📋 Manage Contacts · View / Edit / Bulk Operations

How do you manage customer emails once they're in the CRM? Laifaxin's "Contacts" module supports single fine-grained editing + 3-step bulk operations — keeping millions of customer records organized.

👉 Entry point: log into Laifaxin → left sidebar Customer Management → Contacts → https://web.laifaxin.com/contacts/contacts

💡 Before starting:

• 🏷️ Tags and Views — tag naming formula + view filtering (strongly recommend setting up first)
• ➕ Add Contacts — bulk import / manual entry / one-click save from search
• 📧 Bulk Email — start marketing after filtering customers

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🗺️ Capability Overview

Mode	Description	Use Case
👁️ View + Edit	Single contact detail panel · 5 core fields + linked actions	Fine-grained management of important customers
🎯 3-step Bulk Operations	Filter → Select → Action	Large-scale management / marketing
📊 5 Bulk Actions	Edit field / edit tags / add to blacklist / delete / export	Pick by scenario
🔍 View Filter	Pre-saved complex filter conditions, one-click apply	High-frequency audiences (e.g. "to follow up")

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1. Interface Overview

1. Default View (no contacts selected)

Area	Function
① Select region	Check contacts to manage
② Filter + Search	Filter by email verification result / tags · or keyword search by email/name
③ Function buttons	New / import data / bulk email / verify email / export / refresh / field settings
④ View area	Create / apply contact views
⑤ Pagination + Count	Records per page / jump to specified page

2. Selected View (after selection, action bar appears at top)

After checking any customer, a bulk action bar appears at the top:

• ✅ Selection control: Select all / Advanced (specify number) / Cancel
• ⚙️ Bulk actions: Verify / Send / Bulk Send / Edit Field / Edit Tags / Blacklist / Delete / Export

📺 Quick Start Videos

View and edit single contact:

📺 Video blank? Open in new window →

Bulk manage contacts:

📺 Video blank? Open in new window →

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2. Display and Layout Settings

1. Customize Display Fields

• ① Click the Field Settings button in the top-right of the interface
• ② Check fields to display in the popup
• ③ Hold the ⠿ anchor in front and drag up/down to adjust order

2. Sort List Fields (2 ways)

Method	Operation
🅰️ Field settings popup	Drag in the popup to adjust
🅱️ Direct table header drag	In the list header, hold field name and drag left/right

3. Pagination and Count

Control	Description
📄 Page number	Click bottom page numbers
🔢 Records per page	Set via dropdown menu
⏩ Jump to page	Enter page number and press Enter

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3. View and Edit Single Contact

1. Enter Details

Single-click any contact in the list → details panel pops up on the right, where you can directly view and edit all fields.

2. Edit 4 Core Fields

① First and Last Name

Hover over name → Edit icon appears → edit first / last name separately → save.

② Email Function Bar (4 icons appear on hover)

Icon	Action
✏️ Edit	Change email address
📋 Copy	Copy to clipboard
📧 Send Email	Quickly compose a new email to this customer
🌐 Open Website	Open the company website matching the email domain

③ Company and Title

• Preview company: click company name → quickly preview basic info
• Edit: hover → click Edit → choose existing company or enter new company name to create

④ Tags and Progress

• 🏷️ Contact tags: click → popup to select or manage tags (use product-role-language-country formula)
• 📊 Contact progress: click → dropdown to select current follow-up status (e.g. Initial Contact / Inquiry / Negotiation / Deal Closed)

3. Linked Actions (bottom tabs of details panel)

Action	Purpose
📝 Write Follow-up	Record communication log (phone / meeting / WhatsApp conversation)
📧 Write Email	Send email directly to this customer
✅ Create Task	Set to-do items (e.g. "follow up on price in 3 days")
📜 Follow-up Records	View all historical follow-up logs
💌 Email Correspondence	View all historical emails with this customer

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4. Bulk Management · 3 Steps

🎯 Three-step workflow

Filter target customer group → Select → Bulk action

Step 1 · Filter to Locate Target Customers

Filter Method	How to Use
🔍 By verification result	Top dropdown: Valid / Unknown / Invalid
🏷️ By tag	Top dropdown: select tag (most common)
🔎 Keyword search	Search box: email / name / company
📂 View filter	Click left pre-saved view (one-click apply complex conditions)

📚 Complex filtering uses views: see 🏷️ Tags and Views

Step 2 · Select Contacts

Selection Method	Operation	Count
🔘 Single	Check row's checkbox	1
☑️ Current page	Header checkbox	Current page (default 50)
⭐ Select all	Click hint bar "Select all" after header checkbox	All filtered results
🔢 Specified number	Click "Advanced" and enter number	Up to first 10,000

Step 3 · Execute Bulk Action (5 types)

① Bulk Edit Field

Purpose: bulk edit Owner / Customer Status / Source / Industry, etc.

