Add and Manage Address Book Contacts

The Contacts module serves as your organization’s central address book, designed to store and organize contact information for both individuals and organizations recorded throughout the system. Access to this module is role-based, meaning only users with the appropriate permissions will be able to view or manage contacts.

At the core of the module is the Company Directory, a reserved contact group that includes all locations and team members. Other reserved groups – Clients and Suppliers – are populated automatically from other parts of the system. These records cannot be edited directly from the Contacts module and must be updated from their original source (e.g., Clients are managed through the Case Files module).

In addition to reserved contacts, users with access can store and manage a variety of other contact types, such as referrals, legal representatives, family physicians, and more. This helps keep important contact records organized and easily accessible within the permissions defined for your team.