Contacts

What you can do with Contacts

• Search and filter the contact table
• Open a contact to edit details, notes, tasks, and member access
• Import contacts from CSV or take bulk actions
• Review Forms and Quizzes activity

Contact table basics

The Contacts table shows each contact as a row with configurable columns. On desktop, click a column header to sort. On mobile, contacts appear as cards, and you can pull down to refresh.

Use the columns control (sliders icon) to:

• Show or hide columns
• Reorder columns with drag and drop
• Search columns by name

Search and filters

The table toolbar includes quick filters and an advanced filter builder:

• Search contacts... searches across contact records.
• Tags, Lists, and Company Filters let you include or exclude items (use the AND/OR toggle in each picker).
• Date uses a date range picker with presets.
• Members filters by contact/member status (Contacts, Members, Invited, Active, Disabled).
• Subscribers filters by email subscription status (Subscribed, Unsubscribed, Bounced, Complained, Pending, Unknown).
• Access filters by access rules (courses, communities, events).
• Custom Filters lets you build field-based rules (Name, Email, Phone, Address, Custom Fields, and more).

Bulk actions

Select contacts using the checkbox column to open the bulk action bar. From there you can add or remove lists and tags, manage member access, update subscriber status, export, or delete.

Common tasks

• Boards
• Forms
• Quizzes
• Editing Contacts
• Import Contacts
• Bulk Actions