Contacts

Create, manage, and organize contact records.

57 articles

Contact Merge Improvements: No More Dropped Workflow ExecutionsThis update ensures that workflows continue running correctly when contacts are merged by automatically transferring or resolving workflow executions so no automation steps are dropped.
Multi-Object Task AssociationsMulti-object task associations allow a single task to be linked to multiple records across Contacts, Companies, Opportunities, and Custom Objects, ensuring tasks stay contextually visible without duplication.
Documents & Contracts: Content Library for Faster Document CreationThe Content Library in Documents & Contracts lets users save reusable document blocks or full pages and quickly reuse or share them across templates and locations.
Update Contact Field Action: Dynamic Custom Value Picker (Expanded Field Support)The Update Contact Field action now supports dynamic custom values for additional field types, allowing workflows to set or compare values using live variables instead of manually entered text or…
Understanding and Managing Contacts in KyriosThe Contacts module in Kyrios is the central CRM workspace for creating, organizing, communicating with, and automating actions across all leads and customers.
Accessing and Creating Estimates from the Contact Payments TabYou can create and send estimates directly from a contact’s Payments tab, with customer details automatically pre-filled for faster quoting.
Importing and Exporting Contacts Using a CSV FileKyrios allows admins to import and export contacts using a single CSV file, supporting bulk creation, updates, de-duplication, and progress tracking via Bulk Actions.
Enhanced Contacts Import ExperienceThe Enhanced Contacts Import Experience provides a faster, clearer, and more controlled way to import contacts (and opportunities) with improved mapping, deduplication, and detailed post-import statistics.
Contact-to-Contact AssociationsContact-to-Contact Associations let you link contacts to each other using custom labels (single or paired) to track personal and professional relationships directly inside Kyrios.
Opportunity Card CustomizationOpportunity Card Customization lets you control which fields, layout, and quick-action counters appear on opportunity cards in the pipeline view.
Recurring TasksRecurring Tasks let you automatically create repeating tasks on a defined schedule, with full control over frequency, end conditions, and overdue behavior.
Company NotesCompany Notes let your team add, view, filter, sort, edit, and delete notes that are linked to contacts and visible within a company record.
Contacts: Synchronize Attachments with the Document Management TabThe Document Management tab on a contact record automatically collects, organizes, and manages all files sent, received, or manually uploaded for that contact in one centralized location.
Bulk Import and Export of Multiple Phone Numbers for ContactsKyrios allows you to bulk import and export contacts with multiple phone numbers using the Additional Phones field during CSV imports and exports.
Bulk Actions – Add or Remove Contacts from a CompanyUse Bulk Actions to add, update, or remove company associations for multiple contacts at the same time.
Bulk Actions – Send WhatsApp Messages to Multiple ContactsUse the WhatsApp Bulk Action to send a Meta-approved WhatsApp template message to multiple contacts at once and track delivery progress and errors.
How to Validate a Contact’s EmailEmail validation checks whether a contact’s email address can safely receive messages, helping reduce bounces and protect your sending reputation.
Email Validation for Contacts in KyriosKyrios Email Validation checks contact email addresses for deliverability to reduce bounces, protect sender reputation, and improve email performance.
Create, Edit, and Delete Contacts in KyriosLearn how to create new contacts, edit existing contact details, delete contacts, and add custom fields to tailor your contact database in Kyrios.
Troublesbleshooting Bulk Imports via CSVLearn how to review bulk import errors, understand error codes, and fix CSV formatting issues when importing contacts into Kyrios.
How to Create and Edit Smart ListsSmart Lists are dynamic contact lists that automatically update based on filters you define, keeping your contacts segmented in real time.
Creating Smart ListsSmart Lists let you apply and save filters in Contacts so the list automatically updates as contacts meet or stop meeting your criteria.
Bulk Import and Export of Multiple Emails for ContactsYou can bulk import and export multiple email addresses per contact using the Additional Emails field in Contacts.
Additional Phone Numbers per ContactKyrios lets you add, label, and manage multiple phone numbers for a single contact, including setting one primary number.
Additional Emails per ContactKyrios allows you to add, manage, and select a primary email from multiple email addresses on a single contact record.
Using the Do Not Disturb (DND) FeatureThe Do Not Disturb (DND) feature controls whether a contact can send or receive communications across email, SMS, calls, and other channels in Kyrios.
Bulk Action Delivery Options for ContactsBulk Actions let you send messages or apply actions to multiple contacts at once, with flexible delivery options that control timing, batching, and throughput.
