# \#contact-management **URL:** https://integration.keap.com/tag/contact-management/38.md [Latest](https://integration.keap.com/latest.md) · [Categories](https://integration.keap.com/categories.md) · [Tags](https://integration.keap.com/tags.md) --- ## [How can I automatically assign the contact owner according to the contact creator?](https://integration.keap.com/t/how-can-i-automatically-assign-the-contact-owner-according-to-the-contact-creator/81915)
**Author:** [@iDealBuy\_LLC](https://integration.keap.com/u/iDealBuy_LLC)\ **Replies:** 3\ **Last updated:** [January 27, 2021, 6:35pm UTC](https://integration.keap.com/t/how-can-i-automatically-assign-the-contact-owner-according-to-the-contact-creator/81915 "2021-01-27T18:35:48Z")
I’m using internal forms to create contacts. I want to automatically assign the contact owner to the user who created the contact. In an export file, I see fields for “Created By,” “Owner ID,” and “Owner.” Unfortunately … --- ## [A Strategy to Reduce # of Contacts](https://integration.keap.com/t/a-strategy-to-reduce-of-contacts/77676)
**Author:** [@Dale\_Fletcher](https://integration.keap.com/u/Dale_Fletcher)\ **Replies:** 2\ **Last updated:** [June 5, 2020, 6:45pm UTC](https://integration.keap.com/t/a-strategy-to-reduce-of-contacts/77676 "2020-06-05T18:45:19Z")
We are approaching the 20,000 contact number. I want to systematically reduce the number so we stay below that price level. Can you recommend an approach to use to delete contacts that have little value being in our sy… --- ## [Why doesn't contact "type" show in general details KEAP contact record?](https://integration.keap.com/t/why-doesnt-contact-type-show-in-general-details-keap-contact-record/77157)
**Author:** [@Julie\_Christensen](https://integration.keap.com/u/Julie_Christensen)\ **Replies:** 0\ **Last updated:** [May 17, 2020, 10:31pm UTC](https://integration.keap.com/t/why-doesnt-contact-type-show-in-general-details-keap-contact-record/77157 "2020-05-17T22:31:05Z")
I can’t edit contact lists (see screenshot) and I have never seen a contact type in general fields. Sometimes I want to delete my whole account and start over. --- ## [Delete unsubscribers](https://integration.keap.com/t/delete-unsubscribers/76079)
**Author:** [@Megan\_Giles](https://integration.keap.com/u/Megan_Giles)\ **Replies:** 1\ **Last updated:** [April 10, 2020, 11:12pm UTC](https://integration.keap.com/t/delete-unsubscribers/76079 "2020-04-10T23:12:30Z")
Is there an easy way to remove all unsubscribers from my contacts? I don’t want them cluttering up my contact list. And I don’t want to go through each unsubscribe one by one. --- ## [Configure what information shows up on a contact record](https://integration.keap.com/t/configure-what-information-shows-up-on-a-contact-record/74184)
**Author:** [@Gregg\_Lederman](https://integration.keap.com/u/Gregg_Lederman)\ **Replies:** 1\ **Last updated:** [January 23, 2020, 11:42pm UTC](https://integration.keap.com/t/configure-what-information-shows-up-on-a-contact-record/74184 "2020-01-23T23:42:24Z")
Hello, Is there a way to customize the view for an individual customer record? For example, the General tab includes Account Summary, but this isn’t something I need. I would rather view a custom field there instead. T… --- ## [How to Assign the new contact to the user who creates the contact](https://integration.keap.com/t/how-to-assign-the-new-contact-to-the-user-who-creates-the-contact/5348)
**Author:** [@Neda\_Navidnia](https://integration.keap.com/u/Neda_Navidnia)\ **Replies:** 7\ **Last updated:** [June 7, 2019, 7:56pm UTC](https://integration.keap.com/t/how-to-assign-the-new-contact-to-the-user-who-creates-the-contact/5348 "2019-06-07T19:56:51Z")
When my new users add a contact to IS, the contact doesn’t have any owner and if they send an email, it goes from the default user which causes lots of problems. The other issue is that I can not give each user access t… --- ## [Remove contacts that have opted out](https://integration.keap.com/t/remove-contacts-that-have-opted-out/68331)
