Contacts
Home
Open Contacts and see directory status at a glance.
Before you start
Before you start
- Sign in at my.aicountly.com with your organisation account.
- Confirm company context in Manage when linking contacts to clients or vendors.
- Keep your own meetings with contacts in Calendar (it does not read Contacts or invite people), and use Docs when sharing relationship files.
Steps
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Step 1: Sign in at my.aicountly.com and open Contacts from the launcher.
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Step 2: Scan Home for recent activity, sync health, and quick actions.
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Step 3: Open Contacts when you need to find or add a person.
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Step 4: Use Relationships to filter clients, vendors, professionals, or staff.
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Step 5: Check Sync & data if imports or connected accounts need attention.
Show this as a diagram
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]
Ready? Try it now.
Open Contacts in a new tab and follow along.