--- title: Contacts sidebar_label: Overview sidebar_position: 1 description: Manage your contacts — agents, clients, lenders, title companies, and vendors — all in one place. --- # Contacts DocJacket keeps a centralized contact database across all your transactions. Agents, clients, lenders, title companies, inspectors — everyone you work with lives here. ![Contacts directory with People and Organizations views, filters, columns, import, groups, and export controls](/img/contacts/contacts-directory.png) The **Contacts** page in the sidebar shows your full directory. The Contacts area has separate **People** and **Organizations** views, plus import and group tools. You can search, filter, inline-edit common fields, import from CSV or Google Contacts, export, merge duplicates, tag contacts, and organize contacts into groups. Contacts also connect to transaction workflows. When you add a contact to a transaction, DocJacket stores that relationship with a transaction role, primary flag, merge display name, portal link status, and communication details. ## What You Can Manage - People and organization records - Email addresses and phone numbers, including primary labels - Contact types, such as agent, lender, attorney, client, or vendor - Tags for filtering and segmentation - Groups for reusable contact lists - Related transactions and transaction roles - Portal links for transaction contacts - SMS consent and contact communication readiness ## In this section - [Managing Contacts](./managing-contacts.mdx) — Add, edit, search, import, export, merge, and tag contacts - [Contact Roles](./contact-roles.md) — Assign contacts to transaction roles and use those roles in communication - [Contact Groups](./contact-groups.md) — Organize contacts into reusable lists