**Author:** [@Joshua\_May](https://integration.keap.com/u/Joshua_May)\ **Replies:** 4\ **Last updated:** [May 18, 2019, 12:08pm UTC](https://integration.keap.com/t/remove-contacts-that-have-opted-out/68331 "2019-05-18T12:08:00Z")
How can I find the contacts that have opted out of my email campaigns and remove them from my database? Thanks! --- ## [Removing Account Summary from Customer Record](https://integration.keap.com/t/removing-account-summary-from-customer-record/67246)
**Author:** [@Kimberley\_Schumacher](https://integration.keap.com/u/Kimberley_Schumacher)\ **Replies:** 4\ **Last updated:** [April 4, 2019, 4:19pm UTC](https://integration.keap.com/t/removing-account-summary-from-customer-record/67246 "2019-04-04T16:19:59Z")
Hello - In the upper right corner of the \[Customer Record\] screen, there is a header called \[Account Summary\]. here there are two fields, \[Amt Paid\] and \[Balance Due\], and a button \[Show Invoices\]. We will not be integr… --- ## [Pre-populating contact data in an email preferences form](https://integration.keap.com/t/pre-populating-contact-data-in-an-email-preferences-form/66936)
**Author:** [@Ben\_Forstag](https://integration.keap.com/u/Ben_Forstag)\ **Replies:** 5\ **Last updated:** [March 22, 2019, 10:00pm UTC](https://integration.keap.com/t/pre-populating-contact-data-in-an-email-preferences-form/66936 "2019-03-22T22:00:48Z")
I’ve got a simple challenge, that is driving me a bit crazy… I’m building an email preferences page to allow contacts to select which of my 3 newsletters they’d like to receive. I’ll add a link to this page in all my IS… --- ## [Emails changed in Infusionsoft revert back to original within 30 minutes](https://integration.keap.com/t/emails-changed-in-infusionsoft-revert-back-to-original-within-30-minutes/66658)
**Author:** [@Mike\_Inglis](https://integration.keap.com/u/Mike_Inglis)\ **Replies:** 3\ **Last updated:** [March 19, 2019, 11:16pm UTC](https://integration.keap.com/t/emails-changed-in-infusionsoft-revert-back-to-original-within-30-minutes/66658 "2019-03-19T23:16:22Z")
Hi, We are running into an issue where we will go into a contact record and change the email address, but within 30 minutes the email will revert back to the original email address. This started happening about a month… --- ## [State names and state abbreviations don't sync?](https://integration.keap.com/t/state-names-and-state-abbreviations-dont-sync/65292)
**Author:** [@Rae\_Carson](https://integration.keap.com/u/Rae_Carson)\ **Replies:** 0\ **Last updated:** [February 26, 2019, 11:30pm UTC](https://integration.keap.com/t/state-names-and-state-abbreviations-dont-sync/65292 "2019-02-26T23:30:07Z")
Can’t believe this happened. I went to send a broadcast to my contacts in a few different states. I went to recipient options, “New Search,” and selected all the relevant states from the list. Sent the email. When I … --- ## [How to revive existing but not-emailed-to Customers/Contacts without spamming](https://integration.keap.com/t/how-to-revive-existing-but-not-emailed-to-customers-contacts-without-spamming/57518)
**Author:** [@Han\_van\_de\_Braak](https://integration.keap.com/u/Han_van_de_Braak)\ **Replies:** 8\ **Last updated:** [February 9, 2019, 2:22am UTC](https://integration.keap.com/t/how-to-revive-existing-but-not-emailed-to-customers-contacts-without-spamming/57518 "2019-02-09T02:22:37Z")
We have a legally acquired Contact/Customer list that has not been emailed to for a significant time. We recently tagged a relevant section of it and added these to a Black Friday Campaign (evidently emails fly out witho… --- ## [Outlook and infusionsoft contacts - a way to sync both ways?](https://integration.keap.com/t/outlook-and-infusionsoft-contacts-a-way-to-sync-both-ways/50744)
