> ## Documentation Index
> Fetch the complete documentation index at: https://docs.contactship.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts and properties

> Search, filter and edit contacts. Organize custom properties and review calls, conversations, notes and tasks from the contact record.

export const Availability = ({lang = 'es', plan, addon, permission, route, status}) => {
  const L = lang === 'en' ? {
    plan: 'Plan',
    addon: 'Add-on',
    permission: 'Permission',
    route: 'Where',
    status: 'Status',
    addonNote: 'enabled on request',
    allPlans: 'All plans',
    beta: 'Beta',
    nuevo: 'New',
    soon: 'Coming soon'
  } : {
    plan: 'Plan',
    addon: 'Add-on',
    permission: 'Permiso',
    route: 'Dónde',
    status: 'Estado',
    addonNote: 'se activa a pedido',
    allPlans: 'Todos los planes',
    beta: 'Beta',
    nuevo: 'Nuevo',
    soon: 'Próximamente'
  };
  const items = [];
  if (plan) items.push([L.plan, plan]);
  if (addon) items.push([L.addon, `${addon} · ${L.addonNote}`]);
  if (permission) items.push([L.permission, permission]);
  if (route) items.push([L.route, route]);
  if (status) items.push([L.status, L[status] || status]);
  return <div style={{
    display: 'flex',
    flexWrap: 'wrap',
    gap: '6px 22px',
    padding: '12px 16px',
    margin: '4px 0 24px',
    border: '1px solid rgba(2, 82, 255, 0.28)',
    borderLeft: '3px solid #0252ff',
    borderRadius: '8px',
    background: 'rgba(2, 82, 255, 0.05)',
    fontSize: '13.5px',
    lineHeight: '1.5'
  }}>
      {items.map(([k, v]) => <div key={k} style={{
    display: 'flex',
    gap: '6px',
    alignItems: 'baseline'
  }}>
          <span style={{
    fontSize: '10.5px',
    fontWeight: 600,
    letterSpacing: '0.07em',
    textTransform: 'uppercase',
    opacity: 0.65
  }}>{k}</span>
          <span style={{
    fontWeight: 500
  }}>{v}</span>
        </div>)}
    </div>;
};

<Availability lang="en" route="Contacts" permission="contacts.read" />

A contact record brings together a person's information and activity with your organization. The table supports searching, filtering and editing without opening each record. Access depends on your role and scope.

## Find a contact

Use search and combine country, tag, stage, assignee and property filters. If a contact is missing, clear filters and check the active organization before creating another record.

| Information           | Purpose                                |
| --------------------- | -------------------------------------- |
| Name, email and phone | Identify and contact the person        |
| Country and source    | Understand the record's context        |
| Tags                  | Classify for searches and bulk actions |
| Assignee              | Identify the responsible person        |
| Custom properties     | Store business-specific information    |

## Edit and extend a record

With editing permission, modify cells in the table. Open the contact to review details and add properties. Choose a property type that matches the information to store.

Available types include text, calendar, date, time zone, number, location, URL, currency, company, user, phone, email, boolean, select and multiselect.

For example, use a number for budget and a selection for product interest. Filter operators depend on type: text contains, numeric comparisons, true/false or membership in a list.

## Associated activity

The record includes calls, conversations, comments, notes and available tasks. Calls have their own transcript and analysis detail.

Agents can use properties as context or update them through configured tools. Creating a property does not instruct the AI to populate it.

## Bulk actions

Select contacts to add or remove tags, move to a stage or create a campaign. Operations can run as background jobs. Check the result before repeating an operation on the same list.

## Not yet available

The contact table does not offer CSV export. Call-log export is separate and does not export the CRM.

## Frequently asked questions

<AccordionGroup>
  <Accordion title="Why do I see fewer contacts than someone else?">
    Your role may restrict access to your own or team records. Check [Roles and permissions](/en/organization/roles-and-permissions) before assuming data is missing.
  </Accordion>

  <Accordion title="Does creating a property make the AI populate it?">
    No. Configure the update tool and explain what to extract. See [Text agent tools](/en/text-agents/tools).
  </Accordion>

  <Accordion title="Can I import an existing list?">
    Yes. Use the [Import contacts](/en/contacts/import) wizard and its template.
  </Accordion>

  <Accordion title="Does a conversation tag also classify the contact?">
    They are separate tags. Use [Contact tags](/en/contacts/tags) to classify CRM records.
  </Accordion>
</AccordionGroup>

## See also

* [Import](/en/contacts/import)
* [Boards and stages](/en/contacts/boards)
* [Tags](/en/contacts/tags)