Contact Management

Manage your contact database efficiently with Whatify's contact management features.

Overview

The Contacts section allows you to:

• Store and organize contact information
• Import contacts from Excel files
• Tag contacts for better organization
• Search and filter contacts
• Edit and delete contacts
• Export contact lists

Viewing Contacts

Contact List

Navigate to Contacts to view all your contacts:

• Search: Find contacts by name, phone, email, or other fields
• Filter by Tags: View contacts with specific tags
• Sort: Sort by name, date added, or other fields
• Pagination: Navigate through large contact lists

Contact Details

Click on any contact to view:

• Full name and contact information
• Phone numbers (up to 5 numbers per contact)
• Email address
• Location (city, country, address)
• Gender
• Tags assigned
• Date added
• Last updated

Adding Contacts

Single Contact

Add individual contacts:

1. Navigate to Contacts → Add Contacts
2. Select the Single Contact tab
3. Fill in the contact information:
   • Name (required)
   • Last Name
   • Primary Phone (required)
   • Additional Phones (optional, up to 4 more)
   • Email
   • City
   • Country
   • Address
   • Gender
4. Select tags (optional)
5. Click Save Contact

Bulk Import from Excel

Import multiple contacts from an Excel file:

1. Navigate to Contacts → Add Contacts
2. Select the Bulk Import tab
3. Download the Excel template
4. Fill in the template with your contacts:

   Name | Last Name | Phone | Phone2 | Email | City | Country | Gender
   John | Doe | 1234567890 | | [email protected] | New York | USA | Male
   Jane | Smith | 0987654321 | | [email protected] | London | UK | Female

5. Upload the completed Excel file
6. Review the imported contacts
7. Click Import to add them to your database

Excel Template Format

The Excel file should include these columns:

• name - First name (required)
• lastName - Last name
• phone - Primary phone number (required)
• phone2 - Secondary phone number
• phone3 - Third phone number
• phone4 - Fourth phone number
• phone5 - Fifth phone number
• email - Email address
• city - City
• country - Country
• address - Full address
• gender - Gender (Male/Female/Other)

Editing Contacts

Update contact information:

1. Find the contact in the contact list
2. Click the Edit icon (pencil)
3. Modify the contact details
4. Click Save Changes

You can edit:

• Name and last name
• All phone numbers
• Email address
• Location details
• Gender
• Tags

Deleting Contacts

Remove contacts from your database:

Delete Single Contact

1. Find the contact in the list
2. Click the Delete icon (trash)
3. Confirm the deletion

Bulk Delete

1. Select multiple contacts using checkboxes
2. Click Delete Selected
3. Confirm the deletion

Note: Deleted contacts cannot be recovered. Export your contacts before bulk deletions.

Tagging Contacts

Organize contacts with tags:

Adding Tags to Contacts

1. Select one or more contacts
2. Click Add Tag
3. Choose existing tags or create new ones
4. Click Apply

Removing Tags

1. Select contacts
2. Click Remove Tag
3. Select tags to remove
4. Click Remove

Creating New Tags

1. Navigate to Tags section
2. Click Create Tag
3. Enter tag name
4. Choose a color (optional)
5. Click Create

Searching and Filtering

Search Contacts

Use the search bar to find contacts:

• Search by name
• Search by phone number
• Search by email
• Search by city or country

Filter by Tags

Filter contacts by tags:

1. Click the Filter button
2. Select one or more tags
3. View filtered results

Advanced Filters

Apply multiple filters:

• Filter by gender
• Filter by date added
• Filter by location
• Combine multiple filters

Exporting Contacts

Export your contact list:

Export to Excel

1. Select contacts to export (or select all)
2. Click Export
3. Choose Excel format
4. Download the file

Export to CSV

1. Select contacts
2. Click Export
3. Choose CSV format
4. Download the file

Print Contact List

1. Select contacts
2. Click Print
3. Choose print options
4. Print or save as PDF

Contact Actions

Bulk Actions

Perform actions on multiple contacts:

1. Select Contacts: Use checkboxes to select multiple contacts
2. Choose Action:
   • Add tags
   • Remove tags
   • Delete contacts
   • Export contacts
3. Execute: Confirm the action

Quick Actions

Each contact row has quick action buttons:

• View Details - See full contact information
• Edit - Modify contact details
• Send Message - Send a WhatsApp message
• Delete - Remove the contact

Contact Statistics

View statistics about your contacts:

• Total number of contacts
• Contacts by tag
• Contacts by country
• Recently added contacts
• Active vs inactive contacts

Best Practices

Organizing Contacts

1. Use Tags: Group contacts by category (customers, leads, partners, etc.)
2. Keep Updated: Regularly update contact information
3. Remove Duplicates: Check for and merge duplicate entries
4. Add Details: Include as much information as possible

Data Management

1. Regular Backups: Export your contacts regularly
2. Clean Data: Remove old or inactive contacts
3. Validate Phone Numbers: Ensure phone numbers are in correct format
4. Use Country Codes: Include country codes for international numbers

Privacy

1. Data Protection: Keep contact information secure
2. Consent: Ensure you have permission to contact people
3. Opt-out: Respect unsubscribe requests
4. GDPR Compliance: Follow data protection regulations

Troubleshooting

Common Issues

Import fails:

• Check Excel file format
• Ensure required fields are filled
• Verify phone numbers are valid

Duplicate contacts:

• Use search to find duplicates
• Merge duplicate entries manually
• Clean data before importing

Missing contacts:

• Check filters and search terms
• Verify contacts aren't archived
• Check organization access

Contact Limits

Depending on your subscription plan:

• Free Plan: Up to 100 contacts
• Basic Plan: Up to 1,000 contacts
• Pro Plan: Up to 10,000 contacts
• Enterprise Plan: Unlimited contacts

Next Steps

• Manage Tags - Learn about tagging system
• Send Messages - Send messages to contacts
• Bulk Messaging - Send to multiple contacts