Contacts Management

Keep track of individual contacts, their roles, and communication history with your clients. Designed for small translation businesses with 1-5 team members and datasets under 5,000 contacts. Coming Christmas 2025 with full macOS 26 compatibility!

Adding a New Contact

1. Click the "New Contact" button
2. Enter personal details (name, title, email, phone)
3. Associate with a company
4. Add notes and preferences
5. Save the contact record

Contact Information

• Personal Details: Name, title, email, phone
• Company Association: Link to parent company
• Communication History: Track all interactions
• Preferences: Language preferences, communication style
• Billing Context: Contacts can be referenced on project invoices

Managing Contacts

• Quick Actions: Email, call, or schedule meetings
• Interaction Tracking: Log all communications
• Search & Filter: Find contacts quickly
• Export: Export contact information