What This Feature Does #
Contact Management stores, searches, updates, and organizes all CRM contact records for your organization. Each contact can have phone numbers, email addresses, tags, assigned users, a complete activity timeline, free-text notes, and scheduled follow-up reminders.
When to Use #
- Use to look up a customer before sending a WhatsApp or email message.
- Use to add a new lead, client, or customer to the CRM.
- Use to update contact information after a call or meeting.
- Do not use this to add other users of the application — use User Management for staff.
Prerequisites #
- An active subscription (Basic or higher).
- CompanyAdmin or TenantUser role.
- For bulk import: permission granted by CompanyAdmin.
- For restricted users: visibility is limited to contacts explicitly assigned by the CompanyAdmin.
Permission & Access Control #
| Action | CompanyAdmin | TenantUser (unrestricted) | TenantUser (restricted) |
|---|---|---|---|
| View all contacts | ✅ | ✅ | ❌ (sees only assigned contacts) |
| Add contact | ✅ | ✅ | Based on permission setting |
| Edit contact | ✅ | ✅ | Based on permission setting |
| Delete contact (soft) | ✅ | ✅ | Based on permission setting |
| Import contacts | ✅ | With permission | ❌ |
| View contact profile | ✅ | ✅ | Assigned contacts only |
| Read contact notes | ✅ | ✅ | Assigned contacts only |
| Edit / delete a contact note | Any note | Own notes only | Own notes, assigned contacts only |
| Add / cancel a contact reminder or follow-up | ✅ (with Scheduler access) | ✅ (with Scheduler access) | Assigned contacts only, with Scheduler access |
