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Add one property and link it to this account as owner.
Paste a list or load a .txt file — Claude parses messy CSV, one-per-line, or free text into addresses.
Same fields as Capture Relationship — saved directly on this customer.
Role tags · “Hidden” keeps the contact on file but out of the default roster / All Accounts contact surfaces.
Custom tags · free text (e.g. Important, stadium vertical, key GC stakeholder).
Notes · who they are, influence, vertical focus (saved on this account).
Paste a list or load a .txt file — Claude parses CSV, pipes, Name <email>, LinkedIn blocks, or free text into contacts (same idea as Capture Relationship).
Enter the company name, then paste the website. We scrape the site for HQ and run deep research — but the name you type is the name we save.
Paste copied LinkedIn company or profile text (not the URL). We extract the company, create the record, and research it.
Enter the company name. City and website help research land on the right HQ.
The name here is what shows across RMS. Add the ComputerEase customer number to connect billing and job history.
Checking which customer holds the CE number…
Run the agent to scan the customer book for duplicate records.
Run the agent to list customers with no CE # and their most likely ComputerEase connection.
Choose how you want to hear about touches, contacts, next steps, and other updates on this customer.
