Index Web Contacts Tab Overview

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

Index Web users now have the opportunity to create and manage Index contacts via Web. We've added a Contacts tab (next to the Inbox tab) to help keep your contact details up-to-date and organized. 

1. Sync Legacy Contact Names
2. Contact Overview Tab
3. Contact Details Screen

Tip: You can also create new contacts or edit/delete existing contacts & their info from the Inbox tab. Open the conversation, then click the to open the contact details screen. (Instructions.)

Sync Legacy Contact Names

If you notice that your contact details have not been updated on mobile or Web (if you made edits, changed the contact name, etc) you can sync those changes via Web Settings. 

Here's how: 

1. View Index Web Settings. 
2. Under the Options section, select the button.
3. On the pop-up, select "Sync Contacts"
4. When the sync is complete, click "OK" to exit the window. 

Your contacts will now be updated to reflect the most up-to-date information both on Index mobile and Web. 

FYI: The above process only has to be completed once. Any updates thereafter will continue to sync automatically any time you make changes to your contact details. 

Contact Overview Tab

While logged into Index Web, select the Contacts tab (located to the right of the Inbox tab). You will see the following columns in the Contacts overview tab:

• Name
• Phone 
• Email
• Tags
• Notes - hover over to display full notes

This gives a basic view of your Index address book & includes some of the details you have saved for each contact. From there, you can click on an individual contact to pull up the Contact Details screen which will allow you to view, add, or edit contact info.

Tip: Use the search bar to filter contacts by name, tag, or phone number. 

Contact Details Screen

There are additional details you can add to a contact from this screen that isn't displayed (nor editable) from the contacts overview tab. Here's what is available:

• Phone (can add an additional phone number) 
• Email (can add an additional email) 
• Company 
• URL (i.e. business website/link)
• Address
• Notes (where you store details for a customer)

Note: You can add labels (optional) to the contact details above. Options - Mobile, Home, Work, or Other.

If you hover over certain details in the Contact Details Screen, you can:

• Edit a contact (pencil icon)
• Favorite a contact (start icon)
• Start a conversation (message bubble icon)
• Delete (trash can icon)

Now that you have an understanding of how contacts work with Index Web, visit the article How to create and manage contacts via Index Web to start creating and editing contact details via Web.

If you have further questions, submit a request.