CRM Contacts
Every person tracked in your IC's CRM, across all accounts — search, filter by account and language, and see who's opted out at a glance.
What it is
Your full contact list — every person your IC's CRM tracks, whichever account they belong to. This is the people-first counterpart to CRM Accounts: start here when you know who you're looking for but not which organization they're at.
Finding a contact
Search by name or email (kicks in once you type something). Filter by account — a searchable combobox, not a static dropdown, so it works even with a long account list — language (All / EN / AR), or flip the Opted out switch to see only contacts who've opted out of communication. On mobile, all three filters collapse into a single "Filters" button that opens a bottom sheet, with a badge showing how many are active.
The list
Each row: full name (with the Arabic name shown underneath if one is on file), a badge if they're the account's primary contact, an opt-out indicator if they've opted out, role title, a link to their account, email and phone, a language badge, an owner avatar (inherited from their account's owner), and creation date. New Contact opens a form to add one; row actions offer Edit and Delete, both permission-gated independently.
Opt-out tracking
The opt-out indicator isn't cosmetic — it's a compliance signal. A contact marked opted-out should not be messaged, and the Opted out filter lets you audit your list for exactly that before running any outreach. Opt-out status is set on Contact Detail, not from this list.
This list doesn't send messages itself — WhatsApp compose and message history live on each contact's detail page, and only for contacts with a WhatsApp number on file. Use this page to find the contact first.
Permissions in practice
Viewing the list needs contact-view access; New Contact and its form need create access; Edit and Delete need edit/delete access respectively — each shown or hidden based on your specific CRM role rather than an all-or-nothing toggle.
How it fits your workflow
Use this as your directory: find a person fast by name or email without knowing their account first, confirm they haven't opted out before reaching out, then open Contact Detail for the full relationship — notes, activity, and messaging.
Getting started
Search for the person you need before adding a new record — a duplicate contact splits their activity and message history across two entries. If you're about to message a group, filter by "Opted out" first to make sure no one on it should be excluded.