---
title: Contacts
keywords: contacts, contact management, contact directory, people management, communication, email, phone, national ID, contact persons, individuals, contact records
summary: "Guide to managing contacts in Manor: creating, viewing, searching, editing and deleting contact records, exporting the list, and seeing the projects a contact is involved with."
url: /contact
---

# Contacts

## What are contacts?

Contacts are the people you deal with — the individuals at your clients and other organisations that you communicate with. Manor's **Contacts** section is a central directory where you store each person's name and contact details, so you always have the right email address or phone number to hand.

Contacts can be linked to projects, which makes it easy to see which of your projects a person is involved with.

## Key fields

A contact stores the following information:

- **Contact name** (required) — the person's full name.
- **National ID** (optional) — the person's national identification number.
- **Email** (optional) — the person's email address.
- **Phone** (optional) — the person's phone number.

## Viewing your contacts

Open the **Contacts** page from the main navigation. Every contact is listed in a table with the following columns:

- **No.** — the contact's ID number.
- **Contact name** — the person's name.
- **Email** — the person's email address.
- **Phone** — the person's phone number, shown as a clickable link that starts a call.
- **National ID** — the person's identification number, if you entered one.

Click any column header to sort the table by that column.

![Contacts list with the Quick filter, Export control and contacts table](../screenshots/contacts-list.png)

Above the table, **Showing N contacts** tells you how many rows are in the current view. If the directory is empty, the page instead shows a short invitation to add your first contact with a **New contact** button.

### Finding a contact

Use the **Quick filter** field above the table to narrow the list:

1. Click the **Quick filter** field.
2. Type part of the contact's name, email address, phone number or national ID.
3. The table immediately narrows to the matching contacts.

Click **Clear filters** to reset the list.

## Creating a contact

1. On the **Contacts** page, click **New contact** in the top right corner.
2. Fill in the fields:
   - **Contact name** — the person's full name (required).
   - **National ID** — the person's identification number, if you have it.
   - **Email** and **Phone** — the person's email address and phone number.
3. Click **Save**.

![New contact dialog with Contact name, National ID, Email and Phone fields](../screenshots/contacts-create-form.png)

The new contact appears in the directory and you are taken to its detail page.

## Viewing a contact's details

Click a contact's name or number in the table to open its detail page. The page has two cards:

- **Contact** — the stored **Contact name**, **Email**, **Phone** and **National ID**. The phone number is a clickable link that starts a call. Use **Edit contact** to change the details.
- **Projects** — the projects the contact is involved with. Use the filters (**Quick filter**, **Client**, **Open status**, **Owner**, **Participant**, **Firm and department** and **Created at**) to narrow the list, and **Export** to download it.

![Contact detail page showing the Contact card and the Projects card](../screenshots/contact-detail.png)

## Editing a contact

1. Open the contact from the list.
2. Click **Edit contact** in the **Contact** card.
3. Change any of the fields. The **Created at** date is shown for reference and cannot be changed.
4. Click **Save**.

![Edit contact dialog with the contact fields and the Delete, Cancel and Save buttons](../screenshots/contacts-edit-form.png)

You can also delete the contact directly from this dialog with the **Delete** button.

## Deleting a contact

1. Open the contact and click **Delete contact**.
2. Confirm by clicking **Delete contact** in the confirmation dialog.

![Delete contact confirmation dialog](../screenshots/contacts-delete-confirm.png)

You can also delete a contact with the **Delete** button in the edit dialog; Manor then asks you to confirm the action.

Deleting a contact removes it from the directory, but the contact is kept on any projects it was associated with and is marked as deleted there. This means existing project records are not affected.

## Exporting contacts

To download the contact list as a spreadsheet:

1. Go to the **Contacts** page.
2. Click the **Export** button and choose **Download as Excel spreadsheet**.
3. The file downloads to your computer.

## Related features

- **[Clients](clients.md)** — manage the client organisations your contacts belong to.
- **[Project Contacts](../projects/project-contacts.md)** — link contacts to the projects they are involved with.