Contact Management

The Contact Management is used to define, edit, and bulk import recipients who will be included in report automations.
This section allows you to manage which individuals will automatically receive scheduled reports easily.

To access this area:
Go to Settings → Contact Management.

Contact List

All contacts registered in the system are displayed on this page.

The list includes the following information:

• Contact Name

• Email Address

• Phone

• Organization

• Department

• Role

• Category

• Action Menu (⋮)

Additional features:

• You can search within the page.

• You can filter contacts by role and category.

Adding a New Contact

To add a new contact, click the Add New Contact button at the top right.

The form includes the following fields:

• Contact Name

• Email Address

• Phone Number (Optional)

• Organization Name

• Department

• Role (e.g., consultant, verifier, manager)

• Category (e.g., customer, consultant, verifier)

After completing all fields, click the Add Contact button.

Editing a Contact

To edit an existing contact:

1. Click the ⋮ icon on the right side of the selected row.

2. Choose Edit.

3. Update the required fields in the form.

4. Click Update to save changes.

Deleting a Contact

To delete a contact:

1. Click the ⋮ icon in the corresponding row.

2. Select Delete.

3. In the confirmation window, you will see:
   “This action cannot be undone. All related data will be permanently deleted.” Click Delete to confirm.

Bulk Contact Import

To add multiple contacts at once:

1. Click the Import Contact button at the top of the page.

2. In the window that opens, click Download Excel Template to download the sample file provided by Carbondeck.

3. The Excel file includes the following columns:

• Name

• Email

• Phone Country Code

• Phone

• Organization

• Department

• Category

• Role

Fill in these fields.

4. Drag and drop your file into the upload area, or select it from your device. Click Import Contact to complete the upload.