Adding companies & clients

You need Janus edit access (admin or janus role) to add or change records.

Add a new account

1. Open Janus in the left sidebar.
2. Click ＋ New account.
3. On the Overview tab, fill in account details:
   • Account name (required) — e.g. Macmillan, Sourcebooks
   • Type — Client, Vendor, Partner, Publisher, or Other
   • Status — Active, Prospect, or Inactive
   • Relationship owner — BTW email for the relationship owner
   • Website, phone, address, and notes (optional)
4. Click Save account. The company appears in the Accounts table.

Add contacts

1. With the account drawer open, go to the Contacts tab.
2. Enter name (required), title, email, phone, and notes.
3. Check Primary contact if this is the main person.
4. Click Save contact.

Edit an existing account

1. Find the company in the Accounts table and click Open.
2. Update fields, then Save account or Save contact.

Logging a meeting

The account must be saved before you can log a meeting.

From a specific account (recommended)

1. Click Open on the account in the Accounts table.
2. Go to the Meetings tab.
3. Enter Meeting date, Title, and Attendees (comma-separated).
4. Paste or type notes in Transcript / notes.
5. Optional: click Generate summary for an AI recap and action items.
6. Set a Follow-up date if needed, then click Save meeting.

From the Janus home page

1. Click Log meeting (opens the Meetings tab for an account).
2. If it is not the right company, close the drawer, open the correct account, and use the Meetings tab.

Schedule via email

1. Open the account → Meetings or Contacts tab.
2. Enter meeting details or open a contact with an email address.
3. Click Email meeting request or Email contact on a contact row.

Importing a CSV

1. Click Import CSV on the Janus home page.
2. Choose a .csv file from your computer.
3. Wait for the confirmation message showing accounts and contacts imported.
4. Click Refresh if the tables do not update right away.

The first row must be column headers. Use one row per contact; repeat the company name on multiple rows for several people at the same company.

Example:

company_name,account_type,contact_name,email,title,phone
Sourcebooks,client,Jane Doe,jane@sourcebooks.com,VP Sales,555-0100
Macmillan,client,John Smith,,
Tyndale,vendor,,,,