> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/everyday/contacts.md). # Contacts The people you know, who knows them, and how to reach them. A contact in tiny+ is a person outside your firm: a client's development manager, a council officer, an engineer you team with. Each contact belongs to a company, has a role there, and carries the details you need to reach them. tiny+ keeps track of who in your firm knows them, and follows them when they move. The **Contacts** page has **Table** and **Reports** views in its sub-menu. ## The table The Table view lists contacts in rows, with their company, title, email, phone and tags, and filters down the left for team members, each category and lists. **My Contacts** and **Show All** switch between your own and the firm's. Tick rows for the bar of actions at the bottom: tag them, [merge](/guides/how-tos/merging-records.md) duplicates, add them to a [list](/guides/everyday/building-lists.md), assign them or link them to a record. ## A contact's page
A contact's page: who they're assigned to and known by, their details, social media, address and categories, and the Contact News Feed
* **Assigned to** is the person in your firm who looks after the relationship. **Known by** is everyone who knows them; click **manage known by** to add yourself. * **Details** holds their name, title, company, status, email, phones, address and social media. * **Contact Categories** are the tags your firm uses for people, such as a client type or an office. * **Relationships** is the second tab: the projects they're on, the companies they're connected to and the roles they have on each. When a contact moves to a new company, change their company here and the old relationship is kept as history, so you can see where they've been. * **Meetings & Tasks** has the contact's tasks and meetings, including those filed on their company, and counts what's still to do. See [Meetings + Tasks](/guides/everyday/meetings-and-tasks.md#on-a-records-page). * **Documents** is the other tab, with **Emails** once emails are [filed against them](/guides/integrations/inbound-emails.md). * The **Contact News Feed** has the posts about them, their followers, and a box to post. ## Adding a contact Click **new contact** in the right-hand panel of any page, or **create new contact** in the Contacts panel of a company's page, which links them to that company. A contact needs a name; add their title, email and phone as you have them. tiny+ checks for duplicates as contacts are added and imported, matching on email address, name and company, and mobile number. Found two anyway? [Merge them](/guides/how-tos/merging-records.md). ## Contacts in the rest of tiny+ * **Projects**: add a contact to a project's Contacts panel with a relationship such as Client or Project Manager, so everyone knows who's who. * **Relationship plans**: a company's [plan](/guides/everyday/relationship-plans.md) names the contacts it's with. A contact's page lists the plans they're on, each with **Log it**. * **Lists and events**: build a list of contacts for an invitation, a mail-out or a card list, and send it to [Mailchimp](/guides/integrations/mailchimp.md) or [Campaign Monitor](/guides/integrations/campaign-monitor.md). * **Outlook**: each person can keep their contacts in two-way sync with [Microsoft 365](/guides/integrations/contacts-and-calendar-sync.md). * **Importing**: bring contacts in from a spreadsheet. See [Importing your content](/guides/getting-started/importing-your-content.md). * **Search**: type a name into the search box at the top of any page, or ask in plain English: *"contacts at Tasman Health"*. ## Who can do what * Everyone can add contacts, and edit the ones they're assigned to or know. * Records Admins can edit and delete any contact, and import. * The Exports role is needed to export contacts to Excel.