People and companies

A person and a company are the same kind of record, told apart by an “is an organisation” flag. Hence three submenu items over one dataset: People, Companies, Favourites. Switching the item only changes the filter.

People

Columns: name (with a star if the contact is a favourite) · job title · company (free text, not a link) · email · phone · last touch · tags. The last touch is highlighted if it happened within the last two days.

Search covers the name, organisation, job title, addresses, phones, notes and tags. The tax ID and the website are not indexed — you will not find a contact by them. The chips above the list are not a fixed vocabulary but the five most frequent tags on the current page.

The list loads in batches of 25 as you scroll, with a “Showing N of M” counter at the bottom.

Hovering a row reveals a star (toggles the favourite instantly) and “⋯” with Edit and Delete — deleting here happens without confirmation.

Companies

A table of its own: company (with the site host under the name) · industry · tags · people · projects · deals · last touch.

“Collect companies from contacts” parses the free-text “Organisation” field of your people: it strips the legal form, folds different spellings of one organisation together, creates the missing companies and links employees with the “Works at” role. The operation is idempotent — running it again creates no duplicates and does not restore links you unlinked by hand.

Favourites

A “favourite” filter with no type restriction, so both people and companies end up in the list. Companies are drawn with the people layout there — without the People/Projects/Deals columns. The create button in this section makes an ordinary person and does not mark them as a favourite.

Favourite is a single toggle: the star in a row, or “Add to favourites” in the card or preview menu. The editor has no such field.

The contact card

Opened from the preview with “Open card”. “Back” does not always return to the list: if you arrived from another card — say, from a company’s list of employees — it steps one card back along the trail.

A company card: details (tax IDs, industry, site, phone, email, legal address, owner) → people → projects and deals → finance → related. The sidebar holds memory, tags, notes and history.

A person card: memory, related, history; the sidebar holds contact details with the channel type, place of work, tags and notes.

The “Related” section lists documents, notes, meetings, emails and projects mentioning the contact. Chips filter by type, and the view stops at 200 links with an explicit note that there are more.

The editor form

The only required field is the display name (for a company, its name). Email and phone are multi-value fields: each line has its own type — work, home, mobile, other.

The “Company” field on a person is a free-text line with suggestions, not a link. The real link is created on the card only.

When creating a contact you get a “Save to” choice — locally or into a specific connected account (if accounts supporting contacts are connected). Creation mode also has “Save and create another”: the form clears and the chosen account stays.

What the form does not have: photo upload (initials preview only), sites and messengers — those appear on the card only if a sync brought them. Only the first address is editable; other synced addresses are kept as they are.

Linking a person to a company

The link always runs from the person to the company. Roles: Works at, Worked at, Deals with, Talked to, Owner.

The entry points are the “People” panel on a company card (“+ Add person”) and the “Place of work” panel on a person card (“+ Link to company”). If the company picker finds nothing, it offers “Create a company with this name”; the person picker has no such option — a new person is created in the People section first.

Changing the role or unlinking is done from “⋯” on the employee or employer row. Unlinking asks for confirmation and removes the link for good: automation will not silently restore it.

If a person has the “Organisation” field filled but no link, the “Place of work” panel shows the name as plain text with a note that no company card is linked yet.

Turning a person into a company and back is only possible from the “More” menu on the card — the editor does not touch that flag. Links survive: mismatched ones simply stop being shown and come back when you switch the type back.

Merging duplicates

Started from the full-screen card only, with “Merge duplicate”. The search runs strictly within the same type: a person looks for a person, a company for a company.

What a merge does (duplicate → target):

• a differing name of the duplicate is kept as the target’s “Alias”, unless the target already has one;
• addresses, phones, sites and messengers are moved over and de-duplicated;
• organisation, job title, department, notes, photo and birthday move only into empty fields of the target — filled data is never overwritten;
• tags are merged;
• the favourite flag is sticky: if the duplicate was a favourite, the target becomes one;
• external references and graph links are re-pointed at the target;
• the duplicate is soft-deleted — there is no undo button.

Company metrics

The counters are computed from links rather than a dedicated table, and it shows:

• a dash in the People/Projects columns means “no data”, not “zero”;
• the Deals column is the total of deals that were not lost, and only if all of the company’s deals share one currency. Otherwise it shows the number of deals: the app has no exchange rates and does not add currencies together;
• the “Projects and deals” panel on the card shows all projects and deals, won and lost included — it is a history, not a funnel;
• the “Finance” panel counts the company’s projects only. If there are no projects, the panel says so instead of drawing zeros.

Note

A contact cannot be deleted, and a company cannot be demoted back to a person, while it is named as the client of an active deal — the operation returns an error.