Contacts

Manage your CRM contact list — add, edit, search, and organize people and businesses in one place.

Key Features

• Contact List: View all contacts in a sortable, paginated table showing name, email, phone, 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
• Add & Edit: Create or update contacts using a simple form
• Bulk Delete: Select multiple contacts and delete them all at once
• Quick Email: Click the email button on any contact with an address to open your mail client
• CSV Import: Upload a spreadsheet to import contacts in bulk

How to Use

Adding a Contact

1. Click Add Contact in the top-right corner of the list
2. Enter the contact's first and last name (required)
3. Fill in any additional details — email, phone, mobile, company, job title, address, or notes
4. Add tags by typing a tag name and clicking the + button, or click any suggested tag
5. Click Save Contact

Editing a Contact

1. Find the contact in the list
2. Click the Edit button on their row
3. Update any fields in the form
4. 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 the list to contacts with a specific tag
• Click any column header to sort the list by that field

Deleting Contacts

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

Importing from CSV

1. Prepare a CSV file with a header row (columns like first_name, last_name, email, company, etc.)
2. Use the import option to upload your file
3. Review the column mapping — the system auto-detects common column names
4. Choose whether to update existing contacts found by email
5. Optionally assign default tags to all imported contacts
6. Confirm to complete the import

Tips

• Tags are great for segmenting your list — use them for campaigns, status (e.g., "lead", "client"), or source
• The popular tags list appears automatically when adding a contact, making it easy to reuse existing tags
• Contacts are private to your account — each user manages their own list
• CSV files can use common column name variations (e.g., telephone, organisation, postcode) and the system will recognize them automatically