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Add and manage client contacts

Maintain the people connected to a client and identify their relationship responsibilities.

Written by Geoff Mina

Contacts identify the individual people involved in a client relationship and the responsibilities each person has.

Add a contact

  1. Open a new contact in Moxie, use the global + menu, or select the add-contact control in a client workspace.

  2. Add the person’s name, email address, phone number, role, and client.

  3. Choose the relationship responsibilities that apply.

  4. Save the contact.

Understand contact responsibilities

  • Primary contact identifies the main person for the relationship.

  • Invoice contact identifies a person who should receive invoice communication.

  • Portal access allows the person to use the client portal when the portal is configured.

A Moxie contact showing its client and Primary contact, Invoice contact, and Portal access indicators

The contact page makes its client relationship and enabled responsibilities visible at a glance.

Find contacts across the workspace

The Contacts list can show everyone, only contacts attached to a client, or contacts without a client. Search, filters, visible fields, and sortable columns help you find the right person.

The Moxie Contacts list showing client, email, phone, and contact-role columns

The workspace-wide Contacts list keeps the person, associated client, and responsibilities easy to scan.

Continue exploring Clients & contacts

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