Contacts

Overview

Contacts are the foundation of HiWork. They store people and company details, connect contacts, and act as the hub for notes, tasks, documents, and lists. Use contacts to keep a clear, shared picture of who you work with and what needs to happen next.

Create a contact

1. Open Contacts from the main navigation.

2. Click New Contact.

3. Enter the person’s name, job title, and company if applicable.

4. Add phone numbers, email addresses, addresses, and links.

5. Save the contact.

Create a company

1. Open Contacts from the main navigation.

2. Switch to Companies.

3. Click New Company.

4. Enter the company name and details.

5. Save the company.

Edit a contact

1. Open the contact you want to update.

2. Click Edit Contact.

3. Update details like name, job title, company, phone numbers, email addresses, addresses, links, or custom fields.

4. Save your changes.

Delete a contact

1. Open the contact you want to remove.

2. Click Delete contact.

3. Confirm the deletion in the dialog.

Link contacts to companies

• Add or update the Company field while creating or editing a contact.

• Connect multiple contacts to the same company to track everyone who works there.

Add connections between contacts

Use connections to map how people are related, such as Employee, Partner, or Family.

1. Open a contact.

2. Click Add Connection in the Connections section.

3. Choose the related contact and the relationship type.

4. Save the connection.

Organize contacts with lists

Lists help you group contacts for follow-ups, campaigns, or events.

• Click Lists from the Contacts page to manage lists.

• Open a contact and click Manage Lists to update memberships.

• Add contacts to multiple lists as needed.

Add notes to a contact

Notes capture context, meeting summaries, and ongoing updates.

1. Open a contact.

2. Click New Note.

3. Add a title and detailed content.

4. Save the note for easy reference later.

Add tasks for a contact

Tasks keep follow-ups tied to the right person.

1. Open a contact.

2. Click New Task.

3. Add a title, assignee, and due date.

4. Save to keep the task tied to the contact.

Attach documents to a contact

Documents keep contracts, proposals, and files in the same place as the contact.

1. Open a contact.

2. Open the Documents tab.

3. Click Add Document.

4. Upload the file and save it.

5. The document appears in the Documents list for the contact.

View activity and add comments

The Activity tab shows recent changes and comments for the contact.

1. Open a contact.

2. Open the Activity tab.

3. Use Add Comment to leave updates or context for your team.

Search and filter contacts

• Use search to find contacts by name or company.

• Switch between Contacts and Companies to narrow results.

• Open Lists to browse contacts by list.

Tips

• Keep contact details current to avoid missed follow-ups.

• Use connections to surface warm introductions.

• Use lists to group contacts for campaigns or events.

• Add notes immediately after meetings to preserve context.

FAQs

Can one person belong to multiple lists? Yes. Lists are flexible, and a contact can appear in many lists at once.

Can I change a contact’s company later? Yes. Edit the contact and update the company at any time.

Do tasks and notes stay with the contact if I change their company? Yes. Tasks, notes, and history remain attached to the contact.