Contacts checklist

The people and companies you deal with. Other streams point at these records instead of retyping the same customer on every job.

Contact referenceDate started

Work down the steps in order. Fields marked * must be filled in before moving to the next step.

1. Active
Someone you currently deal with. This is where nearly every contact sits.
Name *CompanyEmailPhoneAddress line 1Address line 2Suburb or cityState or regionPostcodeCountryPreferred contact method Phone Email SMS WhatsAppHow they found usNotes
Completed byDate
2. Archived
No longer active. Kept for history, and kept out of the picker.
Notes
Completed byDate

1. Active