Contacts

Keep the people and businesses you deal with, such as suppliers and partners, in one address book your team can share.

Use it when

Use it for the people you already work with: each one's name, email, website and notes. It starts empty, and you add each contact yourself.

Use something else when

For messages that arrive through your website, use Enquiries. To introduce your team on your website, use People.

How to add it

1. Open My Business, then Advanced, then Data.
2. Press New data.
3. Under Suggested, pick Contacts.
4. Under Options, keep the name "Contacts" or type your own.
5. Press Review changes, check what it adds, then press Apply.

You see Added, and the new table opens, empty.

How to add a contact

1. Open the Contacts table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
2. Press New contact. If you renamed the table, the button may say something else.
3. Under Name, type the person or business, such as "Turf supplier".
4. Fill in their Email if you have it.
5. Press Create contact.

You see Contact created, and the contact is in your list.

How to add a phone number column

Contacts doesn't come with a phone column.

1. Open the Contacts table, press More actions (⋯), then List settings, then Columns.
2. Press Add column, type Phone as the Column name, pick Text as the Type, and press Add column.

How to keep a list of just one kind of contact

1. Open the Contacts table and press Filter, then Add filter.
2. Choose the column and what to look for, such as notes containing "supplier".
3. Press Save view, name it "Suppliers" and confirm.

What it adds or changes

• Opens as: Table, by name
• Columns: Name · Email · Website · Notes

Creates an empty table · no rows or automations

It adds a table with these columns:

Example

Greenway Gardens, a fictional landscaping business, adds its turf supplier with the order email, website and the note "Delivers Tuesdays, minimum 20 rolls". It adds a Phone column so the crew can call to reorder.

If something isn't working

• There's no New data button, or it says "You don't have access to make lists here." Your role can't make tables. Ask an admin of your business for access.
• "These changes are out of date. Review them and apply again." Press Review changes again, then Apply.
• It won't let you save a contact with a long note. A notes field holds up to 4,000 characters. Shorten it, or keep the rest in the contact's description.