Docked Contacts

Understanding docking

Not every contact needs to sync everywhere. TitleDock gives you fine-grained control over where each contact lives.

Synced vs Docked

Contacts in TitleDock can be in one of two states:

When to dock contacts

Consider docking contacts when:

• Privacy — Personal contacts you don't want in your work account
• Temporary contacts — One-time interactions you don't need everywhere
• Research leads — Prospects you're researching before adding to your CRM
• Sensitive contacts — Lawyers, doctors, or other confidential relationships
• Account limits — When an external account has storage limits

Managing docked contacts

Docking contacts

To dock a synced contact (stop syncing):

1. Open the contact in TitleDock
2. Click the sync status indicator (or press ⌘D)
3. Select "Dock this contact"
4. Choose whether to remove from connected accounts or leave a copy

New contacts created directly in TitleDock are docked by default. You can enable sync when you're ready.

Undocking contacts

To enable sync for a docked contact:

1. Open the contact
2. Click "Enable Sync"
3. Choose which account(s) to sync with
4. The contact will be created in your selected accounts

Bulk operations

Manage sync status for multiple contacts at once:

• Select multiple contacts in the contact list
• Use the bulk actions menu to "Dock selected" or "Enable sync for selected"
• Apply to an entire group or Smart Group

You can also set default sync behavior for imported contacts in Settings → Import.