Contacts

Contacts is your personal, workspace level contact book. It follows you across projects and prefills cast and crew forms.

How to reach it

Click Contacts in the sidebar (under Platform), or open the Utilities hub and choose Contact list.

Manage contacts

• Add Contact opens New contact: Name (required), Default Role, Type (None, Cast, Crew, Both), Email, Phone, Pay defaults (Rate, Currency, Per hour/day/flat), and Notes.
• Edit a contact from its row; delete with the trash icon. Deleting a contact does not affect cast or crew members already linked to it.
• Search with “Search contacts…”.

How contacts connect to projects

• On a project’s Cast and Crew page, the Contacts side sheet adds a contact into the project as cast or crew in one click.
• Creating a person by hand on a project automatically files them into your contacts (with their name, contact details, and pay defaults) so they are reusable next time.
• Editing a linked person on a project asks whether to also update the contact defaults.

Import and export

• Export JSON downloads your contact book as a JSON file.
• Import JSON loads a previously exported file.
• AI Smart Import extracts contacts from pasted text or an uploaded file (CSV, PDF, PNG, JPG, WEBP): choose Paste text or Upload file, then click Extract with AI. Extracted contacts are deduplicated, and conflicts are resolved in a review step before saving.