Contacts

Manage your project's customer base — add, edit, filter, and track the activity history of each contact.

Overview

The Contacts page is your project's CRM. It holds all the customers, leads, and other contacts associated with your project, and lets you track their details, type, status, and activity history.

Contact list

Contacts are shown in a table with the following columns:

• Name — the contact's display name and type badge (e.g. Lead, Client).
• Phone / Email — contact details, shown together in one column.
• Date — creation and last-updated dates for the contact.
• Custom fields — any custom fields you've added to the project can be toggled on or off as additional table columns (see Custom fields below).

Filtering

The filter bar at the top of the list works the same way as in Orders — click it to add one or more filters. Available filter criteria depend on your custom fields and may include search by name, type, status, and more. Each active filter appears as a chip; remove individual chips with × or clear all at once.

Adding a contact

Click the Add button in the top-right corner to open the contact form. Fill in the details and click Save.

When creating a new contact, you can set:

• Name (required)
• Phone and Email
• Company — start typing a name and pick an existing company, or create a new one right from the list
• Address and Note
• Any custom fields defined for this project
• Type — the contact's category (e.g. Lead, Client, Partner)

New contacts are created with Active status by default.

Editing a contact

Click the edit icon on any row to open the contact's detail panel. It has two tabs:

Info

All the same fields available when creating a contact, plus Status (Active / Inactive / Blocked or similar, depending on your setup). Make your changes and click Save.

Activity log

A chronological log of all changes made to this contact — field updates, status changes, and any manual notes left from within orders. Each entry shows who made the change and when, with a before/after diff for field edits.

Sending an email

If a contact has an email address, the Send email button appears next to Save in the contact panel. It is active once the project's email sender is configured under Settings → Email templates. Pick one of your email templates or write from scratch, edit the subject and text, and send. Merge tags like {{contact.name}} are filled in. The email goes out from the project's sender, and the entry Email appears in the contact's activity log. Only outgoing emails are supported: replies arrive at the sender's mailbox, not in Configo.

Deleting a contact

Click the trash icon on any row to delete the contact. The row is temporarily dimmed while deletion is in progress.

Companies

Contacts can belong to a company, so several people sit under one customer. Companies live under Clients → Companies in the sidebar and share the permissions of contacts.

The list shows each company's responsible member, how many contacts it has and the orders of those contacts. Click the contact count to open the Contacts page filtered by that company. A company has a name, website, tax ID, address, a note and a responsible member.

A company can also be created while editing a contact: type a name that doesn't exist yet and choose Create company. Deleting a company doesn't delete its contacts — they simply stay without a company. When two contacts are merged and only one has a company, the merged contact keeps it.

Custom fields

Project owners and members with the appropriate permission can manage custom contact fields by clicking the settings icon in the top-right corner. This opens a panel where you can:

View and reorder fields

Existing fields are listed in order. Drag a field by its handle to change its position — the order is saved automatically.

Add a field

Fill in the form at the bottom of the panel:

• Label — the display name shown in the UI.
• Name — the internal identifier, auto-generated from the label (lowercase, letters, numbers, and underscores only). You can edit it manually if needed.
• Type — the kind of input for this field: Text, Number, Date, Date & Time, or Select.
• Options — if the type is Select, add the list of options (up to 10). At least one option is required.
• Required — toggle on to make this field mandatory when creating or editing a contact.

Click Add to save the new field.

Edit a field

Click the edit icon (or the field row itself) to edit its label, type, options, and required setting. Click Save to apply or Cancel to discard.

Delete a field

Click the trash icon next to a field to remove it. Deleting a field removes it from all contacts permanently.

Showing custom fields in the table

Click the column icon (grid icon) in the table header's last column to open the column visibility menu. Toggle any custom field on or off to show or hide it as a column in the contacts table. Your column preferences are saved between sessions.