Contact Management

Search, view, and manage your CRM contacts from any browser tab.

The Contacts tab provides full access to your CRM contacts without leaving your current page. Search, view details, and initiate calls directly from the extension.

Contacts Tab

The Contacts tab shows:

Element	Description
Search bar	Search contacts by name, phone, email, or company
Contact list	Paginated list of matching contacts
Contact cards	Quick view of name, phone, company
Call button	One-click dial from contact card
Import button	Import contacts from Google Sheets or CSV

Searching Contacts

Quick Search

1. Open the Contacts tab
2. Type in the search bar
3. Results update as you type (debounced 300ms)
4. Matches name, phone, email, and company fields

Search Results

Each result shows:

• Name — Contact’s full name
• Phone — Primary phone number (formatted)
• Company — Company name if available
• Last called — Relative time since last call (if any)

Click a contact card to see full details.

Contact Details

Clicking a contact shows the detail view:

Field	Description
Name	Full name
Phone	Primary phone number
Email	Email address (if available)
Company	Company name
Notes	Any saved notes
Tags	Assigned tags
Last Called	Timestamp of most recent call

Quick Actions

From the detail view:

• Call — Initiate a call immediately
• Copy Phone — Copy phone number to clipboard
• Copy Email — Copy email to clipboard

Creating Contacts

From Extension

1. Click the + button in the Contacts tab
2. Fill in contact details:
   • Name (required)
   • Phone (required)
   • Email (optional)
   • Company (optional)
   • Notes (optional)
   • Tags (optional)
3. Click Save

The new contact syncs to your CRM immediately.

Importing Contacts

From Google Sheets

Import contacts directly from any Google Sheet:

1. Open a Google Sheet with contact data
2. In the extension, go to Contacts tab
3. Click Import from Sheets
4. Grant Google Sheets permission if prompted
5. Map columns to Consuelo fields:

Consuelo Field	Required	Description
Name	Yes	Contact’s full name
Phone	Yes	Phone number (any format)
Email	No	Email address
Company	No	Company name
Notes	No	Free-form notes
Tags	No	Comma-separated tags

6. Preview the first few rows
7. Click Import

From CSV

1. In the extension, go to Contacts tab
2. Click Import → From CSV
3. Select a CSV file from your computer
4. Map columns (same as Google Sheets)
5. Preview and confirm import

Import Results

After import, you see:

• Imported — Number of successfully created contacts
• Skipped — Duplicates (same phone number already exists)
• Errors — Invalid data (e.g., missing required fields, invalid phone format)

Contact Fields

Consuelo supports these contact fields:

Field	Type	Required	Searchable
Name	String	Yes	Yes
Phone	String	Yes	Yes
Email	String	No	Yes
Company	String	No	Yes
Notes	Text	No	No
Tags	String[]	No	No
Custom Fields	Object	No	No

Phone Number Format

Phone numbers can be entered in any format:

• [phone]
• 5551234567
• [phone]

The system normalizes to E.164 format ([phone]) for consistency.

Tags

Tags help organize contacts:

• Add tags during creation or import
• Tags are case-insensitive
• Use tags for segments: “prospect”, “customer”, “vip”, etc.
• Filter contacts by tag in the web app

Call History Per Contact

Each contact shows their call history:

• Last call date
• Total calls made
• Call outcomes

This helps prioritize follow-ups and track engagement.

Sync with Web App

All contact data syncs bidirectionally:

• Create in extension → appears in web app
• Edit in web app → updates in extension
• Delete in either → removed everywhere

The extension caches contacts locally for fast search, refreshing periodically.

API Integration

Contacts are stored in the Consuelo backend. The extension uses these REST endpoints:

Endpoint	Purpose
GET /api/contacts	List contacts with search
GET /api/contacts/:id	Get single contact
POST /api/contacts	Create contact
PATCH /api/contacts/:id	Update contact
DELETE /api/contacts/:id	Delete contact
POST /api/contacts/import	Bulk import

All requests authenticate with your Clerk session token.

Troubleshooting

Search not finding contacts

1. Check your search terms (try partial matches)
2. Verify contacts exist in the web app
3. Try refreshing the extension (close and reopen)

Import fails

Common causes:

• Missing required fields — Ensure name and phone columns are mapped
• Invalid phone format — Phone must have at least 10 digits
• Duplicate phones — Existing contacts with same phone are skipped

Contact not syncing

1. Check your internet connection
2. Verify you’re signed in
3. Try signing out and back in

Related

• Browser Dialer — Making calls
• Queue Dialing — Add contacts to queues