Contacts

Manage your CRM contact list — add, edit, search, and organize the people and businesses you work with, all in one place.

Key Features

• Stats Dashboard: Five live counters at the top show Total Contacts, New Leads, Newsletter subscribers, Portal Access users, and Customers — click any card to instantly filter the list to that segment
• Contact List: View all contacts in a sortable, paginated table (20 per page) showing name with avatar initials, email, phone/mobile, tags, and date added
• Search: Find contacts instantly by name, email, company, or notes
• Tags: Organize contacts with custom tags and filter the list by tag (the dropdown shows how many contacts have each tag)
• Add & Edit: Create or update contacts using a slide-out form
• Bulk Delete: Select multiple contacts and delete them all at once
• Quick Email: Click the email icon on any contact row to open a new message to that person
• CSV Import: Upload a spreadsheet to import contacts in bulk, with smart column auto-mapping

How to Use

Adding a Contact

1. Click New Contact in the top-right corner
2. Enter the contact's first and last name (required)
3. Fill in any additional details — email, mobile, phone, company, job title, address, city, state, ZIP, or notes
4. Add tags by typing a tag name and pressing Enter, or click any tag shown under "Popular tags"
5. Click Save Contact

Editing a Contact

1. Find the contact in the list and click the Edit button on their row
2. Update any fields in the form
3. Click Save Contact

Searching and Filtering

• Type in the search box to find contacts by name, email, company, or notes
• Use the Tags dropdown to filter to contacts with a specific tag
• Click any stat card at the top to filter by that segment (e.g. click New Leads to see only ACME Creative Agency's leads) — click it again to clear
• Click any column header to sort the list

Deleting Contacts

• To delete one contact, click the Delete button on their row and confirm
• To delete multiple, check the boxes next to each one, then choose Delete Selected

Importing from CSV

1. Click Import CSV and drag & drop your file onto the upload area, or click Browse Files
2. Review the column mapping — the system auto-detects common column names
3. Optionally enable Update existing contacts to merge data for contacts already in the system (matched by email)
4. Optionally assign default tags to apply to all imported contacts
5. Click Import Contacts — a summary shows how many were imported, updated, skipped, or had errors

Tips

• Stat cards are perfect for quick segments — click Customers to see just your customers, click again to go back to the full list
• Tags are great for segmenting your list by status (e.g. "lead", "client"), campaign, or source — your top 10 most-used tags appear automatically as suggestions when adding or editing a contact
• Contacts are shared across your company — all team members see and manage the same list
• The email icon only appears on contacts that have an email address on file
• CSV imports recognize common column name variations automatically (e.g. telephone, organisation, postcode, full_name, department) — no need to rename your columns before importing
• When importing, use the Update existing contacts option to keep your data in sync rather than creating duplicates