Contacts & Accounts

Accounts and contacts form the CRM layer of Servantium. Accounts represent client companies, and contacts represent the people at those companies. Both are linked to engagements to keep your client relationships organized.

Accounts

An account represents a client organization — the company you are doing business with.

Creating an account

Accounts can be created in two ways:

From the Clients screen:

Inline from an engagement:

When editing an engagement’s Info tab, click the create button next to the Account dropdown. A dialog appears where you can enter the account name and create it without leaving the engagement.

The account workspace

Each account has a tabbed workspace:

Tab	Purpose
Info	Account name and details
Contacts	All contacts associated with this account

The Clients screen

The main Clients screen (sidebar) shows a sortable, filterable table of all accounts in your organization. Click any row to open the account workspace.

Contacts

A contact represents a person at a client company. Contacts belong to accounts — you must select or create an account before adding contacts.

The contacts list

When viewing an account’s Contacts tab, you can toggle the display between two modes using the icons in the top right:

• Card View: The default visual layout showing contact details, initials, and quick-delete actions in a responsive grid.
• Table View: A dense, sortable list ideal for accounts with many contacts.

The contact workspace

Clicking any contact from the list opens its dedicated workspace. The workspace uses a standard tabbed layout where you can view and edit standard details, manage custom dynamic properties, or delete the contact entirely.

Creating a contact

Contacts can be created in two ways:

From an account’s Contacts tab:

Inline from an engagement:

When editing an engagement’s Info tab, after selecting an account, click the create button next to the Contact dropdown. A dialog appears with the contact form fields.

Contact fields

Field	Description	Validation
Name	Full name of the contact	Required
Email	Email address	Valid email format (optional)
Phone	Phone number	Valid phone format (optional)

Linking to engagements

Every engagement can be linked to one account and one contact using interactive typeahead search fields. These links appear on the engagement’s Info tab and are used throughout the system:

• The dashboard shows the client name alongside each engagement
• Document generation pulls account and contact details into proposals and SOWs
• The engagement list shows the linked account in the Client column

Changing account or contact

You can change an engagement’s linked account or contact at any time from the Info tab using high-performance typeahead Autocomplete fields. Type to search accounts or contacts by name, email, or phone. Selecting or changing the account automatically resets and scopes the contact typeahead field to show only contacts belonging to that account. Both fields include clear buttons to reset selections and inline create (+) buttons to add new records on the fly.

Organization and filtering

Both accounts and contacts support tags through the standard tagging system. Use tags to categorize accounts by industry, size, region, or any other dimension relevant to your business.

The Clients screen supports sorting and filtering to help you find accounts quickly, even as your client base grows.

What’s next?

• Engagements — Link accounts and contacts to your engagements
• Dashboard — See client information in the dashboard view
• Tags — Manage tags for organizing accounts