📝 Overview

Every project has a Contacts tab listing the people associated with it — the customer and any additional contacts. Each person shows as a card with their details, and the tab keeps Sunrise and HubSpot in sync.

The Contacts tab — each contact shows as a card, with Add Contact and Sync Contacts in the toolbar.

💡 What You Can Do

• Viewing a Contact — see each contact's details, copy any field, and check myFreedom portal status
• Editing a Contact — update name, email, phone, address, and contact type inline
• Adding a Contact — add a new contact (also created in HubSpot)
• Removing a Contact — delete a secondary contact
• Syncing Contacts — pull the latest contacts from HubSpot

👁️ Viewing a Contact

Open any project and click the Contacts tab to see its contact cards. Each card shows:

• Name, Email, Phone Number, and Address
• Preferred Contact Method and Contact Type
• myFreedom portal details (Status, Last Login, Login Type) when the project is portal-eligible

The primary contact is marked with an orange Primary chip; additional contacts get a blue Secondary chip. Use the copy icons beside each field to copy its value to the clipboard.

A contact card — name, email, phone, and address (each with a copy icon), contact method/type, and myFreedom portal status. The Primary chip marks the main contact.

✏️ Editing a Contact

Click the edit pencil in the top-right corner of a contact card to enter edit mode. Update the first/last name, email, phone, address, preferred contact method, or contact type, then click Save (or Cancel to discard). The Set as Primary / Set as Secondary checkboxes set the contact's role — a valid email is required to designate someone Primary or Secondary. Editing the primary contact's address also offers to update the project's Installation Address.

Edit mode — update any field, set the contact as Primary or Secondary, then Save. A valid email is required to designate Primary/Secondary.