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Help centre › Contacts, inbox & tasks

Contacts

Manage your organisation's shared address book and contact details.

Updated 9 October 2026

Your contact book

Open Contacts in the side menu. This is the shared address book for your organisation, where you can manage people and entities.

Add a contact

  1. Press + Add contact.
  2. Enter the contact's name, organisation, and details.
  3. Press Save.

Contact history and details

Open a contact to view their details. A contact page shows their information, activity, notes, emails, calls, and texts. Press Edit to change any details.

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