The All Contacts view is the master list of every contact in your account. Regardless of which groups a contact belongs to, they always appear here. Use this view to search for specific people, review contact details, and manage your list at scale.
Accessing All customers
Navigate to Contacts in the left-hand navigation and select All Contacts. The platform displays every contact record in your account, sorted by the date they were added (newest first by default).
What You See in the List
Each row in the All customers list shows key information at a glance:
- Name — First and last name, if available. customers without a name display their phone number only.
- Phone Number — The mobile number associated with the customer.
- Group Membership — Which groups the customer belongs to.
- Opt-In Status — Whether the customer is currently opted in to receive messages.
- Date Added — When the customer was first created in your account.
Searching, Filtering, and Sorting
Search
Use the search bar at the top of the contact list to find a specific contact by name or phone number. Results update as you type.
Filter
Apply filters to narrow the list by criteria such as opt-in status, group membership, or date range. Filters are useful when you need to focus on a specific segment without leaving the All customers view.
Sort
Click on any column header to sort the list by that field. Click again to toggle between ascending and descending order.
Viewing Contact Details
Click on any customer row to open their full profile. The customer detail view shows:
- All profile fields (name, phone, email, and any custom fields)
- Group assignments
- Opt-in and opt-out history
- Message history with that customer
- Any notes or tags associated with the record
Editing customer Information
From the customer detail view, click Edit to update any profile field. You can change the customer's name, add an email address, update custom fields, or modify group assignments. Save your changes when finished.
You can also edit customers in bulk by selecting multiple rows in the list and choosing a bulk action, such as assigning customers to a group or updating a field.
Removing customers
To remove a customer, open their profile and select the delete or remove option. Keep the following in mind:
- Deleting a contact is permanent. The contact record and their message history will be removed.
- Opt-out is not the same as deletion. If a customer has opted out, their record remains in your account so the platform can honor future opt-out requests from that number. Do not delete opted-out customers unless you have a specific reason to do so.
- Re-adding a deleted customer requires a new opt-in from that person before you can message them again.
Tips and Best Practices
- Clean your list regularly. Review customers that have not engaged in several months. Removing stale records keeps your list healthy and your analytics accurate.
- Check for delivery failures. If a customer's messages are consistently failing, their number may be invalid or disconnected. Investigate and remove if necessary.
- Review group assignments. customers sometimes end up without a group assignment after an import or manual addition. Periodically scan All customers for unassigned records and place them in the appropriate group.
- Use search before adding. Before creating a new customer, search All customers to make sure the number does not already exist. Duplicate records can cause confusion and double-messaging.
Common Questions
Why does a customer appear in All customers but not in any group?
customers added via the Inbox or through a direct message are saved to your account but are not automatically assigned to a group. Open the customer's profile and assign them to the appropriate group.