Contacts and contact groups

PhoneTray has a built-in advanced Contact Manager that you can use to organize your contacts. You can store the contact's name, company name, up to 5 phone numbers, 2 emails, website, 2 addresses, birthday, notes and other information for each contact.

Contacts list

To access the Contacts list, click Contacts on the left navigation panel:

Contacts are listed in the Contacts list:

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Contacts List

Two rows are shown for each contact. The first row contains File As [Group], Name, Company fields. The second row shows Notes that you entered for the contact:

Phone numbers are displayed in the Phone Numbers column. The first two numbers are shown, if the contact has more than two phone numbers, you can hover your mouse over the number to see all of them:

Sort contacts

You can sort contacts similar to sorting calls as described in the Filter, sort and search calls article. By default, contacts are sorted by File As field. To sort contacts by name, click the Name column header. Sort Arrow next to the column header indicates sort direction: ascending and descending . Click on the arrow to change the sort direction.

Contacts groups

Contacts can be organized into groups. PhoneTray has a number of predefined groups such as Family, Friends, Work, Businesses. You can also create any number of your own custom groups. To change a group for a contact, edit contact and select another group from the dropdown Contact Group list:

You can simply enter any group name when editing a contact to create a new group.

Filter contacts

You can filter your contacts by the contact group. Click on the contact group such as Family, Friends, Work, Businesses or your custom group on the left panel:

To see all contacts again, click All on the left panel.

What you can do with contacts

The Contacts ribbon menu shows the functions you can perform on selected contact(s):

You can also right-click on the selected contact to access the Contacts context menu:

The Contacts ribbon menu and the Contacts context menu have similar functionality. For example, to edit contact you can select a contact and then click the Edit button on the Contacts ribbon menu or right-click on the selected contact and select Edit from the Contacts context menu. 

When a contact is selected, you can perform the following functions:

Edit contact

Click Edit Contact to quickly edit a contact from the Contacts List. 

Call your contact

Click Dial on the Contacts context menu to dial one of the numbers associated with the contact. Please refer to the Making outgoing calls / dialing out article for more information about calling your contact.

Add a new contact

Click New Contact  to add a new contact.

Delete, Select all, Copy contacts

You can select multiple contacts similar to selecting multiple calls as described in the Select, delete and copy calls article.

When a contact is selected, you can click the Delete button to delete the selected contact(s).

Show calls from this contact

Click Show Calls From This Contact to find all incoming and outgoing calls for this contact. PhoneTray will search by the contact's name and display all incoming and outgoing calls from that contact regardless of the phone number the contact called from. 

Search contacts

To search your contacts, simply click the Find button on the Contacts ribbon menu: 

Clicking the Find button brings up the Find panel:

Enter your search criteria and click the Find button. All entries matching your search criteria will be displayed with the search term highlighted:

Search term is highlighted in yellow. To search for an exact phrase, enclose that phrase in double quotes, for example "John Smith".

To hide the Find panel, click the Close  button in the left corner of the Find panel. To clear search criteria, simply click the Clear button in the right corner of the Find panel.