Contacts & Accounts

Manage client companies (accounts) and the people inside them (contacts) so every engagement carries the right relationship context from first conversation through delivery.

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:

Navigate to Clients in the sidebar.
Click Create to add a new account.
Enter the account name (the company name).
Click Create to save.

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 contact workspace

Clicking any contact card from an account’s Contacts tab opens its dedicated workspace. From here, 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:

Open an account from the Clients screen.
Navigate to the Contacts tab.
Click Create to add a new contact.
Fill in the contact details:
- Name — The contact’s full name (required)
- Email — Email address (validated format)
- Phone — Phone number (validated format)
Click Create to save.

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.

Tip

Contacts are scoped to accounts. When you select an account on an engagement, the Contact dropdown filters to show only contacts belonging to that account.

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. 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. Changing the account clears the contact selection (since contacts are account-specific).

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.