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Contacts dashboard in analytics

Newยท
Matt FranklinMatt Franklin

We've added a new dashboard to help you organise and search through all your contacts in one place.

Head to Analytics โ†’ Contacts to access two powerful views:

  1. Contacts with links - See every contact alongside their linked projects, customers, and addresses. Filter by pipeline, tags, or contact type to find exactly who you're looking for.

  2. One row per contact - A simplified view showing each contact once, with counts of their customer and supplier relationships.

Need to extract data for a marketing campaign or external tool? Use the filters to narrow down your list, then export with one click.

Full help docs: https://help.payaca.com/en/articles/13130572-analytics-contacts