The Contacts tab in Dubsado serves as your digital address book, allowing you to store and manage all your contact information in one centralized location. This tab provides a comprehensive view of every contact you've added to your Dubsado account, making it easy to access their details and maintain your client relationships.
Contact list overview
When you navigate to the Contacts tab, you'll see a table view of all your contacts. Each entry in the list displays key contact information:
Name
Email address
Phone number
Company
By default, contacts are organized alphabetically by name. However, you can change this sorting method by clicking on the dropdown arrow above the Name column header.
Sorting and filtering options
Sorting your contact list
To sort your contact list:
Click the dropdown arrow above the Name column header
Select one of the following options to sort the contacts:
Name (alphabetical)
Email (alphabetical)
Phone (numerical)
Searching for contacts
Use the search functionality to quickly find specific contacts:
Click the magnifying glass at the top left of the contacts table
Enter the desired Name, Email, or phone number into the search bar that appears
The list will filter dynamically as you type
Customizing displayed columns
To customize which information appears in your contact list:
Click the Display icon (three horizontal lines) in the top right corner of the contacts table
A sidebar will open displaying the available columns:
Name
Email
Phone
Company
Toggle the eye icon next to each column name to show or hide it in the table
Click Hide all to hide all columns or individual eye icons to customize your view
Drag and drop properties into the order you wish for them to display within the table
Importing and exporting contact data
Importing contacts from a CSV
To bring in an existing contact list:
Click Import CSV in the top right corner
Click Upload CSV file to choose a CSV file to upload, or drag and drop your CSV into the modal
Map your CSV fields to Dubsado fields. The system will make its best guess and attempt to match your columns for you, but you can update the field mapping using the dropdown menu for each column as needed
Available Dubsado fields for mapping include:
First name
Last name
Email (Required)
Phone
Company
Address fields
Notes
Custom client fields
Review the preview showing how your data will import
Optionally check Create a project for each new contact if you want to automatically generate a project for each of your newly imported contacts
Click Import Contacts to complete the import
Click Cancel to abort the import process
Exporting contact data
To export your contact data:
Click Export CSV located in the top right corner
An Export data to CSV modal will appear
Under Client details, check or uncheck the fields you wish to include in the export:
First name
Last name
Email
Phone
Company
Address fields
Custom client fields
Click the green Export button to download the CSV file
Click Cancel close the dialog without exporting
Managing your contact list
Adding a new contact
To add a new contact to your address book:
Click + New Contact button in the top right corner
Fill in the Contact's information. Email address is the only required field:
First name
Last name
Email address (required - primary email for communication and client portal access)
Phone number
Company
Optionally, add Internal Notes in the dedicated text box
These notes are for internal use only and will not be shared with the contact
Click the green Create contact button to save the new contact
Viewing and editing contact details
To view a contact's full details:
Click on the name of any contact in the main contacts table
This will open a detailed view for that specific contact
Contact information tabs
Each contact entry shows you Dubsado content related to that specific contact, across a variety of places within Dubsado.
At the top of the contact's profile, you will find tabs for different categories of information:
Projects - Shows all projects associated with this contact
Messages - Client communication history
Events - Calendar events and appointments associated with this contact
Tasks - Internal tasks related to this contact
Invoicing - Financial information and transactions
Forms - Contracts, questionnaires, and other documents
Notes - Internal notes about the contact
Click on any tab to view the relevant information.
Within each tab, you can also take action. You can:
Navigate to a project from the Projects tab
Compose a new email or reply to an existing thread from the Messages tab
View existing appointments, project dates, payment plan due dates, or tasks with due dates associated with this contact, or send the contact a new scheduling request using the Scheduler within the Events tab
Check off tasks associated with this contact within the Tasks tab
Create, edit, send, view, and manage invoices associated with this contact within the Invoices tab
Add, edit, send, view, and manage forms associated with this contact within the Forms tab
Create, edit, and view notes and call logs associated with this contact within the Notes tab
Contact sidebar details
On the left side of each contact entry, a sidebar displays key information. You can also expand this sidebar to view the page in full screen.
At a glance, you can view the following:
Contact Information:
Name
Email
Phone number
Company
Contact Portal:
Status (active or inactive)
Activate portal button
Custom client fields: Any custom fields configured for clients will appear here with their respective values.
Editing contact information
To view or edit a contact's information:
Navigate to an individual contact's profile
Click the pencil icon in the contact information sidebar
Update any of the following fields:
Basic Information:
Client Avatar (Upload avatar or drop here)
First name
Last name
Email (Primary contact email)
Phone
Address Information:
Address line 1
Address line 2
City
State/Province
Zip/Postal
Country
Alternate Contact:
First name
Last name
Phone
Email
Company Information:
Company name
Company phone
Company email
Additional Fields:
Shipping address fields
Social media links
Website
Facebook
X
Instagram
Pinterest
Custom client fields
Make sure to click Save to apply changes or Cancel to discard.
With these tools, you can efficiently manage your entire contact base from within Dubsado, ensuring you always have the most current contact information and details for your business relationships.
FAQ
What to do if I can't find a contact using the search bar?
The search functionality only searches within the Name, Email, and Phone fields. Make sure you're searching using the contact's name, email address, or phone number. The search is case-insensitive and searches partial matches.
What if my CSV import is showing incorrect field mappings?
Review the field mapping carefully before importing, and adjust the mapping using the dropdown fields as needed. The system shows a preview to help verify correct mapping. Ensure the Email field is always mapped as it's required for contact creation.