Manage CRM Contacts

CRM Contacts store person-specific relationship details. A contact can include names, emails, phones, addresses, linked Companies, owner, assignees, tags, notes, Tasks, and Comments.

Before you start

• CRM and Contacts must be enabled in App Settings.
• You need view access to open Contacts.
• Creating Contacts requires create access.
• Editing fields requires edit access.
• Deleting Contacts requires delete access.
• Follow-up Tasks require List/Task access.

Create a Contact

1. Open CRM.
2. Select Contacts.
3. Select + Contact.
4. Enter First name and/or Last name.
5. Add email, phone, address, linked Company, owner, assignees, tags, and notes as needed.
6. Select + Contact to save.

Expected outcome: the Contact appears in the Contacts list and can be opened from CRM, Search, or related selectors.

Contact Field Reference

Field or control	What it stores	Notes
First name	Person’s first name.	At least one name field should be meaningful for search.
Last name	Person’s last name.	Combined with first name for display.
Emails	Email addresses.	Labels: primary, work, personal, other.
Phones	Phone numbers.	Labels: primary, work, mobile, home, other.
Addresses	Mailing or location details.	Labels: primary, work, billing, shipping, home, other. Fields include line 1, line 2, city, state, postal code, and country.
Companies	Connected Companies and job title.	Visible only when Companies are enabled.
Owner	Primary owner for the Contact.	Choose from active Space members.
Assignees	Additional people responsible for follow-up.	Multiple members can be selected.
Tags	Labels for segmentation or filtering.	Tag creation depends on tag access.
Notes	Rich text notes about the Contact.	Use Comments for discussion and Tasks for action items.
Delete	Removes the Contact after confirmation.	Visible only for existing Contacts with delete access.
Save	Saves edits to an existing Contact.	Disabled without edit access or while offline.

Contact List Reference

Element	What it shows	Notes
Search	Opens a search field for existing Contacts.	Search by name, email, or phone.
Record count	Shows the number of Contacts in the list.	Updates with search results.
Contact card	Shows name and available email/phone details.	Select to open details.
More actions	Shows allowed record actions.	Some actions are intentionally hidden if not supported for CRM records.
Empty list action	Shows + Contact when no Contacts exist.	Use it to create the first Contact.

• Mobile opens Contact details in a full-screen dialog.
• Tabs are swipeable on small screens.
• Address editing opens a small form on desktop and can take more space on mobile.

Troubleshooting

You cannot save a Contact

• Symptom: Save is disabled or the Contact does not update.
• Cause: You may not have edit access, or the app may be offline.
• Resolution:
  1. Confirm edit access with a Space admin.
  2. Reconnect if offline.
  3. Try saving again after fields are valid.

Linked Company is missing

• Symptom: You cannot attach a Company to a Contact.
• Cause: Companies may be disabled, you may lack Company access, or no Company exists yet.
• Resolution:
  1. Ask a Space admin to confirm Companies are enabled.
  2. Create the Company if you have access.
  3. Search by full or partial Company name.

A Contact duplicate appears

• Symptom: Two Contacts represent the same person.
• Cause: A Contact was created instead of updating the existing record.
• Resolution:
  1. Compare names, emails, and phones.
  2. Move notes or follow-up to the Contact your team will keep.
  3. Delete or archive the duplicate only when you have confirmed it is safe.