The Contacts base functionality centralizes all customer data in one place. In addition to facilitating unified access to the Contacts module's contact base, it offers features to create, edit, customize, and manage information, allowing for efficient storage and organization of your contacts.

In addition to centralizing all your contacts' information, the contact base allows you to:

• Search for a contact within your base;

• Add contacts by importing a file, manually, or via API;

• Check the total number of contacts in your base and the last update made with the date and the email of the person who performed it;

• Edit, add, or permanently remove a specific contact.

To get started, access your contacts in the left sidebar menu by clicking on Contacts > Contacts Base.

Searching for a contact

The contact search field searches for all contacts regardless of the list, meaning all contacts belonging to your base are searched. To perform a search, simply type the desired information into the search field. The results are displayed automatically. This field uses keywords to search in any available field, including name, phone, and/or email. For example, when searching for the term "test," the results display contacts whose emails or names contain the word "test."

Adding contacts

There are two different ways to add contacts: by importing files or manually. Uploading a contact file is done in the same way through three different paths. In the left sidebar menu, under Contacts, you can:

1. Click on Contacts Base > in the top right corner Add Contacts > Import from a File.

2. Click on Import history > New Import.

3. Click on Contact Lists > in the top right corner Add Contacts > Import from a File.

To manually add contacts, in the left sidebar menu, under Contacts, simply:

1. Click on Contact Lists > in the top right corner Add Contacts > Add Manually;

2. Click on Contacts Base > in the top right corner Add Contacts > Add Manually.

Next, see how to import the file through the contact manager.

Importing from a file

1. Click on Add Contacts > Import from a File;

2. Upload the file by clicking on Upload File or drag it to the highlighted field.

3. Select or create a list to include the contacts.

4. Associate the contact manager's field with the respective column of the imported file. If you want to customize the contact information, create an extra field.

5. Complete the import by clicking on Confirm.

💡 Tip:  The file must be in .csv format and must contain, mandatory, the mobile number or email.

Now, learn how to manually add contacts in the contact manager.

Adding manually

1. Click on Add Contacts > Add Manually;

2. Select or create a new list to include the contact;

3. Fill in the contact information in the respective fields;

4. Finish by clicking on Add Contact.

⚠️ Attention:It is mandatory to register the contact's mobile number or email.

You have a number of actions available to perform on your contacts. As shown below: 

Start service

By clicking on the icon , you can check the appointments.

Editing contact

To change the information that was entered during contact addition (whether manually or by import), follow these steps:

1. Choose the contact and click on the edit icon .

2. The form is identical to the one displayed when adding a contact manually. 

3. After updating or adding the desired information, click on Save Changes.

4. If the contact is imported through a file containing an extra field, it can be edited manually.

💡 Tip:  You can remove a contact from a list or add it to new ones at the time of editing.

The same contact can be present in various lists (or none).

Adding contact to a list

This option allows you to copy a contact with all its data and link it to another list, enabling it to be used as a target audience in another list. To do this:

1. Hover over the icon and select the option Add to a List;

2. Select or create a new list to include the contact;

3. Click Confirm.

4. Finally, learn how to remove a contact from your base.

Permanently removing the contact

Before permanently removing a contact, make sure it is no longer needed and that its removal will not negatively impact any dispatch. Keep in mind that the contact is removed from all lists and also from your organization's entire database.

To remove a user:

1. Hover over the icon and select the option Permanently Remove;

2. Check the contact information and the current lists to which it belongs, and to confirm deletion, click Delete Contact.

The contact has been removed from your base.

That´s it! Now you know how to use the contact manager and organize your customer base.