Contacts

A Contact is a person at one Account. In v1 they cannot belong to two accounts.

Open Contacts.

Columns: Name, Title, Type, Account, Email, Owner.

The list defaults to Active. Status chip plus funnel icons on Title, Type, Account, and Owner. Clear filters sits to the right of those filters and restores Active. Seeded saved view: Adena. Click a column heading to sort.

Click a row to open the person.

Title is the person's name. Subtitle is the account (linked).

### Details

Click a field to edit.

Required: first name, last name, email, phone, title, account.

Email must be unique. Clicking a saved email opens compose, it does not start a mailto download.

Type comes from Settings — Module settings — Contacts.

Success manager is the Aura user on the contact.

Programs Supporting is a chip list of active programs this person helps with. That is how one person attaches to several programs.

Status is Active, Inactive, or Archived.

### Address

Optional street, city, county, region, postal.

### Right column

• Programs — name and school year for non-archived programs this contact is on
• Files — attach with the pane +; click a file to open it in a new tab; trash removes it
• Notes
• Activity timeline

Header +: Note, Task, Visit. No Email item in that menu — compose from the email field.