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The Contacts Table

Learn how to edit the contacts table and the information it contains

Amalia avatar
Written by Amalia
Updated over 2 weeks ago

The Contact Table is a table located on the Contacts page. It displays all the created contacts and information about them.

At the bottom of the table, you can view the total number of contacts.

There are 2 tabs in the table: People and Organizations.

The tables on each tab consist of columns that correspond to the fields in the form of the selected contact type. You can use the columns to display the necessary information in the contact's row.

To add or remove columns click the table button in the right corner and use the checkboxes to select the required columns. Checkbox and Name/Company are system columns so they cannot be removed.

Columns correspond to the fields in the contact form. To change the width of a column, drag on its right side. To change the location of the column, click and drag it to a new position.

You can sort your contacts by a particular column. To do this, click on the column and it will show an upward bar (sorting from A to Z). After you click again, it will show a downward bar (sorting from Z to A).

Use the Checkbox column to select or deselect all contacts on one page. Click on the name of the contact to open the contact profile. Click on the phone number to call or send a message (WhatsApp, Viber, SMS) to the contact.

You can also set a filter in the table by different types of contacts (Customers, Suppliers, or All), as well as by tags in the contact's profile.

Please note that the contacts are shared for all locations if you have several of them.

Exporting contacts

You can also export data on your customers. To do this, select the checkboxes next to the contacts you need and click Export.

You can read about importing customers in this article.

Mass deletion of contacts

1. Select the checkbox next to the contacts you want to delete.

2. In the lower right corner, click the Delete button.

You can recover deleted contacts in the Event log report.

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