Contacts

Contacts represent individual people—customers, partners, suppliers, or any person you interact with. Link contacts to organizations, designate primary contacts for invoicing, and maintain complete relationship records.

Create a contact

1. Navigate to Contacts and click Add contact.
2. Fill in the form across its tabs:

Personal tab

• First name, last name, middle name
• Title (e.g., Dr., Prof.) and suffix
• Nickname
• Birth date and gender

Contact tab

• Primary email and secondary email
• Mobile, work, and home phone numbers
• Fax number

Address tab

• Street, house number, postal code, city
• Additional address details (stair, floor, door)
• Country and geographic coordinates

Professional tab

• Job title and department
• Links to organizations the contact works for

Social tab

• Website URL
• LinkedIn and Twitter profiles

Additional tab

• Notes for internal reference
• Tags for categorization
• Source (how you found this contact)
• Priority (low, medium, high, critical)
• Status (active, inactive, etc.)

Link contacts to organizations

A contact can be associated with one or more organizations. Each link can have special flags:

• Primary contact: Only one contact per organization can be marked primary. This contact appears on invoices and official documents.
• Receive invoice: Flag contacts who should receive invoice copies.

Set a primary contact

1. Open the organization's detail page.
2. In the Contacts tab, find the contact you want to designate.
3. Click the Primary toggle or edit the link settings.
4. Only one contact can be primary—setting a new primary will unset the previous one.

The primary contact's email and phone number appear on invoice PDFs for that client organization.

Import contacts from a directory

Use Import on the Contacts page to add people from an address book or contact file.

• Supported sources are the browser's system contact picker when available, .vcf / .vcard, CSV, XLSX, XLS, and JSON files.
• The import understands common name, email, phone, company, job title, website, notes, and address fields.
• Before writing records, Einblick prepares rows as ready, review, or skipped. Ready rows can create contacts and organizations, fill empty fields on exact contact or organization matches, and link contacts to organizations.
• Rows with conflicting existing data or ambiguous names are kept out of the current write step.
• The add button next to contact or organization fields in other forms can also import one directory entry and select the created or matched record immediately.

Email actions

Use Mail from the page header or from selected-row actions to copy primary email addresses, copy addresses with display names, or open a mailto: draft.

• Contacts without an email address are skipped.
• Duplicate email addresses are included once, matched case-insensitively.
• Selected-row actions only use the selected contacts.

Newsletter opt-in

When the workspace has Newsletters enabled, the contact detail page shows the contact's newsletter status for the primary email address.

• A contact can be Subscribed, Unsubscribed, or missing opt-in.
• API signups that require email confirmation show as pending until the recipient confirms the signup link.
• Users with newsletter update permission can subscribe or unsubscribe the contact from the detail page.
• Contact list actions can subscribe or unsubscribe selected contacts that have primary email addresses.
• Newsletter campaigns only send to eligible subscribed addresses; missing opt-ins, unsubscribed addresses, invalid emails, and duplicates are excluded from the send queue.

Newsletter contact groups

When the workspace has Newsletters enabled, selected contacts can be added to newsletter contact groups from the Contacts list.

• Add selected active contacts to an existing group.
• Create a new contact group from the current selection.
• If you can read Newsletters, contact group membership appears as a column and filter in the Contacts list and in an organization's Contacts tab.
• Manage group membership later in Contact Groups.

Contact status and priority

Use status and priority to manage your relationships:

Status	Use case
Active	Currently working with this person
Inactive	No longer in contact but keep for records
Prospect	Potential future relationship

Priority	Use case
Low	Occasional contact
Medium	Regular interaction
High	Key relationship
Critical	Essential decision-maker

Filter contacts by status or priority to focus on what matters.

Use contacts in other features

• Invoices: The primary contact for a client organization appears on invoice PDFs.
• Projects: Assign contacts as project stakeholders or points of contact.
• Inquiries / Offers: Link contacts as the requesting or receiving party.
• Newsletters: Add contacts to newsletter contact groups and manage per-email subscription status.
• Chats: Reference contacts in conversations for context.
• Tasks: Mention contacts when tasks involve external parties.

Search and filter contacts

• Use the search bar to find contacts by name, email, or phone.
• Filter by organization, status, priority, tags, and, when Newsletters are enabled for your role, contact group.
• Sort by name, creation date, or last updated.
• Switch between table and grid view. Grid cards show status, role, linked organizations, and key contact details at a glance.

Best practices

• Create contacts as soon as you start working with someone.
• Set a primary contact for each client organization so invoices are addressed correctly.
• Keep email addresses and phone numbers up to date.
• Use tags to categorize contacts by role, region, or project.
• Review inactive contacts periodically and archive or delete as needed.