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Contact Management

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

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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

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Spreadsheet Interface

Contacts Table Interface
1

Basic Navigation

Just like Excel:
  • Click to edit cells
  • Tab to move right
  • Enter to move down
  • Copy/paste supported
2

Quick Editing

Shortcuts:
Ctrl + C: Copy
Ctrl + V: Paste
Ctrl + Z: Undo
Ctrl + F: Find
3

Bulk Actions

Select multiple rows to:
  • Delete contacts
  • Update fields
  • Add to campaign
  • Export selection

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Contact Fields

Required Fields:
- First Name
- Last Name
- Phone Number
- Email
- Status
Add your own fields:
  • Text fields
  • Date fields
  • Number fields
  • Dropdown lists
Automatically tracked:
  • Created Date
  • Last Modified
  • Last Called
  • Call History

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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

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Bulk Operations

1

Select Contacts

Selection Options:
- Click and drag
- Shift + Click range
- Ctrl + Click multiple
- Select all checkbox
2

Choose Action

Available actions:
  • Update fields
  • Delete contacts
  • Add to campaign
  • Export data
3

Apply Changes

  • Preview changes
  • Confirm action
  • View results
  • Undo if needed

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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

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Data Validation

Automatic checks for:
  • Valid phone numbers
  • Email format
  • Required fields
  • Duplicate entries

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Search & Filter

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

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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

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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

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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