Contacts

Contacts is the workspace contact management surface. It covers three related areas accessible as tabs: Contacts (individual records), Groups (curated lists of contacts), and Directory (all workspace members). Together they give you a single place to manage everyone your workspace interacts with.

Use Contacts when you need to find a client's details, organize a mailing list, or look up a workspace member. It replaces the need for a separate spreadsheet of contact information and connects contact records to messages, calendar events, and other workspace activity so that context is always one click away.

Open Contacts from the sidebar. The Contacts tab lists all individual contact records. Use the search bar at the top to find a specific person by name, email, or phone. Click a contact record to see their full profile, including linked activity. To add a new contact, click Add Contact, fill in the fields, and save. The Groups tab lets you organize contacts into named lists — useful for segmenting a mailing list or tracking a project's stakeholders. The Directory tab shows all active workspace members with their roles and contact details.