Contacts and Groups

Add, create, edit & sort your contacts in the Contacts module.

22 articles in this collection
Written by Ben Nebesky, Josh, and Colby Baum

Contacts

How to Add a Contact

How to create new contacts in MessageDesk

Written by Ben Nebesky
Updated over a week ago

How to Block a Contact

Learn how to block a contact from your contacts list.

Written by Colby Baum
Updated over a week ago

Saved For Later | Quickly save contacts to a list from Contacts Module

Wondering what "Save for Later" means? Check out this article to learn more about it

Written by Josh
Updated over a week ago

Merge Duplicate Contacts

Get rid of your duplicate contacts to keep a clean contact list.

Written by Ben Nebesky
Updated over a week ago

How to Export a Group to CSV

Learn how you can export your groups into a CSV file for external use.

Written by Ben Nebesky
Updated over a week ago

Custom Fields

How to Create and Edit Custom Fields

Learn how to use custom fields to store and edit custom contact information in your MessageDesk workspace.

Written by Josh
Updated over a week ago

How to Update Custom Fields with a Spreadsheet Upload

How you can update the Custom Fields of all your contacts efficiently with CSV. Update custom fields all at once with a spreadsheet upload

Written by Ben Nebesky
Updated over a week ago

Filtering a Group using Custom Fields

Learn how to customize your experience and drive efficiency by using Smart Groups with Custom Fields.

Written by Ben Nebesky
Updated over a week ago

Uploading & Exporting Contacts

How to Import Contacts via CSV

Learn how to bulk import contacts or upload contacts into MessageDesk using the built-in CSV / spreadsheet import tool.

Written by Josh
Updated over a week ago

How to Convert an Excel File to CSV

Convert Excel files to CSV so you can get all your contacts into MessageDesk.

Written by Ben Nebesky
Updated over a week ago

How to Export Contacts from MessageDesk

Learn how to export all of your contacts for use outside of MessageDesk.

Written by Ben Nebesky
Updated over a week ago

How to Export Contacts From iPhone, iOS, or Android Device

Learn how to export contacts from your iPhone, iOS and Android devices into a CSV file.

Written by Ben Nebesky
Updated over a week ago

Upload Contacts into a Group

Quickly how to upload contacts into a group from a spreadsheet/csv. Create groups from a spreadsheet

Written by Josh
Updated over a week ago

Troubleshooting Your CSV When Importing Contacts

CSV file won't work? Trouble importing your contacts? Here are some common mistakes and frequent data errors.

Written by Josh
Updated over a week ago

Groups: Organize Contacts

What is a Group in MessageDesk?

Learn about MessageDesk groups and how they work.

Written by Josh
Updated over a week ago

How to Create a Group in MessageDesk

learn how to create a group of contacts in MessageDesk

Written by Josh
Updated over a week ago

How to Edit Groups

Learn about how to edit your MessageDesk groups

Written by Ben Nebesky
Updated over a week ago

How to Filter the Contacts into a Group

Learn how to segment your contacts using a Filter.

Written by Josh
Updated over a week ago

Manually Add Contacts to Existing Group

Add contacts to existing group, update group with new contacts, add new contacts to existing group

Written by Josh
Updated over a week ago

How to Manually Remove Contacts from a Group

Learn how you can remove contacts from a static or smart group.

Written by Ben Nebesky
Updated over a week ago

Filtered Groups based on Custom Fields

Learn how to use custom fields to create filter groups in MessageDesk

Written by Josh
Updated over a week ago

Copy Existing Groups

How to copy and duplicate your MessageDesk group

Written by Josh
Updated over a week ago