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Organize your contacts

Tags, statuses and custom properties.

Role : EveryoneDuration : 3 minOn : Web, Mac

Before you start

  • Contacts in the address book: created on each call, or imported.
  • To create a property: be a manager. Everyone can fill it in.

Step by step

6 steps, about 3 min
  1. 1

    Open the address book

    10 s

    In the menu, click Contacts: a table with Name, Company, Phone, Tags, Status, Last Contact and Source.

    Contacts

    Open this screen in Callizy
  2. 2

    Set a status

    10 s

    Click a contact’s row: their contact page opens on the right. Choose their Status: Prospect, Lead, Client or Inactive.

  3. 3

    Add tags

    20 s

    In Tags, type a word, for example VIP, then Enter. A contact can have several.

  4. 4

    Create a property

    30 s

    Manager: at the bottom of Contact Details, click Add a property and choose its type: Text, Number, Date, Checkbox or Link. Name it, for example “Vehicle model”, then Enter. It shows on every contact page; anyone fills it in with a click.

  5. 5

    Filter

    20 s

    At the top of the table, Tags, Status and Source filter the list; the search finds a name or a number. Clear filters resets everything.

  6. 6

    Act on several contacts

    30 s

    Check some rows: a bar appears. Add a tag, Remove a tag or Change status for the whole selection. A manager can also Archive.

Key points

  • The status says where the relationship stands; tags describe the contact.
  • A property created by a manager shows on every contact page.
  • An archived contact comes back on its own if they call or text again.

Settings

You can change them at any time, without reconnecting anything.

Sort
The menu to the right of the filters sorts by Recent activity, Recently added, Name (A-Z) or Company (A-Z). Callizy remembers your choice.
Properties as columns
The first three properties also show as columns in the table.
Archived contacts
The Archived button shows hidden contacts. A manager checks them, then clicks Restore.
Source
Where the contact came from: Inbound call, Outbound call, Website, Referral, Added manually or Import.

Not working?

Callizy shows “This property already exists.”
  1. A property already has this name: use it, or pick another name.
Callizy shows “50 properties at most.”
  1. Delete a property you no longer use: hover over it, then click the trash icon.
Callizy shows ““Mileage”: value not recognized.”
  1. The value doesn’t match the type: a number for a Number property, a web address for a Link property.
Callizy shows “Only a manager can do this.”
  1. Archiving and restoring are for managers only.
Callizy shows “No contact matches”
  1. Click Clear filters.
  2. The contact may be archived: click Archived.

Frequently asked questions

Does deleting a property erase its values?
Yes: it disappears from every contact page, along with the values already entered.
Can AI fill in my properties?
Yes, after a call it suggests what it heard: see Confirm what AI heard on a call.
How many contacts can I change at once?
Up to 1,000 at a time.

Updated October 29, 2026

PreviousImport your contactsNext Confirm what AI heard on a call

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