Contacts Overview

The Contacts module stores a directory of people associated with your studio: clients, partners, and other external contacts. Each contact record holds the information you add.

Accessing contacts

Open the admin portal.
Select Contacts in the left sidebar.

The contact list opens, showing all contacts for your tenant.

Contact list layout

The list view displays contacts as rows with summary information:

Column	What it shows
Name	Full name of the contact
Email	Primary email address
Phone	Primary phone number (if added)
Company	Organization name (if added)
Last activity	Date of most recent interaction logged

Select any row to open the full contact record.

Contact record fields

Opening a contact shows the full record. Available fields:

Field	Description
First name, Last name	Required for record creation
Email	Primary contact email
Phone	Primary phone number
Company	Organization or employer
Job title	Role at their company
Address	Mailing or physical address
Notes	Free-text notes visible to team members with access
Tags	Labels to categorize the contact (e.g. `client`, `prospect`)

Searching contacts

The search bar appears at the top of the contact list.

Select the search field and type a name, email, or company.
The list filters as you type.
Clear the search with × or press Escape.

Search covers name, email, and company fields.

Next steps

Adding and Editing Contacts — create, update, and delete contact records.