Your contacts are the heart of your phone system. dialnote stores every customer interaction—calls, messages, notes, and voicemails—in one place so you never lose track of a conversation.
The Contacts Page#
The contacts page shows all your customers in a searchable, sortable table. Each row displays key information at a glance:
- Name and email - Contact's full name with email below
- Company and job title - Business context for every call
- Phone number - Click to call directly from the table
- Status - Track where each contact is in your pipeline (new, contacted, qualified, interested, not interested, customer)
- Source - How you got the contact (manual entry, inbound call, outbound call, SMS, email, or CSV upload)
- Last activity - See when you last interacted with this person
Click any contact row to open the detail panel on the right side of your screen. This panel has two tabs: Activity and Details.
Activity Timeline#
The Activity tab shows a chronological feed of every interaction with a contact. You'll see:
- Calls - Inbound, outbound, and missed calls with duration and outcome
- Voicemails - Transcribed voicemails with audio playback
- SMS messages - Text conversations in context
- Notes - Team notes and follow-up reminders
Add notes directly from this panel by clicking "Add note" at the top. Notes are visible to your entire team, so everyone stays informed about customer relationships.
Quick actions
From the contact detail panel, click the phone icon to start a call immediately. dialnote opens the dialer with the contact's number pre-filled.
Contact Details#
The Details tab lets you view and edit contact information. Switch to edit mode by clicking the pencil icon, then update any field:
- Phone number, email, and website
- Company, job title, and industry
- Contact status and tags
- Revenue and employee count (for B2B tracking)
Changes save automatically as you type—no save button needed. dialnote syncs your updates in the background so you can keep working without interruption.
Search and Filters#
Find contacts fast using the search bar at the top of the page. Search works across names, email addresses, phone numbers, company names, and tags.
For more specific queries, click Filters to build advanced filter rules. Combine multiple conditions like:
- Status equals "qualified"
- Last activity greater than 7 days ago
- Tags contain "VIP"
Click Columns to customize which fields appear in your contact table. Show only what matters for your workflow.
Bulk Actions#
Select multiple contacts using the checkboxes in the table. A bulk action bar appears with options to:
- Change status for all selected contacts
- Add tags in bulk
- Export selected contacts to CSV
- Delete selected contacts
Performance with large lists
The contacts table uses virtual scrolling, so it stays fast even if you have thousands of contacts. Only the rows visible on screen are rendered at any time.
Deleting contacts
Deleted contacts can't be recovered. Make sure you export a backup first if you might need the data later.
What's Next#
- Adding contacts - Create contacts manually or import from CSV
- Tags - Organize contacts with custom labels
- Import and export - Move contact data in and out of dialnote