Contacts are individuals; they are your firm’s clients. One contact can associate with multiple accounts. For example, Jane Doe is a contact and she is associated with (or has relationships with) her Flower Business and her 1040 Tax Returns.
At the top of the Contacts page are the following filter bubbles:
- All - Total amount of Contacts
- New - Needs Invitation sent, but not yet Active (if a Contact does not have an email, they cannot be invited)
- Invited - Contact has been invited, but are not Active
- Active - Contact has been invited and has accepted; they are using Liscio
- Inactive - Entire list of all Inactive/Deleted Contacts