How to create & manage Index contacts

Note: This article includes steps on how to create and manage contacts via Index mobile. For Index Web steps, visit How to create and manage contacts via Index Web.

We understand the value of separating customer contacts from personal contacts. As an Index subscriber, the only contacts that will show in the app will be your business contacts. Your personal contacts should stay in your phone's address book only. 

iOS users only: If you need to save an Index contact to your iPhone's address book, please see the article How do I save a contact to my iPhone? for instructions.

Existing Sideline subscribers who migrated to Index

The Sideline contacts you've communicated with previously on your account will be automatically saved to your Index Contacts so as long as you download and log into Index using your SIDELINE login info (don't create a new account). 

Important: If you have uninstalled the app in the past, or deleted a conversation prior to installing Index, those Sideline contacts who you communicated with beforehand may not be saved to your new Index Contact list.

The following information is copied from your contacts to Index when you import:

• Any contact fields (any contact info you have associated with a contact)
• Notes* (Android only - current iOS bug. You may experience issues with Notes not copying over with Index iOS. We have identified this as a bug and are working towards a fix.) 

Tip: If you have a list of contacts saved as a VCF or CSV file, you can easily import those contacts to Index in bulk. (Instructions)

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• iOS
• Android

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Importing an iPhone contact to Index

To add a contact from your iPhone's address book into Index:

1. Tap your address book.
2. Click on the  + in the top right corner of the screen.
3. Click "Add Contacts from iPhone."
4. Search and select the contacts you want to import. 
   • Note: You can select multiple contacts to upload at a time by clicking on their names.
5. When you've selected the contacts, tap Done to import.
6. You will see the message "1 contact imported successfully" (or the specific # if you choose to upload multiple contacts at once).

Please note: If you import the same contact more than once, it will be duplicated in your Index address book. Not to worry, you can easily remove the duplicate. See below for how to "delete a contact"

Creating a new contact

You can create a business contact to add to Index at any time. The following contact fields are available when creating a new Index contact:

• First & Last Name
• Company
• Phone Number
• Email Address
• Text Tone 
• URL
• Address
• Notes

Note: The fields that can have multiple entries are phone number, email, URL, and physical address.

To create a new contact: 

1. Tap your address book.
2. Click on the + on the top right corner of the screen.
3. Tap Create New.
4. Enter the contact info into the applicable fields.
5. Tap Done.

Tip: Try adding tags to contacts to help organize your address book and filter by tag (label). 

Editing a contact 

FYI: Your iPhone's address book and Index's address book do not sync.

This means that if you make an edit to your contact in Index's address book, it will not sync to your device's address book and vice versa.

If you have business contacts in your device's address book, you can import them manually or create a new contact in Index (see above for instructions.)

To make an edit to an existing contact:

1. Select the Contact.
2. Tap Edit on the top-right of the screen.
3. Make the edits and select Done.

Deleting a contact 

1. Open your Index address book. 
2. Scroll or search to find the contact you wish to delete > tap the contact. 
3. Click Edit on the top right.
4. Scroll down to the bottom and select Delete.

Questions? Submit a request.

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Importing an Android contact into Index

To add a contact from your device's address book into Index:

If you have a contact saved in your phone that is not currently in Index's address book, you can easily import it. Here's how:

1. From the inbox, tap the address book icon (shown with a +) to add contacts to Index.
2. Select Add contacts from device.
3. Select one or more contacts to import. (Select the box next to their name and a checkmark will display confirming they are ready for import.)
4. When finished, select DONE to import.

Please note: If you import the same contact more than once, it will be duplicated in your Index address book. Not to worry, you can easily remove the duplicate (see below for instructions.)

Creating a new contact

You can create a new business contact at any time. The following contact fields are available in Index:

• First & Last Name
• Company
• Phone Number
• Email Address
• Label (phone, email, address) 
• URL
• Address
• Notes

Note: The fields that can have multiple entries are phone number, email, URL, and physical address.

To create a new Pro contact: 

1. Tap the address book. 
2. Tap the address book icon (shown with a +) to add a contact.
3. Tap Create new.
4. Enter the contact info into the applicable fields.
5. Tap SAVE.

Editing a contact 

FYI: Your device's address book and Index's address book do not sync.

This means that if you make an edit to your contact in the Index address book, it will not sync to your device's address book and vice versa.

1. Select the contact.
2. Tap the pencil icon to edit the contact details.
3. Make the edits and tap SAVE to update the info.

Deleting a contact 

1. Open your address book.
2. Scroll or search to find the contact you wish to delete > tap. 
3. Tap the ellipsis (three green dots) > select Delete Contact.

Questions? Submit a request.

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