Contacts Overview
Contacts is your workspace's shared address book. Instead of every teammate keeping their own scattered list of customers, vendors, and partners, Copera gives your whole workspace one place to store the people and organizations you work with --- complete with their emails, phone numbers, addresses, websites, and notes.
Once a person is saved as a contact, their details follow them everywhere in Copera. Hover over their email address in your Inbox and you will see who they are at a glance, with a one-click shortcut to open or edit their full record. Type their name when adding email recipients or event guests and they appear as a suggestion. Your address book stops being something you maintain by hand and becomes something your workspace just knows.
Contacts is a workspace-wide feature managed by workspace administrators. It is currently labeled Beta in your settings, which means it is fully usable and we are continuing to polish it based on your feedback.
What You Can Do
- Build a shared directory --- Save the people and companies your team interacts with, so contact details live in one trusted place instead of in individual inboxes and spreadsheets.
- Capture rich details --- Each contact can hold multiple emails and phone numbers, several addresses, websites, a company and job title, a birthday, free-form notes, and your own custom category tags.
- Organize with lists --- Group contacts into lists you build by hand, or smart lists that fill themselves automatically based on rules you set.
- Import in bulk --- Bring in an existing address book from a spreadsheet using a guided CSV import.
- Recognize people everywhere --- Saved contacts surface across Copera as hover cards and autocomplete suggestions wherever you type an email address.
Who Can Manage Contacts
The Workspace Contacts page is available to workspace administrators. Administrators create, edit, import, and organize the shared directory on behalf of the whole workspace.
The benefits of having contacts, however, reach everyone: the recognition cards and suggestions that draw on the directory appear for all members as they work in the Inbox, compose emails, and invite people to events.
Finding Contacts
To open your workspace's address book:
- Open Settings from your workspace.
- In the left menu, under the workspace section, select Contacts.
The Contacts page has two tabs:
| Tab | What it holds |
|---|---|
| Contacts | Every individual contact record, with search, create, and import controls. |
| Lists | Your contact lists --- both hand-built and rule-based --- for organizing contacts into groups. |
What a Contact Holds
A contact record is organized into clear sections, so even a richly detailed contact stays easy to scan. Only a name and one email are required --- everything else is optional, and you can fill in as much or as little as you like.
| Section | What it stores |
|---|---|
| Identity | Full name (required), an optional nickname, and a birthday. |
| Organization | Company, department, and job title. |
| Emails | One or more email addresses, each tagged Work, Home, or Other, with one marked as the primary. |
| Phones | One or more phone numbers, each tagged Cell, Work, Home, Fax, or Other, with one marked as the primary. |
| Addresses | One or more postal addresses (street, city, region, postal code, country), each tagged Home, Work, or Other. |
| Websites | One or more web links, each tagged Work, Personal, or Other. |
| Categories | Your own free-form tags (such as "Customer", "Vendor", or "VIP") for grouping and filtering. |
| Notes | A free-text area for anything else worth remembering about the contact. |
See Using Contacts for step-by-step guidance on creating, editing, and organizing records.
How Contacts Connect to the Rest of Copera
Contacts is designed to make the rest of Copera smarter, not to be a silo you have to remember to visit.
Recognition in the Inbox and email compose
Anywhere an email address appears --- a message sender, a recipient chip, or an address you are typing --- Copera quietly checks it against your workspace contacts. If it matches a saved contact, you see their name, photo, and a quick summary on hover, plus a shortcut to edit them. If it is not yet saved, you get a one-click Add to contacts action so your directory grows naturally as you work. Learn more in the Inbox Overview.
Suggestions when you type an email
When you add recipients to an email or guests to a calendar event, Copera suggests matching contacts as you type, so you rarely have to remember or paste a full address.
Relationship to board contact fields
Boards have their own Email, Phone, Website, and Location field types for storing communication details directly inside a table row --- ideal for things like a customer database or a vendor tracker. These board fields store values in the cell and offer click-to-email, click-to-call, and click-to-open shortcuts. They are a separate, table-level feature from your workspace address book. See Contact Fields for those.
Workspace Contacts (this address book) and a board's Contact field types are related ideas but distinct features. Contacts live at the workspace level and power recognition and suggestions across the app; board contact fields live inside a specific table and store values per row. Use Contacts for a shared directory of people, and board contact fields for communication data attached to table records.
Frequently Asked Questions
Where do I find Contacts?
Open Settings and select Contacts from the workspace section of the left menu. The page opens on the Contacts tab.
Can every member edit the contacts directory?
Managing the directory --- creating, editing, importing, and organizing contacts --- is available to workspace administrators. All members benefit from the recognition cards and suggestions the directory powers as they work elsewhere in Copera.
Do I have to fill in every field for a contact?
No. Only a name and one email are required. Add as many or as few of the other details as you find useful.
Is this the same as the Email or Phone columns on my board?
No. Those are board field types that store a value inside a table cell. Workspace Contacts is a separate, shared address book of people and organizations that powers recognition and suggestions across Copera. See the note above for how the two relate.
Related Features
- Using Contacts --- Create, edit, search, and organize contacts into lists.
- Importing Contacts --- Bring in an existing address book from a CSV file.
- Inbox Overview --- Where contact recognition cards appear on senders and recipients.
- Contact Fields --- Board Email, Phone, Website, and Location columns for storing details inside a table.