KingCaller
Contacts

Managing Contacts

Create, edit, search, tag, and bulk-manage your contacts.

Managing Contacts

Creating a Contact

  1. Click + New Contact in the top-right
  2. Fill in contact details:
    • First name and last name
    • Email address
    • Phone number
    • Any custom fields
  3. Add tags for organization
  4. Click Save
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New Contact form modal with fields for First Name, Last Name, Email, Phone Number, Tags input, and custom fields with a Save button at the bottom
Fill in the contact details form

Viewing Contact Details

Click on any contact row to open their detail page, which shows:

  • Full profile information
  • Call history with this contact
  • Conversation threads (SMS, Email, WhatsApp)
  • Associated opportunities
  • Notes and tags
  • Activity timeline
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Contact detail page showing profile header with avatar and name, call history list, conversation threads panel, associated opportunities, and activity timeline on the right
Contact detail page with full profile and activity history

Searching & Filtering

Type in the search bar to find contacts by name, email, or phone number. Results filter in real-time as you type.

Column Sorting

Click any column header to sort ascending/descending:

  • Name (A–Z / Z–A)
  • Date created (newest/oldest)
  • Last activity

Column Editor

Click the Columns button to customize which fields appear in the table. Check/uncheck columns and drag to reorder.

Tag Management

Tags help you organize and segment contacts:

Applying Tags

  1. Select one or more contacts using the checkboxes
  2. Click Tags in the bulk action bar
  3. Choose existing tags or create new ones
  4. Apply to all selected contacts
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Contacts table with multiple rows checked, bulk action bar visible at the top with Tags, Export, Delete buttons, and a tag selection dropdown showing existing tags
Select contacts and apply tags in bulk

Filtering by Tag

Use the tag filter dropdown to view only contacts with specific tags.

Bulk Actions

Select multiple contacts with checkboxes, then use the action bar:

  • Apply/Remove Tags — batch tagging
  • Export Selected — download selected contacts as CSV
  • Delete Selected — remove contacts (with confirmation)

Tip: Use the Select All checkbox in the header to select all contacts on the current page.

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Contacts Overview

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Import & Export

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