# Keep contacts and their next steps

Add, import, search and update people, then open the supported message, call or appointment from their contact.

Canonical: https://docs.bankeiz.com/contacts/
Reviewed: 2026-10-28; coordinated packages 129.0.0; ruleset 127.0.0.

## Bring your people together

Contacts keeps useful names, communication details and next steps under the same Receiz ID. Open the message icon in your account, then the Contacts icon beside Calendar. People lists the retained contacts; Find someone searches names, email, phone, company, notes and tags. A linked Receiz person can open a message; an ordinary email or phone entry uses that address without inventing a Receiz account.

## Save a contact

1. **Choose Add contact** — Use the plus icon labelled Add contact, or Add a contact in an empty list.
2. **Enter the person** — Name is required. Enter Email and Phone when known; check the actual address or number before using it.
3. **Add useful context** — Expand More details for Company, Role, Location, Next step, comma-separated Tags and Notes. Keep facts and your own notes distinguishable.
4. **Choose Save contact** — The saved person opens with their details. Return to Contacts to find the same entry again.

## Import existing contacts

1. **Choose Import contacts** — Use the import icon in People.
2. **Choose a contacts file** — CSV, vCard or JSON is supported, up to 5 MiB. Select the existing file; the importer reads its supported name/email/phone fields.
3. **Use the device chooser when offered** — Choose from device contacts opens the browser’s supported contact picker. Select the people you intend to import.
4. **Inspect the result** — Contacts imported confirms the import. Search and open a person to inspect the actual retained fields rather than assuming every source field was supported.

## Use a person’s contact

**Actions follow the actual contact**

| Control | What to enter or choose | Result |
| --- | --- | --- |
| Message | Use a contact linked to a Receiz participant. | The existing direct conversation opens or is created for that participant. |
| Email | Select a retained email address. | Your email application opens; this control does not itself confirm an email was sent. |
| Call | Select the retained phone number. | The device telephone handler opens; an in-app voice call has its own conversation controls. |
| Schedule | Choose title, date, time and duration in the appointment form. | The created appointment and its actual invitation result appear in Calendar. |
| View profile | Use the linked public username where supplied. | The person’s public profile opens. |

## Inspect, edit or archive

1. **Open the person** — Inspect email, phone, role/company, Notes and Coming up appointments. History shows retained interaction summaries and their recorded dates.
2. **Choose Edit contact** — Change the intended fields, then Save contact. The saved record is the result to inspect.
3. **Archive deliberately** — Choose Archive contact, then Confirm archive contact. This removes the contact from the active list under the actual organizer operation.
4. **Keep the conversation’s own history** — Archiving a contact does not establish deletion of delivered messages, appointments or original evidence. Those keep their own recorded sources.

## If a save or import is unavailable

Keep the original import file and the intended identity. A parsing/capacity refusal must be corrected in the contact input; it does not authorize changing a proof Original or replacing the identity. If a write is not confirmed, inspect the same person/list before submitting another save. Contacts and Calendar use the same account organizer; reconnecting may add its admitted records without redefining a person already displayed.

- [Schedule and share availability](https://docs.bankeiz.com/calendar-booking/)
- [Use conversations and calls](https://docs.bankeiz.com/messages/)

## Implementation sources

- [Contact fields, actions and history](https://github.com/kojibai/reality-grade-banking/blob/v4.0.0/src/features/messages/organizer/ContactViews.tsx)
- [Import, save, archive and account binding](https://github.com/kojibai/reality-grade-banking/blob/v4.0.0/src/features/messages/organizer/OrganizerPanel.tsx)
- [Supported contact file parsing](https://github.com/kojibai/reality-grade-banking/blob/v4.0.0/src/receiz/contact-import.ts)

## Related documentation

- [Message someone and continue a call](https://docs.bankeiz.com/messages/)
- [Plan appointments and share a booking link](https://docs.bankeiz.com/calendar-booking/)
- [Your agent, identity and connected context](https://docs.bankeiz.com/agents/)
- [Back up identity and proof originals](https://docs.bankeiz.com/backup/)