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Creating Contacts

1. What information is required to create a contact?
At minimum, you need:
  • First name
    You can optionally add:
  • Last name
  • Email address
  • Phone number
  • Profile image
  • Tags
Adding more details helps with better communication and automation later. 2. Can I create a contact without an email or phone number?
Yes. Email and phone number are optional, but adding at least one contact method is recommended if you plan to communicate with the contact. 3. What image formats are supported for profile pictures?
Z360 supports:
  • JPG
  • PNG
  • GIF
You can either upload an image or use a predefined avatar. 4. What are tags used for in contacts?
Tags help you:
  • Categorize contacts (e.g., Lead, Customer, VIP)
  • Filter and search contacts faster
  • Organize large contact lists efficiently
5. Can I edit contact details after creating a contact?
Yes. You can edit:
  • Name
  • Email
  • Phone number
  • Profile image
  • Tags
Just open the contact and click Edit.

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Viewing & Navigation

6. How can I view my contacts in different layouts?
You can switch to Card View to see contacts in a visual layout, which is useful for quick browsing. 7. How do pagination and items per page work?
If you have many contacts:
  • Use page numbers to navigate
  • Change “items per page” to show more or fewer contacts at once

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Filtering & Sorting

8. What filters are available for contacts?
You can filter contacts by:
  • Favorites
  • Tags
  • Date range
9. How can I sort contacts?
You can sort contacts by:
  • Name (A–Z)
  • Name (Z–A)
  • Oldest added
  • Newest added

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Contact Details & Activity

10. What information can I see inside a contact profile?
From a contact’s profile, you can access:
  • Tickets linked to the contact
  • Notes
  • Reminders
  • Conversation threads
  • Activities
  • Tags
This gives you a complete interaction history in one place. 11. Can I filter tickets, notes, or reminders inside a contact?
Yes. Each section (Tickets, Notes, Reminders, Threads) has its own filters to narrow down information.

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Searching Contacts

12. What fields can I search contacts by?
You can search using:
  • Name
  • Email address
  • Phone number
Search is instant and works across your entire contact list.

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Editing & Deleting Contacts

13. Can I delete a contact?
Yes, but deletion is permanent and cannot be undone. 14. What happens when I delete a contact?
  • The contact is permanently removed
  • Linked history may no longer be accessible from the contact view
  • This action cannot be reversed