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Contacts

Linking to projects

Contacts can be linked to projects as the named client. This replaces the free-text client field with a proper record — making it possible to see all projects associated with a contact and keeping names consistent across the app.

Linking a contact to a project

  1. 1Open a project and go to the project overview.
  2. 2Click the Client field in the project facts.
  3. 3A searchable dropdown appears with your contacts list.
  4. 4Type to filter, then select the contact.
  5. 5The project is now linked to that contact record.
TipIf the client doesn't exist as a contact yet, hit + New contact directly from the dropdown — the contact is created and selected in one step.

Viewing linked projects

Open a contact record and scroll to the Projects section. All projects where this contact is the named client are listed there — with status, ref and lead.

Legacy client text

Projects created before contacts were linked will still show the original free-text client value. It appears in a muted style to indicate it's not yet linked to a formal contact. Click the field and select the matching contact to upgrade it.

Last updated June 2026
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Linking a contact to a projectViewing linked projectsLegacy client text