Contact Management

Manage your contacts easily with our spreadsheet-style interface. Add, edit, and organize contact information just like you would in Excel.

Quick Actions

Import

Drag & drop CSV/Excel
Bulk upload contacts
Map custom fields
Preview before import

Export

Download as CSV/Excel
Select columns
Filter data
Choose format

Manage

Edit like spreadsheet
Sort and filter
Quick search
Bulk actions

Spreadsheet Interface

Basic Navigation

Just like Excel:

Click to edit cells
Tab to move right
Enter to move down
Copy/paste supported

Quick Editing

Shortcuts:
Ctrl + C: Copy
Ctrl + V: Paste
Ctrl + Z: Undo
Ctrl + F: Find

Bulk Actions

Select multiple rows to:

Delete contacts
Update fields
Add to campaign
Export selection

Contact Fields

Standard Fields

Required Fields:
- First Name
- Last Name
- Phone Number
- Email
- Status

Custom Fields

Add your own fields:

Text fields
Date fields
Number fields
Dropdown lists

System Fields

Automatically tracked:

Created Date
Last Modified
Last Called
Call History

Data Management

Filtering

Filter contacts by:

Any field value
Date ranges
Call status
Custom conditions

Sorting

Sort by:

Multiple columns
Custom order
Priority
Last contact

Bulk Operations

Select Contacts

Selection Options:
- Click and drag
- Shift + Click range
- Ctrl + Click multiple
- Select all checkbox

Choose Action

Available actions:

Update fields
Delete contacts
Add to campaign
Export data

Apply Changes

Preview changes
Confirm action
View results
Undo if needed

Import/Export

Import Options

Supported formats:

CSV files
Excel sheets
Google Contacts
vCard files

Export Options

Export as:

CSV format
Excel workbook
Contact cards
Custom format

Data Validation

Automatic checks for:

Valid phone numbers
Email format
Required fields
Duplicate entries

Search & Filter

Quick Search

Search any field
Real-time results
Highlight matches
Recent searches

Advanced Filters

Combine multiple conditions:

{
  firstName: "contains: John",
  lastCall: "before: 2024-01-01",
  status: "equals: Active"
}

Contact Lists

Smart Lists

Auto-updated based on:

Contact properties
Call history
Custom rules
Activity patterns

Static Lists

Manually managed:

Campaign groups
VIP contacts
Custom segments
Special handling

Best Practices

Organization

Use clear naming
Create groups
Tag contacts
Keep updated

Data Quality

Regular cleanup
Remove duplicates
Verify numbers
Update status

Backup

Regular exports
Version history
Change logs
Data recovery

Keyboard Shortcuts

Navigation

Arrow keys: Move between cells
Tab: Next cell
Enter: Edit cell
Esc: Cancel edit

Actions

Ctrl + S: Save changes
Ctrl + N: New contact
Ctrl + D: Duplicate
Delete: Remove

Get Started

Features

Contact Management

Contact Management

Quick Actions

Import

Export

Manage

Spreadsheet Interface

Contact Fields

Data Management

Filtering

Sorting

Bulk Operations

Import/Export

Import Options

Export Options

Data Validation

Search & Filter

Contact Lists

Smart Lists

Static Lists

Best Practices

Organization

Data Quality

Backup

Keyboard Shortcuts

Navigation

Actions

​Contact Management

​Quick Actions

Import

Export

Manage

​Spreadsheet Interface

​Contact Fields

​Data Management

Filtering

Sorting

​Bulk Operations

​Import/Export

Import Options

Export Options

​Data Validation

​Search & Filter

​Contact Lists

Smart Lists

Static Lists

​Best Practices

Organization

Data Quality

Backup

​Keyboard Shortcuts

Navigation

Actions

Contact Management

Quick Actions

Spreadsheet Interface

Contact Fields

Data Management

Bulk Operations

Import/Export

Data Validation

Search & Filter

Contact Lists

Best Practices

Keyboard Shortcuts