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

# Managing contacts

> Add, edit, find, share, and organise the people you call and text.

Your contacts are the address book for your business: everyone you call and text, with their numbers, companies, and details kept in one place. You'll find them under **Contacts** in the left-hand sidebar. Once someone is saved, their name shows up on calls and messages instead of a bare number, so you always know who you're talking to.

The Contacts area has two tabs along the top: **Contacts** (everyone, one per row) and **Lists** (groups you build for [broadcasts](/messaging/broadcast)). The number next to the **Contacts** heading tells you how many you have.

## Adding someone

Click the **+** button at the top and choose **New contact**. A form opens where you can fill in what you've got. Only two things are required, marked with a **\***:

1. **First name** and **Phone number** are the two you must fill in. The phone number field has a country flag so you can pick the right country code.
2. Everything else is optional:
   * **Last name**, **Company**, and **Role** (their job title)
   * A **Picture** (click the camera to upload one)
   * More than one phone number: click **+ add another number**
   * **Email**, and **+ add another email** for a second one
   * **Website**
3. Under **Share with**, choose who else can see this contact, or leave it to keep it to yourself. See [Sharing contacts](/contacts/contact-sharing).
4. Click **Add Contact**.

<Tip>
  When someone new texts or calls you, you can save them without leaving the conversation. Click **Save Contact** on their details on the right, and their number is filled in for you.
</Tip>

## Editing someone

Open a contact and their details appear on the right. To change anything, **double-click the field** you want to update and type. It saves the moment you click away, so there's no separate "edit" button to hunt for. Pressing **Enter** saves too.

You can edit their name, phone numbers, company, role, emails, website, and location this way. Hover over any field and a **copy** icon appears, so you can grab a number or email in one click. For a full postal address, hover over the location and click the arrow to expand every line (address, city, county or state, postcode, country).

To add another detail, click **Add property** at the bottom. See [Contact properties](/contacts/custom-properties).

## Reaching a contact

From a contact's details you can **Call**, **Message**, or **Email** them with a single click, without copying the number anywhere. The email button only lights up once the contact has an email saved. If you have more than one inbox, messaging from the Contacts page asks which inbox to send from first.

## Finding contacts

When your list gets long, there are two ways to narrow it down:

* Type a **name or number** into the search box at the top.
* Use the filter buttons to narrow by:
  * **Owner**: who added the contact
  * **Inbox**: which of your numbers a contact is shared with
  * **Company**: has its own search box for long lists
  * **Source**: how the contact got in, either **HubSpot**, **CSV import**, or **Added manually**

The count next to the heading updates to show how many match.

## Selecting several at once

Tick the checkbox on a contact, or use the checkbox at the top of the list to select everyone shown. A purple bar appears at the bottom letting you:

* **Create list** from the selected contacts
* **Manage access** to share them all at once (this only shows when you own every contact selected)
* **Delete** them, from the **⋯** menu

## Organising with lists

A **list** is a saved group of contacts, mostly used to send a [broadcast](/messaging/broadcast) to everyone in it at once. Switch to the **Lists** tab to see the ones you have, search them, or click the **+** to build a new one.

There are two ways to make a list:

* Select some contacts on the **Contacts** tab and click **Create list** in the bottom bar, then give it a name.
* On the **Lists** tab, click **+** to open **Create New List**. Name it, then either pick contacts (with the same Inbox, Company, and Owner filters and a search box) or switch to **Upload CSV** to bring people in from a spreadsheet. You can set who to **Share list with** here too.

Click a list to see who's in it. From its **⋮** menu you can **Edit list** (rename it), **Add contacts**, **Share list**, **Broadcast** to everyone on it, or **Delete list**. To take someone off a list, hover over them and click the **✕**, or tick several and click **Delete**. Removing someone from a list doesn't delete the contact.

## Deleting

To remove one contact, open them, click the **⋯**, and choose **Delete contact**. To clear out several at once, select them and use **Delete** from the bottom bar. Either way Dialbird asks you to **type a confirmation phrase** and tick a box first, because deleting a contact is permanent and removes it for everyone in your workspace.

<Note>
  To wipe the whole address book, an owner or admin can go to **Settings**, then **Contacts**, and use **Delete all contacts**. That one asks you to type a longer confirmation phrase, because it removes every contact in the workspace, including ones other people added.
</Note>