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Managing Contacts

Contacts directory with search, type filters, columns, export, and inline contact rows

Adding a contact​

From the Contacts page, use the People view for individual contacts or the Organizations view for company records. Click New Contact and enter their details:

  • First and last name
  • Contact type
  • Organization
  • Primary email and phone, with type labels
  • Additional emails and phone numbers
  • License number, website, and social links
  • Address
  • Tags
  • Notes

You can also create contacts while adding someone to a transaction.

Using the contact picker​

When you add a person to a transaction (or anywhere DocJacket asks you to pick a contact), you use the contact picker:

  1. Start typing a name, email, phone, or company. The picker searches your existing contacts as you type.
  2. Matching contacts appear in a dropdown, each showing their name, email, and a badge for how many transactions they're already on — so you pick the right person when several are similar.
  3. Click a result to select it. That's it — the contact is attached, and you set their role on the transaction form.
  4. No match? Create one inline. If your search finds nobody, a Create New Contact button appears; click it to quick-create the contact from what you typed, without leaving the page.

When quick-creating this way, DocJacket checks for likely duplicates by name, email, or phone before creating the new record. If a match exists, you can use the existing contact instead of creating another row.

Searching and filtering​

  • Search by name, email, phone, or company
  • Filter by type — Narrow to agents, attorneys, lenders, clients, or any custom contact type
  • Active only — Hide inactive contacts from the main list
  • Advanced filters — Filter by transaction usage, license status, and person/organization kind
  • Saved views — Save reusable contact grid configurations
  • Columns — Show, hide, reorder, resize, and reset table columns, including a Title column for each contact's role (like Escrow Officer or Title Officer)
  • Sort by Address — Click the Address column header to sort contacts by area (city, then street), so contacts in the same area group together — handy for tagging a batch of nearby contacts at once

The Contacts grid also supports inline editing for common fields such as name, email, phone, company, license, notes, type, tags, and active status.

The column menu lets you show, hide, reorder, resize, and reset columns. Saved views preserve reusable grid layouts for repeat workflows.

Bulk actions​

Select contacts from the grid to:

  • Export selected contacts
  • Delete selected contacts
  • Merge two selected contacts

Deleting a contact marks it inactive. You can view inactive contacts by turning off Active only.

Merging is available when exactly two contacts are selected. Choose the contact to keep, review both records, and confirm. DocJacket moves related transaction links from the duplicate into the kept contact and removes duplicate relationships where the same transaction role already exists.

Importing contacts​

Click Import from the Contacts page to import from:

  • CSV Upload — Upload a CSV, map columns to contact fields, preview the import, choose duplicate handling, and run the import
  • Google Contacts — Connect Google Contacts, fetch contacts, select the rows you want, and import them

The CSV importer includes a downloadable template, drag-and-drop upload, a 5 MB file limit, column mapping, recent import history, duplicate preview, import tags, and cancellation while an import is running.

The Google Contacts importer checks whether your Google account is connected, fetches contacts for preview, lets you select or deselect rows, and reports imported, skipped, and errored contacts when the import finishes.

Exporting contacts​

Click Export to download the current contact list as a CSV file. If contacts are selected, use Export Selected to export only those rows.

Contact detail page​

Open a contact to manage their full profile. From the detail page you can:

  • Change the profile photo
  • Edit name, organization, type, tags, emails, phones, address, website, social links, license number, and notes inline
  • Use Get directions to open the contact's address in Google Maps, or Copy map link to grab a clickable map link you can paste into an email — useful for directions to closing, an earnest-money drop-off, or an alternate closing location
  • Mark primary email and phone rows
  • Record SMS consent for each phone number
  • Review related transactions, offers, and activity
  • Manage agent portal status for agent-style contacts
  • Review offers tied to that contact from the Buyer Offers pipeline
  • Open the agent portal tab to create, copy, open, resend, or revoke an agent portal link
  • Review portal activity and SMS/portal message threads for that contact

Most common edits happen directly on the detail page. Use Edit all fields when you need the fuller form for fields that still live there.

Phone numbers can be marked with SMS consent from the contact detail page. Consent is tracked per phone number, not just per contact, so a contact with multiple phone rows can have one consented mobile number and one non-consented office number.

Use the primary-phone star to control which number DocJacket treats as the default contact number. Use the SMS consent icon to record or remove consent before relying on SMS reminders, portal-link texts, or direct SMS workflows.

Portal chat does not require SMS consent and does not consume SMS credits. SMS sends still require a usable phone number, organization SMS access, and the sending safeguards described in Settings > SMS.