Contacts

This "Guide to Pre-Built Contact Segments" offers a comprehensive overview of the pre-built segments available within the platform. These segments allow users to easily categorize their contacts based on specific criteria, enabling more personalized

Contact Deduplication Preferences control how duplicate contacts are managed in Bizura. This article explains to to configure these preferences to match your specific needs!

This guide explains how CRM users share documents with contacts and how contacts upload files back through the Client Portal. You’ll learn where to find these tools and how to manage shared and received files efficiently.

Managing relationships between contacts is an important aspect of organizing customer data efficiently. Bizura CRM’s Contact Associations feature allows structured connections between contacts and other objects, such as business partners, family memb

Quickly recover accidentally deleted leads with Bizura’s updated Contacts → Restore page. The refreshed interface, multi‑select checkboxes, clear contact columns, and a confirmation modal make restoring one—or hundreds—of contacts faster and safer. T

Q: Does this feature work the same way for WhatsApp and SMS attachments?

TABLE OF CONTENTS

This article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature. You’ll find a step-by-step guide, details on the available scheduling modes, and answers to common questions.

Exporting contacts from Bizura is a simple process that allows you to download and store customer information for various purposes. Whether you need to back up your contact list, migrate data to another CRM, or analyze customer details, exporting to

The Bulk Actions page now uses Bizura’s unified UX for faster filtering, clearer status tracking, and one-click access to job metrics and error logs—so you can audit, troubleshoot, and, when applicable, restore deleted contacts with confidence.

Setting up Drip Mode is straightforward, but taking a few extra minutes to configure it correctly ensures your outreach runs smoothly.

This article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action. Whether you’re cleaning up outdated segments, restructuring your CRM, or clearing contact metadata, this feature helps you maintain accu

Contact Detail Page customization in Bizura lets admins tailor contact records to match each workflow. This article explains how to create views, organize panels and modules, manage visibility, and assign layouts to users.

This new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a different section of the app! This guide explains how to create

Learn how to navigate and leverage the redesigned

This article will help you resolve errors you may encounter when importing contacts through a CSV file in Bizura. Each error code comes with a specific reason and fix. Understanding these will ensure your bulk import is clean, smooth, and successful.

This article provides an in-depth guide on the "Do Not Disturb" (DND) feature in Bizura, explaining its purpose, key benefits, and how to configure it effectively. You'll also find step-by-step instructions for managing DND settings across various co

This article walks you through how to merge duplicate contact records within a Bizura sub-account, helping you clean up your CRM, improve communication accuracy, and maintain a streamlined contact list.

This article will show you how to manage and add multiple email addresses for a single contact in Bizura!

Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel.

BEFORE DELETING A CONTACT: Once a contact is deleted, all associated data such as conversations, notes, tasks, and activity history is permanently lost. Restoring a deleted contact will not recover this associated data. Please ensure to back up any i

This guide provides everything you need to know about Smart Lists in Bizura. Learn what Smart Lists are, how to configure and use them, best practices for optimizing their potential, and solutions to common issues.

This article will help you format your CSV file correctly before importing it into Bizura. By following this guide, you’ll avoid common import errors, save time, and ensure your data flows seamlessly into your CRM.

Discover Bizura’s revamped Contacts module featuring a modernized List View and SmartLists 2.0. This update streamlines contact management with intuitive design, advanced filtering, and flexible sharing—helping you work faster and smarter.

Duplicate contacts can clutter your CRM, skew reports, and cause confusion in communication. The Duplicate Management & Merge Tool helps you easily find, review, and merge duplicates based on key identifiers like email, phone, or name — all within a

This article will show you how the profile picture feature works in Bizura, including how to upload images for contacts and where these images appear in the system. Profile pictures help personalize contact interactions and improve visual identificat

The Birthday field in Bizura allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age within Smart Lists. This article explains how to utilize the Birthday field effectively.

The Activity tab in the Bizura mobile app gives users a quick way to review a contact’s history while working from their phone. Instead of switching to the web app or searching across multiple tools, users can open a contact and view recent forms, ca

The Company Object feature in Bizura helps users group related contacts under a shared company profile. This enhances relationship management, contact organization, and activity tracking across teams working with the same client business.

Use Advanced Filters in Smart Lists to segment contacts with more precision in Bizura. This article explains what Advanced Filters are, how they are used, and how the different filter options work so you can build more accurate contact lists. For a b

Need to store more than one phone number for a contact? Bizura makes it easy to manage multiple contact numbers from mobile to work, home, and more. You can also set a primary number and assign labels for better organization.

This article explains how to add and manage files for contacts in Bizura, covering both direct uploads and custom fields for a more organized approach to document management.

Bizura’s upgraded

Importing contacts and opportunities in bulk using a CSV file is an essential feature in Bizura that helps streamline data entry and organization. You can map fields, create or update records, and monitor the import process seamlessly, ensuring accur

This article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature. Whether you’re organizing leads by lifecycle stage, segmenting users for campaigns, or flagging contacts for automation, bulk tagging saves you hours

This article explains how to set up and use Contact Types in Bizura to better segment and manage your contacts. Contact Types are dropdown fields that help define what kind of relationship you have with a contact, such as “Lead,” “Client,” or “Prospe

The all-new Bizura Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place. This article explains what changed, why it matters, and how to start using productivity-boosting upgrades like Auto-Sa

Before starting the import process, make sure you meet the following requirements: