Contacts Directory
Module: Relationships (CRM) · For: Carrier users · Page address: /carrier-portal/crm/contacts
How to get there
Section titled “How to get there”Dashboard → Contacts
Who can use this page
Section titled “Who can use this page”Needs: No module permission: every signed-in member of the company can open it.
| Seat | Can open it |
|---|---|
| Owner / Admin | Yes |
| Manager | Yes |
| User | Yes |
Actions on this page and the permission each needs
Section titled “Actions on this page and the permission each needs”| Action | Permission | Notes |
|---|---|---|
| Import | Any signed-in member | Manage also grants it |
| Export | Any signed-in member | Manage also grants it |
| Add Contact | Any signed-in member | Manage also grants it |
| Export 17 rows to CSV | Any signed-in member | Manage also grants it |
What you see
Section titled “What you see”- Contacts
Table columns
Section titled “Table columns”Name · Company · Contact Info · Location · Type · Last Contact
Tab: First page
Tab: Previous page
Tab: Page 1
Tab: Page 2
Tab: Next page
Tab: Last page 2
What you can do
Section titled “What you can do”- Import
- Export
- How this works
- Add Contact
- Filters
- Export 17 rows to CSV
- Name
- Company
- Contact info
- Location
- Type
- Last contact
Fields
Section titled “Fields”| Field | Required | Type | Example |
|---|---|---|---|
| Type | No | combobox | Any type |
| Starred | No | combobox | Any starred |
Loading, empty and error states
Section titled “Loading, empty and error states”Dropdown-Status state
Empty state
Error state
Loading state
Last updated 2026-10-27