Glossary

Brick uses one word for one thing. This page says what each word means and where the thing lives.

Records#

Record: One contact or one deal. Each record has its own page. Its attributes sit in a Record Details panel on the left, and tabs sit beside it: Overview, Activity, Emails, Texts, Meetings, Tasks, and Notes. A contact also has Calls and Listings tabs. When another word here says "a record", it means a contact or a deal.

Activity: The Activity tab of a record: everything that has happened to it, newest first, in one stream. Emails, meetings, calls, texts, notes, tasks, list membership, and changes to its attributes all show there, and each row names who did it. See Activity.

Logged activity: A call, a text, or a meeting you recorded by hand, because it happened where Brick could not see it: your own mobile, WhatsApp, a coffee shop. It counts as a real interaction on every contact on it. There is no logged email. See Log a call, text, or meeting.

Contact: A person you work with: a client, a lead, or the agent on the other side of a transaction. A contact holds a name, one or more email addresses and phone numbers, and whatever else you track. Everything else in Brick attaches to a contact: their emails, calls, texts, meetings, deals, tasks, and notes. Contacts live on the Contacts page in the sidebar. See Contacts.

Deal: One transaction you are working on with one or more contacts: helping them buy, sell, lease, or lease out a property. A deal carries the amount and your commission, and it always sits in one stage of one pipeline. Deals live on the Deals page in the sidebar. See Deals.

Pipeline and stage: A pipeline is your own ordered set of steps that a deal moves through, one pipeline per kind of transaction, such as Buyers or Sellers. A stage is one step in a pipeline. Every deal is in exactly one stage at all times, and one stage in each pipeline is the closed stage, where a finished deal ends up. You change pipelines and stages in the pipeline editor. Open it from Edit stages at the bottom of any stage picker, or from the pipeline dropdown on the Deals page, where each pipeline has a ⋮ menu and the list ends with Create new pipeline.

Attributes#

Attribute: One piece of information on every record of one kind, such as a contact's Budget or a deal's Close date. A table shows an attribute as a column, and a record page shows it as a row. Brick ships each kind of record with a set of attributes, and you cannot change or remove those.

Custom attribute: An attribute you add yourself, for something Brick does not track out of the box. You choose its type when you create it (text, number, date, a list of options, and so on), and the type cannot change later. Manage them from Settings, then Records. You can also create one from the Add column picker at the right end of a table. See Custom attributes.

Views and lists#

View: A saved way of looking at one page: which filters are on, which columns show, how rows are sorted, and whether records show as a table or a board. A view fills itself from your data, so its contents change as your records change. Brick starts you with views such as All Contacts and All Deals, and you can rename, edit, or delete every one of them. Views sit at the top of the Contacts, Deals, Tasks, and Inbox pages, and at the top of each list. See Views.

List: A named set of records you pick by hand: the people coming to an open house, or your referral sources. A list holds contacts or deals. It cannot hold both. A record enters or leaves a list only when you add or remove it. A list has its own views, which work over its members only. Lists live in the Lists section of the sidebar and under Settings, then Lists. See Lists.

Inbox#

Inbox: The page at the top of the sidebar that holds your correspondence: email, texts, and phone calls with your clients, in one list. The number beside it in the sidebar is how many conversations are still open. See Inbox.

Conversation: One row of the Inbox: a single email thread, a single text thread, or a single phone call, including a missed call or a voicemail. A conversation is Open until you have dealt with it and Closed after. Two email threads with the same contact are two conversations. A blue dot marks a conversation with something you have not read yet.

Brick number: The phone number Brick gives you for calling and texting from the app. Clients see this number, and every call and text on it is saved to the contact's record. Your cell number is different. It is your own mobile phone, on your profile, and Brick rings it when you do not answer a call in the app. Your Brick number lives under Settings, then Phone. See Calls and texts.

Tasks and notes#

Task: A to-do you track in Brick. It has a body you can format with bold text, links, lists, and images, an optional due date, and the contacts or deals it is about. Type @ in the body to mention a contact or deal. A mention also links the task to that record. Tasks live on the Tasks page in the sidebar, and a task also shows on the Tasks tab of each record it is linked to. The number beside Tasks in the sidebar counts open tasks due today or overdue. See Tasks.

Note: Longer writing you keep on one record: call notes, meeting notes, or the background on a client. A note has an optional title and a body you can format. It belongs to one contact or deal and lives on that record's Notes tab. You can move it to another record later. See Notes.

Ask Brick and favourites#

Ask Brick: The assistant built into Brick. You ask in plain words and it finds, creates, or updates your records, or explains how Brick works. Open it with the Ask Brick button at the top right of any page. It opens a panel on the right, and each conversation with it is a chat that you can come back to from the Chats section of the sidebar. See Ask Brick.

Favourite: A bookmark to something you keep coming back to: a page, a contact, a deal, a view, a list, a chat, or a note. Favourites show in the Favourites section of the sidebar, and you can sort them into folders. Favouriting changes nothing about the thing itself. Click the star on a record page, or Add to favorites in a ⋯ menu, to add one. See Sidebar, search, and keyboard shortcuts.