Reference
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Workspace

Records 

A record is a person or a company in your network. Records are either synced from your email or manually created by you and your team.

Adding new records

You can add new records to your workspace from the search window (cmd + k), or from within a collection. Start by searching for the record - if no options appear, choose + Add company or + Add person. You can add a record with cmd + k when adding new entries to your collection using + Add collection entry. New records can also be added using our email forwarding feature.

All records views

You'll find Companies and People in your Attio sidebar under Records - here you'll find every company or person record in your workspace. You can create new table views, apply filters, export, and send selected records straight to your collections. Learn more about all records views.

The People tab in the Attio sidebar is selected, displaying every person record in an example workspace. This data is shown as a list of names with avatars in a spreadsheet style.
See every single person or company record in your workspace in one place

Record pages

Record pages are profiles for each record in your network. You'll find them when you click on the name of a record in your workspace. Here you'll find enriched data, email interactions, files (including third party cloud storage), and notes for your record.

A record page in Attio for an example company Dribbble. This page is shows Dribbble's logo, activity feed, a breakdown of useful company and contact details, enriched attributes, and lots more.
Record pages are like profiles for your records in Attio

Record activity

On each record page you'll find an activity timeline that tracks useful insights including:

  • When your team first corresponded with the record
  • When the record was added to a collection plus any updates made since
  • Any notes created by you and your team
A close-up of an example record's activity feed on a record page. A timeline of the record's movements in a collection are shown.
The Activity tab on a record page - see a historical timeline of updates and actions for this record

Record page tabs

The tabs on your record's profile page also contain:

Record details

To the right of your record's profile you'll find Record details; a breakdown of useful data points including:

  • Auto-enriched data - Attio automatically enriches all profiles with carefully sourced data such as company info and contact details. Learn more about enriched data.
  • Intelligent communication data - Attio shows useful insights about your relationships such as 'last contacted' dates and 'connection strength'
A close-up of the details section of an example record page. This section of the profile shows useful insights about the company such as its domain, location, estimated ARR, company size, and more. This data is automatically added to your records by Attio.
Record details is where you'll find contact info and useful enriched data points for your record

Collection entries

In the bottom right corner of your records you'll find a window telling you which collections contain an entry for your record, along with some handy, editable attribute info. You can add comments for your team from here too.

A close-up of the collection entries section of an example record profile. This section tells you which (if any) collections contain entries that reference the record, as well some customizable attribute info.
Collection Entries is a summary of the collections containing references to your record, and more

Merging records

Attio's merge feature helps you clean up any duplicate records, merging them into one record. You'll be prompted to merge any duplicates when Attio detects them using the company domain and email address.

What happens when I merge two records?

When merging records you combine all data, collection entries, notes, and tasks from two source records into a single record. Emails will also be merged when two person records are merged, and when the person and company records being merged share a domain.

This primary record is the one that remains after the merge, while the other record is permanently deleted. You can change which record will be the primary one by clicking the icon between the two.

How do I merge records?

You can manually merge any record with another directly from their profile page.

  • Click the icon in the top right corner of the record page
  • Select Merge records
  • Click Select a record to find the duplicate record
  • Select Merge records in the bottom right to combine the data

Deleting records

You can easily delete records from your Attio workspace.

Head to Companies or People in the sidebar and select one or more records using the checkboxes beside the record name. From the dialogue box that appears at the bottom of your view, click the More ▾ dropdown. Select Delete records. The record(s) will be deleted for all members of your workspace.

When you delete a record, linked notes and uploaded files will also be deleted, along with linked references to that record in tasks, notes, note templates, and comments. Other records you have previously merged with the record you deleted will not be restored.

A cursor hovers over the option to delete one or more records in an all records view in Attio.
Permanently delete a record from your workspace

Records can also be deleted from individual record pages using the dropdown in the top right corner.

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