Contacts
By Boni and 1 other2 authors13 articles
Start Here: Contacts Basics
New to contacts in Swivel? Start here to understand how contact records work, how to add new contacts, and how to keep your data accurate and up to date.
Understanding the Contact Record
How to Add and Manage Contacts
How to Edit and Update Contact InformationLearn how to update contact information to keep Swivel accurate and up to date.
🙋 Contact FAQs
Organize & Segment Contacts
Learn how to structure and organize your contacts using categories, statuses, and tags so you can easily group, manage, and target the right people.
How to Organize Contacts
How to Use Tags to Organize and Segment Contacts
Take Action on Contacts
Perform bulk actions like exporting or updating contacts to manage your data efficiently and take action at scale.
Contact Bulk Updates
🙋 How to Merge Duplicate Contacts
AI NotetakerClick one button to capture a conversation and get an AI-generated note automatically
Options to Export Contacts
Relationships & Advanced Contact Structure
Manage how contacts are connected, including households and more complex relationship structures like trusts
Manage Contact Relationships and Households
How to Manage Trusts
Permissions & Visibility
Control who can view and access contact information by setting user and group visibility permissions.
Contact Visibility and PermissionsRestrict contact visibility to specific users or group of users in Swivel.