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The Contacts list screen displays all contacts for the current organization and is accessible at /ce/contacts.

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Overview

The Contacts screen renders a paginated table of contacts with search-as-you-type (300ms debounce), a contact type filter populated from the ce_contact_type picklist, and a status filter with options: All Status, Active, Inactive, and Do Not Contact. Users with ce.contacts.create see an Import button (opens ContactImportDialog) and a New Contact button (opens ContactDialog). Visiting /ce/contacts?action=new auto-opens the New Contact dialog. On mobile viewports the screen renders a MobileContactView. Clicking a contact row navigates to /ce/contacts/:id. Contacts are scoped to the current organization.

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Who it’s for

Required permission: ce.contacts.view (route-level gate). Creating contacts requires ce.contacts.create.

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Before you start

  • You need the ce.contacts.view permission.
  • To create or import contacts, you additionally need ce.contacts.create.

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Steps

1

Open Contacts

Navigate to /ce/contacts via the Community Engagement menu.
2

Search or filter

Type in the search box to filter by name or other fields, or use the Type and Status dropdowns to narrow results.
3

Open a contact record

Click any row in the table to go to that contact’s detail page.
4

Create a contact

Click New Contact (or navigate to /ce/contacts?action=new) to open the contact creation dialog.
5

Import contacts

Click Import to open the ContactImportDialog and upload a file.
6

Edit or delete a contact

Use the row action menu in the contacts table to edit or delete a record.

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Key concepts

  • Contact status — active, inactive, or do_not_contact; the list defaults to showing active contacts.
  • Contact type — populated from the ce_contact_type picklist; SME: confirm available values.
  • Auto-open — appending ?action=new to the URL triggers the New Contact dialog to open on load.

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Creating a contact

The route /ce/contacts/new is a redirect, not a standalone screen. It automatically redirects to /ce/contacts?action=new, which auto-opens the New Contact dialog on the Contacts list page. In src/routes/ce.tsx, the path /ce/contacts/new is configured as <Navigate to="/ce/contacts?action=new" replace />. Creating a contact is performed within the ContactDialog, not on a separate full page. The destination Contacts page requires ce.contacts.view; creating a contact requires ce.contacts.create.

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Detail view

The Contact detail screen displays a single contact record with tabbed sections for all associated data. It is accessible at /ce/contacts/:id.

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Overview

The Contact detail screen shows a header with the contact’s full name, type, and status. Summary cards display contact type, status, number of associated leads, and creation date. The screen provides action buttons for Click-to-Call (requires ce.calls.create and a phone number), Send SMS (requires a phone number), Schedule Meeting, and Edit Contact. Seven tabs organize the content: Overview (contact info card), Leads (linked lead records), Calls (recent call list), SMS (conversation panel, shown only if a phone number exists), Emails (email timeline), Relationships, and Activity. Editing opens a ContactDialog; SMS compose opens an SmsComposeDialog. If the contact is not found or the user lacks access, an error state is shown with a link back to /ce/contacts.

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Who it’s for

Required permission: ce.contacts.view (route-level gate). Click-to-call requires ce.calls.create.

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Before you start

  • You need the ce.contacts.view permission.
  • The contact ID must exist and belong to your organization.

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Steps

1

Open a Contact

Navigate to /ce/contacts/:id by clicking a contact row in the Contacts list.
2

Review contact information

Check the Overview tab for address, email, phone, and other contact fields.
3

View associated leads

Switch to the Leads tab to see all linked lead records and their statuses.
4

Review call history

Switch to the Calls tab to see recent calls associated with this contact.
5

Send SMS (if phone present)

Click Send SMS to open the SMS compose dialog, or switch to the SMS tab to view the full conversation.
6

View email timeline

Switch to the Emails tab to see all email communications with this contact.
7

Edit the contact

Click Edit Contact to update contact fields in the dialog.
8

Schedule a meeting

Click Schedule Meeting to open the meeting scheduling dialog.

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Key concepts

  • Contact type — stored as contact_type on the record; displayed in the header sub-heading and in a summary card.
  • Contact status — values include active, inactive, and do_not_contact.
  • SMS tab visibility — the SMS tab and Send SMS button only appear when contact.phone or contact.mobile_phone is present.

Community Engagement

Community Engagement core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/ce.tsx
  • src/cores/ce/pages/ContactsPage.tsx
  • src/cores/ce/pages/ContactDetailPage.tsx