My Contacts | Nanabase Docs

My Contacts is your private contact list. It belongs to your account, and only you can see it. Your company and its admins cannot see a private contact unless you share it.

Open it from My Contacts in the sidebar.

What the page shows#

Three counts at the top: Total Contacts, Shared Contacts and Private Contacts.
A table with each contact's name, role, email and phone.
A search box: Search by name, email or tags.
Left for you: cards that people left for you from your public card. See My card and links.

A personal account holds up to 1,000 private contacts.

Add a contact#

Click Add Contact.
Fill in the form. Only First Name and Last Name are required.
Click Create Contact.

The form has these sections:

| Section | Fields | |---------|--------| | Basic Information | First Name, Last Name, Email, Phone | | Work Information | Company, Job Title | | Expertise & Context | Expertise / Skills, Industry, Region | | Labels & Categories | Tags | | Notes | Notes |

If you enter an email, it has to be a valid address. Nanabase does not check for duplicates when you add a contact by hand. Use the Smart Organizer to find and merge them later.

Open a contact#

Click a contact to open it. The contact page has four tabs:

Overview: a summary of the contact.
Contact Details: every field you saved.
Contact's Profile: whether this person keeps their own details up to date in Nanabase. See Live profiles.
Notes: your private notes.

On a phone, the contact opens full screen, with Back to return to the list.

Edit a contact#

Open the contact, open its menu and choose Edit Contact. Change the fields and click Save Changes.

Filter and select#

Filter narrows the list by Status (Private or Shared) and by Tags.
Select All selects every contact in the list. With contacts selected, a bar shows how many are selected and offers Share to Company and Delete.

Delete a contact#

One contact: open its menu and choose Delete Contact.
Several: select them and click Delete.

Deleting cannot be undone. The contact is removed right away. If you already shared the contact with your company, the company's copy stays in the directory.

When you belong to a company, open the contact and click Share to Company, or select several contacts and use the bar. While the share waits for review, the button says it is waiting for approval. Once approved, it reads Shared to company. See Sharing and review.

Where your private contacts go when you leave#

Private contacts stay in your account when you leave a company or are removed from one. To keep a copy outside Nanabase, use Export my data in Settings.