How other contacts work
Unlike clients and prospects (which are households with multiple people), an other contact represents a single individual:- One person — Each other contact has exactly one person record
- Professional focus — Designed for business relationships, not family units
- No service tier — Other contacts do not have tiers, AUM, or review schedules
- Linkable to a business — Can be associated with a business record
When to use other contacts
Create an other contact for:- CPAs and accountants — Tax professionals you collaborate with
- Estate attorneys — Legal professionals handling client matters
- Referral sources — People who send you potential clients
- Centers of influence — Community leaders, business owners, other advisors
- Custodian reps — Your contacts at financial institutions
- Insurance agents — Partners for insurance-related needs
Other contacts vs households
| Feature | Other contact | Client/Prospect |
|---|---|---|
| People | 1 person | Multiple (household) |
| Business association | Yes | — |
| Tasks and notes | Yes | Yes |
| Email tracking | Yes | Yes |
| Meetings | Yes | Yes |
| Service tier | — | Clients only |
| Review schedule | — | Clients only |
| Sequence enrollment | Yes | Yes |
Contact information
Each other contact stores:- Name — First name, last name, preferred name, designations
- Contact details — Email addresses, phone numbers, addresses
- Employment — Current and past positions
- LinkedIn — Professional profile link
- Business — Associated business record
- Job title — Professional role
- Date of birth — Birthday tracking
- Gender — Personal details
Organizing other contacts
With tags
Apply tags to categorize contacts by type. Tags help you filter and find contacts on the list page.With status
Other contacts have three statuses:- Active — Current professional relationship (default)
- Inactive — Relationship has cooled but not ended
- Archived — Historical record, no longer active
With assignment
Assign contacts to team members for clear ownership and follow-up responsibility.Converting other contacts
Other contacts can become clients or prospects if your relationship evolves:- Open the contact record
- Click the More menu (three-dot icon) in the top-right corner
- Select Convert to household
- Choose Prospect or Client
- Confirm the conversion
What you can do from a contact record
From an other contact record, you can:- View and update contact information in the Details panel
- Track email correspondence in the Emails tab
- Schedule and manage meetings in the Meetings tab
- Create and assign tasks in the Tasks tab
- Add notes in the Notes tab
- View phone call history in the Phone tab
- Add internal comments in the Comments panel
- View the activity feed in the Activity tab
- Send emails directly from the header
- Add tasks and notes from the header