**Author:** [@Tony\_Dillard](https://integration.keap.com/u/Tony_Dillard)\ **Replies:** 2\ **Last updated:** [January 26, 2019, 4:44pm UTC](https://integration.keap.com/t/outlook-and-infusionsoft-contacts-a-way-to-sync-both-ways/50744 "2019-01-26T16:44:59Z")
Is there an app for this? --- ## [Is it possible for a contact to update their activities in my Infusionsoft account without make them a "User?"](https://integration.keap.com/t/is-it-possible-for-a-contact-to-update-their-activities-in-my-infusionsoft-account-without-make-them-a-user/34823)
**Author:** [@Tony\_Dillard](https://integration.keap.com/u/Tony_Dillard)\ **Replies:** 2\ **Last updated:** [March 23, 2018, 3:38am UTC](https://integration.keap.com/t/is-it-possible-for-a-contact-to-update-their-activities-in-my-infusionsoft-account-without-make-them-a-user/34823 "2018-03-23T03:38:58Z")
I’m looking for insight on how to track my contact’s activities in Infusionsoft. Please note, I said “track my contact’s activities”, not my activities with my contacts. I currently track their activities by having the… --- ## [Allowing users to see a contact's campaigns](https://integration.keap.com/t/allowing-users-to-see-a-contacts-campaigns/31222)
**Author:** [@Jim\_Hohl](https://integration.keap.com/u/Jim_Hohl)\ **Replies:** 6\ **Last updated:** [February 20, 2018, 7:15pm UTC](https://integration.keap.com/t/allowing-users-to-see-a-contacts-campaigns/31222 "2018-02-20T19:15:14Z")
Hi. How can I allow a user to see the campaigns which a contact is in? When one of my users (a sales rep) looks at a contact record he does not see the “campaigns” tab. I have looked in the user permissions and see nothi… --- ## [Reassign Contacts](https://integration.keap.com/t/reassign-contacts/13507)
**Author:** [@Maureen\_McCarthy](https://integration.keap.com/u/Maureen_McCarthy)\ **Replies:** 4\ **Last updated:** [January 24, 2018, 7:00pm UTC](https://integration.keap.com/t/reassign-contacts/13507 "2018-01-24T19:00:15Z")
Is there a way of reassigning all contacts, leads and opportunities (batch) to another user without deactivating the original user? --- ## [How to delete contacts](https://integration.keap.com/t/how-to-delete-contacts/19549)
**Author:** [@Gavin\_McGahey](https://integration.keap.com/u/Gavin_McGahey)\ **Replies:** 1\ **Last updated:** [October 31, 2017, 2:41am UTC](https://integration.keap.com/t/how-to-delete-contacts/19549 "2017-10-31T02:41:32Z")
How do I delete a contact from within a list as opposed to opt out? I want them gone completely --- ## [Same person, new contact?](https://integration.keap.com/t/same-person-new-contact/18718)
**Author:** [@Eric\_Wilmot](https://integration.keap.com/u/Eric_Wilmot)\ **Replies:** 2\ **Last updated:** [October 23, 2017, 6:56pm UTC](https://integration.keap.com/t/same-person-new-contact/18718 "2017-10-23T18:56:24Z")
How do you handle the situation where a contact has changed companies and a new contact record is created with updated info for that person, but the former record must be kept as a historical record and so must not be de… --- ## [Updating a contact](https://integration.keap.com/t/updating-a-contact/18363)
**Author:** [@Von\_Ryan\_Javillonar](https://integration.keap.com/u/Von_Ryan_Javillonar)\ **Replies:** 1\ **Last updated:** [October 19, 2017, 4:41pm UTC](https://integration.keap.com/t/updating-a-contact/18363 "2017-10-19T16:41:39Z")
I’m using REST, and I’ve successfully added a contact based on the samples provided in the documentation… However I cannot update. I’m using the following code to add contact: $this-\>infusionsoft-\>contacts()-\>create($da… --- ## [Reached the maximum number of Contacts](https://integration.keap.com/t/reached-the-maximum-number-of-contacts/15110)
**Author:** [@Gary\_Clark](https://integration.keap.com/u/Gary_Clark)\ **Replies:** 2\ **Last updated:** [September 20, 2017, 1:51pm UTC](https://integration.keap.com/t/reached-the-maximum-number-of-contacts/15110 "2017-09-20T13:51:41Z")
What happens if someone filled out the form but you have reached the maximum number of contacts? How about if the existing contact updated her/his contact information using the form? Can I received some notification? - … --- ## [I need to be able to create a list with specific filters](https://integration.keap.com/t/i-need-to-be-able-to-create-a-list-with-specific-filters/13351)
