> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizzyco.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Managing Contacts
> Add, edit, and organize contacts in Bizzy
This guide covers how to create, edit, and manage contacts in Bizzy. Keep your
contact information organized to improve communication and enable powerful
automations.
## Viewing Contacts
Access your contacts from the main navigation:
1. Click **Contacts** in the sidebar
2. Browse the contact list or use search to find specific contacts
3. Click a contact to view their full profile
The contact list displays:
* Contact name and profile picture
* Company and job title
* Primary email address
* Quick action buttons
## Adding a New Contact
To create a new contact:
1. Navigate to **Contacts**
2. Click the **Add Contact** button
3. Fill in the contact details:
* First name and last name
* Company and job title
* Email addresses
* Phone numbers
* Addresses
4. Click **Save** to create the contact
### Required Fields
At minimum, a contact needs one of the following:
* First name or last name
* Email address
All other fields are optional and can be added later.
## Editing Contact Details
### Basic Information
To edit a contact's basic information:
1. Open the contact profile
2. Click **Edit** or click directly on the field you want to change
3. Update the information:
* **First Name** / **Last Name** - The contact's name
* **Company** - Their organization or employer
* **Job Title** - Their role or position
* **Title** - Honorific prefix (Mr., Ms., Dr., etc.)
* **Notes** - Internal notes about this contact
4. Changes save automatically
### Profile Picture
Add or change a contact's profile picture:
1. Open the contact profile
2. Click the profile picture area or the **Upload Image** button
3. Select an image file from your computer
4. The image uploads and displays on the profile
Supported formats: JPG, PNG, GIF (max 5MB)
## Managing Email Addresses
Contacts can have multiple email addresses with labels.
### Adding an Email
1. Open the contact profile
2. Navigate to the **Emails** section
3. Click **Add Email**
4. Enter the email address
5. Optionally add a label (e.g., "Work", "Personal")
6. Click **Save**
### Editing an Email
1. Find the email in the contact's profile
2. Click the **Edit** button next to the email
3. Update the address or label
4. Click **Save**
### Deleting an Email
1. Find the email in the contact's profile
2. Click the **Delete** button
3. Confirm the deletion
Deleting an email address also removes its association with message history.
The messages remain but won't be linked to this contact via the deleted
email.
## Managing Phone Numbers
Store multiple phone numbers with international support.
### Adding a Phone Number
1. Open the contact profile
2. Navigate to the **Phone Numbers** section
3. Click **Add Phone Number**
4. Enter the phone number
5. Select the country code
6. Click **Save**
### Phone Number Format
Phone numbers are stored with:
| Field | Description | Example |
| --------------- | -------------------- | ----------------- |
| Phone Number | Full number | +1 555 123 4567 |
| Country Code | International prefix | +1 (US), +44 (UK) |
| National Number | Local format | 555 123 4567 |
## Managing Addresses
Store physical addresses for contacts.
### Adding an Address
1. Open the contact profile
2. Navigate to the **Addresses** section
3. Click **Add Address**
4. Fill in the address fields:
* Address Line 1 (street address)
* Address Line 2 (apartment, suite, etc.)
* City
* State/Province
* Postal Code
* Country
5. Click **Save**
### Address Fields
| Field | Description | Required |
| -------------- | ------------------ | -------- |
| Address Line 1 | Street address | No |
| Address Line 2 | Additional info | No |
| City | City name | Yes |
| State | State or province | No |
| Postal Code | ZIP or postal code | No |
| Country | Country name | Yes |
## Viewing Message History
See all communications with a contact:
1. Open the contact profile
2. Navigate to the **Messages** section
3. Browse messages sent to/from this contact
4. Click a message to open it in the inbox
Messages are displayed chronologically with:
* Date and time
* Subject line
* Message preview
* Direction (incoming/outgoing)
## Deleting Contacts
To remove a contact from your organization:
1. Open the contact profile
2. Click **Delete Contact** (usually in a menu or at the bottom)
3. Confirm the deletion
Deleting a contact is a soft delete. The contact is removed from views but
data is preserved for compliance. Contact support if you need permanent
deletion.
## Troubleshooting
### Contact Not Saving
| Issue | Cause | Solution |
| ------------------------- | ----------------------- | ------------------------------------------ |
| Save button disabled | Required fields missing | Ensure name or email is provided |
| Error on save | Invalid data format | Check email format and phone number format |
| Duplicate contact warning | Contact already exists | Search for existing contact and merge |
### Missing Contacts
| Issue | Cause | Solution |
| --------------------- | -------------------- | ----------------------------------- |
| Contact not appearing | Search filter active | Clear search and filters |
| Contact deleted | User removed contact | Contact cannot be recovered by user |
## Next Steps
View messages from your contacts
Create automated workflows for contacts