How to Restore Deleted ContactsKyrios allows you to restore deleted contacts within 60 days, either individually from the Restore tab or through Bulk Actions.
Using Bulk Actions in ContactsBulk Actions let you perform the same action on multiple contacts at once, such as sending messages, adding tags, exporting data, or deleting contacts.
Settings: TagsTags let you label and organize contacts so you can segment audiences, trigger automations, and manage contacts more effectively across Kyrios.
Engagement Scoring in KyriosEngagement Scoring in Kyrios assigns dynamic scores to contacts based on their actions, helping you measure interest, prioritize outreach, and identify churn risk.
How to Add Tags When Importing ContactsYou can add tags to contacts during import either by including a Tags column in your CSV or by applying tags to the entire import during the import setup.
How to Allow or Prevent Duplicate ContactsYou can control whether Kyrios allows duplicate contacts and define how duplicates are detected using email and/or phone number.
How to Create and Use SMS and Email Templates in KyriosSMS and Email templates (Snippets) let you save reusable messages and insert them quickly into workflows, conversations, and bulk actions.
Managing the Tasks Tab in KyriosThe Tasks Tab allows you to create, organize, filter, and track tasks across your account, including recurring tasks and tasks associated with multiple records.
How to Navigate Contact Records in KyriosKyrios contact records provide a complete, centralized view of every person, including their details, activity, opportunities, payments, and relationships.
Bulk Actions: Add or Remove Tags on ContactsUse Bulk Actions in Contacts or Smart Lists to add or remove tags from multiple contacts at once.
Bulk Actions: Deleting ContactsUse Bulk Actions in Contacts or Smart Lists to permanently delete multiple contacts at once.
Bulk Actions: Send EmailUse Bulk Actions in Contacts or Smart Lists to send a one-time email to multiple contacts, immediately or on a schedule.
Bulk Actions: Merge Multiple ContactsUse Bulk Actions to merge up to 10 duplicate contacts into a single master contact while preserving selected data, payments, and communication preferences.
Bulk Actions: Pipeline Change (Manage Opportunities)Use Bulk Actions to add or update opportunities for multiple contacts at once by changing pipelines, stages, values, and statuses.
Bulk Actions: Sending Review RequestsUse Bulk Actions to send SMS, email, or WhatsApp review requests to multiple contacts at once, immediately or on a schedule.
The Companies Tab in ContactsThe Companies tab lets you create, manage, and organize company records, associate contacts, add tasks and notes, and use advanced filtering and automation to keep company data structured and actionable.
Using the Kyrios Mobile App: ContactsThis article explains how to add, manage, search, communicate with, and take quick actions on contacts using the Kyrios Mobile App.
Editing Pending and Processing Bulk ActionsThis article explains how to identify, edit, and manage Bulk Actions that are queued or processing, including how batch (drip) settings can be adjusted safely after scheduling.
Understanding Email Verification in KyriosEmail Verification in Kyrios checks whether contact email addresses are valid and deliverable, helping protect sender reputation and improve email deliverability.
Checking If a Contact Can Receive WhatsApp MessagesUse the Valid WhatsApp field and advanced filters in Contacts to determine whether a contact can receive WhatsApp messages and to segment contacts for WhatsApp campaigns.
How to Use Universal Search in KyriosUniversal Search lets you quickly find or create Contacts, Opportunities, and Products from anywhere in Kyrios using a single search bar.
Duplicate Contact Management and Merge ToolThe Duplicate Contact Management and Merge Tool scans contacts for duplicate records and lets admins merge matching contacts into one master contact.
How to Access and Use List ViewList View lets you review CRM records in a table format so you can filter, sort, manage columns, and scan records faster.
Enhanced Contact Tag Management ExperiencePrevent accidental tag updates and unintended workflow triggers with the new Apply and Cancel confirmation flow for contact tag management.
Bulk Company ExportBulk Company Export allows users to export selected company records or the entire company list into a CSV file for reporting, sharing, and offline analysis.
Adding Multiple Phone Numbers for a ContactAdd and manage multiple phone numbers on a single Kyrios contact record so teams can reach contacts through the correct number.
What Is the Contact Detail Page?The Contact Detail Page is the central workspace for viewing contact information, conversations, activities, associations, tasks, notes, appointments, documents, payments, and related records in Kyrios.
What Is Rich Text for Notes & Task Descriptions?Rich Text lets users format notes and task descriptions with basic styling, lists, links, and undo/redo so CRM details are easier to read and share.
Customize the Add Contact Form and Use the Upgraded Add Contact ModalThe upgraded Add Contact experience uses a slide-out modal and allows administrators to control which contact fields appear, their order, and which fields are required.
Add Files to Contact Records Using a File Upload Custom FieldCreate a File Upload custom field to store contact-specific documents directly on a contact record.