Contacts Overview
The Contacts module stores an address book of the people you work with: clients, partners, and other external contacts. Each contact record holds the information you add. Your contacts are private to you unless you share them with your workspace.
Accessing contacts
- Open Serene Studio.
- Select Contacts in the left sidebar.
Contacts has four tabs at the top of the page: Overview, Contacts, Groups, and Directory. Select Contacts to see the list of contacts you own, plus any that other members have shared with your workspace. Groups holds your contact groups, and Directory lists the members of your workspace.
Contact list layout
The list shows contacts as rows. These columns are visible by default:
| Column | What it shows |
|---|---|
| Name | Name of the contact |
| Primary email address | |
| Groups | The groups the contact belongs to |
| Added | The date the contact was added |
Company, Phone, Label, Updated, and Starred are also available. Use View options (the gear button above the list) to show or hide columns.
Above the list, All, Personal, and Shared limit the list to all contacts, only your own, or only those shared with your workspace.
Select any row to open the full contact record in a panel beside the list. Each row also has quick buttons to star the contact, edit it, copy the primary email, and delete it.
Contact record fields
Opening a contact shows the full record. Available fields:
| Field | Description |
|---|---|
| Salutation | A title such as “Ms.” |
| Name | Required. The contact’s full name. |
| Company | Organization or employer |
| Title | Role at their company |
| Website | The contact’s website |
| Label | A single label to categorize the contact (for example, Vendor or Team) |
| One or more email addresses. Each is marked Work, Home, or Other, and one is marked Primary. | |
| Phone | One or more phone numbers, set up the same way |
| Address | One or more addresses, set up the same way |
| Note | Free-text notes |
Searching contacts
The Search or filter bar appears above the contact list.
- Select the search field and type a name, email address, or company.
- Press Enter. The list shows the contacts that match.
- To go back to the full list, select Clear filters.
Plain-word search covers the name, email, and company fields. You can also filter by a column, for example by typing a column name followed by a colon and a value.
Next steps
- Adding and Editing Contacts — create, update, and delete contact records.