Contacts / Employees

Overview

The Contacts / Employees directory holds the people your organization works with: employees, customers, members or any other audience. Each organization's directory is private to it. Contacts can be organized into optional Groups and described with optional Custom Fields.

The Six Built-In Fields

Field	Excel column	Required
Email	Email	Yes
Name	DisplayName	No
Phone	Phone	No
Employee Number	ReferenceCode	No
Job title	JobTitle	No
Notes	Notes	No

Only Email is required, and a Contact with an Email alone is valid. Email is unique within your organization, including inactive Contacts.

Groups

A Group is a named collection of Contacts, such as a department, team, branch, project, mailing cohort or event. Groups are optional: a Contact can belong to zero, one or many Groups, and no default Group is ever forced. All Contacts is a dynamic selection of every active Contact, not a Group. Group codes are stable, so workbooks and filters keep working when a Group is renamed.

Custom Fields

A Custom Field records one value per Contact, such as Department, Branch, Grade or Region. The types are Text, Number, Date, Yes / No and Single choice. No Custom Field is required. Your organization can hold 5 Custom Fields by default; the Platform administrator can set 0 to 10 for your organization. This capacity is a technical setting, not a plan limit.

Groups Versus Custom Fields

Groups and Custom Fields are independent. Use a Group to select people together, for example everyone invited to an event. Use a Custom Field to record an attribute, for example each person's Grade. Joining a Group never creates, requires or fills a Custom Field, and the product forces neither choice.

Plan Limits

Limit	What it counts
Contacts / Employees	Active Contacts
Contact Groups	Active Groups

Groups include up to 100 Contacts per Group at no extra charge. This allowance comes with every Group; it is not a separate option and is never bought.

Contacts / Employees = 0 means the directory is not included: its pages are hidden, and nothing can be created, imported or exported.
Contact Groups = 0 means Contacts are kept without Groups. Existing memberships are kept and shown read-only.
Contact Groups and Email sends both require Contacts, so a Custom Plan with either above zero must also include Contacts.

At a limit, existing records stay viewable, editable and exportable; only new or reactivated records beyond it are refused. Lowering a limit never deletes Contacts, Groups or memberships. See Contacts & Communications Limits for the values in each plan.

Dashboard Pages

Page	What it does	Permission
Contacts / Employees	Search, filter, edit, deactivate and export Contacts	View directory
Add Contacts / Employees	Add one Contact, Import / Update Contacts, Add Contacts to Group, or paste a list of emails	Manage directory
Groups	Groups with their member counts	View directory
Add Groups	Add one Group, import Groups from Excel, or paste a list of names	Manage directory
Employee Fields	System fields, Custom Fields, archive, delete and restore	View directory
Create Employee Field	Create a Custom Field	Manage directory

The Groups pages appear only when Contact Groups are included in your plan.

Permissions

View directory opens the list pages.
Manage directory adds, edits, deactivates, imports and configures Contacts, Groups and Custom Fields.
Exporting current Contacts needs View directory and Export responses together. Neither alone is enough.

Security

Every read and write is limited to your own organization; a Contact, Group or Custom Field of another organization can never be referenced.
Uploaded workbooks must be .xlsx files of up to 10 MB, without macros, cell formulas or external references.
Previews and error workbooks are protected, belong to the person who uploaded the file, and expire after a short time.
Exported text is always written as text, so a value can never run as a spreadsheet formula.

Contacts / Employees