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Contacts

View and manage contact details, preferences, and linked projects in one place. (97 characters)

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Written by Brad Ivie
Updated today

Overview

The Contacts section in Hona gives you a centralized view of all client and contact records tied to your active and archived projects. It’s designed to make it easy to access, update, and navigate contact information across your firm.


Default View

The main table includes the following columns:

  • First and Last Name

  • Email Address

  • Phone Number

  • Associated Projects

You can use the search bar to quickly locate a specific contact by name or email.

Tips

  • Click on any project name in the "Associated Projects" column to open that project directly in Hona.

  • Add or remove columns using the buttons on the top right of the page


Contact Details & Preferences

Clicking on a contact opens a panel on the right-hand side of the screen, where you can:

  • Change Language Preference – Set the contact’s preferred language for notifications.

  • Adjust Notification Preferences – Choose how the contact receives messages (SMS, email, or both).

  • Edit Contact Information (see below for resctrictions)


Editing Restrictions with Integrations

If your firm is connected to a case management system (CMS), contact details such as name, phone number, and email are pulled in automatically via API.

  • These fields cannot be edited within the platform.

  • To make updates to integrated contact data, you’ll need to edit the record directly in your CMS. Changes made there will sync into Hona automatically.


If there are any additional questions, please reach out to your dedicated account rep or to [email protected].


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