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
- Press + Add contact.
- Enter the contact's name, organisation, and details.
- 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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Connect your Microsoft 365 or Google mailboxSend from your own address and get replies back onto the contact.Use the inboxRead and reply to emails, texts and calls, assign conversations and leave internal comments.My tasksEverything waiting for you, in one list.Choose your email notificationsTurn emails on or off, or get a daily digest.