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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.