Contacts

People at an account: the list, adding a contact, and the contact record.

Overview

A contact is a person. Each contact belongs to exactly one account.

Open the Contacts list

Click Contacts in the left menu.

### Columns

Column	What it shows
Name	The person's name and photo.
Title	Their job title.
Type	The kind of contact, for example Employee or Vendor / Supplier.
Account	The account they belong to. Click it to open the account.
Email	Their email address.
Owner	The Nexus user responsible for this contact.

Click a row to open that contact.

### Filter the list

Status above the table starts at Active. Change it to All, Inactive, or Archived to see others.
Funnel icons on Title, Type, Account, and Owner.
Clear filters puts Status back to Active.

See Find your way around for sorting and saved views.

If the list is empty you see "No contacts yet." and an Add contact button. If your filters hide every row you see "No contacts match your filters." and Clear filters.

Add a contact

Click + in the top bar.
Click Contact. The Add contact panel opens.
Fill in the fields (see the table below).
Click Add contact. Click Cancel to close without saving.
Nexus opens the new contact.

Field	What to enter	Example	Required?
First name	The person's first name.	Jane	Yes
Last name	The person's last name.	Sample (TEST)	Yes
Email	Their email. It must not already be used by another contact.	test@example.com	Yes
Phone	A 10-digit US phone number.	(555) 010-0101	Yes
Title	Their job title.	Office Manager	Yes
Account	Pick the account they work at. Only Active accounts are listed.	Acme Sample Co (TEST)	Yes
Type	Pick from the list, or leave as —.	Employee	No
Street (under Address)	Street address.	123 Test Street	No
City	City.	Sampletown	No
State	Pick a US state. Starts on Ohio.	Ohio	No
ZIP	ZIP code.	00000	No
Country	Country. Starts as US.	US	No

If something is missing, Nexus tells you at the bottom of the panel, for example "Title is required." or "Email already in use."

Phone must have 10 digits (a leading 1 is fine). Nexus saves it as (555) 010-0101.

The Type list comes from Settings → Module settings → Contacts. Only admins can change it.

The contact record

The title is the person's name. Under it is their account (click it to open the account). If they have no account you see "No account".

Add a photo: click the round picture (hint: Upload photo) and pick an image.
Delete: click the red trash icon (Delete contact), then Delete contact again to confirm.

### Details

Click a value to edit it. Click the check mark to save or the X to cancel.

Field	What it is	Example	Required?
Status	Active, Inactive, or Archived.	Active	Yes
Type	Kind of contact.	Employee	No
Owner	The Nexus user responsible.	(your name)	Yes
Last activity	Date of the latest activity. You can't edit it.	Oct 1, 2026	n/a
First name	First name.	Jane	Yes
Last name	Last name.	Sample (TEST)	Yes
Email	Email address. Must be unique.	test@example.com	Yes
Phone	10-digit US phone.	(555) 010-0101	Yes
Title	Job title.	Office Manager	Yes
Account	The account they belong to.	Acme Sample Co (TEST)	Yes

Clicking the email address, or Email on the contact, opens compose. To is this person's email. Send uses a Gmail account you connected. See Email.

### Address

Street, City, State, ZIP, and Country. Click a value to change it.

### Right side of the record

Card	What it holds
Deals	To follow: see Deals.
Files	Documents attached to this person.
Notes	Notes on this contact. Click + (Add note) on the card to add one.
Activity	Notes and meetings for this person, newest first.

To add a note, click + (Add note) on the Notes card. You can also add a note, task, or meeting from + in the top bar while the contact is open. See Notes, tasks, meetings, and files.

Good to know

A contact belongs to one account only.
Two contacts can't share the same email.
Contacts on Inactive or Archived accounts still exist, but you can't pick those accounts for a new contact.
Deleting an account also deletes its contacts.