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Contacts

Contacts are split into people and organizations, with a shared timeline view across both.

People​

/contacts/people lists everyone, searchable and filterable.

The people list

/contacts/people/[personId] is a person's detail page: their fields, the organization they belong to, their deals, activities, notes, files, and email threads.

Opening a person from the list shows the record in a slide-over panel over the list, rather than navigating away, so you keep your place. The same record is also reachable as a full page by its own URL.

Organizations​

/contacts/orgs and /contacts/orgs/[orgId] work the same way for companies.

An organization detail page

An organization's page shows its people, its deals, and its own activity and email history.

Linking​

A person can belong to one organization. When setting it, existing organizations are suggested so that people attach to a single record rather than creating near-duplicate companies.

Deals link to both a person and an organization, which is what makes a company's page able to show every deal across all of its contacts.

Timeline​

/contacts/timeline is a chronological view of contact activity, useful for answering "what has happened recently" without opening records one at a time.

Inline editing​

Contact fields are edited in place: click a value, change it, and it saves. Escape cancels. Custom fields appear alongside built-in ones. See Data fields.

Email​

Threads linked to a person appear on their detail page. Linking is recorded on the thread, matching inbound mail on the sender and outbound mail on the recipient. See Email.

Visibility​

People and organizations follow the same visibility model as deals, so two colleagues can legitimately see different contact lists. See Visibility groups.