Use this article to find a contact on the Contacts list, narrow the list with filters, edit a contact's details and mark someone Former when they stop being a customer.
How do I search for a contact by name or email?
To search the Contacts list by name or email, type in ① Search. The list updates as you type and matches any part of the name or email, in any case; "park" finds ② Daniel Park.
How do I filter the Contacts list?
To filter the Contacts list, open ② Filters and pick a value, for example ① Source = Google Search. The list shows only ③ contacts with that source. Filters combine: adding a Tag shows contacts that match both.
To remove a filter value, click the ① × on its chip.
Tip: The Status filter defaults to Active, which is why the Filters header shows a green Active pill. Former contacts are hidden until you change Status.
How do I edit a contact's details?
To edit a contact, open the contact and click ① Edit at the bottom of the contact card.
The ① Update Client form opens with everything already filled in. Change what you need, for example ② the phone number, and click Submit. The contact profile updates straight away.
How do I mark a contact as Former?
To mark a contact as Former, open the same Update Client form, set ① Status to Former and click Submit.
The profile badge changes to ① Former and the edited ② phone number is shown.
How do I check that a contact is now Former?
To check that the contact is now Former, go back to the Contacts list: the ① Former Client card has gone up by one and the contact has left the Active list. Set ② Status to Former in Filters to see ③ the contact again with ④ a Former status badge.
