Managing Contacts
Contacts are the core data model in RadiusOS. Every email thread, task, note, and pipeline stage attaches to a contact record.
Adding a contact
From anywhere in the app, click the + New Contact button in the top-right of the Contacts page, or use the keyboard shortcut N while on the Contacts view.
Contact fields
Each contact record includes the following core fields:
- Name (required)
- Email — used to match incoming Gmail threads
- Phone
- Company — links to a company record
- Pipeline Stage — where this contact sits in your workflow
- Notes — freeform text, supports markdown
- Tags — for filtering and grouping
- Source — how you found this contact (e.g. LinkedIn, Referral)
Editing a contact
Click any contact row to open the contact detail panel. All fields are inline-editable — click a field to edit it. Changes save automatically.
Deleting a contact
Open the contact detail panel, scroll to the bottom, and click Delete Contact. This is permanent and removes all associated tasks and email threads from the record. Gmail messages themselves are not deleted from Gmail.
Deletion is irreversible. RadiusOS does not have a recycle bin. If you want to keep a contact but remove them from active pipeline view, move them to a "Closed" or "Archived" stage instead.