Contacts

Contacts represent the people you work with — client stakeholders, decision-makers, and technical contacts. They exist independently of accounts and can be linked to multiple organizations.

Why contacts are separate from accounts

Most CRMs attach contacts directly to a single company. Breadbox takes a different approach: contacts exist independently and are linked to accounts via a relationship with a role. This solves real MSP scenarios:

• Shared CFO

  A CFO who serves as Budget Owner at two of your client companies appears once as a contact, linked to both accounts with their respective roles.

• IT consultant

  A fractional IT consultant who manages three of your smaller accounts can have the Technical Decision Maker role at each without data duplication.

• Insurance broker as referral partner

  Someone who is both a referral partner and a contact at one of their own insurance company clients.

Contact roles

When you link a contact to an account, you assign them a role at that account. Roles affect health score calculations and reporting:

Creating a contact

Click New Contact from the Contacts list, or use the Add Contact button on any account's Contacts tab. Fields:

• First name and last name (required)
• Email address — used for direct email sends and deduplication
• Phone and mobile phone
• Job title
• LinkedIn URL
• Notes — any freeform context about this person

Linking a contact to an account

From the account's Contacts tab, click Add Existing Contact and search for the person. You'll be prompted to set:

• Role at this account
• Primary contact flag — marks the main point of contact for this account
• Notes about their involvement

Alternatively, create a new contact and link them in a single step by clickingAdd New Contact on the account's Contacts tab.

Primary contact flag

Each account-contact relationship has an isPrimary flag. The primary contact is the default person to reach when you need to communicate with this account. Their name appears in the account list view and on dashboard cards. You can have one primary contact per account.

Last contact date tracking

The Last Contact Date field on each account-contact relationship tracks when you last interacted with that person. It's updated automatically when:

• You log a touchpoint and specify the contact
• You send an email directly from the contact record
• You complete a QBR and mark which contacts attended

For contacts with the Executive Sponsor, Budget Owner, or Technical Decision Maker role, last contact date feeds the days since last decision-maker contact health score signal. If you haven't spoken to the budget owner in 90+ days, that's a risk signal.

Viewing a contact across all accounts

The contact detail page (Contacts → [Contact Name]) shows every account this person is linked to, their role at each, and their last contact date. This is particularly useful for shared contacts — you can see all accounts they influence in one view.

Searching and filtering contacts

The contacts list supports:

• Search bar — search by first name, last name, or email
• Advanced Filter Builder — click the Filters button to build complex AND/OR conditions on name, email, job title, and created date
• Custom field filters — filter by any custom fields with the "Show in filters" flag enabled
• Saved views — save any filter combination as a named view

See Advanced Filtering for full details on the filter builder.

Sending emails to contacts

For contacts with an email address, click the email icon on their row or on the contact detail page. This opens the email compose modal. Sent emails are automatically logged as a touchpoint (type: Email, direction: Outbound) on any linked account.

Bulk importing contacts

Use the Import CSV button on the Contacts list page to import contacts in bulk. The same 5-step wizard (upload → map → preview → import → results) used for accounts guides the process.

Supported columns: first_name (required), last_name (required), email, phone, job_title, account_name (links to an existing account), role (IT_ADMIN, BUDGET_OWNER, EXECUTIVE_SPONSOR, etc.), notes.

If account_name is provided, the contact will be automatically linked to that account. The account must already exist — create accounts first if needed.