Contacts Overview

Your contacts are the heart of your phone system. dialnote keeps each customer's calls, messages, and notes tied to one record, so you always know who you're talking to and what happened last time.

The Contacts Page#

The contacts page shows everyone in your organization in one searchable list. Each row keeps things simple:

• Avatar and name - The contact's name, with company and job title underneath
• Phone number - The contact's number (or email, if there's no number)
• Date added - When the contact was created
• Quick call - A call button to dial the contact right from the list

The list loads more rows as you scroll, so it stays fast even with thousands of contacts.

Click any row to open the contact panel on the right.

The Contact Panel#

The panel pulls everything about one contact into a single scrollable view—no tabs to switch between. From top to bottom you'll find:

• Header - Name, plus buttons to start a call or send a message
• About - The contact's details, all editable inline
• Conversations - SMS threads with this contact, newest first
• Notes - Internal notes your team adds about the contact

To edit a detail, click into the field and type. Changes save automatically a moment after you stop typing—there's no save button.

Contact Fields#

Every contact has a small set of built-in fields:

• Phone number (required)
• First and last name
• Email
• Company and job title
• A free-text background note (up to 5,000 characters) for context your team should know

Anything beyond that—like a lead status, a source, or VIP tags—is set up as a custom property. Custom properties are defined once for your whole organization, so the same fields show on every contact.

You can create custom properties as text, number, date, yes/no, URL, single-select, or multi-select. A single-select works well for a status field; a multi-select works well for tags. Property labels can be up to 30 characters.

Search and Filters#

Use the search bar to find contacts by name, email, phone number, or company. Search runs on the server, so it works across your whole list, not just the rows on screen.

For sharper queries, open Filters and build rules. You can filter on any built-in field or custom property, and the operators match the field type:

• Text: equals, contains, is empty, is not empty
• Number: equals, greater than, less than, between
• Date: on, before, after, between
• Select: equals or is one of
• Multi-select: contains any, contains all

The Filters button shows a badge with the number of active rules.

Bulk Actions#

Tick the checkboxes next to contacts to act on several at once. A bulk action bar appears with options to:

• Set property - Update a custom property (like status or tags) on every selected contact
• Export selected - Download the chosen contacts as a CSV
• Delete selected - Remove the chosen contacts

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
• Inbox - See conversations tied to each contact