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Contacts List

Overview​

The Contacts List is the central directory for all your contacts. It displays all contacts in a paginated, searchable data table with sorting and advanced filtering capabilities. From here you can add, edit, delete, import, and export contacts.

How to Access​

  • Click Contacts in the main sidebar navigation.
  • Available to all roles: Admin, Agent, and Supervisor.

Interface Overview​

The Contacts screen has two main areas:

  • Filters Panel (left): A collapsible panel with search, date range, WhatsApp active status, and custom property filters.
  • Contacts Table (right): A paginated data table showing contact records with columns for avatar, name, company, email, phone, and actions.

Above the table, there are action buttons for:

  • Opening the filters panel.
  • Importing contacts from CSV.
  • Exporting contacts to Excel.
  • Adding a new contact.

Features & Actions​

Search Contacts​

What it does: Filters the contact list by keyword.

Steps:

  1. Open the filters panel by clicking the filter icon if it's not visible.
  2. Type a keyword in the Keyword field.
  3. Click Search to filter the list.
  4. The data table reloads showing matching contacts.

Filter by Date Range​

What it does: Filters contacts by their creation date.

Steps:

  1. Open the filters panel.
  2. In the Creation Date section, select a start and end date using the date range picker.
  3. Click Search to apply.

Filter by WhatsApp Active Status​

What it does: Filters contacts based on whether they have an active WhatsApp connection.

Steps:

  1. Open the filters panel.
  2. In the WhatsApp Active dropdown, select:
    • Yes: Show only contacts with active WhatsApp.
    • No: Show only contacts without active WhatsApp.
    • All: Show all contacts (default).
  3. Click Search to apply.

Filter by Custom Properties​

What it does: Filters contacts by custom property values (text, number, boolean, date).

Steps:

  1. Open the filters panel.
  2. Scroll down to the custom properties section.
  3. Set filter values for the custom properties you want to filter by.
  4. Click Search to apply.

Clear All Filters​

What it does: Resets all filter criteria to their defaults.

Steps:

  1. In the filters panel, click Clear.
  2. All filter fields are reset and the contact list reloads without filters.

Add a New Contact​

What it does: Creates a new contact record.

Steps:

  1. Click the Add New button at the top-right of the contacts table.
  2. A modal appears with the add contact form.
  3. Fill in the required fields:
    • Name: The contact's full name (required).
    • Phone: The contact's phone number with country code selector (required).
    • Email: The contact's email address (optional, validated if provided).
  4. Click Add to create the contact.
  5. After creation, you are automatically redirected to the contact's edit/profile page.

Edit a Contact​

What it does: Opens the contact's profile for viewing and editing.

Steps:

  1. Find the contact in the table.
  2. Click the contact's name to navigate to their profile page.
  3. Alternatively, click the action menu (three dots) and select Edit.

Delete a Contact​

What it does: Permanently removes a contact record.

Steps:

  1. Find the contact in the table.
  2. Click the action menu (three dots).
  3. Select Delete.
  4. A confirmation dialog appears asking you to confirm.
  5. Click to confirm the deletion.

Important notes:

  • Deleting a contact requires the Contact Admin role.
  • This action is permanent and cannot be undone.

Import Contacts from CSV​

What it does: Bulk imports contacts from a CSV file.

Steps:

  1. Click the CSV Import button at the top of the contacts table.
  2. Follow the import wizard to upload and map your CSV file.

Export Contacts to Excel​

What it does: Downloads the current filtered contact list as an Excel (.xlsx) file.

Steps:

  1. Apply any desired filters.
  2. Click the Export button (Excel icon) at the top of the contacts table.
  3. An Excel file named "contactos.xlsx" downloads automatically.

Important notes:

  • Exporting requires the Contact Admin role.
  • The export includes all contacts matching the current filter criteria, not just the current page.

Sort the Table​

What it does: Sorts the contact list by a specific column.

Steps:

  1. Click on a column header (Name, Email, Phone, Company Name) to sort by that column.
  2. Click again to toggle between ascending and descending order.

Important notes:

  • The avatar column is not sortable.

Fields Reference​

FieldDescriptionRequiredNotes
AvatarContact's profile picture-Shows initials if no photo
NameContact's full nameYesClickable to open profile
Company NameCompany the contact belongs toNo
EmailContact's email addressNoValidated format
PhoneContact's phone numberYes (for add)International format with country code

FAQ​

Q: Why can't I see the Delete option? A: Deleting contacts requires the Contact Admin role. Contact your administrator if you need this permission.

Q: Why can't I see the Export button? A: Exporting contacts requires the Contact Admin role.

Q: How many contacts can I import at once? A: CSV import limits depend on your plan. Use the CSV import feature for bulk operations.

Q: Can I filter by multiple custom properties at once? A: Yes, you can set values for multiple custom properties and they will all be applied together (AND logic).