Understanding Front contacts
Front contacts allows your company to store and organize helpful customer information within Front, designed to provide a unified contact record that’s shared across the company, while also allowing users to preserve privacy around sensitive contacts. You can quickly see all conversations associated with a certain contact, make edits to a contact while viewing a conversation, and more.
Front's Contact Manager is a full-screen directory where you’ll find both company contacts and private contacts, and can search for other contacts from conversations that haven't yet been set as company contacts or private contacts.
Access the Contact Manager by clicking the Contacts icon at the top left of Front.
In addition to your Contact Manager, contact information can also be accessed via the Contact Details plugin in your inbox, which you can learn more about here.
Company contacts are contacts that are shared across your entire company. They’re useful to store your internal team directory, your list of customers, or other contacts that everyone should have access to. To view them, click the Company contacts section in the Contact Manager. When you create or edit contacts in the Company contacts section, you will update the contacts for all teammates.
Click Private contacts to view and manage all of your private contacts. These contacts are only visible to you. Private contacts are helpful for storing contacts with sensitive information that shouldn't be shared with the rest of your company.
When someone reaches out to you or to an inbox you have access to, their contact information will be added to the Other contacts list automatically.
You can choose to automatically create contacts when you receive messages, send messages, both, or never. These automatic contact records are only visible to those with access to the conversations with the contacts. However, you can set these automatic contacts as private or company contacts.
Set as company or private contact
By default, automatically-created contacts are only accessible to teammates or Teams that have conversations with that contact. The Add to contacts button in the Contact Details allows the user to change the visibility of the contact:
- Add to Company contacts will add this contact to the company contacts list in the Contacts Manager, and cause the contact to be shared with all teammates in the company.
- Add to Private contacts will create a separate private copy of this contact and add to the teammate's private contacts list in their Contacts Manager. This generates a new private contact copy that will only be visible to the teammate that created it.
To organize your contacts, you can create contact lists that are shared with your entire company, a specific Team, or private to you. For more information on creating and using contact lists, check out this article.
Accounts within Front represent the companies or organizations that your team works with. Each account contains contacts, which are typically the individual people that your team communicates with from that account. To learn more, see Understanding Front accounts.
There are several ways to add contacts to Front, each described below.
Manually create a contact
Open your Contact Manager, then click the blue Create button at the top right.
Fill out the information for your contact and set their Access as Company or Private.
Click the + icon next to any field in the Contact Information section to add an additional email address, phone number, or Twitter handle.
Click Show more to display any custom contact fields you've created.
Click Create to add your new contact.
To quickly add multiple contacts in bulk, Front’s Contact Manager allows you to import a list of contacts, in the form of a CSV file. To import contacts, follow the steps outlined in this article.
Front’s CRM contacts sync features allow you to automatically sync contacts from your CRM into Front. We support the following CRMs:
Automatic contact creation
Based on your settings, Front can automatically create contacts for you. To learn more, check out this article.
Using our Contact API, you can automatically manage your contacts in Front.
View contact details
You can view contact details by clicking on any contact in the Contact Manager, or on any conversation in Front and opening the Contact Details panel on the far right. This panel contains all the saved information for this contact in Front including their contact fields, the conversations you've had with them, and any notes you've written. Click here to learn more about Contact Details.
You can also click on a contact's name in a message in your inbox to view basic contact information.
From the Contact Manager
Go to your Contact Manager and choose the contact you want to edit. In the header of their Contact Details, you can hover over the contacts name, account, or avatar to edit, and can add or remove them from any contact lists.
Hover over any field in the About section to edit, delete, or copy.
Click Add at the top of the About section to add an additional information, and choose from the list of default and custom fields. If you are a Company Admin, you can also create a new custom field from this menu by clicking Add next to Custom.
Changes are saved automatically.
From a conversation
Click on a conversation and open the Contact Details plugin on the right.
Hover on or click the item you want to edit, such as on the profile photo or the contact name, and you will see a pencil icon to edit the field.
Edit contact photos
There are three different ways that contact photos are added to Front contacts:
- Manually edit the contact: follow the edit steps above to edit the photo
- Automatically-created contact images: Front will attempt to fetch an external sender’s avatar if it is available
- Teammates adding their own contact images: teammates can upload their own avatars in their Front settings, and the image will be visible to the rest of the team
Convert private contact to company contact
Convert a private contact to a company contact if you'd like your full team to have access to the contact. This can be done from your Contact Manager, or via the Contact Details plugin in your inbox.
Open a private contact in the Contact Manager, or open a conversation with the private contact in your inbox, and select the Contact Details plugin.
Click the black Private contact button under the contact's name, and then select Convert to Company contact.
Take action on multiple contacts at once by hovering over a contact and selecting the checkbox that appears to the left of the contact name. You’ll then be able to select that contact, plus any other contacts you’d like to take action on.
You’re able to take the following bulk actions:
- Message - Send a new message to the selected contacts
- Add to lists - Add or remove the selected contacts from contact lists
- Merge - Merge the selected contacts into one contact
- Delete - Permanently delete the contacts you've selected
Front allows you to merge multiple contact records. Merge contacts to reduce duplicates, and to consolidate conversation histories into a single contact record. For instructions on merging contacts, check out this article.
To delete contacts individually, or in bulk, follow the steps here.