Contacts
Contacts is the customer and contact directory. Open a record when you need who they are — then use Connie or Cases for what is going on. Path:/contacts
Browse contacts
- Open Contacts in the sidebar.
- Search the directory, or sort by Name or Created (default: newest first).
- Switch grid/table view if you prefer.
- Open a contact at
/contacts/:contactId. - Ask Connie from the contact drawer about that customer’s jobs, repeats, or open risk. Contact Connie is the same streamed assistant as the header drawer — + for saved prompts, voice note on the composer, New chat and Sessions in the header. See Ask Connie.
From contact to owned work
- Related jobs and history: Jobs and Search.
- Account risk that needs follow-through: create a Case from the Cases page or from Advanced search, then assign a Team.
- Portfolio ownership: keep key-account Teams linked to the customers they cover — see Teams.