> ## Documentation Index > Fetch the complete documentation index at: https://help.cloudtalk.io/llms.txt > Use this file to discover all available pages before exploring further. # Managing Contacts > A guide to locating and managing your CloudTalk contacts > [!NOTE] > > Learn how to manage, store, and access contact data from the dashboard. **User Level**: Agent, Admin, Supervisor *** ## Locating Contacts in CloudTalk In CloudTalk, contacts can be found in multiple places. A general overview of a CloudTalk contact's profile can be found in the CloudTalk **Dashboard** under the **Contacts > List** tab on the left. ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/76d4222d9b58-screenshot-2026-01-12-at-13-04-26.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=05f49f144d29559ef716a8b1fb15a9bc) > [!WARNING] > > **Can’t find the contacts you need in the Dashboard?** Check out our guide [How to Import Contacts into CloudTalk](https://help.cloudtalk.io/en/articles/2145547-how-to-import-contacts-into-cloudtalk.md) to get your contact list ready for calling. ## Filtering and Deleting Contacts ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/83b9c3ed7f88-image.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=9e8593847ac96c4684cf98abf380c5cd) * You can search your contacts by name or phone number. * You can filter your contacts by call or contact tags, country of residence, or date. * Admins, Supervisors, and Agents **can delete** individual contacts using **the red bin icon.** Analysts cannot delete contacts. * A **bulk delete** option is also provided, but only **Admins** can use it. Please note that this will delete any contacts that your initial search returned. It is recommended that you use this functionality with great care. ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/8653c29d1eed-screenshot-2024-12-12-at-17-27-39.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=c2c5978186b1e8c1189edb328eb57231) ## Exporting contacts There's no export button for contacts in the Dashboard. To get a copy of your contacts, use the API: [List contacts](https://help.cloudtalk.io/api-reference/contacts/list-contacts.md) returns them page by page, with phone numbers, emails and custom attributes. You need an API key (see [How to access and generate your CloudTalk API keys](https://help.cloudtalk.io/en/articles/15272380-how-to-access-and-generate-your-cloudtalk-api-keys.md)). To export your call history, use **Export** in Analytics. ## Contact Profiles Contact profiles contain vital information representing customer details, calls and messages. Keeping this information up to date is imperative for maintaining productivity and maintaining good business practices. Once you open up a contact by selecting the **magnifying glass icon** next to the contact's name, you'll be presented with their contact profile. ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/fead9b03b4e2-screenshot-2026-01-12-at-13-51-08.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=118a9612e38f9315a40570dce94dc721) Each contact profile contains: * Contact attributes * Contact identifiers * Contact tags * Contact notes * Contact action history ### Contact Identifiers Identifiers are database attributes that can be important when importing or exporting data from an integration, or for configuring a workflow automation. CloudTalk recognizes 3 contact identifiers: * **Phone numbers** - There can be multiple phone numbers associated with the same contact. * **Emails** - There can be multiple emails associated with the same contact. * **External IDs -** These are assigned to the contact during the importing of contact details from external CRMs or other tools. These ID's are not visible in the contact profile, but are stored in the background of the application and are used to facilitate the direct exchange of information between CloudTalk and other platforms integrated via native integrations. > [!NOTE] > > **When it comes to phone numbers**, we always recommend using the E.164 international format. ### Contact Attributes Contact attributes help further define your clients and individualize the service they receive. In CloudTalk, two types of attributes are recognized: *default attributes* and *custom attributes*. #### Default attributes These are attributes automatically created for each project within CloudTalk. These include: * Name * Website * Title * Industry * Address. A special type of default attribute is **Favorite user**\*.\* This attribute indicates an already established relationship between this contact and a particular user. This can be based on previous interactions or assignment within external tools. > [!NOTE] > > To set a favorite user manually, click the **Edit** icon (pencil) in the contact’s profile and scroll down to assign an agent. ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/77cfccdc3acc-screenshot-2024-12-13-at-09-17-13.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=1159ab9876cc3982df9789d9a240060a) #### Custom Attributes [Custom attributes](https://help.cloudtalk.io/en/articles/2144934-custom-attributes.md) can be created by admin according to the needs of the clients. In a customer’s profile, these attributes will appear at the bottom of the attribute list. In the picture below, we assigned **Language** and **Subscription Plan** to the client as custom attributes, serving as an example. ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/6097d2539537-screenshot-2024-12-13-at-10-20-47.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=4bc3d787969bac306a86302486ded2f3) Admin can create custom attributes within **Settings > General**, in the *Contacts* section. ### Contact Tags [Contact tags](https://help.cloudtalk.io/en/articles/5440393-contact-tags.md) are typically used to indicate that a contact belongs to a certain group of users. Some contact tags are automatically generated once a CloudTalk contact is connected with an external profile through native integration. Other contact tags are manually created, or are added when a contact is uploaded to CloudTalk. In this case, tags are often used to indicate that the contact belongs to the contact list of a particular campaign. ![](https://mintcdn.com/cloudtalk/Ayep-6hjQnBpSGZo/images/help-center/articles/7056354/345e3ef189e7-screenshot-2024-12-13-at-09-38-56.png?fit=max\&auto=format\&n=Ayep-6hjQnBpSGZo\&q=85\&s=6558aa241fb1982ed7d381623e6b8ff8) ### Contact Notes To add or edit a note on a contact, open the contact's profile in the Dashboard and go to the **Notes** tab. The **Notes** tab is available on plans that include call notes; see [CloudTalk pricing](https://www.cloudtalk.io/pricing). Notes on a single call are added in the call's details. See [Using CloudTalk Phone](https://help.cloudtalk.io/en/articles/2144759-using-cloudtalk-phone.md#h_46dd08dd05) and [Using CloudTalk Go](https://help.cloudtalk.io/en/articles/13741994-using-cloudtalk-go-mobile-app.md). ### Contact Activity History The contact activity history contains a list of chronologically aligned customer-related events. Aside from different types of calls, it is also possible to create or link events such as orders, tasks, tickets, or other external references. For further information on using contact activity history to create new events, please refer to our [API documentation](https://help.cloudtalk.io/api-reference/contacts/add-activity.md). *** *Need help or have a question?* Just reach out through our [Support portal](https://support.cloudtalk.io/hc/en-us/requests/new?ticket_form_id=26305535257884) — we’re here for you. ## Related topics - [Import Contacts from a CSV File](https://help.cloudtalk.io/en/articles/import-contacts-from-a-csv-file.md) - [Users, Groups, and Contacts guide](https://help.cloudtalk.io/en/articles/10551915-users-groups-and-contacts-guide.md) - [Automate Contact Tags](https://help.cloudtalk.io/en/articles/5846575-automate-contact-tags.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.