People

The People page is the best place to manage and organize your contacts.
Using the All Contacts Page
We've made it easy to quickly preview and take action.  When on the page, use these shortcuts
Up/Down to change the selected row
Enter to open the sidebar of the selected contact's details
Esc to dismiss the sidebar
C to add a new contact manually
G + K key to open Keep-in-touch page
G + B key to open Birthdays page
G + L key to open Locations page
Shift + G to create a new group
Displayed contacts can be organized to your preference. 
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 Allows you to customize what properties are displayed on each row.
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 Sort your contacts by Last Interaction, Name A-Z or by Created date.
 
 Filter your contacts by the following:
Title﻿
Last Interaction﻿
Starred﻿
Group﻿
Location﻿
Company﻿
Education﻿
Keep-in-touch
You can choose to combine more than one filter if necessary.
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 This will allow you to take the following actions on all contacts selected:
CSV Export - Export all selected contacts to a .CSV File.
Archive - Archive all selected contacts
Delete - Delete all selected contacts
After you open a contact's details, you can see/update the contact's profile information and take any actions you need.
From here, you can do the following:
Upload a Profile Picture
Update Contact information
Manually update your last interaction
Set Frequency for Keep-in-touch
Actions Button allows you to do the following:
Send an email to the contact
Create calendar event
Set reminder
Star contact
Merge with an existing contact
Download vCard
Invite to Dex
Archive or Delete Contact
Using the Keep In Touch Page
The Keep In Touch page gives you the option to set a frequency for all your contacts easily.
To get started, simply drag and drop the contacts to their corresponding frequency
You can also set a frequency by Group by clicking on 
 and selecting the Group you want to manage.
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Note: If you notice this alert when dragging a contact to a different frequency, this means your last interaction with that contact is overdue.
To address this, you can update your last interaction.
Using the Birthdays Page
The Birthdays page displays all birthdays you imported to Dex in one page.
Birthdays are separated by Today, Upcoming, and Month.
Upcoming section are birthdays in the coming month.
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Last modified 29d ago

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Outline

Using the All Contacts Page

Using the Keep In Touch Page

Using the Birthdays Page