Contacts is your team's shared address book. There's one list for the whole workspace, so a customer added by one person is instantly there for everyone: in the dialer suggestions, on the Phone page, and as a name in your call history instead of a bare number.
Open Contacts in the sidebar. The page is described as "Your team's shared address book."
Who can do what
| Task | Owner | Admin | Member |
|---|---|---|---|
| View, search, call and text contacts | ✓ | ✓ | ✓ |
| Add, edit and delete contacts | ✓ | ✓ | ✓ |
| Import contacts from a file | ✓ | ✓ | — |
Because every member can edit and delete shared contacts, agree as a team how you name companies and people, and delete only contacts you're sure nobody needs.
Find a contact
Type into Search name, company, number, email to find a contact by any of those details.
Each contact card shows:
- the name and company
- every phone number, each with its own Call and Text button
- the email address, which opens your email app when selected
- any notes
- Edit and Delete
Add a contact
Open the form
Select Add contact.
Fill in the details
- Full name is required. Without it you'll see "A contact name is required."
- Company (optional).
- Phone numbers: type a number, and select + Add number for each extra one, up to 25. Type numbers in any common format. US and Canadian numbers are saved with their country code, so they match incoming calls and texts.
- Email (optional).
- Notes (optional, up to 2,000 characters). For example: "Office manager. Prefers texts. Contract renews in March."
Save
Save the contact. It's immediately available to everyone in your workspace.
To change a contact, select Edit on their card. To remove one, select Delete and confirm Delete name?. Deleting can't be undone.
Call or text a contact
Select Call or Text next to the number you want. Call places the call from your browser phone, and Text opens a conversation in Messages.
You don't have to open Contacts to reach someone. On the Phone page, contacts appear:
- in the dialer's suggestions as you type a name or number,
- on the Contacts tab, after your colleagues' extensions, with a Manage contacts → link, and
- as the caller's name in your Calls history.
Import contacts
Owners and admins can bring in an existing address book in one step. intSignal Connect reads both CSV and vCard (.vcf) files and works out the format by itself.
Export from where your contacts live now
Most email services, phones and contact apps have an export option. Choose CSV or vCard.
Import
In Contacts, select Import and choose the file. A file can hold up to 5,000 contacts and be up to about 8 MB.
Check the result
You'll see a summary such as "Imported 212 new, updated 18, skipped 7 duplicate(s)."
How duplicates are handled
Each contact in the file is matched against your address book, first by any phone number they share, then by email address:
- No match: a new contact is created.
- A match with new details: the existing contact is updated. New phone numbers and a company name are added to it.
- An exact match, or the same person appearing twice in the file: skipped.
So it's safe to import the same file again, or an updated version of it. You won't get duplicates.
Note
An import doesn't bring in notes, and it doesn't rename contacts that already exist. Edit those by hand if you need to.
Import errors
| Message | What to do |
|---|---|
| "The file is empty." | Export again and check the file has contacts in it. |
| "That file is too large (max ~8 MB)." | Split the export into smaller files and import them one at a time. |
| "No contacts found. Export as CSV or vCard and try again." | The file isn't in a format intSignal Connect can read. Export it again as CSV or vCard. |
| A not-authorized message | Only owners and admins can import. Ask one to import the file for you. |