Contact Management
Searching Contacts
Last Updated: February 5, 2026PloverCRM’s powerful search functionality helps you quickly find contacts using various criteria. Whether you’re looking for a specific person or a group of contacts matching certain conditions, the search system makes it fast and easy. Overview Search capabilities include: Quick Search Basic Text Search The simplest way to find contacts: What Gets Searched: Example Searches:...
Importing Contacts (CSV)
Last Updated: February 18, 2026Bulk import contacts from spreadsheets, other CRMs, or databases with intelligent duplicate handling. Prerequisites Preparing Your CSV Format Requirements Supported Fields Data Formatting Field Valid Invalid Email [email protected] john@example Phone +1-555-0123 555-CALL-NOW Dates 2026-02-03 03-Feb-2026 Lists/Tags “Newsletter, VIP” Newsletter\ VIP Import Process 1. Access Import Tool PloverCRM → Contacts → Import/Export → Import tab 2....
Filtering by Owner
Last Updated: February 5, 2026Contact ownership is a key feature in PloverCRM that helps teams manage contacts effectively. Filtering by owner allows you to view contacts assigned to specific team members, track workload distribution, and manage your personal contact list. Overview Owner filtering enables you to: Understanding Contact Ownership Owner Roles Contact Owner: Unassigned Contacts: See Contact Ownership for...
Exporting Contacts (CSV)
Last Updated: February 5, 2026Export your contacts to CSV format for backup, analysis, migration, or integration with other systems. PloverCRM’s export feature is flexible, allowing you to export all contacts or filter by specific criteria. Overview CSV export is useful for: Quick Export Basic Export Steps Export Time: Export Options Export All Contacts Default Behavior: When to Use: Steps:...
Editing Contact Details
Last Updated: February 11, 2026PloverCRM offers multiple ways to update contact information: full edit screen, quick edit, bulk edit, mobile app, and REST API. Prerequisites Full Edit Screen Accessing Full Edit Editing Fields Standard Fields: First Name, Last Name, Email, Phone, Address fields Custom Fields: Appear in metaboxes by group (Business Info, Personal Details, Lead Info) Lists & Tags:...
Deleting Contacts
Last Updated: February 11, 2026Deleting contacts removes them permanently from your CRM. PloverCRM provides safeguards to prevent accidental deletion while making it easy to remove contacts when necessary. Overview Contact deletion is used for: Important Warnings Permanent Deletion Critical: Deleted contacts cannot be recovered unless you have a backup. What Gets Deleted: What Remains: Before Deleting Always: Deleting Single...
Creating Contacts Manually
Last Updated: February 9, 2026Add individual contacts with full control over details. Ideal for business cards, VIP contacts, or quick entry during calls. Prerequisites Creating a Contact Navigate to PloverCRM → Contacts → Add New Required Information Enter the unique identifier field (default: email): Standard Fields Optional Fields Save Click Publish. Success indicators: Validation Duplicate Handling: Email Format: Permissions...