---
title: "Contacts and Contact Lists: 12d Synergy Web and Mobile Apps"
slug: "contactsandcontactlists12dsynergywebandmobileapps"
updated: 2025-11-26T02:45:26Z
published: 2025-11-26T02:45:26Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts and Contact Lists: 12d Synergy Web and Mobile Apps

A contact is a record of information about a person or company. It consists of a name and an email address. You can add additional attributes such as their contact details if you choose. A contact does not have login access to the system unless it is also a User.

A contact list is a group of contacts bundled together so that an email can be sent to them at once. 12d Synergy gives you an option to create either a global list that applies to all jobs or a job-specific contact list that applies to the job in which it is created.

### 1.1. How to Create a Contact

You can create a contact only if you have the necessary permissions. Please contact your 12d Synergy Administrator for more details.

1. In the 12d Synergy ribbon, click the **Contacts** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-c5w9ms14.png) button.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either in the 12d Synergy ribbon or under the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-rbmjd77z.png)top-left menu.

The **Contacts** tab with a list of added contacts is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-glg99i9o.png)
2. Click the **Add contact(s)![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-frip8u8g.png)**button displayed towards the end of the page. The **Create Contact** dialog box is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/contact1.png)
3. In the **General**tab, enter/select the following details.
  - **First name** – First name of the contact. This is a mandatory field.
  - **Last name** – First name of the contact. This is a mandatory field.
  - **Email** – The email address of the contact.
  - **Companies**– The company to which the contact is connected. This is an optional field.
  - **Is User?** – This field is read-only, the value of which is based on whether or not a contact is a user. Only the 12d Synergy Administrator can create a user from an existing contact using the **12d Synergy Administration**application **> Users**tab**> Create**tab**> Create from existing contact** check box.
4. Click the **Upload image** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-kndms132.png) button to set an image for the contact.
5. In the **Attributes** tab, enter/select the values for any contact attributes. The **Create** button is enabled.

Your 12d Synergy Administrator defines the contact attributes in the **12d Synergy Administration**application.
6. Click the **Create ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-mqsoy3a1.png)** button. The newly created contact is added to the list of contacts in the Contacts view.

When you click a contact, the following window is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/contact2.png)

  

Click the Email button to open your email application and send an email to the selected contact.

### 1.2. How to Create a Contact List

You can create a contact list only if you have the necessary permissions. Please contact your 12d Synergy Administrator for more details.

1. In the 12d Synergy ribbon, click the **Contacts** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-urp5xoya.png) button.

Depending on the size of the browser or if you are using the 12d Synergy Mobile App, this option is displayed either in the 12d Synergy ribbon or under the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-kxfp6z8a.png)top-left menu.

The **Contacts** tab with a list of added contacts is displayed.
2. Click the **Contact Lists**tab.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/conlist1.png)

The existing contact lists are displayed under the **Global**and **Job:*<currently logged-in**job name*>** headings.

You can also update a contact list from this view. Click the contact list you want to update, then follow steps 7 and 8 below to add more contacts.
3. Click the **Add contact list ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-3n2mx9ws.png)**button. The following two options are displayed.
  - **Global Contact List**- applies to all the jobs in your company
  - **Job Contact List**- applies to the job you are currently logged into
4. Select the required option. The **Contact list name**dialog box is displayed.
5. Enter the name of the contact list you want to create in the dialog box and click the **Save**button. The list name is added under the respective headings (**Global** or **Job:<*currently logged in job name*>**) in the **Contact Lists**tab.
6. Click the name of the list you have just created. The dialog box is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/conlist4.png)
7. Click the **Add contact(s) ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyofv5contactscontactsandcontactlists.doc-image-qwo9movq.png)** button.
8. Select one of the two options displayed.
  - **Me**- This option adds you to the contact list.
  - **Contact**- This option adds a contact to the contact list. You can search for the required contact in the **Contact Search** dialog box and click it to add it to the contact list.
9. Repeat steps 7 and 8 to add as many contacts as you want to the contact list, and then click the **Update**button. The contact list is created/updated with the added contacts.

> [!NOTE]
> When you click a contact list, the following window is displayed.
> 
> ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/conlist2(1).png) Click ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/conlist3.png) icon to open your email application and send an email to the selected contact list.