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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

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.

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