> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quiva.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Entities & Contacts

> What a contact and an organisation are, how they anchor a Space's work, and the folder-scoped Contacts panel

An **entity** is a contact or an organisation record that a Space's work is tracked against. When a
Space declares one, every task, file and conversation under a contact's folder is gathered in one
place — instead of being scattered across the Space with no owner.

<Note>
  Not every Space has entities. Whether a Space anchors on a contact — and what it calls one — is set
  under **Edit Space → Records → Base record**. See [Configuring a Space](/spaces/spaces#configuring-a-space).
</Note>

## Contacts and organisations

A Space can declare up to two anchors:

| Anchor           | What it is                                                                                                                                                                        | Configured as       |
| ---------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------- |
| **Contact**      | The person a Space's work is tracked against. Every button that adds or invites one uses the Space's own word for it — "Client", "Customer", "Member" — instead of a fixed label. | Base record         |
| **Organisation** | The firm a contact belongs to. Optional — leave it unset and contacts stand alone, not grouped under anything.                                                                    | Organisation record |

Each anchor points at one of the Space's attached record configs, so the fields you fill in when
creating one — and the schema they're validated against — come from that config, not from a fixed
form. Each also carries its own icon, shown wherever that kind of entity is listed: on its avatar,
in the entity list, and above its folder.

## Where entities show up

### The Contacts panel

A Space with a contact anchor shows a panel in its panel row named after that record —
**Contacts** by default, or whatever the Space calls one instead (for example, **Clients**) — see
[Spaces Overview](/spaces/spaces#the-panel-model). What it looks like depends on whether the Space
also declares an organisation:

<Tabs>
  <Tab title="Contact only">
    One flat list of every contact in the Space. There is no organisation grouping.
  </Tab>

  <Tab title="Contact + organisation">
    A **folder-scoped panel**: it shows the organisations and contacts filed in whatever folder
    you're currently browsing, the same way the Files panel shows files and folders for that
    location.

    * At the Space root or inside a plain folder, you see every organisation and every
      contact filed there.
    * Open an organisation and the panel narrows to that organisation's own contacts.
    * Open a contact and the panel disappears — a contact doesn't hold further entities.
  </Tab>
</Tabs>

<Frame caption="The Contacts panel at a Space root: every organisation and contact filed there.">
  <img src="https://mintcdn.com/microstrate/i3EzDg242bov2haK/images/spaces/entities-panel.png?fit=max&auto=format&n=i3EzDg242bov2haK&q=85&s=1bbd489fb02c8c49f068d35aa262db5d" alt="A Space Contacts panel with an Organisations card listing one organisation and a Contacts card listing five contacts, each with its organisation or No organisation" width="1376" height="585" data-path="images/spaces/entities-panel.png" />
</Frame>

<Note>
  Contacts and organisations created before folder scoping existed still show up: they're classified
  by the record config their folder marker points at, falling back to the old literal label it was
  created with. Nothing is lost by the switch to the newer panel.
</Note>

### The Folder field on a task

A task's **Folder** field is a picker of the Space's contacts — not a filing tree. Assigning a task
to a contact's identity (an email address, for example) files it under that contact automatically.
See [Folders and contacts](/spaces/tasks#folders-and-contacts) for the full behaviour, including
what happens when the link can't be made.

## Creating a contact

From the Contacts panel (or the client actions menu on the Files and Tasks panels), choose
**New \<contact label>**. The form is generated from the Space's base record configuration, so
the fields you see match whatever schema that config defines.

Creating a contact:

* Mints the contact's own folder, keyed on its identity fields (the fields the Space uses to tell
  one contact from another — usually an email address).
* Does **not**, by itself, give the contact a sign-in to the client portal. That's a separate,
  deliberate step — see [Client Portal](/spaces/client-portal#getting-a-client-into-the-portal).

If the Space declares an organisation, a **New \<organisation label>** option creates one the
same way, using the organisation record's own configuration and identity fields.

<Note>
  A contact filed under an organisation is created from inside that organisation's folder, or by
  picking the organisation on the contact's own form — whichever the Space's layout offers.
</Note>

## Searching and filtering

The folder-scoped panel has its own search box, scoped to the folder you're in — it matches
contacts and organisations filed there, not the whole Space. Clearing the search returns to the
full listing for that folder.

## Related

<CardGroup cols={2}>
  <Card title="Spaces Overview" icon="folder-tree" href="/spaces/spaces#configuring-a-space">
    Setting a Space's base record and organisation record.
  </Card>

  <Card title="Tasks" icon="list-check" href="/spaces/tasks#folders-and-contacts">
    How a task's Folder field relates to contacts.
  </Card>

  <Card title="Client Portal" icon="user-lock" href="/spaces/client-portal">
    Giving a contact a sign-in, and what they see once they have one.
  </Card>

  <Card title="Records" icon="database" href="/spaces/records">
    The record sets a Space attaches, including the ones its entities are built from.
  </Card>
</CardGroup>
