Contact List
The contact list is the main table on the Contacts page. It shows all your contacts with their key information at a glance.
Table Columns
2. Make sure you have several contacts in the list
3. Capture the full table showing all columns — checkbox, name, channel, mobile, details, opt-out, status, groups, and actions
Save to:
static/img/screenshots/contacts/contact-list/contact-table.pngDefault Columns
These columns are always visible:
| Column | Description |
|---|---|
| Checkbox | Select individual contacts for bulk actions |
| Name | Contact name with an avatar circle and status dot. For Messenger/Instagram contacts, the @username is shown below the name |
| Mobile Number | The contact's phone number (primarily for WhatsApp contacts) |
| Channel | Color-coded badge showing the channel — WhatsApp (green), Messenger (blue), Instagram (pink). For Messenger/Instagram, the page name is displayed below the badge |
| Details | Additional info — date of birth, religion, state, and city |
| Opt-Out | Whether the contact has opted out of messages |
| Status | Active or Inactive — shown as a colored chip |
| Groups | Groups this contact belongs to, shown as badges (first 2 shown, +N for additional) |
| Actions | Action menu with History, View, Edit, and Sync (Messenger/Instagram) options |
Column Visibility
All columns (except Checkbox and Actions) can be shown or hidden. Click the Show/Hide Columns button (view_column icon) at the top right of the table to toggle columns on or off.
The following columns are hidden by default:
| Column | Description |
|---|---|
| Contact's email address | |
| Company Name | Contact's company name |
| Follower Count | Instagram follower count (Instagram contacts only) |
| Profile Image | Profile picture from the platform (Messenger/Instagram only) |
Name Column
Each contact's name is shown with:
- An avatar circle displaying their profile image (Messenger/Instagram) or the first letter of their name
- A status dot — green (Active) or red (Inactive)
- For Messenger/Instagram contacts: the @username below the name
Channel Column
The channel badge is color-coded:
| Channel | Color | Additional info shown |
|---|---|---|
| Green | — | |
| Messenger | Blue | Page name below the badge |
| Pink | Page name below the badge |
Opt-Out Column
- Green check icon — contact has not opted out (messages can be sent)
- Red block icon — contact has opted out of messages
Status Column
- Active — shown as a green chip
- Inactive — shown as a red/gray chip
Groups Column
Groups the contact belongs to are displayed as small badges. If the contact is in many groups, you'll see the first two badges plus a +N indicator showing how many more groups they're in.
Actions Column
Each row has two action elements:
- History button (clock icon) — opens the contact's lead and communication history directly
- More menu (three-dot icon) — opens a dropdown with additional actions:
| Action | Icon | Available for | Description |
|---|---|---|---|
| View | Eye | All channels | Open the contact details in read-only mode |
| Edit | Pencil | All channels (requires update permission) | Open the contact form to update their information |
| Sync Profile | Sync | Messenger / Instagram only | Refresh the contact's profile info (username, profile image, follower count) from the platform |
The Sync Profile action fetches the latest profile data from Facebook or Instagram. Use this if a contact's username or profile picture seems outdated.
Header
The page header shows:
- Title — "Contacts" with a count of total contacts
- Search bar — search contacts by name
- Filter button (funnel icon) — toggles the filter panel open/closed
- Import button — opens the CSV import drawer (requires create permission)
- Create button — opens the new contact form drawer (requires create permission)
Searching Contacts
Use the search bar in the header to find contacts by name. Results update as you type (with a short delay).
2. Optionally type a name to show filtered results
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static/img/screenshots/contacts/contact-list/search-bar.pngSorting
Click on a column header to sort the table. Sortable columns:
- Name — alphabetical order
- Mobile Number — numerical order
- Opt-Out — grouped by opt-out status
- Status — grouped by active/inactive
Click the same column header again to reverse the sort order.
Filters
Click the filter section to expand the available filters. You can narrow down your contact list using the following criteria:
2. Expand the filter section
3. Capture all available filter dropdowns — Channel, Page, Preferred Method, Status, Contact Group, Religion, State, City
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static/img/screenshots/contacts/contact-list/filters.png| Filter | Options | Description |
|---|---|---|
| Channel | WhatsApp, Messenger, Instagram | Filter contacts by their messaging channel. Has a clear button to remove the filter |
| Page | Your connected pages | Filter by a specific Facebook Page or Instagram account. Each option shows the page name with a channel label — "(Messenger)" or "(Instagram)". Has a clear button |
| Preferred Method | Phone, WhatsApp, Messenger, Instagram, Email | Filter by the contact's preferred communication method |
| Status | Active, Inactive | Show only active or inactive contacts. Defaults to Active |
| Contact Group | Your groups | Filter by group membership |
| Religion | 11 options | Hindu, Islam, Christian, Sikh, Buddhist, Jain, Parsi, Jewish, Bahai, Other, Prefer not to say |
| State | State list | Filter by state (searchable dropdown with clear button) |
| City | City list | Filter by city — options appear after selecting a state (searchable dropdown with clear button) |
The City dropdown depends on State. Select a state first, and the city options will update to show only cities in that state.
Use the Channel and Page filters together to narrow down contacts. For example, select Instagram as the channel and then pick a specific Instagram account from the Page dropdown. Each page option shows its channel label — "(Messenger)" or "(Instagram)" — so you can easily identify them.
After setting your filters, click Apply to update the table. Click Reset to clear all filters.
Bulk Actions
You can perform actions on multiple contacts at once:
- Use the checkboxes in the first column to select contacts
- A selection bar appears at the top showing: "No of Selected items: X out of Y"
- Use the Select Action dropdown to choose a bulk action
- Confirm the action
2. Capture the selection bar that appears at the top with the count and action dropdown
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static/img/screenshots/contacts/contact-list/bulk-actions.pngAvailable Bulk Actions
| Action | Permission required | Description |
|---|---|---|
| Delete Contact | Delete permission | Permanently removes all selected contacts |
| Change Status | Update permission | Opens a dialog to select a new status, then updates all selected contacts |
Use the checkbox in the header row to select or deselect all contacts on the current page.
Mobile View
On smaller screens, the contact list switches to a card view. Each contact is displayed as a card showing:
- Avatar and name
- Channel badge
- Status chip
- Mobile number
- Opt-out indicator
- Group badges
- Action buttons (History, View, Edit, and Sync for Messenger/Instagram)
Pagination
At the bottom of the table, you can:
- Navigate between pages using the Previous and Next buttons
- Choose how many contacts to show per page: 25, 50, or 100
The default is 25 contacts per page.