The Contacts page is a single view of every person and business contact in your workspace. Contacts are the people behind your clients — directors, trustees, partners, spouses — and one contact record can be linked to many clients and groups.
Click New Contact on the Contacts page (or hover over Contacts in the sidebar and use the plus button). In the New Contact dialog:
Choose Individual or Business.
For an individual, enter First Name and Last Name (both required), and optionally a Title, Date of Birth, Occupation, Personal Tax File Number (TFN), Director ID (15 digits starting with 036), Salutation (used after Dear …) and Addressee (used above addresses). For a business, enter the Business Name.
Add Email Addresses and Phone Numbers. Each has a type (emails: Work, Personal, Billing, Marketing, Support, Xero, Other; phones: Mobile, Work, Home, Other) and one of each can be marked Primary. Use + Add another email address / + Add another phone number for extras.
Optionally add Notes, then click Create Contact. You'll land on the new contact's page.
Columns include Name (with a Business marker and tags), Clients and Client Groups (icon stacks showing links — see the linking article), XPM (whether the contact is connected to Xero Practice Manager), AML and Risk (when AML is enabled for your organisation; hidden from client-role users), Source (hidden by default: Platform, XPM Import or MYOB Import), Email, Phone and Created At. Column choices, saved views and Export CSV work exactly as on the Clients list.
Filters: Search and Type (Individual / Business) are always visible; More reveals Tags, Source, AML, Risk and Verified (Any / Yes / No — whether the contact has completed identity verification).
The Email and Phone columns are editable in place:
Click the value (or Add Email / Add Phone when empty) to open the same edit dialog used on the contact's page — change values, set the type, mark one as primary, or add and remove entries, then Save.
Hover over a cell to reveal a copy button; clicking it copies the primary value and shows a Copied … to clipboard toast.
Client-role users see the primary value as a plain email/phone link with the copy button, but can't edit.
Select rows with the checkboxes to reveal the bulk bar (N of M selected): Delete, Run AML Assessment (AML organisations with AML access only), Set Tags (tick tags, then Add or Remove) and Send Message. Click Cancel to clear the selection.
A contact's page shows their avatar, name and a verified badge (once identity verification is complete), with these tabs:
Details — cards for Contact Details (including TFN, Director ID, salutation/addressee, creation source, identity verification status and any linked Nagaris portal account), emails, phones, addresses, an AML summary and metadata. The extra actions menu on the details card includes Edit Contact, Edit Emails, Edit Phones and Delete (staff only).
Client Groups — every group the contact is linked to, with the group code, Portal Access badges (Has access / No access, Can edit / Read only, Invited / Not invited) and role badges.
Clients — every client the contact is linked to, with the client type, group and roles (a pinned Primary badge marks clients where they are the primary contact).
AML (when AML is enabled) or Verification — identity checks for the person.
Mail — when Nagaris Mail is enabled; staff only.
Contacts imported from XPM can arrive as one record per client they appear against. The Clients column makes these duplicates easy to spot and consolidate — see the linking article.
Deleting a contact is permanent and asks for confirmation; if the contact is linked to XPM you can optionally tick Delete in XPM as well.
