Contacts

The Contacts page is CubixOne’s customer master data hub. It keeps people and companies in one place and links them to CRM, activities, documents and operations.

Contacts is the shared address book for sales and service teams. Work from a single record source for people, companies, invoices and CRM leads.

What you can do

Feature	Why it matters	Who uses it
Contact list	Search, filter and export the full customer base quickly.	Sales reps, office admins
Import & export	Bring contact lists from spreadsheets and push them to CRM or marketing.	Data team, operations
Merge duplicates	Keep the address book clean while preserving history and relations.	Managers, data stewards
Tags & relationships	Segment contacts and model company/person links for faster customer service.	Sales, customer success
Contact record	See full details, notes, chatter, history and related entities in one place.	All users

Contact List

The Contacts list is the primary navigation for the address book. It supports search, active/archived filters, bulk selection and view mode switching.

Screenshot Placeholder — Contacts List Replace with the contacts list screen showing search, filters and bulk actions.

Search by multiple fields

Search across name, email, phone, mobile, job title and city from the same input.

Filter active and archived contacts

Switch between active and archived contacts to review current records or historical entries.

Use the view toggle

Choose list view for bulk work or kanban-style browsing for a quick overview.

Create / Edit

Create and edit contacts with all the fields needed for business, finance and CRM connection.

Screenshot Placeholder — Contact Form Replace with the contact create/edit form screen.

Key fields

Contact type: person, company, billing, delivery, other
Primary identifiers: name, email, phone, mobile, website, job title
Language, NIF / tax number, postal address and company data
Notes, avatar and active status

Use the contact form to keep master data consistent before it reaches CRM leads or invoices.

Bulk Actions

Bulk actions help teams update many contacts at once without manual repetition.

Screenshot Placeholder — Bulk Actions Replace with the bulk actions menu on the contacts list.

Archive selected contacts
Unarchive restored records
Delete obsolete contacts
Export selected contacts to CSV/XLSX
vCard export selected contacts as .vcf files
Merge duplicate contacts safely

Import & Export

Import contacts from CSV and export lists for marketing, CRM or backup.

Screenshot Placeholder — Import / Export Replace with the import workflow screen or the export options panel.

Import flow

Upload your CSV file
Map columns to contact fields
Review validation errors
Confirm and execute the import

Export options

Export selected contacts as CSV or XLSX, or download vCards for desktop and mobile address books.

Merge Duplicates

Merge duplicate contact records with a preview that keeps the chosen source of truth.

Screenshot Placeholder — Merge Preview Replace with the duplicate merge preview screen.

Merge workflow

Select 2 or more duplicate contacts
Open the merge preview
Choose which values remain for each field
Confirm merge and archive losers

Merging preserves history and re-points related connections to the remaining record.

Tags & Relationships

Use tags and relationships to model customer segments and company/person links.

Screenshot Placeholder — Tags & Relationships Replace with the contacts details showing tags and related contacts.

What you can model

Industry, supplier/customer type and custom groups using tags
Billing contact, delivery contact and subsidiary relationships
Company network links for parent/subsidiary relationships

Contact Record

The contact detail page brings together metadata, notes, chatter and related activity in one record.

Screenshot Placeholder — Contact Record Replace with the contact detail page that shows tabs, notes and history.

Record page sections

Contact details and address
Tags, relationships and contact type
Notes, chatter and activity history
CRM links and related documents