How to create and manage contacts via Index Web

Index Web Login Page: https://app.getindex.com/login 

Index Web users can easily create and manage their contacts list via the Inbox or Contacts tabs. 

FYI: If any changes made to your contact details (name, number, etc) are not being reflected on Web or mobile, visit Index Web Settings > "Sync Legacy Contact Names" to sync those changes. More information can be seen here.

Adding a new contact

Via the Inbox tab

1. Select the phone number from the conversation list in your inbox. 
2. Click the (contact card icon) located on the top-right to open the Contact Details screen. 
3. From there, follow the steps below to enter the contact details. 
4. When complete, click the "Add" button to save the new contact to your Index address book.

Via the Contacts Tab

1. View the Contacts tab in Index Web. 
2. Select the "Add" button on the top-right of the screen.
3. A panel will open to allow you to enter the new contact details (they are not required, but optional fields depending on what info you have): 
   • Name
   • Tags 
   • Phone 
   • Email
   • Company
   • URL
   • Address
   • Notes 

The contact will auto-save after you enter information into one field and select a new one. 

Editing an existing contact

Via the Inbox Tab / Conversation Screen

1. Select the phone number from the conversation list in your inbox. 
2. Click the (contact card icon) located on the top-right to open the Contact Details screen. 
3. Follow the steps below to add, edit, or delete contact information. 

Via the Contacts tab

1. View the Contacts tab in Index Web.
2. Locate and select the contact to pull up the panel where you can edit. 
   • To add, click into the text field and add the information. It will auto-save. 
   • To edit, hover over the field you want to make changes to, then select the pencil icon. 
   • To delete the info in the field, select the trash can icon.

The updated information will auto-save after clicking out of the field you were editing.

Deleting a contact

Via the Inbox Tab / Conversation Screen

1. Select the phone number from the conversation list in your inbox. 
2. Click the (contact card icon) located on the top-right to open the Contact Details screen. 
3. Follow steps 3-5 below. 

Via the Contacts tab

1. View the Contacts tab in Index Web. 
2. Locate and select the contact to pull up the editing panel.
3. Select the at the top-right of the contact screen. 
4. Select Delete Contact. 
5. Confirm your selection by clicking Delete once more on the pop-up. 

If you have further questions about how contacts work with Index Web, please submit a request.