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ContactsAllcontactsContacts List

Contacts List

The Contacts List displays all contacts in a structured, easy-to-scan format. Each row represents a single contact, allowing teams to quickly view and manage customer information.

Contacts list overview

List Structure

The Contacts List is designed to show essential contact details at a glance while providing quick access to individual actions.

Name

  • Displays the contact’s name if available.
  • If a name is not provided, an identifier such as the phone number may be shown.
  • A profile icon with initials appears next to the name for easy recognition.

Phone / IGSID

  • Shows the contact’s primary phone number or unique system identifier.
  • Used to uniquely identify contacts across conversations and channels.

Label

  • Displays labels assigned to the contact (for example, enquiry).
  • Labels help categorize contacts for filtering, prioritization, and follow-ups.
  • Contacts without labels are shown with a placeholder.

Source

Indicates how the contact was created:

  • WhatsApp – Contact initiated through WhatsApp
  • Web Chat – Contact created via website chat
  • Manual – Contact added manually by a team member

Date Added

  • Shows the date and time when the contact was added.
  • Useful for identifying recent and older contacts.

Selecting Contacts

To select one or more contacts:

  1. Use the checkbox on the left side of each contact row.
  2. Select multiple checkboxes to choose multiple contacts.
Selecting contacts from the contacts list

Selecting contacts enables Bulk Actions.

View Settings

To control which columns are visible in the Contacts List:

  1. Click View Settings on the Contacts List screen.
  2. The column toggle menu opens.
View settings to toggle contact list columns

Using View Settings, you can:

  • Show or hide specific columns
  • Focus only on relevant contact information
  • Reduce visual clutter in large contact lists

Available Columns

You can toggle visibility for columns such as:

  • Name
  • Phone / IGSID
  • Status
  • Label
  • Lifecycle Stage
  • Source
  • Consent
  • Date Added
  • Last Contact
  • Action

Changes are applied instantly and affect only your current view.

Action Menu

Each contact row includes a three-dot Action Menu (⋮) for individual actions.

To perform actions on an individual contact:

  1. Locate the contact row.
  2. Click the three-dot Action Menu (⋮) at the end of the row.
Contact action menu

Available actions include:

  • View Details – Open the full contact profile
  • Edit – Update contact information
  • Send Message – Start a conversation with the contact
  • Delete Contact – Permanently remove the contact

Learn more about the contact profile in Contact Details.

Available actions may vary based on user permissions.

Sorting Behavior

  • Columns such as Name and Date Added can be sorted.
  • Sorting helps quickly organize contacts alphabetically or by recency.

Why the Contacts List Matters

The Contacts List ensures that:

  • Contact data is easy to scan and understand
  • Individual contact actions are easily accessible
  • Large contact lists remain organized and manageable
OverviewBulk actions