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Contacts

Contacts

To access the agenda we must select My Data | Contacts in the upper menu

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Basic user maintenance tasks are performed in this menu.

New contact

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  • When you register a new record, you must indicate Name, Surname and Telephone or Email.

  • The 'Private' option confirms if the record can only be seen by the user who has added it or by all members of the Organization.

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Import contacts from CSV

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Esta funcionalidad te permite mass import your contacts into the agenda, with a maximum of 1,000 entries per upload.

The import is done through a CSV file, which must include at least the essential headers (Name,SurName) to be able to process the data correctly.

Importing contacts is done in three steps: Upload, Preview, Result.

Upload: This is the first step, where you can upload the CSV file containing the contacts you wish to import.

In that page you can download a sample template to familiarise yourself with the structure and the headers that the file must contain.

Click in Select a CSV file to open your file system o drag and drop the file over the control.

Once the file os upload, you can cotinue with the import process.

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Preview: This is a preliminary step before performing the import, where you can see the preview and confirm the result.

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Result: This is the final result of importing contacts.

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Filter and searches

  • Click on the Filter icon Captura de pantalla 2025-05-13 a las 11.47.09.png and select 'Only my own' if you want to see the contacts saved as private. To view the contacts for the entire organization, select 'Organization'.

Filter

  • The selected option is displayed in the title of the page.

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  • To find a contact, click on the search bar and enter the keyword to locate the desired contact. If you wish to view all results again, make sure to clear the search.

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Modifying a contact

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  • To modify the desired contact, locate it first.

  • Then, click the menu button on the left side of the row to expand the options available. Select 'Edit'.

  • To implement the necessary changes, we will adjust the relevant data and confirm the updates by clicking 'Update'.

 

Removing a contact

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  • We will find the contact that we want to remove and we will select it.

  • Then, click the menu button on the left side of the row to expand the options available. Select 'Delete'.