What is a client contact

A client contact represents an individual connected to a client organization—such as a primary point of contact, manager, or team member—who facilitates communication and collaboration between your company and the client. Client contacts store essential information like name, email, department, and phone number, making it easy to manage relationships and stay organized.

To view information about a client's contacts, go to the Clients module and click the Contacts tab in a client’s page. 

The cards in tiles view (columns in list view) show the following information:

• Name – Displays the contact’s full name.
• Email – Shows the contact’s email address.
• Department – Indicates the department the contact is associated with.
• Job Title – Displays the contact’s job position within the associated company.
• Phone Number – Shows the primary phone number for reaching the contact.

You can switch between the list view or the tiles view.  

List view

Tiles view  

Note! Contacts created in any of the modules can be later found in the Contacts module.