# Introduction to Contacts > Find, open, and update every customer and prospect, and see each contact's work, money, and history. Source: https://jobwisepro.com/help/contacts/introduction-to-contacts Category: Contacts Updated: 2026-10-22 Contacts are the customers and prospects you work with. Use the [**Contacts**](/go/contacts) page to add, find, and merge them, and open a contact to edit or delete it and to see its work, money, and history. ## Add a contact Add one contact from the list, or bring in many with [**Import**](/go/settings/import), as described in [Import contacts](/help/contacts/import-contacts). 1. Open the **Contacts** page. 2. Click **New contact**. 3. Enter **First name**, **Last name**, and **Email**, which are required. 4. Add any optional details: **Phone**, **Company name**, **Notes**, or an address with **Add address**. 5. Click **Create contact**. The **New Contact** window closes, and the contact appears at the top of the list unless the current search or filter hides it. > **Note:** A **Phone** must be exactly 10 digits. ## Find a contact Search the list by name, email, phone, or company, then narrow it to customers or non-customers. 1. Type a name, email, phone number, or company name in the search box. 2. Choose **All**, **Customers only**, or **Non-customers**. 3. Click a contact to open its page. > **Note:** With no filter set, the list shows **Non-customers**. **Customers only** shows contacts with a won deal, each with a **Customer** badge and a count. ## Edit a contact Change a contact's name, email, phone, company, or notes from its page. 1. Click the three dots icon in the header. 2. Click **Edit contact** in the menu. 3. In the **Edit Contact** window, change the fields you need. 4. Click **Update contact**. The window closes once the contact is saved. > **Note:** The **Notes** section on the page edits the same notes in place. Press Escape to discard a change, or click outside the box to save it. ## Merge duplicate contacts Use merge to combine two to ten checked contacts into one, as described in [Merge duplicate contacts](/help/contacts/merge-duplicate-contacts). 1. Check the box beside each contact you want to merge. 2. Click **Merge** in the selection bar. 3. If any details conflict, choose the value to keep under **Choose What to Keep**. 4. Click **Merge contacts**. The oldest selected contact stays, and the others are removed after their jobs, quotes, invoices, leads, messages, addresses, and tags move to it and their notes are combined. > **Warning:** A merge cannot be undone, and any values you do not keep are lost. ## Delete a contact Delete one contact from its page, or delete several at once from the list. On a contact's page: 1. Click the three dots icon in the header. 2. Click **Delete contact** in the menu. 3. Click **Delete** in the **Delete Contact** window. On the list: 1. Check the box beside each contact you want to delete. 2. Click **Delete** in the selection bar. 3. Click **Delete** in the dialog to confirm the deletion. Deleted contacts no longer appear on the list, and deleting from a contact's page returns you to the list. > **Warning:** Deleting a contact cannot be undone, and its leads are deleted too. ## What a contact page shows - The header has a breadcrumb back to **Contacts**, the contact's name, a **Create** menu, and the three dots icon. - The facts show the phone and email, each with a copy button, plus **Open jobs** and, when you can view invoices, **Balance owed**. - **Get in touch** offers **Email**, **Call**, and **Text**. **Email** needs an email address, **Call** needs a phone number, and **Text** needs a phone number and a contact who has not opted out of texts. - **Addresses** lists each saved address. - The money list shows **Quoted** when you can view quotes, and **Invoiced**, **Paid**, and **Balance owed** when you can view invoices. **Balance owed** adds up what is still due on invoices that are not drafts or voided. - **Jobs** lists the contact's jobs, with **New job** when you can create one. - **Notes** holds up to 25,000 characters of free text. - **Quotes** and **Invoices** show up to eight of each, and their badges show the full count. - **Recurring Visits**, **Leads**, and **Reviews** appear only when your account includes them and you can view them. - **History** lists up to 200 entries, newest first, and you can filter them by type. **Messages** and **Calls** appear only when communications are turned on and your role can view them. ## Who can do what Your role decides what each action needs, as covered in [Roles and permissions](/help/team/roles-and-permissions). - Seeing the list and opening a contact needs view access to contacts. - Adding a contact, **Import**, **Edit contact**, **Manage addresses**, and editing **Notes** need edit access. - Each item in the **Create** menu needs edit access to what it creates, such as jobs or quotes. - **Ask for a review** needs edit access to reviews. - The checkboxes, **Merge**, and **Delete** on the list need full access. - **Delete contact** needs full access.