Hello everyone 👋
We are proud to announce that we finally have a dedicated contacts module in our app 🎉
In this new section you'll be able to manage everything related to your contacts like:
- Exporting Contacts
How do I use it?
In this module we have two different sections:
1. Contacts tab
In Contacts, you can find anything related to the contacts. The list of contacts is paginated and by clicking on the row it opens a detailed view of the selected contact. Here, you can edit the contact, add new info or update existing ones.
You can update the name, tags, the note and the custom fields from here.
In the search-bar you can search by name or phone number
Talking about filters, you can filter the results by integration, tags and conversation owner (if any collaborator is assigned related conversation) You can chose between more tags to filter, multiple integrations but only one assigned owner.
Next to the filters we have and edit section for the table itself where you can chose some extra columns to display. The defaults here are name, phone number, source and created on which can't be removed.
In both cases, whenever a filter or more, or some extra columns are enabled the button will turn into green (active)
2. Exports tab
In Exports you can create exports of the existing contacts in two different file types, CSV and JSON.
Since this operation might take some time depending on the total amount of contacts that you can have, we will inform you with an email whenever the export it's ready for the download.
The download expires after 5 days, after this time you'll need to create a new one.
We'll add more functionalities soon 😜
Let us know what you think about it!
Cheers from Callbell team 🔔