Add and Manage Contacts

Add a contact

1. Go to Contacts in the sidebar.
2. Click Add Contact in the top-right corner.
3. Select the contact type: Person or Business / Service.
4. Fill in the name (required) and any other details.
5. Optionally link the contact to a Travel Library place using the Link to Travel Library Place dropdown.
6. Optionally assign one or more categories.
7. Click Save Contact.

Person fields

• Full Name (required)
• Title (for example, Manager)
• Role (for example, Site Contact)
• Organization / Company
• Direct Phone
• Mobile
• Email
• Notes

Business / Service fields

• Business / Place Name (required)
• Contact Label — shown instead of the business name when calling (for example, "Front Desk")
• Organization / Company
• Phone
• Notes

Edit a contact

1. Hover over the contact row and click the pencil icon, or tap it on mobile.
2. The same form opens pre-filled with the current details.
3. Make your changes and click Save Changes.

Mark a contact as a favorite

Click the star icon on any contact row. Starred contacts appear in the ★ Favorites filter tab. Click the star again to remove the favorite.

Archive a contact

Click the archive icon on a contact row. A confirmation prompt appears: "Archive this contact? It will be hidden but not deleted." Confirm to archive.

Archived contacts are hidden from the active list. They are not permanently deleted.

Notes field

The notes field is a free-text area for anything useful — for example, "Call ~20 min before arriving to place order." Notes appear truncated on the contact row and in full when editing.

Linking to a Travel Library place

When a contact is linked to a Travel Library place that has coordinates, the Directions and View Place quick actions appear on the contact row. This is useful for business contacts at a specific location.

To link: open the contact form, find the Link to Travel Library Place dropdown, and select the place. Only places already in your Travel Library appear in the list.