Contact person list
What this does
The Contact Person List gives you a centralised view of all contact persons across your workspace. Contact persons are the authorised representatives, directors, partners, or key contacts associated with your clients. From here you can add, edit, import, export, and manage the active or inactive status of contact persons.
Before You Start
- Contact persons can also be added directly from a client's profile under the Contact Persons tab. See Add a Client for details.
- A single contact person can be linked to multiple clients.
The Contact Person List
Navigate to Contact Person → List in the left sidebar.
The list displays all active contact persons in a table with the following columns:
| Column | Description |
|---|---|
| Contact Name | Name of the contact person. Click to open the Edit Contact Person popup. |
| Primary email address of the contact person | |
| Mobile | Primary mobile number |
| No. of Clients | Number of clients this contact person is linked to. Click the number to view the list of linked clients. |
| DSC Expiry Date | Digital Signature Certificate expiry date. Set when adding the contact person to a client. |
| Actions | Three-dot menu (⋯) — Edit, Mark Inactive, Delete |
Show Inactive Persons — Check this box to include inactive contact persons in the list.
Search
Use the Search bar to find contact persons in real time by Name, Email, or Mobile number.
Actions Menu (⋯)
Click the three-dot menu on any row to access:
Edit
Opens the Edit Contact Person popup with all fields pre-filled. The fields are the same as when adding a contact person:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | |
| No | Supports multiple emails via + Add More. Check Primary Email for the main address. | |
| Mobile | Yes | Country code selector included. Supports multiple numbers via + Add More. Check Primary Mobile and/or WhatsApp for each number. |
| PAN | No | |
| DIN | No | Director Identification Number |
| DSC Expiry Date | No | System sends weekly reminders every Thursday for expired and soon-to-expire DSCs |
| DSC Password | No | |
| Date of Birth | No | |
| Date of Anniversary | No | |
| Address | No | House No., Locality, Pin Code, City, State |
| Custom Fields | No |
Mark Inactive
Deactivates the contact person. Inactive contact persons are hidden from the default list. Use Show Inactive Persons to view them. They can be reactivated at any time.
Delete
Permanently deletes the contact person record.
Toolbar Actions
+ Add Contact Person
Opens the Add Contact Person popup to create a new contact person directly — without going through a client profile.
Bulk Edit
Takes you to the Bulk Edit page for contact persons to update a specific field across multiple contact persons at once.
Import
Import multiple contact persons at once using an Excel template file.
Export
Exports the full contact person list as an Excel file.
Pagination
The list is paginated. Use the controls at the bottom to navigate:
- Results per page — choose 10, 25, 50, or 100
- Page No. — enter a specific page number and click Go to Page
- Prev / Next — navigate one page at a time
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