Auto Form CRM

Managing Contacts

Create, edit, search, activity timeline, and bulk actions.

Overview

Contacts are the core records in Auto Form CRM. Each contact supports standard fields, custom fields, tags, lists, activity history, related deals, and tasks.

Contact list

Route: #/contacts. Search, sort, and filter the table. Saved filter definitions are covered in Saved filters.

Contact detail

Route pattern: #/contacts/:id. View and edit fields, timeline activity, meetings, deals, and integrated WooCommerce data when enabled.

REST API (quick reference)

  • GET/POST /contacts — list (filters + pagination) and create.
  • GET/PATCH/DELETE /contacts/{id} — read, update, soft-delete.
  • GET /contacts/{id}/activity — timeline.
  • GET /contacts/search — quick search endpoint.
  • POST /contacts/bulk — bulk tag, list, status, delete, etc.

Capabilities are granular: auto_form_crm_view_contacts, auto_form_crm_create_contacts, auto_form_crm_edit_contacts, auto_form_crm_delete_contacts, plus import/export caps for those flows.

Related: Tags, Contact lists, Custom fields, REST API reference.

Back to Documentation