You can use Contacts to add employers, recruiters, and individual clients, assign them to a team member, view their details, and connect them to matters.

Use the Contacts section when you need to:

To add a new contact:

Once the contact has been created, you should see a confirmation message such as Client created successfully.

When adding a contact, select the relevant account type from the dropdown menu.

Available account types include:

Choose the option that best matches the contact you are adding.

For example, select Employer if the contact is a business or organisation client. Select Individual if the contact is a visa applicant or individual client.

After selecting the account type, complete the required contact fields.

This may include:

Make sure the email address is correct before saving, as this may be used for future communication and account access.

Use the Select team dropdown to assign the contact to the relevant team within your agency.

This helps organise contacts by business unit, location, internal team, or workflow.

For example, you may assign a contact to:

Use the Select lead dropdown to choose the main person responsible for managing the contact. The lead user is usually the migration specialist or staff member who will oversee the relationship, matter, or client work.

Once all required details have been entered:

The contact will now appear in your Contacts list.

After creating a contact, you can open their profile from the Contacts list.

To view a contact:

The contact detail page gives you a full overview of the contact and any linked activity.

A contact profile may include the following tabs:

The Profile tab contains the contact’s main information.

Depending on the contact type, this may include:

You can use this section to keep the contact’s core details up to date.

The Matters tab shows matters linked to the contact. From this section, you can review open and closed matters associated with the contact. You can also start a new matter directly from the contact profile by clicking Initiate matter.

The Teams tab shows which team members are connected to the contact.

Use this section to understand who has access to the contact and who is responsible for managing them.

The Contacts list shows key information about your contacts at a glance.

This may include:

You can use this page to quickly review and manage your client base.

To find a contact quickly, use the search bar at the top of the Contacts page.

You can also use the account type tabs to filter contacts by:

Use the Filter button if you need to narrow down the results further.

Once a contact has been created, you can initiate a matter directly from their profile.

To do this:

This links the new matter to the contact automatically.

Check that all required fields have been completed.

Required fields may include account type, name, email address, team, and lead.

The team may not have been created yet, or you may not have access to it.

Check your team settings or speak with your account administrator.

The user may not be assigned to the selected team, or their account may not be active.

Try selecting the correct team first, then review the available lead options.

If the contact has been created with the wrong account type, review the contact details and update what you can.

If the account type cannot be changed, you may need to create a new contact with the correct account type.

Use the search bar on the Contacts page and check the account type filters.

For example, if you created an individual contact, make sure you are not only viewing the Employer or Recruiter tab.

Make sure the contact has been created successfully and appears in your Contacts list. If the contact is not available when creating a matter, check that the contact details, team, and lead have been saved correctly.

If you need help adding or managing contacts, please contact the Workinitiatives support team. You can start a conversation using the chat icon in the bottom-right corner of the platform, or email:

support@workinitiatives.com.au