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Traise Docs

Clients

Clients is the center of Traise. Every contact record holds personal details, policies, documents, and a unified timeline of every call, SMS, chat, and task you’ve touched. Most of your day either starts or ends here.

Finding a contact

Section titled “Finding a contact”

The Contacts page (/contacts) has a persistent search bar at the top. Start typing a name, phone number, or email and the list filters in real time. The total contact count appears as a tooltip on the list header.

Creating a new contact

Section titled “Creating a new contact”
  1. Click New Contact (or navigate to /contacts/contact/new).
  2. Fill in the Applicant tab: Company, First Name, Preferred Name, Last Name, Email, Mobile, Home Phone, Gender, and how they heard about you.
  3. If there is a co-applicant, open the Co-Applicant tab and enter their details. Choose the relationship type: Married, Divorced, Domestic Partner, Widowed, Boyfriend, Girlfriend, Parent, or Child.
  4. Optionally set a Referred By contact (search by name) and a Referral Date.
  5. Click Save. The full record opens so you can add more details right away.

Working inside a contact record

Section titled “Working inside a contact record”

The top stats bar gives you a quick snapshot: Location, Policy Count, Premiums, Last Contact date, Length of Service, Managed By, and Affiliate.

Below that you’ll find:

  • Contact cards — primary and co-applicant info, each with a Show Messages button to jump directly into their SMS thread.
  • Dependents — family members linked to the record.
  • Pinned Addresses — addresses that appear in other parts of the app.
  • Tabbed data panel — Address, Auto, Home, Commercial, Health, Life, Policy, Payment, and Additional Info. Which tabs appear depends on your account’s Gathering Forms setting.
  • Activity feed — a chronological log of every interaction.
  • Sticky Notes — internal notes that stay visible at the top.
  • Links, Events, Tags, Tasks, Recordings — additional context panels below the main tabs.

Exporting and deleting

Section titled “Exporting and deleting”
  • Export: Admins can download a CSV of contacts from the contacts list.
  • Delete: Open the record, choose Delete, and type the contact’s ID to confirm. This is intentionally difficult — deletion is permanent.