Contacts
Learn how Contacts organize the people and organizations connected to your operations, manage notification preferences, connect records, and support communication across locations and assets.
Overview
What Is a Contact?
A Contact represents a person or organization connected to your operations. Contacts can include customers, property owners, vendors, system contacts, testers, contractors, or other people your organization communicates with.
People & Organizations
Store individuals, companies, vendors, customers, and other relationship records in one place.
Connected Records
Connect contacts to locations, assets, and shared records so the right people stay tied to the right information.
Communication Layer
Manage notification preferences, communication details, and contact activity from the contact record.
Contacts Dashboard
Manage Contacts From One Place
The Contacts Dashboard is the main workspace for viewing, searching, filtering, adding, exporting, and managing contact records.
Dashboard Tools
Use the dashboard to manage customers, vendors, systems, connections, shared access, and contact records.
Dashboard Components
Find and Organize Contact Records
Summary cards, search tools, connection panels, and shared access controls help you manage contacts and record relationships quickly.
Customers
View contacts categorized as customers or property contacts.
Vendors
Track vendors, contractors, testers, and service providers.
Systems
Manage contacts associated with utility systems or organizations.
Other Categories
View additional contact types outside of customers, vendors, and systems. For now, testers appear under Other Categories.
Search & Filters
Search and filter tools help you quickly locate the correct person, organization, customer, vendor, or system contact.
Connections & Shared Access
Manage Contact Relationships and Shared Records
Contacts help organize relationships between people, organizations, shared records, and access requests.
Connections
Connections show pending requests, incoming requests, blocked requests, and active relationship activity between records or organizations.
Shared Access
Shared Access lets users view records shared with them and manage records they have shared with others.
Contact List
View Every Contact
The Contact List displays all contact records available to your account. Each row provides enough information to identify and open the correct contact.
List Information
Contact rows summarize identifying details before opening the full Contact Summary Page.
Contact Summary Page
Review and Manage a Contact
The Contact Summary Page is the workspace for a selected contact. This is where users review contact details, notification preferences, connected locations, connected assets, and record activity.
Contact Details
- Contact name
- Contact type
- Email address
- Phone number
- Mailing address
Notification Preferences
- Email notifications
- In-app notifications
- Notification frequency
- Communication settings
Connected Records
- Linked locations
- Linked assets
- Notes
- Related activity
Notifications
Manage Contact Notification Preferences
Notification preferences control how a contact receives updates when communication or shared access is enabled.
Preference Options
Each contact can have communication preferences that help control how notifications are delivered.
Connected Records
Connect Contacts to Locations and Assets
Contacts can be connected to operational records so your team can quickly understand who is associated with each location or asset.
Locations
View locations connected to the contact, add an existing location, or create a new location relationship.
Assets
View assets associated with the contact and open connected equipment or assembly records when more detail is needed.
Why Contacts Matter
The Relationship Layer of R2
Contacts help connect people, organizations, communication, shared access, and operational records across the platform.
Centralize
Keep customers, vendors, and organizations in one place.
Connect
Link people to the locations and assets they are associated with.
Collaborate
Support shared access, invitations, and connection workflows.
Maintain History
Preserve contact relationships and communication context over time.
