Audience
- Operators managing contact lists day-to-day
- Teams reviewing contacts before outbound campaigns
- Anyone who needs to quickly find, filter, or clean up contacts
Prerequisites
- Access to the Contacts page in your workspace
- At least one contact in your workspace
Overview
The Contacts page displays your contacts in a table layout on desktop, giving you a scannable view of all contact metadata at a glance. You can:
- Filter by source (Manual, CSV Upload, CRM Sync)
- Sort by name or date added
- Search across name, phone, and email
- Select multiple contacts for bulk actions
- Open contact details in a side panel without leaving the table
On mobile devices, the page displays the original list view for easier touch navigation.
Table columns
The contacts table shows the following columns:
| Column | Description |
|---|
| Checkbox | Select contacts for bulk actions |
| Name | Contact’s full name (sortable A–Z or Z–A) |
| Phone | Phone number with copy button on hover |
| Email | Email address (hover to see full address if truncated) |
| Source | How the contact was added: Manual, CSV, SMS Upload, VaultRE, AgentBox, or Eagle |
| Categories | Tags from your CRM integration (shows first 2, hover for more) |
| Contactability | Whether the contact can be reached: Contactable, Do Not Contact, or Unsubscribed |
| Added | When the contact was created (sortable newest/oldest) |
| Actions | Edit or delete the contact |
Filter by source
Use the source dropdown above the table to filter contacts by how they were added:
- All Contacts — Shows every contact in your workspace
- Manual — Contacts added manually through the UI
- CSV Upload — Contacts imported via CSV file
- SMS Upload — Contacts imported from an SMS campaign’s uploaded file
- CRM Sync — Contacts synced from VaultRE, AgentBox, or Eagle MRI integrations
The filter is reflected in the URL, so you can bookmark or share a filtered view.
Advanced filters
Click the Filters button to access additional filtering options:
- Contact Status — Filter by blocked/unblocked contacts
- Has Email — Show only contacts with or without an email address
- Has Notes — Show only contacts with or without notes
A badge on the Filters button shows how many filters are active. Click Clear Filters to reset.
Sorting
Click a sortable column header to change the sort order:
- First click — Sort descending (Z–A for names, newest first for dates)
- Second click — Sort ascending (A–Z for names, oldest first for dates)
An arrow icon in the header shows the current sort direction. The sort state is saved in the URL.
Search
Type in the search box and press Enter to search across contact names, phone numbers, and email addresses. Click the X button to clear the search.
The table shows 50 contacts per page. Use the pagination controls at the bottom to navigate:
- Previous / Next buttons to move between pages
- Page X of Y indicator shows your current position
- Showing X–Y of Z contacts shows the total count
Click any row to open the contact details panel on the right side of the screen. The panel shows:
- General tab — Contact information, phone numbers, email, and customer profiles
- Activity tab — Call history and interactions with this contact
- CRM Data tab — Integration data synced from your CRM
You can edit contact details directly in the panel. If you have unsaved changes and try to close the panel, you’ll be asked to confirm.
To close the panel:
- Click the X button
- Press Escape
- Click outside the panel
Bulk delete
To delete multiple contacts at once:
- Select contacts using the checkboxes in the first column
- The bulk actions bar appears showing “N selected”
- Click Delete
- Confirm the deletion in the dialog
Bulk delete cannot be undone. Make sure you’ve selected the correct contacts before confirming.
URL state
All table state is saved in the URL:
- Source filter (
?tab=csv_upload)
- Sort column and direction (
?sort=name&order=asc)
- Current page (
?page=2)
- Search query (
?search=john)
- Advanced filters (
?contact_block=unblocked&has_email=yes)
- Selected contact (
?contact_id=abc123)
This means you can:
- Refresh the page without losing your place
- Share a URL with a colleague showing the same filtered view
- Bookmark commonly used filter combinations
Troubleshooting
Table is not showing (I see a list instead)
The table view only appears on desktop screens (768px or wider). On mobile devices, the original list view is shown for easier touch navigation.
- Check your source filter — you may have filtered to a specific source
- Check advanced filters — you may have filtered by email/notes/blocked status
- Use the search box to find specific contacts
- Check pagination — the contact may be on another page
- Some contacts may have already been deleted
- Check the toast notification for the actual count of deleted contacts
- Refresh the page to see the updated list
- Close and reopen the panel
- Refresh the page
- If the issue persists, contact support
