Contacts is a built-in directory for storing key people associated with your clients - think of it as a digital Rolodex. For each contact, you can store:
Name
Phone number
Email address
Physical address
Contacts are a helpful way to keep people's information organized and tied to the right clients, all in one place.
What Contacts Are (and Aren't)
Contacts are designed for storing and referencing information - not for driving workflow. A few things to know about their current scope:
Contacts cannot be searched or filtered across the app
Contacts cannot be added as columns on the Projects table
You cannot create or assign work directly to a contact
On the Clients table, only the primary contact's name is visible as a column
Custom fields on client profiles offer more flexibility if you need contact-related information to be reportable or searchable
That said, contacts are a convenient way to keep people's details handy without cluttering your client profiles with free-text notes.
Creating a Contact
There are two ways to create a contact:
From the Contacts page:
Go to Contacts in the left navigation panel and click the blue Create new contact button.
From a Client's profile:
Open the client, click Add contact, then select Create new contact from the dropdown.
Fill in the contact's details (name, phone, email, address) and save. Once created, the contact exists independently — they won't be associated with any client until you link them.
Associating a Contact with a Client
A contact can be associated with multiple client profiles, which is useful if one person (like a bookkeeper or shared point of contact) works across several of your clients.
To associate an existing contact with a client, navigate to the client's profile, click Add contact, and select the contact from the dropdown list.
To edit a contact's information at any time, go to their contact page and click directly into any field — all edits are made inline.
Setting a Primary Contact
If a client has only one contact, that contact is automatically marked as the primary. When a client has multiple contacts, you can designate which one is primary:
Go to the client's profile
Find the contact in the Contacts panel
Click the three dots (⋮) to the right of their name
Select Assign as primary contact
The primary contact's name is the one that appears in the Clients table. Note that a single contact can be the primary contact for more than one client.
Removing a Contact from a Client
Removing a contact from a client's profile does not delete the contact — it simply unlinks them from that client. The contact remains in your Contacts directory and can be reassociated later.
To remove a contact from a client:
Go to the Clients page and open the client
Click the Contacts tab in the upper right of the client profile
Click the three dots (⋮) next to the contact's name
Select Remove
A Note on Flexibility
If you find you need contact-related details to be searchable, filterable, or visible as columns on your Projects or Clients tables, custom fields are the better fit. Custom fields are more deeply integrated into Jetpack Workflow's reporting and filtering capabilities and may better serve those use cases.