The Contacts list gives you a single view of every person and business contact in your workspace. This article covers the key things you can do from the list.
Tags appear inline in the Name column, directly below (or beside) the contact's name.
No tags yet: a small tag icon appears to the right of the name. Click it to open the tag picker and add your first tag.
Tags already assigned: they wrap onto a second row below the name so they have room to grow.
Client-role users see tag badges but cannot edit them.
Tip: The tag icon has a tooltip that reads "Add Tag" (when one tag exists) or "Add Tags" (when none exist). Hover over the icon if you are unsure what it does.
Each contact row has a Client Groups column that shows which client groups the contact belongs to.
No groups linked: an Add Groups button is shown. Click it to open the Manage client groups modal.
One or more groups linked: stacked square group icons are shown, overlapping slightly. Hover over any icon to see a card with the group name, code, and the contact's role(s) for that group, plus a View Group link.
If there are more linked groups than the display limit, a +N badge appears to the left of the icons.
A chevron button next to the lead group name opens a popover listing all linked groups. From the popover you can navigate to any group or unlink individual groups.
Click Add Groups (or the chevron button, then Add group at the bottom of the popover).
The Manage client groups modal opens. Use the search box to find a group.
Click a group in the list. A role step appears, showing the available roles (e.g. Primary, Secondary).
Select at least one role, then click Save. The contact is linked and the column refreshes.
Open the popover on the Client Groups column for the contact, then click Add group.
In the Manage client groups modal, already-linked groups appear at the top of the list with a checkmark. Click a linked group to edit its roles.
Update the role selection and click Save.
You can unlink in two ways:
From the popover: hover over a group row and click the trash icon that appears on the right.
From the role editor: open the role step for a linked group (see above) and click Unlink.
Users with a client role can see the Client Groups column but cannot add, edit, or remove links.
The Clients column works the same way as Client Groups: stacked client icons, hover cards, and a popover to manage links. See your firm administrator for more detail on linking contacts to individual clients.
Use the Columns toggle (top-right of the contacts table) to show or hide individual columns, including Client Groups and Clients.
