Lead” is enabled.
Notify Contact
Utilize the Notify Contact/Client feature to send email or text notification to client. Text messages require the “Messages” package.
Common Workflow Questions
How do I create a new contact?
Can I import multiple contacts at once?
How do I mark a contact as a Lead?
What's the difference between archiving and deleting a contact?
How can I find all contacts within a certain area?
