For the complete documentation index, see llms.txt. This page is also available as Markdown.

See and browse all your contacts

The Contacts page lists every contact for your business. Each row shows the contact's First Name, Last Name, Phone Number, Email, Title, and the Customer Name they belong to. Click a column header to sort (the list opens sorted by First Name), and click a row to open that contact. When a contact has additional email addresses, the Email column shows the primary address followed by a count, such as +2.

US and Canadian phone numbers appear as (416) 555-0123, with extensions when present. Phone search ignores spaces, parentheses, dashes, and periods: 4165550123, 416-555-0123, 416.555.0123, and +1 (416) 555-0123 all find the same number. You can also search part of the number, such as 5550123, or combine a name with a number. Other international numbers keep their country code. The same phone punctuation rules apply when finding a contact in the global search bar or adding an existing contact to a property.

The New Contact button in the top right adds one. Next to it, the "..." menu has an Export to CSV item that downloads the list, including an Additional Emails column. Click the magnifying glass above the table to search contact names, email addresses (including additional ones), phone numbers, or customer names across all pages, then click a result to open it. Learn about table search.

Contacts list

Where to find it: Main navigation → Customers, then Contacts in the submenu (it appears only while you're in the Customers area)

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