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Version: v1.0.0(int)

Contacts

Covers the shared contacts pool — people (with optional email/phone methods) that can be linked to customers, vendors, or other entities. The same contact can be reused across multiple entities, each link carrying its own role and notes.

Writes

  1. Create contact — Triggered from any place that surfaces the shared contacts UI (Customer Detail, Vendor Detail, etc.). Creates a contact record (first/last name, title, notes).
  2. Update contact — Triggered from contact edit modals. Edits an existing contact's fields.
  3. Delete contact — Triggered from contact edit modals. Removes a contact (and its methods/links).
  4. Add contact method — Triggered from a contact's detail panel. Adds an email or phone (with label) to a contact.
  5. Update contact method — Triggered from a contact's detail panel. Edits a method.
  6. Delete contact method — Triggered from a contact's detail panel. Removes a method.
  7. Link contact to entity — Triggered from Customer/Vendor detail → Add contact. Associates an existing contact with a customer, vendor, or other entity (with role + notes).
  8. Update contact-entity link — Triggered from Customer/Vendor detail. Edits the role or notes on the link.
  9. Unlink contact from entity — Triggered from Customer/Vendor detail. Removes the association without deleting the contact.
  10. Find or create contact for entity — Triggered from quick-add flows on Customer/Vendor pages. Looks up a contact by name/email and links it (or creates it first).

Reads

  1. List contacts — Triggered from contact pickers across Customer/Vendor pages. Returns the org's contacts pool.
  2. Get contact detail — Triggered from contact detail panels. Returns a single contact (with methods).
  3. List methods for a contact — Triggered from contact detail panels. Returns the email/phone methods attached to a contact.
  4. List contacts linked to an entity — Triggered from Customer Detail / Vendor Detail. Returns contacts associated with a given customer, vendor, etc.