Who this is for: Anyone who needs to understand what the People area is before doing any specific task in it
Time to read: 4 minutes
The People area is CLX’s contact directory. Every individual who shows up on a contract — internal owner, signatory, point of contact, counter-party representative — exists here as a person record.
People are referenced by contracts and organizations rather than containing them; you’ll spend most of your time linking the same person across many contracts and updating their contact info in one place.
This page describes every screen and panel in the People area. The how-to docs in this folder (01-browse-list.md through 04-create-person.md) and the deeper sub-folders (options-menu/, documents/) tell you how to actually do things.
Where to find it
Sidebar: People
URL: /people
Permission: Read People required to see the area; Add People / Edit People / Archive People actions
The two screens you’ll spend time on
The People area has exactly two main screens: the list page (/people) and the detail page (/people/<id>). Drawers, modals, the document viewer, and edit forms layer on top of these.
The People list page
URL: /people. Where you land when you click People in the sidebar.
Top to bottom:
Page header — title People plus + New Person button (if you have Add People).
Search box — full-text search across the displayed columns.
Kendo grid — default columns: First Name, Last Name, Email, Phone, Job Title, Organization, Status. Sort, filter, and resize behave the same as every other CLX grid — see Cross-cutting tips → Lists and grids.
Pagination footer — 100 rows per page by default.
How to do things from the list:
Tour the People page
Create a new person
The Person detail page
URL: /people/<id>. Where you land when you click any row in the list.
Top to bottom, left to right:
Breadcrumb and header bar
People / <First Last> on the left. Right side controls:
Status pill — Active, Archived, or any tenant-defined custom status
Pencil icon — opens the Edit Person drawer (requires Edit People)
Workflow Tasks badge — count of open workflow tasks against this person
Vertical-ellipsis (Options menu) — the per-person actions menu (Send Email, Email History, New Workflow, Workflow History, Archive/Restore, custom actions). See Options menu.
Person identity card
The block under the header. Shows:
Name — first + last
Job Title
A grid of contact and identity fields: Email, Phone, Mobile, Address, Department, Organization, Type (Internal / External / Counter-Party), and any tenant custom fields
Edit any of these by clicking the pencil to open the Edit Person drawer — see Edit a person.
Stage tracker (if configured)
Some tenants define a lifecycle for People (e.g., Prospect → Qualified → Customer → Inactive). Where present, the stage row appears under the identity card and behaves the same as the Contract stage tracker.
If your tenant doesn’t use stages for People, this row is hidden.
Notes & metadata footer
Free-text notes plus Created by / Created at and Updated by / Updated at timestamps.
Related Contracts panel (left column)
Every contract this person is attached to, in any role (signatory, owner, point of contact, etc.). Each row shows the contract name, type, status, and the person’s role on that contract. Click any row to navigate to the contract.
More Information panel (right column)
The right-hand sidebar lists every related record type, with a count next to each. Click a row to open its drawer:
Associated Contracts — same as the Related Contracts panel; quick-count view
Supporting Documents — files uploaded against this person record (W-9, signature card, ID copy, etc.) — see the Documents sub-folder
Tasks — open and completed tasks attached to this person
Workflow History — every workflow run that’s targeted this person
Audit Trail — every change to the person record, with old/new values
Custom Sections — any tenant-defined related types
Counts respect your read permissions — if you can’t see a related record, it isn’t counted.
How everything else layers on
Three patterns let CLX overlay action surfaces without taking you off the person detail page:
The Options menu — opens above the detail page, anchored to the vertical-ellipsis. See Options menu.
Edit drawers — the pencil icon and the + New Person button on the list both open a right-side slide-out drawer. See Cross-cutting tips → Add New drawers.
The document viewer drawer — clicking a Supporting Document opens a wider, near-full-width drawer with the document on the left and a properties panel on the right. It has its own internal Options menu. See Documents — overview.
You can stack at most one drawer or modal at a time. Closing a drawer returns you to the person detail page where you left off.
Permissions on this area
Read People — required to see the area at all
Add People — required to see the + New Person button
Edit People — required for the pencil icon and the Edit Person drawer
Archive People — required for Archive in the Options menu
Workflow on People — required for New Workflow / Workflow History
E-Mail on People — required for Send Email and Email History
If a button is missing, see Cross-cutting tips → Permissions.
How to navigate the rest of this area
After this overview, the rest of the 06-people/ folder is laid out by task and sub-area:
01–04 (this folder) — the core how-tos.
options-menu/ — one doc per item in the per-person Options menu.
documents/ — everything that happens after you click a Supporting Document row.
If you’re new, read this overview first, then Tour the People page, then Open a person.
Related references
Cross-cutting tips and patterns
Glossary
Navigation map
Contracts area — overview — for the parallel structure