The Contact Book
Updated
Use the Contact book to save names and email addresses for client reviews, scheduled reports, and client upload links. Each workspace has its own contacts.
Open Settings > Contact book in the workspace you want to use. You need an Editor or Manager role, or organization Admin or Owner access.
Search contacts
Alex Morgan
alex@example.com / Studio North
Add a Contact
- Click New contact.
- Enter the person's Name and Email.
- Add a company, role, tags, or notes if you need them.
- Click Create contact.
Name and email are required. Notes can contain up to 2,000 characters. Use them for details such as review availability or language preferences.
When you add a new reviewer to a client stage of a review, Maeve saves them to the contact book.
Use a Saved Contact
| Where | How the contact is used |
|---|---|
| Client stage of a review | Select the person as a reviewer |
| Scheduled client report | Select the person as a recipient |
| Client upload link | Select the contact associated with the link |
For a one-off report recipient, you can enter their details without saving a contact. Client reviewers are always saved as contacts.
Find and Edit a Contact
- Enter a name, email address, company, or tag in Search contacts.
- Open the contact's actions menu and select Edit.
- Update their details and click Save changes.
Tags let you find related contacts. For example, search for a Legal tag to find the people who review legal wording.
Delete a Contact
- Find the contact in the contact book.
- Open the contact's actions menu and select Delete.
- Click Delete to confirm.
Deleted contacts no longer appear in contact pickers. You cannot restore a deleted contact. To use them again, add them as a new contact with the same email address.
Questions
Where is the contact book?
Open Settings > Contact book in the workspace. Editors, Managers, and organization Admins and Owners can manage contacts.
Does adding someone to the contact book give them access to Maeve?
No. Saving a contact stores their details without creating an account or granting workspace access.
What is stored on a contact?
A required name and email address, plus optional company, role, tags, and notes. Notes can contain up to 2,000 characters.
Where do saved contacts get used?
You can select contacts as client reviewers, scheduled client report recipients, and the contact on a client upload link.
Can I still type an email address instead?
For a report recipient, yes. A new client reviewer you enter by name and email is saved to the contact book automatically.
How do I remove someone?
Open the contact's actions menu, select Delete, and confirm. To use them again, add them as a new contact.