> ## Documentation Index
> Fetch the complete documentation index at: https://docs.meetzela.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts: View and Manage All Your Customer Records

> View and manage all customers whose information Zela has captured from calls — including contact details, call history, and booking records.

Zela automatically creates a contact record whenever a caller provides their name and phone number during a call. There is nothing for you to set up or configure — as your agent answers calls and collects customer information, your contact list builds itself. Use the Contacts section of your dashboard to view your full customer base, review individual histories, and keep contact details up to date.

## Contacts List

The Contacts page displays a table of every customer whose details Zela has captured. Each row gives you a quick summary of that customer's relationship with your business.

| Column             | Description                                                          |
| ------------------ | -------------------------------------------------------------------- |
| **Name**           | The customer's full name as provided during the call                 |
| **Phone Number**   | The customer's contact number captured by Zela                       |
| **Last Call Date** | The date of the most recent call associated with this contact        |
| **Total Calls**    | The total number of calls Zela has received from or for this contact |
| **Total Bookings** | The total number of appointments booked for this contact             |

Click any row to open the full Contact Detail view for that customer.

## Contact Detail View

Opening a contact record gives you the complete picture for that customer — their profile, every call they've made, and every booking associated with them.

<Steps>
  <Step title="Customer Profile">
    The contact's full name, phone number, email address (if provided), and any notes you've added manually. This is the core profile Zela built from call data.
  </Step>

  <Step title="Call History Timeline">
    A chronological list of every call Zela has received from this contact, showing the date, duration, and outcome of each interaction. Click any call entry to jump directly to the full Call Detail view for that call.
  </Step>

  <Step title="Bookings">
    All appointments associated with this contact, listed with their date, service type, and status. Click any booking to open the full Booking Detail view.
  </Step>
</Steps>

<Info>
  Contact records are created automatically from call data — you don't need to manually add customers. Zela builds and enriches these records every time a caller interacts with your agent.
</Info>

## Editing Contact Information

You can update any contact's details directly from their profile page.

<Steps>
  <Step title="Open the contact record">
    Locate the contact in the Contacts List and click their row to open their detail view.
  </Step>

  <Step title="Click 'Edit Contact'">
    Select the **Edit Contact** button in the top-right corner of the profile.
  </Step>

  <Step title="Update the relevant fields">
    Edit the customer's name, phone number, email address, or internal notes as needed. All fields are optional — update only what you need to change.
  </Step>

  <Step title="Save your changes">
    Click **Save** to apply the updates. Your changes are reflected immediately across all linked bookings and call records for this contact.
  </Step>
</Steps>

<Note>
  Editing a contact's details in the Contacts section updates their profile only — it does not retroactively change the information recorded in individual call transcripts or booking records, which are kept as a permanent record of what was captured at the time.
</Note>

## Searching and Filtering

Find any contact quickly using the search bar at the top of the Contacts List.

<Tabs>
  <Tab title="Search by Name">
    Type a customer's first name, last name, or full name into the search bar. Results update as you type and are not case-sensitive. Partial matches are supported — for example, searching "Smith" will return "John Smith" and "Sarah Smithfield."
  </Tab>

  <Tab title="Search by Phone Number">
    Enter a full or partial phone number to locate a contact. This is useful when a customer calls in but Zela hasn't yet captured their name.
  </Tab>
</Tabs>

<Tip>
  If you receive a call from an unknown number, search for that number in Contacts to check whether Zela has an existing record for that caller before you follow up.
</Tip>

## Exporting Contacts

Export your contact list as a CSV file to import into your CRM, mailing tool, or any other business software.

<Steps>
  <Step title="Apply any filters (optional)">
    Use the search bar to narrow the list if you only need a subset of contacts. To export all contacts, leave the search blank.
  </Step>

  <Step title="Click 'Export'">
    Select the **Export** button at the top-right of the Contacts List.
  </Step>

  <Step title="Download the CSV file">
    Confirm **CSV** as the format and click **Download**. The export includes each contact's name, phone number, email address, total calls, total bookings, and last call date.
  </Step>
</Steps>

<Warning>
  Contact exports contain personal customer information including names and phone numbers. Store and use exported files responsibly, and follow your region's data handling best practices. If you are unsure about your privacy obligations, consult a qualified legal or compliance adviser.
</Warning>


## Related topics

- [Bookings: View and Manage Your Appointments in Zela](/dashboard/bookings.md)
- [Zela Dashboard Overview: Your Business at a Glance](/dashboard/overview.md)
- [Zela Invoices: View, Download, and Manage Your Billing](/billing/invoices.md)
- [Zela: AI Voice Receptionist for Home Service Businesses](/introduction.md)
- [Zela Plans: Choose the Right Plan for Your Business](/billing/plans.md)