What is it?
The Terms & Offices feature in Qomon allows you to attach a “term” to a contact. It’s designed for organizations that need to track elected officials or people in specific roles within their database (e.g., mayors, members of parliament, city councillors, etc.).
🧑💼 Example use case
You're a civic or advocacy organization and want to engage with all the mayors in a specific region. With the Terms & Offices feature, you can:
Build a database of all relevant mayors
See which committee they represent
Know how long they’re in office
Filter only those with an active professional email
Export or reach out to that list directly from Qomon
⚙️ How to use it in Qomon
Open the contact card of the person
Navigate to the “Offices” section
Fill in the details: title, institution, start/end dates, professional email or phone
Save—and you're done!
You can then use advanced filters to search for contacts by:
Start or end date of their term
The title or role they hold
The name of the institution or committee they’re part of
Professional contact info (email or phone)
🛠️ Setting up the feature
The Terms & Offices feature is an add-on and is not activated by default.
To get started:
Ensure the module is activated in your space (If not, reach out to your account manager or contact [email protected]).
Head to your Space Settings > Contacts / CRM > Offices
From there, you can add, edit, and delete your offices, institutions, and committees, which will be available on the contact card to assign.
💻 Importing your items
Instead of manually entering your data, you can import your offices, institutions, and committees using a CSV file. Head to Settings > Contacts/CRM > Offices > Import from CSV.
How to prepare your file:
If you’re working in Google Sheets, Excel, or another spreadsheet tool, make sure to export the file to CSV format!
The CSV must use a semicolon (;) as the separator. Please check your export settings to ensure this.
For offices:
Add three columns with the following headers, in this exact order:
masculine ; feminine ; neutralUse ; or , as the column separator.
Then, simply list the items you want to import in that column. Each row should include the different versions of the role based on grammatical gender.
For institutions/committees:
Only one column is needed, with a header like
InstitutionorCommittee.You can use ; or , as a separator, or simply list one value per line (no separator needed at all).
Then, list your values one per line in that column.
Note: Header row (both types):
If your file includes a header row, check the "My file has a header row" option while importing (the first line will then be skipped automatically).
If your file has no header row, leave the option unchecked.
Once uploaded, the entries will be available in the contact card for assignment.