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Manage contacts in Community Messenger

As an administrator use the Contacts page to add, edit, and organize contact information.

Jacob Van Scoyoc avatar
Written by Jacob Van Scoyoc
Updated over a week ago

The Contacts page is where you keep your directory up to date. Here, you can add new people, edit details, and mark favorites for quick access. Keeping everything accurate means you’ll always be able to reach the right person when it counts.

Log in to Community Messenger as an administrator, then click Contacts in the navigation bar to manage individual contacts.

Step One: Click the Create contact button to begin adding a new contact.

Step Two: Enter contact details (name, password, email(s), phone number(s), and preferred language) into the fields to create the contact.

Step Three (optional): Place a checkmark in the Is an administrator checkbox to make the contact an administrator.

Step Four: Click the Save button to create the contact or the Cancel button to discard your changes.

Step Five (optional): Click the Filter icon to narrow the contacts displayed in your list. Choose from the following options:

  • All contacts: View every contact in your list

  • Administrators: Show only contacts with administrator access

  • Favorite contacts: View the contacts you’ve marked as favorites

  • Frequently contacted: Display the contacts you message most often

  • Deleted: View contacts deleted within the last 30 days

💡Helpful Tip: Hover over a group and click the Star icon to mark it as a favorite. Favorite groups appear at the top of your contacts list and on the Community Messenger dashboard for quick access.

Step Six (optional): Hover over an existing contact and click the Overflow menu icon (three dots) to the right of the contact to access more options:

  • Edit: Update the contact’s name, password, email address(es), phone number(s), preferred language, or groups.

  • Send message: Send a message to the selected contact.

  • Delete: Remove the contact from your list.

💡 Helpful Tip: Deleted contacts can be viewed for up to 30 days by using the Filter option, giving you a chance to recover contacts deleted by mistake.

Step Seven (optional): Click the Import icon to browse your computer for a CSV file with contact information to upload.

💡 Helpful Tip: Click the Download template button in the Import contacts pop-up to see the required data elements for a successful import.

Step Eight (optional): Click the Export icon to export the displayed contact list to a CSV file.

Step Nine (optional): Click the Print icon to print a list of the displayed contacts for future reference.

✅ Managing your contacts keeps communication smooth, organized, and ready when you need it most.

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