Contacts
Relationships
View contacts by role — clients, vendors, professionals, and staff.
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: Open Relationships and choose Clients, Vendors, Professionals, or Staff & team.
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Step 2: Browse the role-filtered list for the people you need.
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Step 3: Open a contact to review or update relationship details.
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Step 4: Keep roles accurate so product workflows pick the right counterparties.
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Step 5: Return to All contacts when you need cross-role search or bulk cleanup.
Show this as a diagram
flowchart TD A[Open Relationships] --> B[Pick role view] B --> C[Clients / Vendors / Professionals / Staff] C --> D[Open a contact] D --> E[Update role or details] E --> F[Use in suite workflows]
Ready? Try it now.
Open Contacts in a new tab and follow along.