CallFire Solutions

Contact Lists: All Contacts

The Contacts page allows you to manage all contacts within your account.
Go to: Search Contacts | Upload List | Delete Contacts | Export Contacts | Edit Contacts 
See Also: Add Contacts | Contact List Editor 

How do I?

Search for specific contact(s)
  1. Type any portion of either a contact name or phone number in the search box provided
  2. Click the "Search".
  3. To narrow your results, make your search characters as specific as possible.

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Upload additional contacts to my account

  1. Click "Upload".
  2. Type a unique name to identify the contact list.
  3. Click "Choose a file" and select a file from your computer (XLS, XLSX, or CSV) up to 10MB.
  4. You may be prompted to select a title for each column to confirm the default mapping:*
    • Verify the first name, last name, and phone* are correctly identified.
      HINT: The contact number to be dialed by CallFire should be identified "Home Phone".
    • It is not required that you map additional columns; "Default" is acceptable.

*The option to select "Automatically name columns next time" is NOT recommended

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Add an individual contact to my account

  1. Click "Contact".
  2. Enter all the available contact info.
    • NOTE: Home Phone is the field CallFire uses for dialing or sending messages.
  3. Click "Save".

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Delete contacts from my account

  1. Search for the specific contact(s).
  2. Select the check box to the left of the displayed contact name.
  3. To select all contacts, click the check box to the left of the column title, Contact Name.
  4. Click "Delete".
  5. CallFire will prompt you to "Confirm" your wish to permanently delete the contact(s).

WARNING: Choose carefully! Once contacts are deleted they cannot be restored.

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Export the contacts shown in the displayed list

  1. Click "Export".
  2. All contacts from the list will be included in the resulting export to a .csv file.

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Edit a contact(s)

  1. Search for the specific contact
  2. Click the displayed contact name.
  3. Make changes to the contact information panel displayed to the right.
  4. Click "Save".

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