> ## Documentation Index
> Fetch the complete documentation index at: https://support.amplify.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage contacts

> Create, edit, organize, and manage contacts across calls, messages, fax, and signatures

## Overview

The **Contacts** section in Amplify lets you store and manage contact details used across the platform. From a single contact record, you can place calls, send messages or faxes, request signatures, and review past activity.

Contacts are shared across your workspace based on access settings, ensuring teams stay aligned.

***

## Contacts list

The contacts list gives you a centralized view of all saved contacts.

From this view, you can:

* Search contacts by name
* Sort contacts alphabetically or by newest/oldest
* View key details like organization, phone number, email, and role
* Quickly take actions such as **Call**, **Chat**, **Send Fax**, **Request Signature**, or **Meet**

### Starred contacts

Star important contacts to access them quickly from the **Starred** section in the sidebar.

### Blocklists

Blocked contacts appear under **Blocklists**, helping you manage unwanted communication.

***

## Add Contacts

You can add contacts to Amplify either by creating them manually or by importing multiple contacts at once using a CSV file.

***

### Add a New Contact Manually

Use this option when you need to add a single contact.

1. Go to **Contacts**
2. Click **+ New Contact**
3. Enter contact details such as:
   * Name
   * Organization and position
   * Phone number and/or fax number
   * Email address
4. (Optional) Add custom fields
5. Click **Save**

The contact is added immediately to your contacts list.

***

### Import Contacts Using CSV

If you need to add multiple contacts at once, you can import them using a CSV file.

1. Go to **Contacts**
2. Click **Import CSV**
3. Upload a CSV file (maximum size: **10MB**)
4. Map CSV columns to contact fields
5. Review the mappings and click **Import**

CSV files from tools like Google Contacts, HubSpot, Salesforce, or custom sources are supported.

<Tip>
  Bulk import is ideal when migrating contacts from another system or managing large contact lists.
</Tip>

***

## Edit or delete contacts

### Edit a contact

1. Open **Contacts**
2. Click a contact name
3. Update any field in the **Contact Details** panel
4. Click **Save**

Edits are applied immediately.

### Delete a contact

1. Open the contact
2. Click the **more options (⋮)** menu
3. Select **Delete Contact**
4. Confirm deletion

<Warning>
  Deleting a contact permanently removes it and its associated details.
</Warning>

***

## Contact details & activity timeline

Each contact has a dedicated details page that includes:

* Contact information (phone, fax, email, address, custom fields)
* Quick action buttons (Call, Chat, Send Fax, Request Signature, Meet)
* An **Activity Timeline** showing:
  * Calls
  * Faxes sent and received
  * Signature requests
  * Other interactions

You can filter the timeline by activity type for faster review.

***

## Organize contacts

### Contact groups

Assign contacts to groups to organize them by team, customer type, or purpose. Groups can be selected and filtered from the contacts list.

### Columns & layout

Use **Manage columns** to control which fields appear in the contacts table, helping you focus on the data that matters most.

***

## FAQs

<AccordionGroup>
  <Accordion title="Who can create or edit contacts?">
    Contact permissions depend on your workspace role. Most users can create and edit contacts they have access to.
  </Accordion>

  <Accordion title="Can I share contacts with my team?">
    Yes. Contacts can be made accessible to others in your workspace so teams can collaborate using the same contact records.
  </Accordion>

  <Accordion title="What actions can I take from a contact?">
    From a contact, you can place calls, start chats, send faxes, request signatures, and schedule meetings.
  </Accordion>

  <Accordion title="Can I customize contact fields?">
    Yes. Amplify supports custom fields so you can store additional information relevant to your workflows.
  </Accordion>

  <Accordion title="What happens when I delete a contact?">
    Deleting a contact permanently removes it from your workspace. This action cannot be undone.
  </Accordion>
</AccordionGroup>