Contacts

The Contacts section is the shared address book for your phone system. Contacts stored here appear in the phone system app, so your team sees the same names and numbers wherever they take calls.

Managing Contacts

The contacts list shows one row per contact with these columns (the filter bar above it offers the same fields, plus a full-name search):

Column	Description
First name	Contact's first name
Last name	Contact's last name
Company name	Organization or business name
Job title	Contact's role or position
Phone Numbers	Associated phone numbers (extra numbers are collapsed behind a "+N" badge)
Emails	Contact email addresses (collapsed the same way)
Source	Where the contact came from, e.g. added manually or imported from CSV
Type	Contact classification
Phonebook	Whether the contact is shared with everyone in the company or belongs to a single user

Creating Contacts

To add a new contact:

1. Click the + button in the bottom right corner
2. Select "Create new"
3. Fill in the contact details:

Only First name and Last name are required. Company name, job title, phone numbers and email addresses are optional.

tip

You can add multiple phone numbers and email addresses for each contact by clicking the "Add number" or "Add email" buttons. Click Save when you're done.

Editing Contacts

To modify an existing contact:

1. Locate the contact in the list
2. Click the Actions menu (⋮)
3. Select "Edit"
4. Update the necessary information
5. Click Save to apply changes

Deleting Contacts

1. Locate the contact in the list
2. Click the Actions menu (⋮)
3. Select "Delete"

warning

Deleting a contact is permanent — the entry is removed immediately and can't be restored. If you only need to change a number or email, use Edit instead.

Importing Contacts

For bulk contact management, you can import contacts using a CSV file:

1. Click the + button
2. Select "Import CSV"
3. Choose your CSV file or drag and drop it (maximum file size 20 MB)
4. Confirm you have a prior relationship with the people in the file (see Import Confirmation)
5. Choose whether to Merge duplicates and match your CSV columns to contact fields (see Matching columns)
6. Click Next to run the import

CSV File Format

Your CSV file should follow this format:

First name	Last name	Emails	Phone Numbers	Job title
Mike	Brown	Mike.Brown@sales.com	+1-555-123-4567	Sales
Pete	Smith	Pete.Smith@support.com	+1-555-987-6543	Support
Jane	Smith	Jane.Smith@customerservice.com	+1-555-555-1111	Customer Service Representative
Sarah	Johnson	Sarah.Johnson@marketing.com	+1-555-222-3333	Marketing Manager
John	Doe	John.Doe@engineering.com	+1-555-444-7777	Lead Engineer

note

Your file must:

• use commas as the separator (semicolon- or tab-separated files are not accepted)
• include a header row
• be under 20 MB

Import Confirmation

Before importing contacts, you must confirm that:

• All contacts are expecting to hear from your organization
• You have prior relationships with these contacts
• The contact list wasn't purchased or provided by third parties

Tick the box and click Submit to continue.

Matching columns

The last step shows two options:

• Merge duplicates — when a row in your CSV has the same email as an existing contact, the import overwrites that contact's details with the values from the file. Untick it to keep the existing contact unchanged and skip the duplicate.
• Match contact properties — the import detects your column headers and lines them up with contact fields (First name, Last name, Emails, Phone Numbers, Job title, Company name). First name and Last name must be matched; any column marked "Not matched" is ignored.

Click Next to finish.

Filtering Contacts

The filter bar at the top of the contacts list allows you to search by:

• Full name
• Company name
• Job title
• Phone numbers
• Emails
• Source
• Type

Click the Filter button to apply your selected criteria and narrow down the contact list.

Best Practices

1. Contact Organization

   • Use consistent naming conventions
   • Keep contact information up to date
   • Remove outdated contacts regularly
   • Document contact sources

2. Import Management

   • Verify CSV formatting before import
   • Review imported contacts for accuracy
   • Update existing contacts when needed
   • Maintain clean contact data

3. Data Quality

   • Include complete contact information
   • Validate email addresses and phone numbers
   • Use standardized formats
   • Regular data cleanup

tip

When importing contacts, take time to properly format your CSV file to ensure a smooth import process. This will help maintain clean and consistent contact data in your system.