Contacts
Everything for organizing, segmenting, and maintaining your contact database at scale — beyond the basics of adding and editing a single record.
23 articles
Smart Lists & Segmentation
- Create and Manage Smart ListsBuild a filter once and let Vendi Today keep the view current automatically.
- Use Advanced Filters in Smart ListsCombine several conditions with precise AND/OR logic instead of one broad rule.
- Customize the Add Contact FormShow only the fields your team should fill in, in the order that makes sense.
- Use Contact Types to Classify ContactsA single-select field for what a contact fundamentally is right now.
Contact Profile & Detail Page
- Personalize a Contact's ProfileProfile pictures and birthdays make records recognizable — and automatable.
- Add Multiple Phone Numbers and EmailsStore up to 11 numbers and 11 email addresses on a single contact record.
- Customize the Contact Detail PageShape the three-panel contact workspace around how your team actually works.
- View a Contact's Activity TimelineA chronological log of everything that's happened with a contact.
- Create Subscriptions and Invoices from a ContactBill directly from the record you already have open.
Documents & Files on a Contact
Organizing & Connecting Contacts
- Add and Remove Contact Tags in BulkLabel — or unlabel — a whole segment at once instead of one profile at a time.
- Associate Contacts with Custom LabelsLink people to people — spouse, manager, referrer — with labeled associations.
- Add and Manage Followers on ContactsGive teammates access to a record without changing who owns it.
- Create Internal Tasks Without a ContactTrack internal to-dos in the same task system as customer follow-ups.
Import, Export & Bulk Actions
- Import Contacts via CSV: Format and TroubleshootingFormatting rules, importing opportunities alongside contacts, and fixing errors.
- Export Contacts to CSVExport exactly the contacts and fields you choose as a CSV file.
- Bulk Actions Overview and Drip ModeTrack every bulk operation, and pace large ones with Drip Mode.
- Add Contacts in Bulk to a WorkflowEnroll an entire filtered segment into a published workflow at once.
Data Management & Compliance
- Find and Merge Duplicate ContactsMerge one pair at a time, or scan your whole list for likely duplicates.
- Delete and Restore ContactsDeleting is deliberate — and reversible for 60 days.
- Use Do Not Disturb to Manage Contact PreferencesKeep from messaging someone who's asked to be left alone.
- Track Consent and Legal Basis for Contact DataDocument consent — or a legitimate reason — for the data you hold.