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Contacts

Last Update 19日前

Adding, exporting and deleting contacts Managing Organizations in Contacts Customizing your Contacts list How to add and manage segments in Contacts Merging Contacts

Customizing your Contacts list

The instructions below are for desktops and laptops only.

The Contacts page gives you a centralized view of everyone who has interacted with your business. You can customize the list to display the information that matters most, create custom attributes to store additional details, and merge duplicate contacts to keep your database organized.

This guide explains how to customize your Contacts list and manage contact attributes.

Access your Contacts list

1. Log in to your tawk.to account, and select the correct property.

2. Click Contacts on the left navigation bar.

3. The Contacts page opens, displaying a list of your contacts.

Customize the columns in your Contacts list

You can choose which information appears in your Contacts list by adding or removing columns.

To customize the columns:

1. Click the Columns (spreadsheet) icon in the upper-right corner of the Contacts list.

2. Select or clear the attributes you want to display.


3. Click Done.

The Contacts list updates immediately with your selected columns.

Merge duplicate contacts

If the same person appears more than once in your Contacts list, you can merge their records into a single contact.

To merge contacts:

1. Select the contacts you want to merge. Then, click the Merge Contacts icon in the upper-right corner of the list.

2. Review the available contact details and choose the information you want to keep. Then, click Merge.

3. Preview the contact details and click Confirm.

4. After the merge is complete, the merged contact profile opens.

Learn more about merging contacts with this guide: 
How to merge contacts

Create custom contact attributes

Custom attributes let you store additional information that isn't included in the default contact fields. For example, you might create attributes for customer IDs, account numbers, membership levels, or other business-specific information.

To create a custom attribute:

1. Click Attributes at the bottom of the left panel.

2. In the Contact Attributes window, click Add Attribute.

3. Enter the following information:

- Name — The label displayed throughout Contacts.
- Format — Select the type of data the attribute will store.
- Key (Optional) — A unique identifier that can be used for integrations or API-based workflows.

4. Click Create.

Your new custom attribute appears in the Contact Attributes list.
Edit or delete a custom attribute
To modify an existing attribute:
Click the Edit (pencil) icon beside the attribute.

To remove an attribute:
Click the Delete (trash) icon beside the attribute.

When you're finished, click X or Cancel to return to the Contacts list.

Display custom attributes in your Contacts list

After creating a custom attribute, you can display it as a column in your Contacts list.

1. Click the Columns (spreadsheet) icon.

2. Select your custom attribute.

3. Click Done.


The custom attribute now appears as a column in your Contacts list.

Use custom attributes with Pre-Chat and Offline forms

You can also save responses from your Pre-Chat and Offline forms directly to custom contact attributes. This allows visitor information collected before a conversation starts to be stored automatically in the contact's profile.

Learn more with this guide:
Saving Pre-Chat and Offline form responses to Custom Attributes in Contacts

Customize your Organizations list

You can customize the columns displayed in the Organizations list the same way you customize your Contacts list. Simply select Organizations from the left panel in Contacts, then use the Columns icon to choose which attributes to display.
To learn more about customizing organizations, see these guides:
Managing Organizations in Contacts
How to add and delete organizations in Contacts

Additional considerations

  • Custom attributes are available across your property and can be added as columns in the Contacts list at any time.

  • Choose clear, descriptive attribute names so your team can easily understand the information being stored.

  • Before creating a new custom attribute, check whether a similar attribute already exists to avoid duplicate data.

  • Merging contacts combines selected information into a single contact record. Review the information carefully before completing the merge.

Related guides

Adding, exporting and deleting contacts
Managing Organizations in Contacts
How to add and manage segments in Contacts
How to merge contacts
Customizing a Contact
Messaging a contact from Contacts
How does tawk.to create a contact?
Managing contacts
How to add and delete organizations in Contacts
Saving Pre-Chat and Offline form responses to Custom Attributes in Contacts
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