Help centre › Contacts, inbox & tasks
Contacts
Manage your organisation's shared address book and contact details.
Updated 12 October 2026
Your contact book
Open Contacts in the side menu. This is the shared address book for your organisation, where you can manage people and entities.
Add a contact
- Press + Add contact.
- Enter the contact's name, organisation, and details.
- Press Save.
Contact history and details
Open a contact to view their details. A contact page shows their information, activity, notes, emails, calls, and texts. Press Edit to change any details.
My contacts, org contacts and locations
Your personal contacts, including anything synced from Outlook or Teams, are private to you. Org contacts are shared across your organisation and can be split by location. Every team member is listed there with basic details only.
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Connect your Microsoft 365 or Google mailboxSend from your own address and get replies back onto the contact.Use the inboxRead and reply to emails, texts and calls, assign conversations and leave internal comments.My tasksEverything waiting for you, in one list.Choose your email notificationsTurn emails on or off, or get a daily digest.