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    Contacts

    Maintain shared contact records and address books for the people you work with.

    Keep contact details together

    Everything registered · Published by Legra

    Manage people and the ways to reach them in address books. Give work that involves the same person a shared contact reference, with relevant names, addresses, and other contact points.

    Connect a person to their work

    A customer contact participates in a conversation and signs an agreement. Refer to that person from each activity so their contact details remain connected to the relationship.

    Share a common reference

    CRM adds customer context. Email uses addresses for correspondence. Agreements connects the people involved in signing. Each app uses the contact record for its own purpose.

    Choose who can see contacts

    Review the workspace's access rules before sharing an address book. Contact details remain subject to those permissions wherever another app references them. Workspace activation covers enabling apps and checking prerequisites.