Contacts App

Maintain a directory of customer and organizational contacts — with full address, communication, and tagging details — linked to organizations and searchable across your installed base.

---

📋 Contacts List

The Contacts List shows all contacts available to the logged-in user.

Table Columns

What does each column mean?

Column	Description
Ref Id	Auto-generated reference identifier, prefixed USER- (e.g., USER-2710)
First Name	Contact first name
Last Name	Contact last name
Organization	Organization badge — the organization this contact belongs to
Asset Type (Tags)	Asset type tags associated with this contact
Title	Contact's job title
Department	Contact's department
Email	Primary email address
Tags	General category tags applied to this contact
Services (Tags)	Service-related tags associated with this contact
Address	Street address
City	City
State	State
Country	Country
Website	Contact or organization website
Phone	Phone number
Notes	Free-text notes
Action	✏️ Edit and 🗑 Delete icons

⚠️ Non-obvious behavior: The table is wider than the visible viewport — scroll horizontally to see all columns through to Phone, Notes, and Action. The Action column with edit and delete icons is at the far right end of the table.

Organization Badges

The Organization column displays the contact's organization as a dark gray badge (e.g., Demo-Org, Apex Solutions Group, Organization 1). These are selectable values tied to the organizations configured in the account.

Active Filter Chip

When a filter is applied (e.g., filtering by Organization), the active filter value appears as a chip above the table header (e.g., Apex Solutions Group ×). Click × on the chip to clear the filter and return to the full contacts list.

Table Toolbar

What do the controls do?

Control	Function
🔍 Search	Search contacts by name, email, or other fields
☰ Filter	Apply column-level filters
⊞ Column view	Switch between display layouts
☰ List view	Standard list layout (default)
⠿ Grid view	Tile/grid layout
+	Create a new contact
Request Data	Export the contacts list

---

➕ Create / Edit Contact — 3-Step Form

Contacts are created or edited through a 3-step form. Steps 2 and 3 are optional.

Step 1 — Basic Details

What does each field mean?

Field	Description
Reference Id	Auto-generated USER- identifier — read-only, assigned by the system
Select Organization	Dropdown — select the organization this contact belongs to
First Name	Contact first name
Last Name	Contact last name
Title	Job title
Department	Department name
Email	Primary email address
Alternate Email	Secondary email address (optional)
Description	Free-text description of the contact
Website	Website URL
Notes	Free-text notes

Click NEXT to proceed to Step 2, or SAVE to save the basic details and stay on Step 1.

Step 2 — Contact Details (Optional)

Additional contact and address details. Scroll through the fields to complete address, phone, and other contact-specific information.

Step 3 — Tagging (Optional)

Apply tags to the contact — including general Tags, Asset Type Tags, and Services Tags — to make the contact filterable and searchable by category.

⚠️ Non-obvious behavior: Steps 2 and 3 are explicitly marked Optional in the stepper. A contact can be saved after Step 1 alone. The BACK and NEXT buttons navigate between steps; use SAVE at any point to commit current changes.

---

🔄 Workflows

Workflow 1 — Find All Contacts for an Organization

1. Open the Contacts app from the sidebar.
2. Click the ☰ Filter icon in the toolbar.
3. Filter the Organization column by the organization name (e.g., Apex Solutions Group).
4. The active filter chip appears above the table.
5. Review the filtered contact list.
6. Click × on the filter chip to clear and return to the full list.

✅ Result: All contacts belonging to that organization are shown. The Ref Id, email, phone, and address details for each are visible by scrolling the table horizontally.

---

Workflow 2 — Create a New Contact

1. Open the Contacts app from the sidebar.
2. Click the + button in the toolbar.
3. Step 1 — Basic Details: enter first name, last name, organization, email, title, department, and any other relevant fields. Click SAVE or NEXT.
4. Step 2 — Contact Details (optional): add address, phone, and other details. Click NEXT.
5. Step 3 — Tagging (optional): apply tags for filtering and categorization. Click SAVE.

✅ Result: The new contact appears in the Contacts List with a system-assigned USER- Ref Id.

---

Workflow 3 — Edit or Delete a Contact

1. Open the Contacts app from the sidebar.
2. Scroll right in the Contacts List to find the Action column.
3. Click ✏️ to open the contact edit form with all existing details pre-populated. Make changes and click SAVE. — or — Click 🗑 to delete the contact. Confirm the deletion prompt.

✅ Result: The contact record is updated or removed from the list.

---

📥 Bulk Contact Ingestion

In addition to creating contacts one at a time through the form, contacts can be imported in bulk using the Ingestion feature. This is the recommended approach when loading large numbers of contacts at once. See the Ingestion documentation for the required import format and process.

---

✅ Best Practices

• Use Organizations to group and filter contacts. Assigning every contact to an organization makes the filter chip workflow fast and effective. Contacts without an organization are harder to segment — ensure the Organization field is always populated when creating contacts.

• Apply Service and Asset Type tags for targeted lookups. Tags in the Services (Tags) and Asset Type (Tags) columns allow contacts to be filtered by the products or service areas they relate to. This is especially useful when looking up contacts for a specific asset type or contract scope.

• Use bulk ingestion for large contact imports. If onboarding a new customer organization with many contacts, use the Ingestion feature rather than creating contacts individually. See the Ingestion documentation for format details.

• Scroll right to access Actions. The Action column is at the far right of a wide table. If edit and delete icons are not visible, scroll the table horizontally rather than assuming they are absent.

---

💡 Tips & Shortcuts

Tip	How
Filter by organization quickly	Click ☰ Filter → Organization → enter name — the chip appears above the table
Clear an active filter	Click × on the filter chip above the table
Find the edit/delete icons	Scroll the table to the far right — the Action column is the last column
Import many contacts at once	Use the Ingestion feature — see Ingestion documentation for bulk import format
Export the contact list	Click Request Data in the toolbar

---