Manage Contacts


Overview

You can manage Contacts individually via the Contact Card or, with bulk selection, you can perform the following actions:

  • Bulk Export
  • Bulk Block
  • Bulk Delete
  • Bulk Edit

For all bulk actions, click the topmost checkbox in Contacts to 'select all' or individually select Contacts using the checkbox to the left of their name. 

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The action buttons appear once one or more Contacts are selected.  The total Contacts selected will appear to the left of the action buttons.

Screenshot 2023-12-07 at 12.37.30.png

Bulk Export

Selecting this action button will download all selected Contacts in a CSV file.

Screenshot 2023-12-07 at 12.37.30.png

I've included a screenshot below of what you can expect from this export.

Screenshot_2023-05-23_at_2.50.45_PM.png

Bulk Block

Select this button to block all selected Contacts.

Screenshot 2023-12-07 at 12.37.30.png

 You will be prompted to confirm:

Screenshot 2023-12-07 at 12.50.26.png

Confirm that you want to block all selected Contacts.

Bulk Delete

Select this button to delete all selected Contacts.

Screenshot 2023-12-07 at 12.37.30 (1).png

You will be prompted to confirm:

Screenshot 2023-12-07 at 12.53.03.png

Confirm that you want to delete all selected Contacts.

Bulk Edit

  1. Export the required Contacts as shown in Bulk Export.
  2. Edit the details in the CSV where relevant.
  3. Re-upload the CSV to Sakari
    • Map the Contact Attributes to the column headers in your file upload
    • All mapped Attributes will be over-written with the data in the uploaded CSV
    • You can optionally choose not to map any attributes/column headers that you do not want to edit

Note

The unique identifier for Contacts in Sakari is the mobile telephone number

The mobile phone number must be included in your CSV for Sakari to reference the Contact record and apply changes to Contact attributes.

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