Add, Edit, Remove contacts

This section will go over how to use project policies to add a custom contacts list to project devices. These contacts will not overwrite contacts already existing on the device (created by the user).

After adding custom contacts, you can edit and remove them accordingly.

There are two ways to add contacts using the project policies:

1. A form for a single contact
2. A CSV uploader for batch addition

Navigate to your project's 'Policies' tab > Select the 'Communication Settings' tab > Under 'Contacts List' select 'Manage Contacts'.

This brings up the following dialog:

To add a single contact, select the '+' icon - this brings up the following dialog:

In order to add a single contact, the following fields are required:

• at least one of: Organization name, First Name, or Last Name

• Phone Number

Once finished, select 'Add Contact' to add the contact to the list.

To batch add contacts, select the 'Paperclip' icon on the first dialog - this brings up the following dialog:

Under 'Select an action', you will have three options:

• Add to Contacts List - adds contacts in CSV to existing contacts list.

• Overwrite existing Contacts List - overwrites existing contacts list with contacts in CSV.

• Remove from Contacts List - removes contacts in CSV from existing contacts list (by phone number).

Choose 'Add to Contacts List' or Alternatively 'Overwrite existing Contacts List', then Attach a CSV like the following:

Note: the same rules apply for the 5 fields as adding a single contact.

Verify the table looks correct, then hit ok - The contacts will be added / overwritten.

Once satisfied, select 'Ok' on the original dialog and save + deploy your project to physically see the changes. See linked articles for saving and deploying a project if needed.

To edit contacts, you can use the options menu in the table to edit a contact individually or use the CSV uploader to overwrite the current contacts list.

Once satisfied, hit 'Ok' on the original dialog, then save + deploy your project like you normally would. See linked articles for saving and deploying a project if needed.

To remove contacts, you can simply use the options menu to delete an individual contact.

Alternatively, you can use the selection boxes to remove multiple contacts at once, or the CSV uploader to remove contacts by phone number (as briefly discussed in 'Add contacts' above).

If using the selection boxes, press the 'Trash' icon that appears next to the '+' icon as shown below.

Once satisfied, hit 'Ok' on the original dialog, then save + deploy your project like you normally would. See linked articles for saving and deploying a project if needed.