Contact Manager
The Contact Manager is your central workspace for tracking every customer interaction and managing contact details across your CRM. The modern interface delivers auto-save, keyboard navigation, and collapsible panels that remember your preferences, eliminating endless scrolling and surfacing critical data at a glance.
What Contact Manager Does
The contact detail page uses a three-panel layout optimized for speed and usability:
Left panel: Contact information and profile
- Core details: name, email, phone, address
- Tags and contact type for segmentation
- Custom fields specific to your business
- DND preferences for communication opt-outs
- Quick actions: workflow enrollments, client portal access, bulk operations
Center panel: Activity timeline
- Complete interaction history across all channels (SMS, email, Facebook Messenger, Instagram DM, WhatsApp)
- Call logs, notes, appointments, opportunities, and system actions
- Quick communication tools to send messages, log calls, add notes, or schedule follow-ups
Right panel: Action modules
- Appointments, form submissions, and activity logs
- Associations: companies, opportunities, custom objects (with inline editing)
- Tasks, notes, documents, and payment history
- Fully collapsible with persistent tab memory across sessions
Key Configuration Options
Auto-save: Edits save automatically when you leave a field, no manual save needed. Enable from the Save bar kebab menu (3 dots) at the bottom of any contact page, or configure account-wide in Settings > Contacts > Details Tab > Auto-Save toggle. Changes are tracked in the activity log, so you can always review what was updated and when.
Contact deduplication: Prevent duplicate records by configuring match fields in Settings > Business Profile > Contact Deduplication Preferences. Choose email or phone as your primary match field. CSV imports automatically merge matching records. If duplicates slip through from forms or integrations, merge up to 10 contacts manually and choose the master record.
Contact types: Categorize contacts with types (lead, customer, vendor, partner, etc.) for filtering and reporting. Combine with tags for layered segmentation.
Customize Add Contact form: Tailor which fields appear when creating contacts. Open Contacts > Smart Lists > + Add Contact, click Customize Form, then add, remove, reorder, or mark fields as required. This ensures your team captures the right data at point of creation, improving data quality and consistency across your database.
DND preferences: Configure Do Not Disturb settings in the contact’s DND tab to respect communication opt-outs across email, SMS, and calls. Channel-specific restrictions are tracked automatically and enforced system-wide.
Power Features
Bulk actions with drip mode: Select multiple contacts from any Smart Lists, then add tags, update fields, start workflows, change owners, or export data. Use drip mode to space out actions over time (minutes, hours, or days), preventing contact overwhelm and spreading server load for large operations.
Keyboard shortcuts: Navigate forward/backward between contacts with → and ← arrow keys. Press ESC to collapse the right panel for a focused view. Use CTRL + S (or CMD + S on Mac) for manual save when auto-save is disabled.
Inline associations: Create and link companies, opportunities, or custom objects directly from the Associations panel without leaving the contact page. New records are automatically associated with the current contact.
Hide empty fields toggle: Turn on to display only fields with values, reducing visual clutter when working with contacts that have extensive custom field sets.
Pro Tips
- Enable auto-save account-wide from Settings to eliminate manual save clicks for your entire team. This is especially valuable for agencies managing multiple contacts daily.
- Use contact types plus tags together for layered segmentation. Assign a type (customer, lead) for broad categorization, then use tags for behavioral or campaign-specific segmentation.
- Customize the Add Contact form to show only fields your team actually uses. Remove unnecessary fields to speed up contact creation and improve data consistency.
- Collapse unused panels in the contact detail view to focus on what matters. The system remembers your layout, so you only configure once per user.
- Leverage keyboard shortcuts to navigate quickly between contacts. Use arrow keys to move through your list without touching the mouse, especially useful when reviewing or updating multiple records in sequence.
Common Questions
Can I add multiple email addresses to a single contact?
Yes. Manually add up to 11 email addresses per contact by clicking the email field in the contact profile and adding additional addresses. This is useful for contacts with personal and work emails or multiple business addresses.
How do I prevent duplicate contacts?
Configure Contact Deduplication Preferences in Settings > Business Profile. Choose email or phone as your primary match field. CSV imports automatically merge matching records, and you can manually merge up to 10 contacts if duplicates exist from forms or integrations.
Can I create companies and opportunities from the contact page?
Yes. Use the Associations panel on the right side to create and link companies or opportunities without leaving the contact detail view. New records are automatically associated with the current contact, streamlining your workflow when adding context mid-conversation.
Will my panel preferences persist across sessions?
Yes. The contact detail page remembers which panels you have collapsed or expanded and which tab was last active in the right panel. This applies per user, so each team member can configure their own preferred layout.