Understanding Front’s Contact Manager

Overview

In your Contact Manager in Front, you’ll find both your individual contacts (which are private to you) and your team contacts (a list of contacts shared between you and your teammates).

Access the Contact Manager by clicking the three dots at the bottom of your workspace, then select Contacts.

In addition to your Contact Manager, contact information can also be accessed via the contact details plugin in your inbox. Learn more about the contact details plugin here.


Individual contacts

Click My Contacts to view and manage all of your individual contacts. If you have individual contact groups, you’ll see them listed below My Contacts.


Team contacts

Below My Contacts, you’ll find your team contacts. If you have multiple Teams, each team will have a separate list of team contacts. Click a team name on the left panel of the Contact Manager to pull up all contacts for that team. Each teams’ contact groups will be listed below the team name. 

Adding a team contact will make that contact accessible to all teammates. If you edit a team contact, that will edit the contact for the whole team.


Contact groups

To organize your contacts, you can create contact groups within your individual contacts, and your team contacts. For more information on creating and using contact groups, check out this article.


Adding contacts

There are three ways that contacts can be created in Front: manually adding contacts in the Contacts Manager, importing a list of contacts, and automatic contact creation.

Manually create a contact

Step 1

Open your Contact Manager, then select either My Contacts to add a contact to your individual contacts list, or a team name to add a contact for that team.

Step 2

Click the blue icon at the top of your contacts list, then select Add contact.

Step 3

Add the name and contact details for your new contact. 

Step 4

To add more fields for this contact, click the + icon and select your desired field.

If you’ve created any custom contact fields, they will appear in this list. For instructions on creating custom contact fields, check out this article.

Step 5

Once you’re finished adding this contact’s information, click Save to create your contact.

Import contacts

To quickly add multiple contacts in bulk, Front’s Contact Manager allows you to import a list of contacts, in the form of a CSV file. To import contacts, follow the steps outlined in this article.

Automatic contact creation

Based on your settings, Front can automatically create contacts for you. To learn more, check out this article.

Contact integrations

Use Front's contact integrations to sync your external contacts with your Front contacts.

Contact API

Using our Contact API, you can automatically manage your contacts in Front.


Viewing contact details

Use the Contact Manager to search for a contact, or locate them within your individual contacts, team contacts, or a contact group. Clicking a contact’s name will bring up their contact details on the right panel. You’ll see the following sections for each contact:

Overview

Basic contact information for this contact. Click Edit in the Overview section to edit the content of existing fields, or add additional fields for this contact by clicking the + icon at the bottom of the edit screen.

Conversations

List of Front conversations associated with this contact. Select a conversation from the list to open it in your inbox.

Notes

You can add multiple notes for a contact. For team contacts, you and your teammates will all be able to add notes to a contact, and will be able to view each other’s notes. Click New in the Notes section to add a new note for this contact.


Merging contacts

Front allows you to merge multiple contact records. Merge contacts to reduce duplicates, and to consolidate conversation histories into a single contact record. For instructions on merging contacts, check out this article.


Deleting contacts

To delete contacts individually, or in bulk, follow the steps here.

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