Skip to content
English
Sign In
  • There are no suggestions because the search field is empty.

Managing your CircleLoop contacts

Edit, share, favourite, and delete contacts on desktop, web, and mobile

Managing a contact on Desktop & Web App

Only personal contacts can be modified within CircleLoop.

To edit a contact, click on the user within the ‘Personal’ category. This brings up the contact’s details.

1

 
 

Editing a contact’s details

Click ‘Edit contact’ on the screen demonstrated above.

2

 

In the editing screen, you can change the contact’s details.

Please note that you can only edit the details of contacts that you have added yourself. These include:

  • The contact’s first and last name

  • The contact’s email address

  • The contact’s company (and position within that company)

  • Any tags you have associated with the contact

  • Whether or not the contact is set to ‘Shared’

  • Any numbers associated with the contact.

Click ‘Save’ to update these details.

 

Adding a contact as a 'Favourite'

There are several ways to add a contact as a ‘favourite’.

Via the ‘Contacts’ page

To edit or delete a contact, please refer to the steps detailed in the ‘Editing and deleting a contact’ guide above. Under the 'Edit contact' section, you will find an option to mark that contact as a favourite.

3

 

Via the ‘star’ icon

You can also click the star icon alongside a contact’s user profile image to add them as a favourite.

4

 

Export VCard

Selecting the ‘Export VCard’ option generates a contact file that can be easily shared externally.

 

Sharing a contact with others in your organisation

Adding personal contacts allows for sharing with other CircleLoop users within your organisation.

This setting can be configured when you create a new contact (by toggling ‘Set as shared’ on) then clicking ‘Save’

5

Configuration can also be adjusted later through the contact edit drop-down menu found within a user profile.

6

 

Deleting a contact

To remove a contact, just select ‘Delete Contact’ from the drop-down menu that appears above.

7

Please note! If you choose to delete a contact, their details cannot be retrieved.

You can only delete contacts that you have added yourself.

 

 

Managing your CircleLoop contacts on mobile

Editing a contact: your options

Only personal contacts can be modified within CircleLoop.

To edit a contact, go to the ‘Contacts’ screen, click on the contact you wish to edit, then click the three dots in the top right corner of the screen.

mobile1

mobile 2

You will see the following options:

  • Add or remove the contact from your ‘Favourites’

  • Add or remove the contact as a ‘shared’ contact (the contact will only be visible to you if you remove it as ‘Shared’)

  • Edit your contact (we will cover this in greater detail later)

  • Share the contact. The process, commonly referred to as 'Export VCard', generates a contact file that can be easily shared externally

  • Delete the contact from your CircleLoop contacts list.

 

Deleting a contact

Please note! If you choose to delete a contact, their details cannot be retrieved. You can only delete contacts that you have added yourself.

To delete a contact, simply tap ‘Delete Contact’ on the edit user drop-down menu.

 

Editing a contact’s details

Tap ‘Edit contact’ on the screen demonstrated above.

mobile 3

In the editing screen, you have the ability to modify the contact's personal details.

mobile 4

Please note that you can only edit the details of contacts that you have added yourself. These include:

  • The contact’s first and last name

  • The contact’s email address

  • The contact’s company (and position within that company)

  • Any tags you have associated with the contact

  • Whether or not the contact is set to ‘Shared’

  • Any numbers associated with the contact.

Click ‘Done’ to update these details.

 

Troubleshooting

Cannot edit a contact

If you are not able to update the details of an existing contact, please check the following:

  • You have entered at least a first name for the contact

  • You have added at least one telephone number for the contact

  • Any email addresses added for the contact are in a valid format.

  • Please note - Contacts imported from an integration cannot be edited from within CircleLoop

Others cannot see a contact

If other users within your company are not able to see a contact that you have added, please check the following:

  • The ‘Set as shared’ toggle is turned on from the ‘Edit contact’ screen

If you are still having issues, please contact your CircleLoop onboarding agent or support team.