How to Mark a Person as a Contact

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There are three ways to mark people as a contact.

  1. In a Person’s Profile
  2. Mass Manage
  3. By an Import File

In a Person’s Profile

Go the user profile of the person you want to mark as a Contact. In the Actions sidebar, click on ‘Mark as Contact’.

Mass Manage

You can create a People View or do an Advanced Search to find the list of people you wish you archive. Once you bring up the list, select the people you’d like to archive and then scroll down to the ‘Mass Manage’ heading.

In the ‘Choose Action’ dropdown, select Change People’s Field > Contact > Yes.

By an Import File

You can create a CSV file listing contacts which can then be imported. Create a column for Contact and add a ‘Yes’ against the person you wish to be Marked as a Contact. For more information on importing, read our Importing People article.

ExampleTableCSV
Full NameContact
Agnes CervantesYes
John SmithYes

Last Updated: 30th November, 2016