Accessing Global Contacts
From your dashboard, click the Settings icon (gear symbol) in the top-right corner.
In the User Settings section, select Global Contacts.
Figure 1: Accessing Global Contacts from the Settings menu.
Managing Global Contacts
On the Global Contacts page, you can:
Create a Contact
Click Create Contact to add a new person.
Fill in details such as name, email, phone, and address.
Download Contacts
Export the entire contact list into a .csv or .xlsx file for offline use.
Upload Contacts
Add multiple contacts at once via file upload.
Edit or Delete Contacts
Use the Actions column to update or remove individual contacts.
Sort & View
Sort the list by name, email, phone, or address by clicking the column headers.
Figure 2: Global Contacts page with options to create, upload, and manage contacts.
Best Practices
Keep your contact list updated to ensure reports and notifications reach the right people.
Use the download and upload options to back up contacts or migrate them between systems.
Assign a team member as a contact administrator to manage consistency across the organization.
✅ With Global Contacts, your team can centralize communication, streamline workflows, and maintain up-to-date contact records for all projects.