Operation: after selecting, click Edit → popup to select field → enter new value (or select clear) → confirm.

② Bulk Edit Tags (3 modes)

Mode	Behavior	When to Use
➕ Add	Original tags kept + newly selected added	Add new tags to existing customers
🔄 Replace	Delete all original tags + replace with newly selected	Reclassify a batch of customers
➖ Remove	Remove newly selected from original tags	Undo a mistakenly added tag

③ Add / Remove from Blacklist

Operation: select → click Blacklist → choose Add / Remove + choose Email / Domain type.

⚠️ Impact after blacklisting (important)

• System no longer sends emails to this email/domain
• Customer search auto-skips and no longer saves blacklisted emails
• Use cases: customer explicitly refused / unsubscribed / deal closed and don't want to keep marketing

④ Bulk Delete

Operation: select → click Delete → confirm by entering count → confirm.

Safety Mechanism	Description
🛡️ Count confirmation	Prevents accidental deletion — must enter count to delete
🗑️ Recycle Bin	Deleted customers go to Recycle Bin, recoverable within a certain period

⑤ Bulk Export

Operation: select → click Export → choose fields to export → confirm → download file from Export History.

📚 Full export tricks: see 📤 Export Contacts

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📋 Contact Management Pitfalls Summary

Pitfall	Consequence	How to Avoid
🔴 Didn't double-check filter conditions before bulk delete	Accidentally delete a large batch of normal customers	Confirm filter conditions before deleting, start with small batches
🔴 Selected "Replace" mode for tag edit	All original tags lost	Default to "Add" mode — only use "Replace" when reclassifying
🟡 Despair without checking Recycle Bin	Think customers are gone	Recycle Bin allows recovery — check Recycle Bin first
🟡 Bulk send without filtering "valid emails" first	High bounce rate damages domain reputation	Filter Verification result = Valid + Unknown before bulk sending
🟡 Don't use views, repeat filtering	Have to manually select conditions every time	Save common filters as views for one-click apply
🟡 Wrong blacklist addition	Can't send later even if you want to	Confirm whether email or domain level before adding to blacklist

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❓ FAQ

Q1 · How do I bulk change contact owner?

Filter target customers → Select all → click Edit → 1st dropdown select Owner → 2nd dropdown select new owner → confirm.

Q2 · Can deleted contacts be recovered?

Yes. Deleted ones go to Recycle Bin, recoverable within a certain period (specific retention period depends on system settings). After expiration, they're permanently deleted and unrecoverable.

Q3 · What's the difference between "Add" and "Replace" in tag editing?

• Add: original tags kept + new selected tags added (most common)
• Replace: original tags all deleted + replaced with newly selected (use carefully)

Q4 · What's the max count for bulk operations?

Max first 10,000 (click "Advanced" — custom count upper limit is 10,000). Above that requires batched operations.

Q5 · Can I still send email after adding to blacklist?

No. After blacklisting, the system no longer sends, and search no longer saves. To restore sending, you need to first remove from blacklist.

Q6 · I changed customer info but the save button didn't appear?

Detail panel all fields save instantly (auto-saved after clicking edit) — no explicit save button. Close the panel after editing.

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💡 Learning Tips

• ✅ Use views well: spend 10 minutes setting up a few common views (e.g. "New This Month" / "To Follow Up" / "Deal Closed") — apply with one click each time, efficiency doubles
• ✅ Test bulk small first: the first time doing a bulk action (especially delete / tag replace), check 10 first and see if the result is right before scaling
• ✅ Periodic cleanup: weekly use Verify Email to clean invalid emails + Blacklist to handle clearly refused customers — keep your customer database tidy
• ✅ Combine follow-up + task: write follow-ups + create tasks for important customers — won't miss them in the future
• ✅ Export for backup: monthly use Export to back up important customer list to local Excel

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📚 Related Features

Module	Purpose
📚 ➕ Add Contacts	Bulk import / manual entry / one-click save from search
📚 🏷️ Tags and Views	Tag naming formula + custom views
📚 📤 Export Contacts	Bulk export Excel
📚 📄 Customer Fields	Custom field management
📚 📧 Bulk Email	Start marketing after filtering customers
📚 ✅ Email Verification	Verify before bulk sending to reduce bounces
📚 🏢 Manage Company	Manage companies linked to contacts
📚 1️⃣ Customer Search	Search from platform if no customer list yet

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📍 Entry point: log into Laifaxin → Customer Management → Contacts 🆘 Didn't work? See ❓ FAQ

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🔗 Permanent link to this article: https://laifa.xin/zhinan/manage-contacts