Help/Inbox & contacts/Contacts and their history
Contacts and their history
Contacts is everyone who has written to you through a form, bought from you, or been added by hand. Each person's page shows what they've sent you and your team's notes.
Exporting needs an Owner or Manager.
2 minutesEveryone on the team, Staff includedWorks on a phone
Open Contacts
On a computer, choose Contacts in the sidebar. On a phone, tap More, then Contacts.
Find someone
Search covers names, emails, phones and notes. People who need a reply say so.
Open their page
Tap a person. Email and Call buttons sit at the top.
See what they've sent
Their enquiries lists every form they've sent, marked Needs a reply or Done. Tap one to open it in the Inbox.
Keep their details right
Under Details, change their Name, Email or Phone. Changes save as you type.
Add a note
Next to Notes, tap Add note. Only you and your team see it.
Good to know
- Tap Add someone on the Contacts screen to add a person by hand.
- A form adds people only when Also create a contact is on in its settings.
- A paid order adds or updates the buyer as a contact. Their orders themselves are in Orders.
- Export this list as CSV downloads the list (or your search results). Export this contact downloads one person.
- Remove this contact takes them off the list. What they sent stays in your Inbox.
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