---
url: https://docs.corbitaltech.dev/products/wmsaas-bundle-mobile-app/contacts.md
description: >-
  Search, filter, add, edit and delete contacts, add notes and tags, and message
  one or many contacts from the WhatsMark: Inbox, CRM & Bots app.
---

# Contacts

The **Contacts** tab shows the contacts saved in your workspace. These are the same contacts you see on the website.

\[\[toc]]

## The Contact List

Next to the **Contacts** title, a label shows how many contacts your plan still allows, for example **"4,872 / 5,000 left"**.

Each row shows the contact's picture or initials, name, phone number and a **Message** button.

* **Tap a contact** to open the contact page.
* **Tap Message** to open the chat with this contact. If there is no chat yet, the app asks you to choose a template to start one.

## Search Contacts

Type in the search box. The app searches names, phone numbers, email addresses and company names.

## Filter Contacts

Tap the filter button next to the search box to open **Filters**.

The categories are on the left. Tap a category to see its choices on the right. A dot shows on each category where you picked something.

| Category | Choices |
|---|---|
| **Show** | **All**, **My contacts** (contacts assigned to you) or **Recently added** (added in the last 7 days) |
| **Type** | Lead, Customer or Guest |
| **Status**, **Source**, **Group**, **Tag** | The values set up on your website |

You can pick one choice in each category. Tap a choice again to remove it.

Tap **Show results** to apply the filters. Tap **Clear all** to remove them.

## The Contact Page

Tap a contact to open the contact page.

The contact page shows the contact's information, tags, who the contact is assigned to, custom fields and notes. From here you can:

* **Message**: open the chat with this contact. If there is no chat yet, choose a template to start one. See [Template Sending](/products/wmsaas-bundle-mobile-app/send-template.md).
* **Call**: open your phone's dialler with the contact's number.
* **Add a note**: type the note and add it. Notes are shared with your team.
* **Delete a note**: tap the bin icon. The app asks **"Delete this note?"** first.
* **Edit**: change the contact's details.
* **Delete contact**: the app asks you to confirm. The contact is deleted, but the chat history stays in the Inbox.

## Add or Edit a Contact

To add a contact, tap the **+** button on the Contacts tab. To edit a contact, open it and tap **Edit**.

Fill in the form. Fields with a red **\*** are required.

| Field | Notes |
|---|---|
| First name, Last name | |
| Phone | Includes the country code. Your workspace's country is picked for you. Type the rest of the number. Spaces and dashes are removed when you save. |
| Email, Company | |
| Type | New contacts start as **Customer**. Contacts saved from a chat start as **Lead**. |
| Status, Source | |
| Assigned to | The staff member responsible for this contact. |
| Tags, Groups | |
| Custom fields | Any extra fields your workspace has set up on the website. |

Tap **Save**.

If something is wrong, the app shows a message under the field. For example, the website does not allow two contacts with the same phone number.

If your plan's contact limit is reached, a banner says so. Upgrade your plan on the website to add more contacts.

## Select Several Contacts

You can act on several contacts at once.

1. Tap **⋮ → Select contacts**, or press and hold a contact.
2. Tap each contact you want, or tap **Select all**.
3. Choose an action from the bar at the bottom.

| Action | What it does |
|---|---|
| **Message** | Send a template to up to **50 contacts** at once. Choose a template, fill in the values, and tap **Send**. Customer details, such as the first name, are filled in for each contact. The app then tells you how many chats were started, for example **"Started chats with 3 of 4 contacts"**. |
| **Add tag** | Add a tag to all selected contacts. |
| **Remove tag** | Remove a tag from all selected contacts. |
| **Assign** | Assign the selected contacts to a staff member. Owners and admins only. |
| **Delete** | Delete the selected contacts. The app asks you to confirm first. |

## Next Step

Continue with [Import and Export Contacts](/products/wmsaas-bundle-mobile-app/import-export-contacts.md).