Manage team contacts

Contacts brings together the people your team captures in Tapify. Owners and admins can review contacts across the selected workspace.

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How contacts are added

A contact can appear when a team member:

• Receives details through their digital business card
• Scans a paper business card, event badge, or supported QR code
• Adds a contact manually in the mobile app

Owners and admins can also add contacts from the dashboard.

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Add a contact

1. Open Contacts.
2. Select Add contact.
3. Enter the person’s full name.
4. Add their email, job title, company, phone number, or website as needed.
5. Select Add contact.

You can add more details after opening the contact.

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Find a contact

Use search to find a contact by information such as their name or email address. You can also filter the list by:

• Tag
• Connected with — the team member who owns the relationship

Clear a filter to return to all workspace contacts. If you manage several workspaces, confirm that the correct workspace is selected.

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View and update a contact

Select a contact to see:

• Contact details
• When and how the contact was added
• When the contact was enriched, if applicable
• The team member they are connected with
• A message submitted through a digital business card
• Internal notes and tags

Select a contact detail to update it. From the contact’s actions, you can send an email or change who the contact is connected with.

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Change who a contact is connected with

1. Open the contact.
2. Open the contact actions.
3. Select Change owner.
4. Choose a team member, or choose no owner.
5. Select Save.

This is useful when a contact should be followed up by someone else.

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Add an internal note

1. Open the contact.
2. Select Internal note.
3. Add or update the note.
4. Select Save.

An internal note is separate from a message the contact submitted through a digital business card. It is not shown to the contact.

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Organize contacts with tags

1. Open a contact or select Add tag from its actions.
2. Select one or more existing tags.
3. To make a new tag, select Add tag, enter a name, and choose a color.
4. Select Save.

Use the Tag filter above the table to show contacts with a specific tag.

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Export contacts

1. Select one or more contacts in the table.
2. Select Export selected.

Tapify downloads contacts-export.csv. The export includes available contact details, tags, capture method, connected team member, and enrichment date.

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Delete a contact

1. Open the contact’s actions.
2. Select Delete.
3. Confirm the deletion.

See Privacy and workspace data for responsible use of contact information and enrichment.