Contacts
Manage individual person records including clients, prospects, and partners
The Contacts module in InvestGlass is the core of your customer relationship management system. It stores and manages all individual person records, including clients, prospects, partners, and any other individuals your organisation interacts with.
What Is the Contacts Module?
Contacts represent individual people within your CRM. Each contact record contains personal information, communication history, linked accounts, associated portfolios, documents, and activity timelines. The Contacts module serves as the central repository for all person-level data and interactions.
How to Access Contacts
- Log in to your InvestGlass instance.
2. Click on Contacts in the top navigation bar or left sidebar.
3. Use the list view to browse, search, and filter your contact database.
Key Features
| Feature | Description |
|---|---|
| Contact Records | Store personal details, addresses, communication preferences, and custom data |
| Account Linking | Associate contacts with their parent organisation or account |
| Activity Timeline | View all interactions, emails, meetings, tasks, and notes chronologically |
| Document Management | Attach and manage documents related to each contact |
| Portfolio Linking | Connect contacts to their investment portfolios |
| Relationship Mapping | Define relationships between contacts (family, business, legal) |
Creating a New Contact
- Click + New Contact from the Contacts list view.
2. Enter the required fields: First Name, Last Name, and Email.
3. Add additional information: phone, address, company, and role.
4. Link the contact to an existing Account if applicable.
5. Add any custom field data relevant to your business.
6. Click Save to create the record.
Contact Views and Filters
InvestGlass provides multiple ways to view and organise your contacts. You can create custom list views with specific filters, sort contacts by any field, and save frequently used filter combinations for quick access. Tags and audiences provide additional segmentation capabilities.
Best Practices
Maintain data quality by enforcing required fields during contact creation. Use the Import/Export module for bulk contact management. Leverage custom fields to capture industry-specific data. Regularly review and merge duplicate contacts using the Merge Records feature.
Related Modules
Contacts integrate with Accounts, Pipelines, Forms, Contracts, Portfolios, Email Templates, Campaign Monitoring, and virtually every other module in InvestGlass. They are the foundational data object around which all CRM activities revolve.
Updated about 2 hours ago