Contacts & Companies
Track the people and organizations you do business with.
Create company
An authorized user creates a new Company record, with optional duplicate detection warnings.
Create contact
An authorized user creates a new Contact, linked to an existing Company or to none (an individual customer).
Detect and merge duplicate contacts
System identifies potential duplicate Contacts. An authorized you review and merges them, keeping a primary record and consolidating all related entities.
Detect and merge duplicate companies
Two Company records are merged into one, consolidating all contacts, opportunities, tickets, and activities.
Import contacts or companies via CSV
An authorized you upload a CSV file to create or update multiple Contact or Company records using a guided field mapping wizard.
Export list view data
An authorized user exports the current filtered/sorted list view to CSV or Excel.
Delete company with cascade
An authorized user soft-deletes a Company, cascading the deletion to all associated Contacts.
Update the permitted fields on a customer profile
An operator edits the customer profile fields they are permitted to change; identity-defining and protected fields stay read-only unless the operator also holds the protected-fields permission.
Fill in custom field values on a customer profile
An operator fills in the company's configured custom field values on a customer profile, following the existing custom-field validation rules.
Search customer profiles by name, phone, email and channel identifiers
An operator finds a customer profile through global search using a name, phone number, email address, or a channel identifier such as a WhatsApp number or Instagram handle.
Connect a conversation's customer to an existing profile
An operator handling a conversation recognises that its customer already has a profile — someone who wrote on WhatsApp now writes from a new Instagram profile — and connects the two from the Inbox, so the customer has one profile with all their conversations and channels.