Contacts Dashboard

The Contacts Dashboard serves as your central address book. From here, you can search, filter, sort, group, and manage your entire list of contacts.

Directory Table

Contacts are displayed in a data table with a total contact count in the header. Two action buttons appear beside the title:

• Import Contacts — Opens the import wizard to upload contacts in bulk.
• Export xlsx — Downloads the current view (respecting applied filters) to an Excel file.

Table Columns

The table supports 17 columns. The following 12 are visible by default:

Column	Description
Actions	Row actions (always pinned left).
Photo	Contact avatar/photo.
First Name	Contact's first name.
Last Name	Contact's last name.
Email	Email address.
Company	Organization affiliation.
Position	Job title or role.
Phone	Phone number.
Location	City.
Timezone	Timezone.
Date of Birth	Date of birth.
Project Relationships	Projects this contact is linked to.

Additional columns available via the Columns selector:

Column	Description
LinkedIn	LinkedIn profile URL.
Internal Notes	Private notes visible to your team.
Created At	Date the contact was created.
Updated At	Date the contact was last modified.
Created By	User who created the contact.
Updated By	User who last modified the contact.

tip

Use the Columns selector in the table toolbar to show or hide any column, including Custom Fields. You can also drag columns to reorder them.

Table Features

• Search: Use the search bar to find contacts.
• Sorting: Click any column header to sort, or use the sorting controls.
• Filters: Apply specific criteria to narrow down your list.
• Group By: Group contacts by Company, Location, Timezone, or Position.
• Custom Views: Save your preferred combination of columns, filters, and sorting as a custom view.

Bulk Actions

Select multiple contacts using the row checkboxes to perform bulk operations:

• Bulk Edit: Opens a drawer to update fields for all selected contacts at once.
• Bulk Delete: Remove multiple entries from the directory (requires permission).

Clicking a Row

Clicking on a contact row opens the Contact Detail Modal — a large dialog showing the contact's full profile, custom fields, project relationships, and notes. See Creating Contacts for details.