Managing Contacts

Contacts are the individual people associated with your accounts — the clients you speak to, the supplier representatives you work with, and anyone else involved in your events. Every contact belongs to an account.

Getting There

Contacts are accessed through their parent account:

• Click Accounts in the main sidebar
• Click on an account name to open the account dashboard
• Click the Contacts tab, or scroll down to the contacts section on the dashboard

Overview

The contacts table shows all people linked to the selected account. For each contact, you can see:

How To...

Add a Contact

• Open the account you want to add a contact to
• Click Add contact (either from the dashboard or the Contacts tab)
• Fill in the contact details (see Contact Form Fields below)
• Click Save

The contact will be created and linked to the account.

Tip: You can also create a primary contact at the same time as creating a new account. See Creating Accounts.

View Contact Details

Click a contact's name anywhere in the application to open their detail page. The contact detail page shows:

• Profile image
• Edit button
• Personal details — pronouns, honorific, job title, birthday, email, phone, mobile, address
• Account link (click to go to their account)
• Contact type(s)
• Account manager
• Tags
• Source
• Social media links
• Custom attributes
• Mailchimp activity (if the Mailchimp integration is enabled)

• Events — All events this contact is associated with, showing code, name, date, manager, salesperson, venue, price, profit, and status
• Media — Files and documents uploaded to this contact, with an Upload button
• Notes — Notes attached to this contact, with a Create Note button
• Tasks — Tasks assigned to this contact, with the ability to create new tasks

Edit a Contact

• Open the contact's detail page
• Click Edit
• Update the details as needed
• Click Save

You can also access the edit form from the actions menu (three-dot icon) next to the contact in any contacts table.

Transfer a Contact to Another Account

If a contact moves to a different organisation, you can transfer them rather than deleting and recreating them:

• Find the contact in the contacts table
• Click the actions menu (three-dot icon)
• Click Transfer
• In the modal, search for and select the destination account
• Confirm the transfer

The contact and all their linked records (notes, tasks, media) move to the new account. Their event history is preserved.

Delete a Contact

• Open the contact's detail page, or find them in the contacts table
• Click Delete (from the page actions or the actions menu)
• Confirm the deletion in the dialog

Warning: Deleting a contact is permanent and cannot be undone. Their event associations will be removed, though the events themselves are not affected.

Contact Form Fields

When creating or editing a contact, the following fields are available:

Personal Details

Social Media

Address

Contacts can have their own personal address, independent of their account's address. If address lookup is enabled, you can use the search bar to auto-fill the address fields:

• Address — Street address
• City
• Region
• Postcode
• Country

Classification

Email Subscription

If the Mailchimp integration is enabled, a Subscribed toggle appears, controlling whether the contact is included in Mailchimp email lists.

Custom Attributes

If your organisation has configured custom attributes for contacts, additional fields will appear at the bottom of the form.

Note: The Last name field is always required. Your organisation may have configured additional required fields — these will be clearly marked on the form.

Contacts on Events

Contacts can be linked to events, and this relationship is visible in both directions:

• On the contact detail page, the Events section shows every event the contact is associated with
• On the event page, contacts are shown in the event's contacts section

A contact's events are also categorised by status — you can see how many are new enquiries, leads, contracted, closed, or lost.

Importing Contacts

You can bulk-import contacts from a CSV file. The import process creates both accounts and contacts:

• Go to the import page
• Upload your CSV file
• Map your CSV columns to contact and account fields
• Submit the import

Available fields for contact import include: title, first name, last name, full name, job title, pronouns, birthday, email, phone, mobile, tags, and LinkedIn.

During import, accounts are matched by name — if an account already exists, new contacts are added to it. If it doesn't exist, a new account is created.

See Importing Data for detailed instructions.

Exporting Contacts

From the accounts list, click Export Contacts at the bottom of the page to download an Excel file containing all contacts across your filtered accounts. The export includes: first name, last name, account name, job title, email, phone, mobile, address, account type, and dates.

Note: You need the Export data or Export contacts permission to access this feature.

Tips & Best Practices

Tip: Always fill in the email and phone fields — these are clickable links that make it easy to contact people directly from the application.

Tip: Use contact types to distinguish between roles (e.g. "Decision Maker", "Day-of Contact", "Accounts Payable"). This helps your team know who to speak to about what.

Tip: Use the transfer feature when a contact moves companies rather than deleting and re-creating them. This preserves their history and event associations.

Related Articles

• The Account Dashboard
• Contact Types
• Creating Accounts