The PEOPLE tab provides access to the centralized repository of all individual contact records associated with the firm. These records represent people connected to the organization, such as clients, staff members, partners, or external contacts.
This workspace allows users to search, filter, create, and manage personal records efficiently. It also serves as a key data source for other Neostella tools that reference individual contact information.
access the people tab
To access the PEOPLE tab, follow these steps:
- Log in to Neostella.
- Open the Cases or Intake workspace.
- Click Contacts.
- Click on the PEOPLE tab.
people tab dashboard
The PEOPLE tab dashboard serves as the operational workspace for managing individual contact records. It contains the following features:
1. People Filter menu
| 3. Toolbar 4. People table 5. People Editor |
people filter menu
The People Filter Menu allows users to quickly locate and organize person records within the system. This menu provides multiple filtering options that help narrow search results and improve record discovery.
| Filter | Description |
| Search by first name | Allows users to locate persons by their first name. |
| Search by last name | Allows users to locate persons by their last name. |
| Search by phone | Allows users to locate persons by phone number. |
| Search by email | Allows users to locate persons by email address. |
| Person Type | Allows users to filter persons by their assigned type. |
| Tags | Allows users to locate persons using assigned tags. |
+ person button
The + Person button is the entry point for creating new person records.
Selecting this button opens the People Creator, a creation panel that displays the form required to register a new individual in the system. The fields available in this form are defined by the firm’s administrative configuration.
people creator
The People Creator is the contact creation interface used to register new individuals in the system.
This panel opens after selecting the + Person button and presents the required form fields needed to create the record.
The form structure is defined by firm administrators and may vary depending on organizational configuration. After a person record is created, it can always be edited or expanded later through the People Editor.
toolbar
The Toolbar provides operational tools for managing the display and organization of the People table. Core capabilities include: Customizing visible table columns, adjusting how records are displayed, and exporting table data in CSV format.
people table
The People table provides a consolidated, record-based view of all person records stored in the system. From this table, users can review contact information, open existing records, and access the People Editor to update or manage person details.
Each row represents a single person and displays key attributes that help users quickly identify and manage contact records.
| Column | Type | Description | Example |
| Checkbox selection | Action | Allows users to select records and apply or remove tags in bulk. | — |
| First Name | Informational / Editable | Displays the person's first name and serves as a direct link to open the People Editor. | John |
| Last Name | Informational | Displays the last name of the person. | Smith |
| Type | Informational | Indicates the assigned person type. | Client |
| Phone | Informational | Displays the phone number associated with the contact. | (555) 555-2312 |
| Informational | Displays the email addresses associated with the contact. | john.smith@neostella.com | |
| Tags | Informational | Displays the tags assigned to the person record. | Intake, VIP |