Contacts and Groups
Add, create, edit & sort your contacts in the Contacts module.
By Josh and 1 other2 authors22 articles
How to Add a ContactHow to create new contacts in MessageDesk
How to Block a ContactLearn how to block a contact from your contacts list.
Saved For Later | Quickly save contacts to a list from Contacts ModuleWondering what "Save for Later" means? Check out this article to learn more about it
Merge Duplicate ContactsGet rid of your duplicate contacts to keep a clean contact list.
How to Export a Group to CSVLearn how you can export your groups into a CSV file for external use.
How to Create and Edit Custom FieldsLearn how to use custom fields to store and edit custom contact information in your MessageDesk workspace.
How to Update Custom Fields with a Spreadsheet UploadHow you can update the Custom Fields of all your contacts efficiently with CSV. Update custom fields all at once with a spreadsheet upload
Filtering a Group using Custom FieldsLearn how to customize your experience and drive efficiency by using Smart Groups with Custom Fields.
How to Import Contacts via CSVLearn how to bulk import contacts or upload contacts into MessageDesk using the built-in CSV / spreadsheet import tool.
How to Convert an Excel File to CSVConvert Excel files to CSV so you can get all your contacts into MessageDesk.
How to Export Contacts from MessageDeskLearn how to export all of your contacts for use outside of MessageDesk.
How to Export Contacts From iPhone, iOS, or Android DeviceLearn how to export contacts from your iPhone, iOS and Android devices into a CSV file.
Upload Contacts into a GroupQuickly how to upload contacts into a group from a spreadsheet/csv. Create groups from a spreadsheet
Troubleshooting Your CSV When Importing ContactsCSV file won't work? Trouble importing your contacts? Here are some common mistakes and frequent data errors.
What is a Group in MessageDesk?Learn about MessageDesk groups and how they work.
How to Create a Group in MessageDesklearn how to create a group of contacts in MessageDesk
How to Edit GroupsLearn about how to edit your MessageDesk groups
How to Filter the Contacts into a GroupLearn how to segment your contacts using a Filter.
Manually Add Contacts to Existing GroupAdd contacts to existing group, update group with new contacts, add new contacts to existing group
How to Manually Remove Contacts from a GroupLearn how you can remove contacts from a static or smart group.
Filtered Groups based on Custom FieldsLearn how to use custom fields to create filter groups in MessageDesk
Copy Existing GroupsHow to copy and duplicate your MessageDesk group