7 guides
Contacts
Managing your contacts, custom fields, tags, import/export, and filtering.
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Creating & Editing ContactsContact fields, validation rules, and the contact detail page.Importing & ExportingCSV import with field mapping, duplicate handling, and background CSV export.Filtering & SearchingSearch, advanced filters, filter operators, and column customization.Bulk Actions & TrashSelecting multiple contacts, bulk delete, soft delete, and permanent deletion.Tags & Tag GroupsColors, icons, tag groups, exclusive mode, model restrictions, and filtering by tags.Custom Fields for ContactsAll 11 field types, required fields, relationship fields, and bidirectional sync.Contact PermissionsThe six permission levels that control access to contacts.