Contacts & CRM

The Contacts module is your built-in CRM (Customer Relationship Management) system. Store customer information, manage company records, track communication history, and maintain relationships — all in one place.

Viewing Contacts

Go to Contacts in the Super Dashboard sidebar to see all your contacts. The list shows:

Contacts List

Contacts page with search, filters (All, Contacts, Customers, Groups), and contacts table

Column	Description
Name	Contact's full name
Email	Email address
Phone	Phone number
Company	Associated company
Type	Customer, Person, Group, etc.
Status	Active or Inactive

Adding a New Contact

Click Create Contact

In the Contacts page, click the Create Contact button.

Fill in contact details

Name — Full name of the contact
Email — Email address
Phone — Phone number(s)
Company — Link to an existing company
Type — Choose the contact type (Customer, Person, Group)
Address — Physical address (optional)
Social Links — LinkedIn, Twitter, etc. (optional)
Tags — Add tags for easy categorization

Save the contact

Click Save. The contact is now available across the platform.

Contact Detail View

Click any contact to see their full profile:

Contact Information — All stored details, editable
Related Tickets — Tickets associated with this contact
Communication History — Past interactions and notes
Company Association — The company this contact belongs to

Managing Companies

Go to Contact Companies in the sidebar to manage company records. Companies group multiple contacts together (e.g., all employees of a client company).

Creating a Company

Click Create Company and fill in:

Company Name
Industry
Address
Phone & Email
Website

Linking Contacts to Companies

When creating or editing a contact, select their company from the dropdown. You can also manage relationships in bulk — assigning multiple contacts to a company at once.

Contact Types

Go to Contact Types to manage the categories available for contacts. Common types include:

Customer — External clients
Person — Individual contacts
Group — Group of related contacts

Tip

Use tags to segment contacts for easy filtering. For example, tag VIP customers, contacts in a specific region, or contacts related to a particular project.

Searching & Filtering

Use the search bar to find contacts by name, email, or phone number. You can also filter by company, type, status, and tags.

Deleting Contacts

Deleted contacts are soft-deleted (hidden but not permanently removed). If you need to restore a contact, contact your administrator.