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Managing Contacts and Organizations

Keep an event-level directory of venue, vendor, client, and crew contacts, grouped by organization and category.

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The Contacts tab is a quick-reference directory for one event — the hotel's banquet captain, the AV lead, the shuttle dispatcher. Contacts are for reaching people; they don't get CueKit logins and they aren't speakers.

Your workspace and a contact's company

Your workspace is your team's home in CueKit. It holds your events, team members, and billing.

A contact's Organization / Company is the company or group that person represents, such as "Harbor Grand Hotel" or "Bayline AV". These choices belong to the event, not your workspace team. Adding one doesn't invite anyone to CueKit.

A Category groups contacts by purpose, such as Hotel, AV / Production, or Transportation. Categories also belong to the event.

Workspace members only appear in Contacts if you add them there.

Add a contact

  1. Open the event and select the Contacts tab.
  2. Select Add contact.
  3. Enter a Name — it's the only required field.
  4. Optionally choose or type an Organization / Company and Category. Typing a new name creates it for this event.
  5. Add Role / Title, Email, Phone, Mobile phone, and Notes as needed.
  6. Select Save contact.

On a phone, tap an email address or phone number to start an email or call. Extensions written like "x22" are dialed after a pause.

Find contacts

  • Use Search contacts to search name, organization, role, email, phone, and notes.
  • Filter by category or organization with the two filter menus.

Manage categories and organizations

Select Categories & organizations to add, rename, or remove them. Renaming updates every contact that uses it. Removing one doesn't delete any contacts — they simply become uncategorized or have no organization.

Who can do what

  • Owner, Admin, and Planner can add, edit, delete, and import contacts and manage categories and organizations.
  • Production and Viewer can view contacts.
  • When an event is archived, its contacts are read-only.

Deleting a contact can't be undone. If a Logistics item linked that contact, the link is cleared and the item is kept.

Example

For Harbor Summit, the planner adds "Dana Reyes, Banquet Captain" under the organization Harbor Grand Hotel in the Hotel category, so the on-site team can call her from their phones.