Contacts

The Contacts page is your customer database inside VoiceCenter. Every contact record stores key information such as name, phone number, email, company, and notes. Because the CRM is built into the phone system, each contact also carries a full log of every call associated with that number.

Contacts Overview

The contacts list shows all records for your tenant with search, filtering, and sorting. Key columns include name, phone number, email, company, tags, and the date of last interaction.

Creating a Contact

1. Open CRM and click Create Contact

   Navigate to CRM in the main menu and click the Create Contact button.

2. Enter the contact details

   Fill in the available fields:

   Field	Description	Required
   First Name	Contact's given name	Yes
   Last Name	Contact's family name	Yes
   Phone	Primary phone number	Yes
   Email	Email address	No
   Company	Associated company name	No
   Notes	Free-text notes visible to all agents	No
   Tags	Labels for filtering and segmentation	No

3. Save

   Click Save. The contact is immediately available in search results and caller-ID matching.

Searching and Filtering

Use the search bar to find contacts by name, phone number, email, or company. You can also filter by tags to segment your database.

Call History per Contact

Open any contact record to see its Call History tab. This tab displays every call associated with the contact's phone number, including:

• Date and time
• Direction (inbound / outbound)
• Duration
• Agent who handled the call
• Call outcome and any notes

Import and Export

• Import contacts from a CSV file to bulk-load your existing database.
• Export your contacts to CSV for backup, reporting, or migration to another system.

Editing and Deleting Contacts

Click any contact row to open its detail view. From there you can edit fields or delete the record. Deleting a contact does not remove associated call logs or recordings.