Contacts
The page allows you to view, search, create, and manage all customer and company contacts in one centralized place.
Purpose of This Page
The Contacts page acts as the single source of truth for customer and organization information used by sales and project teams.
By managing contacts centrally, you can:
Keep lead and project records connected to the same contact profile
Avoid duplicate or inconsistent customer information
Track relationships between contacts, leads, and projects more efficiently
Contacts may originate from:
Manual contact creation by users
Leads generated through the solarVis Lead Generator module
Contacts created here can be reused across multiple leads and projects without re-entering information.
What You Can Do Here
Within the Contacts page, you can:
View all contacts in a table
Search contacts using the search field, such as name, email, and phone number
Sort contacts using table column headers according to contact type, archived, created & updated date
Customize which columns are visible in the table
Create a new contact manually or view contacts created automatically from the Lead Generator
Open a contact to view contact details or edit a contact’s information
Archive a contact when it should no longer be used
Import contacts in bulk
Export the contact list to Excel
Viewing and Navigating Contacts
Browse, search, sort, and customize the contact list to quickly find and review contact records.
View All Contacts
All contacts are displayed in a table format when you open the page.
This list includes:
Contacts created manually by users
Contacts automatically created from Lead Generator submissions
The total count above the table displays the exact number of contacts in the solarVis system.
Search Contacts
Use the search field above the table to quickly find contacts by:
Name
Phone Number
Email address (if applicable)
The table updates instantly to show only matching results.
Sort Contacts
It is clicked on any column header in the table to sort contacts in ascending or descending order.
This helps you quickly organize contacts by name, project counts, or other visible fields.
Customize Table Columns
Use the Select Columns to Display dropdown to choose which columns appear in the table.
This allows you to tailor the list view based on your workflow and focus only on relevant information.
Creating and Managing Contacts
This section allows you to create new contacts, view contact details, update existing information, and archive contacts when they are no longer active.
Create a New Contact
Use the New Contact action to add a new individual or company to your contact list.
Once created, the contact becomes available for:
Lead creation
Project assignment
Ongoing customer communication
Contacts Created from Lead Generator
If your company uses the solarVis Lead Generator module, contacts can also be created automatically when a new lead is submitted on the website.
In this case:
A lead is created in the Leads table
A corresponding contact is automatically added to the Contacts page
The contact is linked to the generated lead
These contacts behave the same as manually created contacts and can be edited, linked to projects, or archived if needed.
Open a Contact
Click on any contact row in the table to open the contact overview page.
This page displays the full contact profile and all related records, like associated leads.
Edit a Contact
From the contact overview page, use the Edit button to update contact information, such as:
Name and company details
Contact information
Any additional fields defined by your system
Changes are saved directly to the contact and reflected everywhere it is used.
Archive a Contact
If a contact should no longer be used but must remain in the system for reference, use Archive.
Archived contacts are removed from active use
Existing leads and projects remain linked for historical accuracy
Importing and Exporting Contacts
Contacts can be added in bulk or exported to Excel for reporting or external use by using the three-dot menu on the right side of the page.
Import Contacts
Use the Import option from the actions menu to upload multiple contacts at once.
This is useful when:
Migrating data from another system
Onboarding a large contact list
Export Contacts
Use the Export to Excel option to download the current contact list.
The export reflects the contacts shown in the table
Exported data can be used for reporting, backups, or external analysis
Contact Relationships and Linked Records
It can be viewed all leads and projects associated with a contact from the contact overview page.
Associated Leads
All leads linked to a contact are shown under Associated Leads on the contact overview page.
This provides visibility into the sales history related to the contact.
Associated Projects
All projects linked to a contact are shown under Associated Projects on the contact overview page.
This helps teams track ongoing and completed work tied to the same customer.
Related Pages
For more assistance, don’t hesitate to get in touch.
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