Contacts Guide

The Contacts feature acts as your address book, letting you manage people and organizations and link them to your work in Optivation.

1. Managing Contacts

Creating a Contact

1. Click Contacts in the sidebar.

2. Click New Contact.

3. Fill in details:

   Left Column:

   • Organization — Company or business name
   • Primary Email (required, must be unique)
   • Relationship Roles — Tag the contact as Client, Vendor, Team Member, etc.
   • Notes — Any additional information

   Right Column:

   • Contact Name — The individual's name
   • Job Title — Their role at the organization
   • Phone
   • Client Code — Short code used in invoice numbering (e.g., ACME, LC). Auto-converts to uppercase, max 20 characters.
   • Address — Billing address (used on invoices)

4. Click Create.

Editing & Deleting

• Edit: Click the pencil icon on a contact card or row. (Note: Primary email cannot be changed after creation).
• Delete: Remove a contact permanently.

2. Linking Contacts

Contacts become powerful when linked to your work.

Link to Inbox Items

When viewing an email or event:

1. Go to the Contacts section.
2. Search for a person.
3. Click Link.
4. This helps you track all communications related to a specific person.

Link to Pages & Databases

Using the Person property in databases or mentions in pages, you can reference your contacts directly in your workflow.

3. Organizing Contacts

• Search: Find contacts by name, email, or company.
• Tags: (Coming soon) Group contacts by custom tags like "Client", "Vendor", or "Team".

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Related:

• Inbox – Linking contacts to emails.