CRM: Adding and Editing Contacts

How do I add a Contact?

To add a Lead, Prospect, or Client, navigate to CRM > Contacts and click the +Add Contact button.

You will be presented with several fields to fill out for your Contact. You can create Secondary Contacts in the same way. 

CLICK HERE to learn more about Secondary Clients

The required fields are Role, First Name, and Last Name. The Email field will also be required if the Contact is a Prospect or Client. You also have the option to assign a Company to the Contact. You can upload an avatar for your Contact and fill in Default and Custom Field information as needed.

In addition to the Contact information you can also assign the Coordinator, Salesperson As well as additional assignments.

To add your Assignments, click the dropdown arrow to reveal all available options.

TIP: Please note, the assignments that are available will depend on what ROLE you have selected for the Contact.  

Inviting Prospects and Clients to the Portal

During the creation process, you will have the option of immediately sending the Prospect or Client a Portal Access Invitation. This email will contain a link to activate their account. They will be required to choose a password before gaining access to the Portal. If you would prefer to not send them the activation link right away, you can uncheck this option.

In some cases, you may want to add the Contact to the platform but not send the activation link right away. While the Contact is in "Not Invited" status, you have the freedom to build the resources that you intend for them to see. While in this status, a Contact will be unable to access the portal and will not be sent any email notifications for created or assigned content. Once you are prepared, you can select Send Invite from the Options menu button.

TIP: An exception to the rule of blocking any notification emails to a Contact in "Not Invited" status is if you have enabled the ability for Documents to be signed without logging in and you assign them a Document.

CLICK HERE to learn about Documents

If you have chosen to send the Portal Access Invitation, your Prospect or Client will have the "Invited" Status in the CRM list under Last Login until they activate their account. While in Invited status, you can choose to Resend the Invite at any time via the Options menu button (3 dots).

TIP: The "Resend Invite" is not available for Prospects or Clients who have already activated their accounts. If they are having trouble accessing their account, they are required to change their password.

Creating a Test Client

Navigate to CRM > Contacts, and click the +Add Contact button.

For testing purposes, it is best to choose Client for the Role. Choosing to send the Portal Access Invitation Email immediately will speed up the process.

The following are the only required fields. In this example, the Gmail/G Suite hack is being used.
The Client - or in this case, you - will receive the activation email. If you are already logged into the platform it is recommended to open the link via "Incognito" or "Private" mode. You can do this by right-clicking the link and selecting Open link in incognito window in Chrome, Open link in private window in Firefox, or a similar in a different browser. Two users on the same browser cannot be logged into the platform at the same time.

All you need to do now to activate the account is to set a password.  The Display Name is typically automatically pre-filled with the First Name/Last Name however this can be any name/nick name of your choosing. 
In addition to the information that was provided, a 'Handle' will automatically be created. Handles are unique usernames assigned to each user and are mandatory for @mentions. This ensures clear and unambiguous communication within the platform.

Now you can experiment by creating Client pages, sharing Files, creating Invoices, etc., to test what your Clients will see.

How do I manage my Contacts?

In the Contacts list, click the Options menu button of the Contact you would like to manage. This is a special menu that has a structure similar to the Flyout Menu.

The options available will depend on several factors (Role, Status, etc.,). You'll be able to quickly accomplish many tasks right from this menu.

You can use the quick icons at the top of the menu to copy the link to the Contact's CRM Dashboard, edit the Contact's information, send a Secure Message, and Impersonate the user.

CLICK HERE to learn about the CRM Dashboard

CLICK HERE to learn about Secure Messaging

CLICK HERE to learn about Impersonating

Contact UID

You can access the Contact UID by clicking  Options. Select the Fingerprint icon to copy the UID.

How do I edit a Contact?

Go to CRM > Contacts. The first way is to click Options and select the Edit Icon.

The second way is to click on the Contact you are wanting to edit from CRM > Contacts. This will take you to the Client Dashboard.

From there you will click Edit under Contact Details.

TIP:You can edit all Profile information with the exception of the Display Name and the Handle. To Change these, you can do so by impersonating the Contact and clicking 'Edit Profile'.
Please note: The Display Name can be changed to any name of your choosing however the Handle must be unique and not directly match any other handle already taken.

When going into Edit Mode for a Primary Contact, you also have the ability to Prevent the Primary Contact from switching into 'Individual Mode'.  

Clicking this setting means that the Portal they enter and navigate is the Company Portal and they will not be able to switch to their Individual portal in the Flyout Menu.

CLICK HERE to learn about Preventing Primary Contacts from switching into "Individual Mode'.

After editing the Contact's details you will see that you have 3 different Save options at the bottom of the screen and also the option to clear the changes.

Save > List: This will save your edits and take you back to the list of Contacts.

Save > Contact: This will save your edits and take you back to that specific Contact's Dashboard.

Save and Keep Editing: This will apply the changes but still give you the opportunity to make further edits.

Clear Changes: This will remove any changes you have made to the Contact. You will still need to choose a save option after clearing the changes.

How do I search for a Contact?

You can search for a Contact/Company by Filtering, the Quick Switcher or by the Search functions.


Go to  CRM>Contacts or CRM>Companies and click the Filter icon in the CRM list options.

You can then use the Filter options to find the relevant Contact/Company.

The Quick Switcher

If you are already in a Contact/Company record in the CRM, you can click the arrow next to their name to open the Quick Switcher.

Start to type the name at the top of the dropdown box to quickly locate your Contact/Company, alternatively all of your Contacts/Companies will appear in the dropdown box.

The Search/Find Bar

From any page you can search for a Company or Contact.  Click the Magnifying Glass Icon located in the bottom right of the page

Add the Contact/Company Name into the search bar and it will show both Contact and/or Company records that the name is associated with.

You can now use the icons to Edit, Message, Impersonate, or go to the CRM record.

Edit by clicking the Pencil icon for either the Contact or Company.

Message by clicking the envelope Icon.

Impersonate by clicking the Masquerade Mask Icon.

To go to the Contact/Company profile, click the arrow Icon.

TIP: You can use the keyboard short cut 'F' on any page to open the Search/Find window.