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Contacts

Last Update 2 days ago

Adding, exporting and deleting contacts Managing Organizations in Contacts How to customize your Contacts display How to add and manage segments in Contacts How to merge contacts

Managing Organizations in Contacts

The instructions below are for desktops and laptops only.

Organizations in Contacts help you group related contacts, such as customers from the same company or members of the same team. You can filter, organize, and segment your organizations to find information quickly and keep your contact database well organized.

This guide shows you how to manage organizations, customize the Organizations list, create segments, add custom attributes, and view organization profiles.

Accessing Organizations

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

2. Click Contacts on the left navigation bar.

3. Click Organizations on the left submenu. The Organizations list opens. 

Organizations assigned to your contacts appear here automatically. 

If none of your contacts have an Organization assigned, the list will be empty.

Customizing the Organizations list

You can choose which information appears in the Organizations list.

1. Click the spreadsheet icon in the upper right corner of the page.

2. Select the columns you want to display or hide.


3. Click Done.

The Organizations list updates immediately with your selected columns.

Filtering organizations

Filters help you quickly find organizations that match specific criteria.

1. Click the Filter icon next to the search bar.

2. Select the attribute you want to filter by:

- Name

- Primary Email
- Emails
- Primary Phone
- Phones
- Organization
- Job title
- Tags
- Facebook URL
- LinkedIn URL
- Twitter Handle
- Instagram handle
- Created
- Updated


3. Choose the appropriate condition for that attribute.


Depending on the attribute, available conditions may include:
- is
- is not
- starts with
- ends with
- contains
- does not contain
- is unknown
- has any value

4. Click Done.

The Organizations list updates to display only matching organizations.

To refine your results further, click Add Filter to add another filter.

Click ✕ Clear to remove all active filters.

Creating filter groups

Filter groups let you combine multiple conditions to create more precise searches.

1. Click + button next to an existing filter.

2. Choose another attribute.


3. Choose the appropriate condition.

4. Click Done.

The new filter is added to the group, and the Organizations list updates automatically.

Click + to add more conditions.

Click ✕ beside a condition to remove it.

Click ✕ Clear to remove all filters and filter groups.

Adding custom attributes

Custom attributes let you store additional information about organizations that isn't included in the default fields.

1. Click Attributes in the lower left corner.

2. Select Organizations.

3. Click Add Attribute.


4. In the New Custom Attribute window:
- Enter the Name and Key (optional).
- Select the Format.

Click the Add Attribute button to create a new attribute.

5. Click Create.

The new attribute appears in the list of organization attributes.

To edit the attribute, click the pencil icon.

To delete it, click the trash icon.

You can use the custom attribute when sorting and filtering your Organizations list.

Creating segments

Segments let you save filtered organization lists for quick access later.

1. Apply the filters you want.


2. Click Save segment.

3. Enter the Segment Name.

4. Click Save.

The new segment appears in the left submenu. Select it at any time to view the saved filtered list.

You can refer back to your segment any time to view or modify your list.

Viewing organization profiles

Click any organization in the Organizations list to open its profile.

The organization profile gives you a complete view of the organization's information and activity. This includes:
  • Organization details
  • Social media information
  • People (members of the organization)
  • Tags
  • Created and updated dates

Learn more about customizing profiles here: Customizing a Contact


The right panel of the profile contains three tabs:

  • Timeline — Displays the organization's activity history.
  • Conversations — Shows conversations across all supported communication channels.
  • Notes — Stores internal notes that are visible only to your team.

Managing and responding to conversations

Use the actions at the bottom of the organization profile to communicate with your contacts and record internal updates. You can:
  • Add internal notes
  • Start a call
  • Send an SMS
  • Contact the organization through Facebook Messenger
  • Send a WhatsApp or Telegram message
  • Create a support ticket

Additional considerations

  • Filters only affect the current Organizations view unless you save them as a segment.

  • Custom attributes make it easier to organize organizations using information that's specific to your business.

  • Segments are useful for frequently accessed groups of organizations, helping you avoid recreating the same filters each time.

  • Organization profiles consolidate communication history, notes, and member information in one place, making it easier for your team to manage customer relationships.

Related guides

Adding, exporting and deleting contacts
How to manage organizations in Contacts
How to customize your Contacts display
How to add and manage segments in Contacts
How to merge contacts
Customizing a Contact
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