Contact

       1. Login to your admin account

       2. Click "Settings" from the left side menu

       3. Click “Contacts” to access the Contact List's details.

       4. Click on the Name of the Contact List

       5. Got access the Contact's details.

---

Contact Management Guide

1. Contact View Screen Overview

             a. Contact Display

                         i. Default column: Phone Number (Fixed)

                         ii. Additional columns: Custom fields based on setup

             b. Top Bar Tools

                         i. Left: Search bar to find contacts

                         ii. Right: Action buttons

                                     1. "+Add" for new contacts

                                     2. "Import" for bulk uploads

                                     3. "Download" for list export

             c. Bottom Navigation

                         i. Page numbers

                         ii. Records per page selector

                         iii. Previous/Next buttons

2. Action Functions

             a. New Contact ("+Add")

                         i. Enter required phone number

                         ii. Fill in custom field values

                         iii. Save to add to list

             b. Import Contacts

                         i. Upload CSV file

                         ii. Map CSV columns to list fields

                         iii. Import multiple contacts at once

             c. Download List

                         i. Exports all contacts

                         ii. Includes all field data

                         iii. Saves as CSV format

3. Search and Navigation

             a. Use search bar for quick lookups

             b. Sort any column by clicking header

             c. Navigate pages using bottom controls

Important Notes:

• Each contact must have a phone number

• Custom fields appear as columns

• Search works across all fields

• Sort available on all columns

---

Add New Contact Guide

1. Required Information

             a. Basic Details

                         i. Phone Number* (Required)

             b. Custom Information Fields

                         i. Name*: Field label/header

                         ii. Value*: Corresponding data

                         iii. Multiple fields can be added using "+Add" button

2. Steps to Add Contact

             a. Enter phone number

             b. Add customer information:

                         i. Click "+Add" button

                         ii. Enter field Name (e.g., "Email", "Address")

                         iii. Enter corresponding Value

                         iv. Repeat for additional fields

3. Controls

             a. "+Add": Add more custom fields

             b. "CANCEL": Exit without saving

             c. "ADD": Save new contact

Important Notes:

• Fields marked with * are mandatory

• Each custom field requires both Name and Value

• Custom fields will appear as columns in contact list

• Phone number must be unique