Contact Directory

Managing contacts, relationships, tags, and intake workflows for your team.

This guide covers Desktop, iOS, and Android. Where the experience differs, platform-specific instructions are noted.

The contact directory is where your team keeps track of people your hotline interacts with — callers, community members, partner organizations, or anyone else relevant to your work. All contact information is encrypted before it is stored.

Creating a contact

On Desktop: Go to the Contacts page and click New Contact. Fill in whatever information you have.

On iOS: Open the Contacts tab and tap + to create a new contact.

On Android: Open the Contacts screen and tap the floating action button.

You do not need to fill in every field. Create contacts with as little or as much information as makes sense.

Searching and filtering

Use the search bar at the top of the contacts section to find contacts. The search uses blind index lookups — your search terms are hashed before being sent to the server. The server matches hashes without seeing your plaintext search query, protecting both the query and the stored data.

You can also filter by tags to narrow results.

Tags

Tags help you organize contacts into categories that make sense for your work — for example, “repeat caller,” “partner agency,” or “Spanish-speaking.” Add tags when creating or editing a contact.

Relationships

You can link contacts to each other to show relationships. For example, you might link a caller to their caseworker or a family member. This helps your team understand the bigger picture when handling interactions.

Auto-linking with calls

When a call comes in from a known phone number, the system can automatically link it to the matching contact in your directory. This lets you see relevant context while the call is in progress.

Contact privacy

Contact details are encrypted with your hub’s shared key. Only members of your hub can read contact information. Contacts are never visible to callers or to anyone outside your hub.