👤 Contacts
Call, text, and keep notes on every customer.
Contacts exist so a conversation has a person attached to it. Click any number in the inbox, the call log or the voicemail list and you get the same popover: call, text, notes, full view.
What it holds
- The complete message history for that number, in one place.
- Editable details: name, business, email.
- A dated notes log, each entry with its own author, and each able to carry one attached file.
What it deliberately is not
This is not a CRM. There are no pipelines, deals, stages or reporting, and the fields are kept generic on purpose so the same screen suits a clinic, a law firm and a dealership without pretending to be any of them. If you need pipeline management, keep using the tool you have; this is the per-customer context that belongs next to the phone number.
Where a contact comes from
There is no step where you build a contact list before you can start. A number that texts in, or that you text from the dashboard, already has somewhere to hold a name, a note and a history. Filling in details later attaches them to the conversation that is already sitting there, so you can run for months on numbers alone and add names only where they earn their keep.
Notes and messages hold different things
The message history is the record of what was actually said to the customer, and it is worth keeping it that way. Notes are for everything around it: what was agreed on a call, why an account is on hold, which of the three people at that company you really deal with.
Each note is dated and carries the name of whoever wrote it, so a colleague picking up the thread can tell a customer's words from a teammate's summary. One file can be attached to a note, which suits a quote, a signed form or a photo of a part. It is deliberately not a document store.
Everyone on the account sees the same thing
Contacts are shared, not personal. That is the whole point of a shared inbox, and it is worth saying plainly before someone writes a note they would rather a colleague did not read. If a detail belongs to one person rather than to the business, it does not belong here.