> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/contact-details.md).
# Contact Details
Manage household contact details and set primary phone numbers and email addresses.
### One number, one email — everywhere
A client’s phone and email appear in two places:
* Their **account**, shown at the top of their page
* The **Contact Details** card, which lists household contact details
The account values are used for emails and SMS. The Contact Details card shows how both records align. It keeps them in sync.
### What it shows
Each row includes:
* A type icon for phone, email, or messaging
* The contact value, with a link where valid
* A copy button for one-click copying
* The type and context, such as `Mobile · Work`
* The household member’s name
* Any saved note, shown below the row
### The Primary pill
Rows matching an account’s primary value show a green **Primary** pill.
* If several accounts use the value, the pill shows a count. For example, **Primary · 4**.
* Hover over the pill to see those accounts.
* No pill means the value is stored but is not the account’s main contact point.
{% hint style="info" %}
If a row has no pill when it should, set it as primary.
{% endhint %}
### Set a primary contact detail record
Hover over a phone or email row. Select **Make primary** beside **Edit** and **Archive**.
The window lists every person and entity in the group. This includes trusts, companies, and super funds.
1. The row’s owner is already selected.
2. Select other accounts that should use this contact as their main point.
3. Review the field each account will update.
4. Accounts already using the value show **Current**. You cannot select them.
5. Select **Set as primary**.
Each selected account updates at once. The **Primary** pill moves to the correct row. The **Household Members** card refreshes automatically.
### Add or edit a contact detail
When adding or editing a phone or email, select **Set as the primary … on the account**. Then select the accounts that should use it.
When editing a current primary value, this option is already selected. Correcting a client’s main email also updates their account.
Clear the option before saving if the account should keep its current primary value.
To add a detail:
1. Select **New**.
2. Select the household member and contact type.
3. Add the value, context, or note as needed.
4. Optionally set it as primary.
5. Select **Create**.
To edit a detail, select **Edit** on its row. Update the values, then select **Save**.
{% hint style="warning" %}
Changing the type clears the contact value. Enter the value again before saving.
{% endhint %}
### Search, archive, and restore
The search box filters by contact value, type, context, and member name. Results update as you type.
The card shows active contact details by default. Select **Archived** to view archived entries. Select **Restore** to return an entry to the active list.
To archive an entry, select **Archive** and confirm. You can restore it later.
### Good to know
* Phone matching ignores formatting. `+61 417 966 862` and `0417 966 862` match.
* A contact needs a **Type** before you can set it as primary. Edit older entries, select a type, and save.
* **Invalid number** entries cannot become primary. Edit the row and correct the number first.
* Addresses are managed separately.
### Every change is recorded
Each primary contact change appears in the account’s **Automation Log**. The entry records the previous and new value, who changed it, and when.
> Primary mobile changed from 0417 000 000 to 0417 966 862 via the Contact Details card.
