PindoDocs
Web AppWeb

Active Contacts

The Active list holds every contact you can message. Add contacts, organize them into groups, and archive the ones you no longer use.

The active list

Open Contacts → Active. Each row is one contact, with these columns:

ColumnDescription
NameThe contact's name.
PhoneNumber in international format.
Custom fieldsYour featured fields, shown as columns.
  • Search by name or number with Search contacts.
  • Move between pages with Previous / Next.
  • Tick a row to select it for a bulk action.

Only Name and Phone are standard. Every other column is a custom field. Add and manage these under Contacts → Fields, and they appear here as columns.

Add a contact

Add one contact with the form, or many at once from a file.

Via the form

Click Add a contact, fill in the fields, then Save Contact.

FieldNotes
NamerequiredContact's name.
Phone Numberrequirede.g. +250709988998.
Custom fieldsAny featured fields you've defined.
DateOptional date for the contact.

Import from a file

Click Import for the three-step wizard:

Upload

Drop a CSV file, or choose a file.

Set contact fields

Map the CSV columns to your contact fields.

Set groups

Optionally drop the imported contacts into a group, then finish.

Every contact needs a name and a phone number. Grab the template.csv from the upload step to get the columns right.

Move contacts to a group

Select contacts

Tick the contacts; a N Contacts selected bar appears.

Move to group

Click Move to Group.

Pick a group

Choose Select a group or create a new one, then click Proceed.

Archive contacts

Select contacts

Tick the contacts you want to archive.

Archive

Click Archive, then Continue to archived.

Archived contacts leave the Active list and can't be messaged until you restore them from the Archived view.