Overview
My Contacts displays all contacts that you own or manage. This is your primary workspace for viewing, searching, and managing your contact list.
How to Access
- Click on Contacts in the left sidebar menu
- Click on My Contacts
How to View a Contact's Details
- Find the contact in the list (use search or filters if needed)
- Click on the contact's name or row
- The contact's full profile will open
How to Search for a Contact
- Click on My Contacts
- Type in the Search Bar at the top
- Search by: name, email, phone, or company
- Results update automatically as you type
- Click on a result to view the contact
How to Edit a Contact
- Go to My Contacts
- Find the contact you want to edit
- Click the Edit icon (pencil) on the right side of the row
- Make your changes in the form
- Click Save to apply changes
How to Delete a Contact
- Go to My Contacts
- Find the contact you want to delete
- Click the Delete icon (trash) on the right side
- A confirmation dialog will appear
- Click Yes, Delete to confirm
- The contact will be removed from your list
How to Filter Contacts
- Go to My Contacts
- Click the Filter button
- Choose your filter criteria:
- By Group: Select a specific group
- By Tag: Select one or more tags
- By Date: Created or updated date range
- Click Apply to filter
- Click Clear Filters to reset
How to Sort the Contact List
- Go to My Contacts
- Click on any column header (Name, Email, Company, etc.)
- Click again to reverse the sort order
How to Select Multiple Contacts
- Go to My Contacts
- Check the checkbox on the left of each contact you want to select
- Or click Select All checkbox to select all contacts on the current page
How to Bulk Delete Contacts
- Go to My Contacts
- Select multiple contacts using the checkboxes
- Click Actions dropdown
- Select Delete Selected
- Confirm the deletion
How to Export Contacts
- Go to My Contacts
- Click the Export button
- Choose the export format (CSV, Excel, vCard)
- Click Download
- The file will download to your computer
Quick Reference
| Task | How to Do It |
|---|---|
| View Contact | Click on contact name |
| Edit Contact | Click edit icon |
| Delete Contact | Click delete icon, confirm |
| Search | Use search bar at top |
| Filter | Click Filter button |
| Export | Click Export button |