# Managing Contacts

> Search, filter, and organize your contacts

Source: https://edesy.in/docs/voice-agent/contacts/managing-contacts

The Contacts page provides tools to view, search, filter, and manage all contacts in your workspace.

> **Manage contacts:** [Open the Contacts page](https://voice-agent.edesy.in/contacts) to search, filter, and organize your contacts.

## Accessing Contacts

Navigate to **Automation → Contacts** in the sidebar.

## Contacts Table

The table displays all contacts with the following columns:

| Column | Description |
|--------|-------------|
| **Checkbox** | Select contacts for bulk actions |
| **Name** | Contact name (or "No name" if not provided) |
| **Phone** | Phone number in E.164 format |
| **Email** | Email address (if provided) |
| **Contact List** | Which list the contact belongs to |
| **Added** | Date the contact was uploaded |

## Searching Contacts

Use the search box to find contacts by:
- **Name**: Partial or full name match
- **Phone**: Full or partial phone number
- **Email**: Email address

Search is case-insensitive and updates results as you type.

### Search Examples

| Search | Finds |
|--------|-------|
| `rahul` | All contacts with "Rahul" in name |
| `9876` | All contacts with "9876" in phone |
| `@gmail` | All contacts with Gmail addresses |

## Filtering by Contact List

Use the **Contact List** dropdown to filter contacts:

- **All Lists**: Show contacts from all lists
- **Specific List**: Show only contacts from selected list

This helps when you want to manage contacts from a specific campaign or source.

## Bulk Actions

### Selecting Contacts

- **Select All**: Click the checkbox in the header row
- **Select Individual**: Click checkboxes on specific rows
- **Selection Count**: Shows "X contacts selected" when active

### Deleting Contacts

1. Select contacts using checkboxes
2. Click **"Delete Selected"** button
3. Confirm in the dialog
4. Contacts are permanently removed

**Note**: Deleted contacts are removed from the contact list and won't appear in future call history enrichment. Historical call records are not affected.

## Pagination

For workspaces with many contacts:

- **Page Size**: 50 contacts per page
- **Navigation**: Use "Previous" and "Next" buttons
- **Count**: Shows "Showing X to Y of Z contacts"

## Refreshing Data

Click the **refresh icon** (circular arrow) next to the filter dropdown to reload the contacts list.

## Contact Details

Currently, the contacts table shows summary information. For full details:

1. **Custom Fields**: Stored but displayed in campaigns when using variables
2. **Campaign Usage**: Check campaign analytics for call history
3. **Call History**: Go to Insights → Call History to see calls made to contacts

## Managing Contact Lists

Contact lists are created during upload. To manage lists:

### Creating a New List

1. Click **"Upload Contacts"**
2. Select **"Create New Contact List"**
3. Enter a name
4. Upload contacts

### Viewing List Contents

1. Use the **Contact List** filter dropdown
2. Select the specific list
3. Table shows only contacts from that list

### Deleting a List

Currently, contact lists can be deleted via the Campaigns section if they're not in use by active campaigns.

## Best Practices

### Organizing Contacts

- **Use descriptive list names**: "Q1 2024 Sales Leads", "Support Customers - Premium"
- **Separate by purpose**: Different lists for different campaigns
- **Regular cleanup**: Delete old or invalid contacts

### Data Quality

- **Add names**: Makes call history much more useful
- **Verify phone numbers**: Invalid numbers waste campaign credits
- **Update regularly**: Keep contact information current

### Before Campaigns

- **Test call first**: Verify a few contacts before bulk campaigns
- **Check duplicates**: Same person in multiple lists = multiple calls
- **Review filters**: Ensure you're targeting the right contacts

## Common Tasks

### Find a specific contact

1. Enter phone number in search box
2. Results filter instantly
3. Click row to see which list they belong to

### Clean up invalid contacts

1. Sort by name (contacts without names often have issues)
2. Select "No name" contacts
3. Review phone numbers
4. Delete invalid ones

### Export contacts

Currently, contacts can be exported by:
1. Using the Campaign CSV download feature
2. Accessing via API (see API Reference)

## Next Steps

- [Call History Enrichment](https://edesy.in/docs/voice-agent/contacts/call-history) - See contacts in call history
- [Creating Campaigns](https://edesy.in/docs/voice-agent/campaigns/) - Use contacts for outbound calls