Find, edit and merge contacts

People appear in Contacts when they call or message, and each card holds their calls, messages and bookings. You can also add people by hand.

1. Open Contacts in the sidebar.
2. Find someone with Search contacts (name, number or email), the Everyone, No name, Tagged and On the list chips, or the Channel, Source and Tag menus.
3. Open their card. Press Edit, change Name, Phone or Email, and press Save.
4. Add a tag under Tags with New tag, and remove one with its remove button.
5. In Note for the agent, write anything it should know, then press Save note. The agent reads it before every conversation with them.

Add someone

Press Add someone, enter a Name, Phone and Email (any one will do), and save. For many at once see import contacts from a CSV.

Merge two cards for one person

1. Open one of the cards, press More and choose Merge with another contact.
2. Use Find the other contact, or pick from Possibly the same person.
3. Check which card Stays and which Becomes part of it; press Swap to reverse them.
4. Press Merge them.

Their calls, messages, bookings and conversations become one. A do-not-call or a STOP on either card stays in force. When Harkbell spots likely duplicates, a Possible duplicates row appears above the list: press Review, then Merge… or Not the same person.

Related guides

• Import contacts from a CSVBring your client list into Harkbell from a spreadsheet: the columns, the 1,000-row limit, tagging in bulk, and what happens to people already on file.
• Stop the agent calling someoneWhat happens when a person says stop, how to record a do-not-call or consent yourself, and why an offer will not ring someone without consent.
• Send one message to many contactsStart a campaign to a list of your own contacts by call and, where connected, WhatsApp, Messenger or Instagram, with the limits, pacing and calling hours that apply.