Contacts
One shared address book for the whole org — separate from your CRM client records
All 5Inbox 3Rooms 3Call Center 4
SH
Sarah Harrison
Annual sweep, every October
(206) 555-0147 sarah.harrison@homemail.com
InboxRoomsCall Center
OC
Oakwood Cafe
Wood-fired oven flue, quarterly check
(206) 555-0192 hello@oakwoodcafe.com
InboxCall Center
JR
James Rivera
Liner install quote in review
(425) 555-0114 j.rivera@fastpost.net
InboxRooms
LO
Linda Okafor
Cap replacement, calls only
(360) 555-0178 linda.okafor@brightmail.com
Call Center
HS
Hearth Supply Co.
Vendor — caps, liners, brushes
(253) 555-0166 orders@hearthsupply.co
RoomsCall Center
Tap any saved number and the Call Center dialer opens with it already filled in — no copying digits between screens.
Scope per surface
A contact is saved once, then each surface decides what it does with the entry. That's why the chips differ from row to row.
Inbox
Incoming messages show the saved name instead of a bare address, so threads are easy to place.
Rooms
Teammates can reference a shared contact inside any room without retyping their details.
Call Center
Calls ring through with the caller identified, and every call is logged against their entry.