Contacts FAQs

Everything you need to know about managing contacts in Plover CRM.

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Can I import contacts? #

Yes! Plover CRM supports importing contacts from various sources:

• CSV files from Excel or Google Sheets
• Excel files (.xlsx, .xls)
• vCard files from other contact managers
• Other CRM systems through export/import

The import wizard guides you through the process and lets you map fields to ensure data accuracy.

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Can I export contacts? #

Absolutely! You can export your contacts anytime:

1. Go to Contacts
2. Select the contacts you want to export (or select all)
3. Click Export
4. Choose your format (CSV, Excel, or vCard)
5. Download the file

You can also export filtered lists or specific segments of contacts.

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How do I delete a contact? #

To delete a contact:

1. Open the contact’s profile
2. Click the More Options menu (three dots)
3. Select Delete Contact
4. Confirm the deletion

Note: Deleted contacts can be recovered from the trash within 30 days. After that, they’re permanently removed.

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How do I add notes to contacts? #

Notes help you remember important details:

1. Open the contact’s profile
2. Find the Notes section
3. Click Add Note
4. Type your note (you can format text and add links)
5. Click Save

Notes are private to your team and show who added them and when.

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Can I add multiple email addresses to one contact? #

Yes! Each contact can have:

• One primary email (used for communications)
• Multiple additional emails (for reference)

To add more emails:

1. Open the contact profile
2. Go to Contact Details
3. Click Add Email
4. Enter the email and label it (e.g., “Work”, “Personal”)

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How do I merge duplicate contacts? #

If you have duplicate contacts:

1. Go to Contacts > Find Duplicates
2. Review the suggested duplicates
3. Select the contacts to merge
4. Choose which information to keep
5. Click Merge Contacts

The system will combine the information into one contact record.

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Can I assign contacts to team members? #

Yes! Contact assignment helps distribute work:

1. Open the contact profile
2. Find the Assigned To field
3. Select a team member from the dropdown
4. Click Save

Assigned team members receive notifications about activities related to their contacts.

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How do I add a profile picture to a contact? #

Adding a profile picture makes contacts easier to recognize:

1. Open the contact profile
2. Click on the profile picture placeholder
3. Upload an image from your computer
4. Crop or adjust if needed
5. Click Save

The system automatically uses Gravatar images if available.

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What are custom fields and how do I use them? #

Custom fields let you track information specific to your business:

• Text fields: For names, IDs, or short text
• Number fields: For values, scores, or quantities
• Date fields: For birthdays, anniversaries, or deadlines
• Dropdown fields: For predefined options

Your admin can create custom fields, and you can fill them in on any contact profile.

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How do I track contact history? #

Every contact has a complete activity timeline:

• Activities: Calls, emails, meetings, and tasks
• Notes: All notes added by your team
• Changes: When contact information was updated
• Campaigns: Email campaigns they’ve received

View the timeline in the contact profile to see the full history.

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Can I add contacts to multiple lists? #

Yes! Contacts can belong to multiple lists:

1. Open the contact profile
2. Go to the Lists section
3. Click Add to List
4. Select one or more lists
5. Click Save

This is useful for segmenting contacts for different purposes (e.g., “Newsletter” and “VIP Customers”).

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How do I remove a contact from a list? #

To remove a contact from a list:

1. Open the contact profile
2. Find the Lists section
3. Click the X next to the list name
4. Confirm the removal

The contact remains in your CRM but is no longer part of that specific list.