Viewing and managing contacts from the clients list (People column)

The Clients page has an optional People column that shows the contacts linked to each client, so you can see and manage relationships without opening every client record individually.

Turning the column on

The People column is hidden by default. To show it:

1. Open the Clients page.

2. Click the Table Options icon (top right of the table).

3. Tick People in the column list.

The column then appears in the table for every client row.

What the column shows

Each cell displays the contacts linked to that client as a stacked row of initials avatars:

• The primary contact's name and role are shown next to the avatar stack as a headline.

• If more contacts are linked than fit in the stack, a +N bubble indicates the overflow count.

• Hovering over an avatar opens a details card with the contact's name, role, email, and phone number.

• Client-role users (read-only access) see the avatars but cannot make changes.

Adding a contact from the clients list

1. Click the primary contact's name (or the chevron beside it) to open the contacts popover.

2. Click Add contact at the bottom of the popover.

3. The standard add-contact modal opens - search for or create the contact and assign their role. Every contact must have at least one role.

4. The cell updates automatically once the contact is linked.

If no contact is linked yet, an inline Add contact button appears directly in the cell.

Removing (unlinking) a contact

1. Open the contacts popover for the client.

2. Hover over the contact you want to remove - a trash icon appears on the right.

3. Click the trash icon.

4. Confirm the removal in the dialog that appears.

Removing a contact only unlinks them from that client. The contact record itself is not deleted and remains available to be linked to other clients.