Overview
What it does for you
Section titled “What it does for you”Contacts keeps people and their activity in one place. Installed Capell packages can create or update contact records as people submit forms, register, convert, comment, attend events, or sync from Shopify. In the admin you review those records, filter by existing tags, merge duplicates, and handle per-contact privacy actions.
Your screens
Section titled “Your screens”- Contacts: the people recorded for your accessible sites.
- Contact overview: a single contact’s details and the latest 25 activity entries.
- Activities: the cross-contact activity list.
- Leads and Organisations: related records collected by connected packages.
What you can do
Section titled “What you can do”- Review contacts, their activity, and existing tags.
- Filter the contact list by a tag.
- Merge duplicate contacts from the same site.
- Add an internal activity note to a contact.
- Export or anonymize one contact’s privacy data when your role permits it.
Where to find it
Section titled “Where to find it”Open Marketing Studio > Contacts in the admin. Activities, Leads, and Organisations are also available under Marketing Studio.
Good to know
Section titled “Good to know”- Contact records are created and updated by connected package workflows; this resource has no create, import, or bulk-export controls.
- Use the existing Tag filter to review a segment. Tags are not managed from a standalone Contacts screen.
- Use Export privacy data or Anonymize contact only when your permissions and privacy process allow it.
For how to use Contacts, see the admin guide. For developers: see the README.