Contact list and search
Every client-side contact at a glance — name, company, last contacted — with 5 built-in filters, two sort keys, two bulk actions and a 14-field export.
Statistics tiles at the top
Four counters above the toolbar — Total, Last 365 days, Last 30 days, Last 7 days — measure how many contacts have a Creation Date in each window.
Toolbar
From left to right: Refresh · Add Contact (with permission to create contacts) · Search · Filters · Sort · Export.
No page-level toggles on the Contacts list.
Filters specific to Contacts
The Contacts list is the shortest of the four — just 5 built-in filters, no custom-property filters.
- Name (text) — matches the contact’s full name.
- Creation Date, Last Update Date (date).
- Clients (select) — the contact’s parent client account.
- Tags (select-multi) — contact tags (sourced from the client tag list).
Sort keys
- Name.
- Creation Date — default, DESC.
- Relevance — only when a text search is active.
Columns
The Contacts list shows 5 columns:
- Checkbox — if you have edit access to contacts.
- Name — first + last name + avatar; link to the contact’s profile.
- Company — the client account the contact belongs to.
- Last Contacted — the most recent interaction (last email / SMS sent).
- Creation Date.
- Action — 3-dot menu, if you have edit access to contacts.
Row actions (3-dot menu)
One entry (if you have edit access to contacts):
- Edit.
Bulk actions
When at least one row is ticked, the toolbar is replaced by 2 bulk actions:
- Add tag (tag icon) — opens a tag picker; the chosen tags are appended to every selected contact.
- Send text message (board icon in the source, but acts as bulk SMS) — opens an SMS compose side panel pre-filled with every selected contact.
No bulk Email, no bulk Share, no bulk Delete.
Export
Where. Right of the toolbar.
Output. XLSX file. Capped at 1000 contacts.
The 14 exportable fields
On by default (8): First name, Last name, Phone Number, Position, Email, Preferred Language, Communication Channel, Creation Date.
Off by default (6): Last Update Date, LinkedIn, Facebook, Twitter, Website, Tags.
Tips
- Last Contacted is the cold-list signal. Sort DESC on Creation Date with Last Contacted column visible, then look at the column to find contacts not reached out to in months.
- Bulk SMS for events. Filter contacts by Tag = “conf-2026”, tick all, Send text message → “we have a booth at booth 31, drop by”.
- Per-client view. Use the Clients filter (select-single) to scope the list to one account — useful for relationship reviews.