The Contacts module serves as a central address book, storing contact information for individuals and organizations recorded throughout the system. It includes a company Directory, which lists contact details for all locations and team members. The company Directory is a reserved contact group.
Other reserved contact groups include Clients and Suppliers. Contacts in these groups cannot be modified directly within the Contacts module. Instead, they must be updated from their original source. For example, Clients can be added and updated through Case Files.
- Go to Contacts.
- Make sure a custom group or All contacts is selected from the side-panel on the left.
- At the bottom-right, click Create contact.
- Enter the contact’s information, then click Save.
- Go to Contacts.
- Make sure a custom group or All contacts is selected from the side-panel on the left.
- Select a contact that does not belong to a reserved group.
- At the top-right, click Edit contact.
- Edit contact details, then click Save.
- Go to Contacts.
- Make sure a custom group or All contacts is selected from the side-panel on the left.
- Select a contact that does not belong to a reserved group.
- At the top-right, click Delete contact.
- Click Delete to confirm.
- Go to Contacts.
- Click Sort.
- Select First Name or Last Name as the sorting option.
Note
Organizations are sorted alongside individual contacts and will appear in the appropriate order within the list.
