Search contacts and organisations

Find people with Search contacts, browse companies under Organizations, and open a detail page for the full picture.

1 min read

The Contacts module is your workspace directory: every person and every company you work with, in one place. When you need a phone number, an email address, or the right person at a subcontractor, start here.

Find a person

1. 1

   In the sidebar, open Contacts, then Search contacts.

   app.fluxems.com

   The Contacts group in the sidebar expanded to show Search contacts and Organizations

   screenshots/contacts/search-contacts-and-organisations/contacts-sidebar.png

2. 2

   Type a name, email address, or organisation into the search box. Results narrow as you type.

   app.fluxems.com

   The Search contacts page with a name typed in and matching people listed below

   screenshots/contacts/search-contacts-and-organisations/search-contacts-results.png

3. 3

   Click a contact to open their detail page: role, organisation, and how to reach them.

Find a company

Open Contacts, then Organizations to browse companies instead of people. Click an organisation to open its detail page, where you can see its details and the people who belong to it.

Private contacts and workspace contacts

A contact is either private or shared with the workspace. A private contact is visible only to you: useful for someone you deal with personally. A workspace contact is visible to everyone, so your whole team addresses the same person the same way.