Contact Management

The Contacts module handles inbound requests, response workflows, and lead-style records collected from website forms or other intake points.

Detailed guide tree

• Contacts Dashboard: review source, type, and activity summaries.
• Manage Contacts: filter the contact list by source and type.
• Update Contact: route for contact editing, currently blank in source.
• Compose Email: send outbound email from admin.
• Contact Detail: route for contact detail, currently blank in source.
• Contact Fields: build and edit dynamic contact forms.
• All Emails: browse the full inbox list.
• Sent Emails: review outbound email history.
• Unread Emails: prioritize unread inbox items.
• Import Contacts: import route, currently a placeholder.
• Export Contacts: export route, currently a placeholder.
• Email Detail: read a message, reply, and inspect the linked contact profile.

Common workflow

1. Start from Contacts Dashboard or Unread Emails during intake review.
2. Use All Emails or Sent Emails to trace older threads.
3. Compose outbound email manually when the admin needs to initiate contact.
4. Touch Fields, Import, or Export only after data structure is clearly defined.