Contacts

Contacts can be either individuals or companies:

• Individual — has a first name, last name, email, and phone number. Reminders are addressed to them personally.
• Company — has a company name plus an optional contact person. Reminders are sent to the contact person's email (or the company email if no contact person is set).

Toggle between individual and company mode when creating or editing a contact.

Contacts are linked to matters through roles. A single contact can hold different roles on different matters. The available roles are:

• Client — the party responsible for the IP. Reminders are typically sent to the client.
• Agent — the attorney or agent handling the matter.
• Applicant — the applicant on the IP application.
• Inventor — the inventor (for patents).
• Payee — the party responsible for payment, if different from the client.

The contacts page provides a search bar that searches across first name, last name, company name, contact person name, email addresses, and phone numbers.

Filter tabs let you view:

• All — every contact.
• People — individuals only.
• Companies — company contacts only.

Sort by name, email, phone, or date created.

Click New contact to add one manually. For bulk imports, see CSV Imports.

When editing a contact, you can update all details. The contact's unique ID (auto-incremented per organisation) is assigned on creation and cannot be changed.