All parts

Records: the people and companies you work with

Every contact and company, kept once and linked everywhere.

Records: contacts and companies linked together
About this part
  • ContactsThe people you work with, with their details and history.
  • CompaniesThe organizations they belong to.
  • LabelsClient, employee, investor, partner, vendor or lead. One person can carry more than one.
  • Private recordsA record marked private stays private.
  1. Add the people you work withAdd a contact or a company and label it: client, employee, investor, partner, vendor or lead.
  2. Open the cardA contact or company card lists the deals, tasks, documents and files linked to it.
  3. Keep one of eachWhen the same person shows up twice, merge the two into one contact.
  • Look upAsk Monocle AI to look up a person or company.
  • DraftHave it start a document for you to review and edit.
  • Your workplace onlyIt works inside the workplace you are signed in to, as you.

How Records connects to the other five parts

Each item lives in one part and links to the others, so it is kept once and right everywhere.

  • RecordsWork

    A deal for a company

    Link a task, project, job or deal to the contact or company it is for, and see the link from either side.

    Open Work

  • RecordsAssets

    A contract on a company

    Link a document or a Drive file to the contact or company it concerns.

    Open Assets

  • RecordsComms

    Messages with a person

    An email can carry a link to the contact or company, so the conversation stays with them.

    Open Comms

  • RecordsMoney

    Billing through the deal

    A quote or invoice points to the deal it bills, and the deal points to its company.

    Open Money

  • RecordsTools

    One search

    One search from the toolbar covers Records, Work, Assets and the services connected in Tools, with a filter for each.

    Open Tools

Kept accountable, honest, secure and private

How the four principles apply to Records.

  • Accountability

    Every link between a contact or company and other work keeps who made it.

    Read the principle

  • Integrity

    A deleted contact or company goes to the trash with its links kept, so it can be restored as it was.

    Read the principle

  • Security

    Changing or deleting a contact needs edit rights on it.

    Read the principle

  • Privacy

    A record marked private is visible only to the people you allow.

    Read the principle

Comms keep it attached

Conversations stay on the record

An email can carry a link to the contact or company, so the conversation stays on their record.

Monocle AI, with you in the loop

Ask Monocle AI to list contacts and companies, or what nobody has claimed; it sees only what you can see.

Human in the loop AI

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