Contacts

Home

Open Contacts and see directory status at a glance.

Flowchart

flowchart LR
  A[Sign in via my.AICOUNTLY] --> B[Open Contacts]
  B --> C[Dashboard / Home]
  C --> D{Next focus?}
  D -->|People| E[Contacts list]
  D -->|Roles| F[Relationships]
  D -->|Quality| G[Sync & data]

Flowchart: Home workflow flowchart for Contacts. Enable JavaScript to view the interactive diagram, or follow the numbered steps below.

Steps

Sign in at my.aicountly.com and open Contacts from the launcher.
Scan Home for recent activity, sync health, and quick actions.
Open Contacts when you need to find or add a person.
Use Relationships to filter clients, vendors, professionals, or staff.
Check Sync & data if imports or connected accounts need attention.