Contacts

The Contacts list holds the people your firm knows: the members of your households, contacts who are not in a household yet, and people from your meetings who are not contacts yet. Use it to find a person, see which households they belong to, and add people from your meetings as contacts.

Open the list

In the sidebar, select Clients, then Contacts.

The list opens on contacts who are in a household, in order of name.

The Contacts list, showing contacts in a household with their email address, household and last meeting date

Column	What it shows
Name	The contact's name.
Email	The contact's email address.
Households	The households the contact belongs to.
Last Meeting	The date of the contact's most recent meeting.

To sort the list, select Name or Email, then Asc or Desc.

Choose which people to show

The Show filter is always on. It decides which people the list shows.

Select the Show filter.
Select one of these:
- In a household: contacts who belong to at least one household.
- Not in a household: contacts who do not belong to a household yet.
- From meetings: people from your meetings who are not contacts yet. The number beside it is how many are waiting for you to review.
Enlarge screenshot:

To go back to contacts in a household, and remove every other filter, select Clear filters.

Find a contact

To search, enter part of a name or email address in Search contacts....
To show the contacts of particular households, select Add filter, then Household. Search for and select the households, then select Apply filter.
To show contacts you met in a period, select Add filter, then Met. Choose a period such as Last 30 days, or a date with On or after or Before.

The Household and Met filters are not available when Show is From meetings.

Open a contact

Select a contact's row. Their details open over the list.

Michael Abbott's contact page, with his contact info, his household, his roles in three entities and his two most recent meetings

The contact page shows only the sections that have details:

Section	What it shows
Contact Info	Email address, phone and mobile numbers, and home, work and postal addresses.
Households	The households the contact belongs to. Select one to open it.
Relationships	The contact's role in each entity, for example Trustee at a family trust.
Recent Meetings	The contact's recent meetings, and how many meetings they have had in total. Select a meeting to open it.

To move to the previous or next contact in the list, use the up and down arrows at the top left.
To go back to the list, select the close button. The list keeps your search and filters.

The contact page is read-only. To change a household member's details, open their household and use the Members tab. See See or change a person's details.

Add people from your meetings

People who join your meetings but are not contacts wait in the From meetings view for you to review them.

Select the Show filter, then From meetings.

The list shows each person's email address, how many of your meetings they have joined, and when they last joined one.

Enlarge screenshot:
Select a person. Their page shows their email address and the meetings they joined.
Select Add to Contacts.
Enter or check their First Name and Last Name. If you know them, enter a Phone and a Mobile number. You cannot change the email address.

Enlarge screenshot:
Select Add to Contacts.

The person becomes a contact who is not in a household yet. Alcova opens their contact page in the Not in a household view.

If a person's page has no Add to Contacts button, you cannot add them from here.

If the list is empty

Message	What it means
No contacts in a household	None of your contacts belong to a household yet. Contacts show here once they are added to a household.
Every contact is in a household	All your contacts belong to a household.
Everyone has been reviewed	No one from your meetings is waiting for review. New people show here after your meetings.
No contacts match this view or No people match this view	Change the search or filters.