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Contacts

How to add Contacts to sites

Thomas Swann avatar
Written by Thomas Swann
Updated over 2 months ago

We've recently renamed Keyholders to Contacts. This change better represents what this section is used for. We've found that customers are adding more than just keyholders. Contacts is therefore more generic and should make it easier for new users to understand.

This guide will show you how to add and remove Contacts from a site's Contact List, and reorder the priority that they are presented. This is important for Priority Events customers who use the Contacts for Keyholders.

How to add a contact

When you are looking at the Site's Timeline, click on the Contacts tab to open up the Contact List:

Click the Add Contact button to fill in the Contact details. Fill in the details:

  • Name (required)

  • Email (Optional)

  • Phone (Optional)

  • Job Title (Optional)

Re-order contacts

Once you have a list of contacts you can use the arrows on the left to re-order.

Toggle between Card view and Table view

By clicking the toggle on the top right, you can switch between card view and table view, in order to view larger numbers of contacts more easily.

Remove contact

To remove a contact, simply click the red remove button.

Bulk manage contacts

In order to bulk manage contacts rather than adding and removing one by one, you can use the bulk manage feature available here.

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