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Add and edit contacts

A contact is a record of one customer. Line makes a contact when someone calls or messages you. You can also add contacts yourself in Contacts.

Before you start

  • Every member can see contacts.
  • You need the Owner or Admin role to add, edit, export or delete a contact.

Find a contact

  1. Open Contacts.
  2. Type in Search contacts.... The search looks at the name, company, phone number and email.

The list shows 50 contacts on each page, newest first. It shows the number of messages and calls and the last activity for each contact.

Add a contact

  1. Open Contacts.
  2. Select Add Contact.
  3. Type the First name and the Last name.
  4. Type the Phone number. This field is necessary.
  5. Optional: type the Company and Notes.
  6. Select Create contact.

You can also select the + button in the header bar, then Create a Contact.

Edit a contact from the Inbox

  1. Open the conversation in the Inbox.
  2. In the contact panel, find Contact and select Edit.
  3. Change the fields: First name, Last name, Label, Company, Notes and Tags.
  4. Select Save.

Type tags as a comma-separated list. A contact can have up to 20 tags of up to 40 characters each.

If the conversation has no saved contact, the panel shows the form at once.

See a contact's history

  1. Open Contacts.
  2. Select the contact.

The contact page shows the details on the left and the Activity feed on the right. Use the filters above the feed to show All, Conversations, Calls, Notes or Updates.

If the contact sent or got files, the page shows a Files section. Select Show all to open the Media, links and docs panel.

Edit a contact from the contact page

  1. Open the contact page.
  2. Select More actions.
  3. Select Edit contact.
  4. Change the fields, for example First name, Last name, Label, Company and Notes.
  5. Select Save.

You can also select Edit beside Details.

Export or delete a contact's data

On the contact page, select More actions. Then:

  • Select Export data. Line emails you a link to the export.
  • Select Delete contact data to delete the contact. Type the contact name to confirm.

Important: Delete contact data deletes the contact, the linked messages and the call content. You cannot undo this.