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Contacts guides

How to use Contacts

Central contact organisation for clients, vendors, and stakeholders.

Open Contacts About Contacts

These guides give a short tour of each menu.

Start here

New to Contacts? Do these in order.

  1. Home 5 steps
  2. Contacts 5 steps
  3. Relationships 5 steps

Get set up

Do these once, when you start.

Home Open Contacts and see directory status at a glance. 5 steps Sync & data Connect providers, monitor sync health, and import or export contacts. 5 steps

Daily work

The jobs you do every day or every week.

Contacts Browse, add, group, and clean the master contact list. 5 steps

Work with your team

Bring in colleagues and your accountant.

Relationships View contacts by role — clients, vendors, professionals, and staff. 5 steps

Reports

See where your business stands.

Intelligence Insights on your directory, suggested clean-up actions and the directory assistant. 5 steps

Good to know

  • Sign in at my.aicountly.com with your organisation account.
  • Confirm company context in Manage when linking contacts to clients or vendors. See the guides
  • Keep your own meetings with contacts in Calendar (it does not read Contacts or invite people), and use Docs when sharing relationship files. See the guides

Works with

Still stuck?

Ask the community, or tell our support team what you were trying to do.

Ask the community Contact support