Contacts

Contacts section allows you to efficiently manage and organize all your contacts and contact groups. It is designed to help you streamline your communication processes by providing easy access to contact information and grouping functionalities.

1. Contact Groups

Contact Groups enable you to categorize your contacts for targeted messaging and better organization.

1.1 View All Groups

This allows to quick access to groups for detailed viewing or editing of the information such as:

• Group Name

• Number of Contacts within each group

1.2 Create New Group

• Click on "Create Group"

• Enter Group Name

• Click on "Create" to create the group.

1.3 Manage Groups

• Edit Group: Click on a group to view details and select "Edit" to modify group name, description, or contacts within the group.

• Delete Group: Select the "Delete" option to remove a group. A confirmation prompt ensures no accidental deletions.

• Search and Filter:

  • Use the search bar to quickly find groups by name.

  • Apply filters based on creation date or number of contacts for efficient navigation.

1.4 Group Actions

• Bulk Messaging: Send messages to all contacts within a group directly from the group view.

• Export Group Contacts: Export contact information from a group into CSV or Excel formats for external use or backup.

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2. Contacts

The Contacts section provides a comprehensive view and management tools for individual contact entries.

2.1 View All Contacts

• Presents a complete list of all contacts with details such as:

  1. Name

  2. Phone Number

  3. Email Address

  4. Associated Groups

  5. Date Added

• Supports pagination for easy browsing through extensive contact lists.

2.2 Add New Contact

• Click on "Add a Contact" prominently displayed at the top left corner.

• Fill in required fields:

  1. First Name and Last Name (Optional)

  2. Phone Number (Mandatory)

  3. Email Address (Optional)

  4. Assign the contact to one or multiple Contact Groups.

  5. Click "Save" to add the contact to your list.

2.3 Import Contacts

• Click on "Import Contacts" available beside the Add A Contact button.

• Process:

  1. Click to download the sample / template document.

  2. Upload a CSV or Excel file containing contact information.

  3. Assign to one or multiple Contact Groups.

  4. Review and confirm the import. The system will process and add contacts accordingly.

• Error Handling:

  • The system provides feedback on any import errors, specifying which entries failed and why.

2.4 Manage Contacts

• Edit Contact: Click on a contact entry to view details and select "Edit" to update information.

• Delete Contact: Use the "Delete" option to remove a contact. Confirmation is required to prevent accidental deletions.

• Bulk Actions: Select multiple contacts using checkboxes for bulk operations like:

  1. Assigning to Groups

  2. Deleting

  3. Exporting

2.5 Search and Filter

• Search Bar: Quickly locate contacts by entering keywords such as name, email, or phone number.

• Advanced Filters: Filter contacts based on criteria like:

  • Group Membership

  • Date Added

  • Company/Organization

2.6 Export Contacts

• Button: "Export Contacts" allows you to download selected or all contacts in CSV or Excel format for offline access or backup.