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 (with avatar), 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
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 pressing Enter or clicking the + button, or click any tag shown under "Popular tags"
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 to contacts with a specific tag (shows usage count per tag)
• 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 contacts, check the boxes next to each one, then choose Delete Selected

Importing from CSV

1. Use the import option to upload a CSV file with a header row
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. Confirm to run the import — a summary shows how many were imported, updated, skipped, or had errors

Tips

• Tags are great for segmenting your list — use them for status (e.g., "lead", "client"), campaigns, or source
• Popular tags appear automatically when adding or editing a contact, making it easy to reuse existing tags
• Contacts are shared across your company — all team members see and manage the same contact list
• CSV files support common column name variations (e.g., telephone, organisation, postcode, full_name) and the system recognizes them automatically
• When importing, existing contacts matched by email can be updated rather than skipped — use the update option to keep your data in sync