**Author:** [@Cindy\_Hardy](https://integration.keap.com/u/Cindy_Hardy)\ **Replies:** 1\ **Last updated:** [September 4, 2017, 12:13pm UTC](https://integration.keap.com/t/i-need-to-be-able-to-create-a-list-with-specific-filters/13351 "2017-09-04T12:13:49Z")
I cannot seem to get a plain old list of contacts and companies with a specific insurance company name. No tags, no sources, etc. Everything seems to be built for the results BUT I need to reach out to a very SPECIFIC gr… --- ## [How to reorganize your contacts in the right lists](https://integration.keap.com/t/how-to-reorganize-your-contacts-in-the-right-lists/13206)
**Author:** [@Frank\_Heron](https://integration.keap.com/u/Frank_Heron)\ **Replies:** 2\ **Last updated:** [September 2, 2017, 4:28pm UTC](https://integration.keap.com/t/how-to-reorganize-your-contacts-in-the-right-lists/13206 "2017-09-02T16:28:44Z")
Hello Im looking to reorganize my sellers from buyers list any videos out there or any post that could help reorganize my account. Thanks --- ## [Creating source\_type for create contact field](https://integration.keap.com/t/creating-source-type-for-create-contact-field/11647)
**Author:** [@Corey\_Haines](https://integration.keap.com/u/Corey_Haines)\ **Replies:** 6\ **Last updated:** [August 22, 2017, 4:41pm UTC](https://integration.keap.com/t/creating-source-type-for-create-contact-field/11647 "2017-08-22T16:41:36Z")
Hi, I’m using the “Try API” functionality from the docs. When using the create or update contact api call, I’m getting an invalid value for my source\_type. I’m trying to create the source type in my sandbox CRM. I look… --- ## [Can you link a contact to more than 1 company?](https://integration.keap.com/t/can-you-link-a-contact-to-more-than-1-company/4390)
**Author:** [@Dealer\_Support](https://integration.keap.com/u/Dealer_Support)\ **Replies:** 5\ **Last updated:** [August 4, 2017, 8:10pm UTC](https://integration.keap.com/t/can-you-link-a-contact-to-more-than-1-company/4390 "2017-08-04T20:10:15Z")
We have contacts that work for multiple companies and it is annoying they can’t be connected to each one. --- ## [Best way to track multi-channel lead source attribution](https://integration.keap.com/t/best-way-to-track-multi-channel-lead-source-attribution/8857)
**Author:** [@Josh\_Fialkoff](https://integration.keap.com/u/Josh_Fialkoff)\ **Replies:** 0\ **Last updated:** [August 4, 2017, 6:51pm UTC](https://integration.keap.com/t/best-way-to-track-multi-channel-lead-source-attribution/8857 "2017-08-04T18:51:35Z")
Hi, We have developed a system that tracks the source of leads for each form that is submitted on our clients’ WordPress Websites using Gravity Forms. The result is that our Lead Source field has many lead sources, sep… --- ## [How to complete the information and then click the Submit button to create contact. One is the baby's information, which is the parent's information?](https://integration.keap.com/t/how-to-complete-the-information-and-then-click-the-submit-button-to-create-contact-one-is-the-babys-information-which-is-the-parents-information/3866)
**Author:** [@Chung\_Mai\_Xuan](https://integration.keap.com/u/Chung_Mai_Xuan)\ **Replies:** 12\ **Last updated:** [July 11, 2017, 4:27pm UTC](https://integration.keap.com/t/how-to-complete-the-information-and-then-click-the-submit-button-to-create-contact-one-is-the-babys-information-which-is-the-parents-information/3866 "2017-07-11T16:27:13Z")
Hello everyone. I have a question to ask: How to complete the information and then click the Submit button to create contact. One is the baby’s information, which is the parent’s information? Hope everyone please help…