Software your team logs into
Slack, Notion, Moneybird, Google Workspace
Companies you pay for work
Accountants, lawyers, insurers, payroll providers
Only service records hold contact people.
Some companies are both. Create the record on the tab that matches how you use them.
Each tab has two collapsible groups: or , already linked to a role here, and , the rest of the shared catalog . - The filter box searches names and descriptions.
/ jumps into it, Escape clears it. - The category dropdown covers 17 categories, from Accounting & finance to Office & facilities.
- Click a row to open its detail panel.
Each contact holds a name, title, email, phone, and a note for what you'll want later: "invoice questions", "emergency contact", "account manager since 2024". Hover a row to copy the email or phone.
Add one with the next to the Contacts heading.
On a shared service record, contacts are visible to every organisation using it, and the panel says so. Keep private relationship details out.
Tool records describe software shared across organisations, not your relationship with a reseller. Put that on the service record you buy through.
Email us. The type isn't editable in the app.