Manage your contacts and companies

Updated May 2026

You'll learn how to: Open the Contacts table, switch between People and Companies, search and filter, save reusable views, change between List and Kanban layouts, and add a new contact or company from scratch.

Time: 10 minutes the first time. Comes back as muscle memory.

Prereqs: You have at least one contact in Nynch. New to Nynch? Start with Importing your network.

Where the table lives

In the left sidebar, click Contacts. The full working table loads.

This single area is where you do every "list-of-records" operation: viewing, filtering, bulk-editing, merging duplicates, importing, exporting, and switching between People, Companies, Activities, and Email queues.

If you came in from somewhere else (a saved view URL, a notification, a search result) and want to get back to the default contacts list, click Contacts in the sidebar again. The table resets to the People toggle with no filters.

The 4-way toggle at the top

The first control on the toolbar is a 4-way toggle that picks what kind of records the table is showing:

People (figure icon, default) - your contacts.
Companies (building icon) - the companies your contacts work at.
Activities (clipboard icon) - an activity kanban (commitments, action items, calls due) grouped by priority or by timeline.
Email (envelope icon) - the bulk email queue for outbound sequences you're running.

Companies are not in the sidebar; this toggle is the only way to get to them. Many people miss the toggle on first use and assume Nynch doesn't have a companies view. It does, you just need the toggle.

The rest of this article focuses on People and Companies, which use the same table machinery.

Toolbar tour

Left to right on the toolbar (some controls only appear in certain modes):

People / Companies / Activities / Email toggle (above).
View manager - saved view picker. The default view is "All" (no filters). Save your current filters + columns as a named view and switch back to it with one click.
View Options popover - one button that opens Fields, Filter, Sort, and Group tabs.
Owner filter - "Mine / All members / specific teammate". Choose whose records to show.
New Contact (or New Company) button on the right side, with a + icon.
Search - magnifying glass icon. Click to expand a search input that searches name, email, company, and the visible columns.
View toggle - List or Kanban.
More menu (three horizontal dots) on the far right - holds Import CSV, Import History, Export CSV, and Settings.

Keyboard shortcuts (when focus is not in a field)

/ - jump focus to the search bar.
N - open the New Contact (or New Company) dialog.
F - open the Filter tab of the View Options popover.
S - open the Sort tab.

Holding Cmd/Ctrl while pressing any of these is ignored, so browser shortcuts still work.

Add a contact

Make sure the toggle is on People.
Click + New Contact in the top-right of the toolbar (or press N).
The Create Contact form opens in a dialog. Fields, in two columns:
- Name (required). Full name.
- Title. Their job title.
- Email. Primary email. You can add more email addresses with the + button below this field.
- Phone. Primary phone.
- Company. Combobox. Start typing; pick from existing companies or create a new one inline.
- Location. City, country.
- Bio. Free-form notes about the person.
- Tags. Pick from existing tags or type to add new ones.
Click Save at the bottom of the dialog.

The new contact appears in the table immediately. If you've imported the same email or LinkedIn URL before, Nynch detects a likely duplicate at submit and offers to merge instead of creating a new record. See Merge duplicate contacts for what that merge wizard does.

Add a company

Switch the toggle to Companies.
Click + New Company (the button label updates with the toggle).
Fill in the dialog (name, domain, industry, employee count, etc.) and click Save.

Most of the time, companies get created on the fly when you create a contact (via the inline "create company" option in the combobox), so the New Company button is for cases where you want to add an account before you have a contact at it.

Filter, sort, and group

Click View Options in the toolbar. The popover has four tabs:

Fields

Tick the columns you want visible in the List view, untick the ones you don't. Common defaults: Name, Title, Company, Email, ICP Score, Last Contacted, Tags.

Filter

Add one or more filter conditions. Each condition is a (Field, Operator, Value) triple. Operators that show up depending on field type:

contains
equals (=)
starts with
greaterThan (>=)
lessThan (<=)
is empty
is not empty

When filters are active, a chip row appears below the toolbar showing each active filter with an X to remove it, plus a Clear all link. Filtered counts replace total counts everywhere in the app while the filter is on.

Sort

Pick a column and a direction (ascending / descending). One column at a time. The current sort is also visible in the column header.

Group

In Kanban view, the "Group" tab tells Nynch which field to use as the column dimension. The default for People is rhythm; for Companies it's industry. Change this to pivot the same data along different axes.

Save a view

Once you've got your filters, columns, and sort the way you want them:

Open the View manager dropdown.
Click Save current as new view.
Name it (e.g. "Senior decision-makers, last contacted 30+ days ago"). Save.

Your view appears in the dropdown. Click it any time to restore exactly those filters + columns + sort. Views are per-user; teammates don't see your views unless you share the workspace setting.

Switch between List and Kanban

The view toggle on the right side of the toolbar flips between:

List - rows and columns, like a spreadsheet. Best for bulk actions, exports, and reading lots of records at once.
Kanban - cards grouped by the field you pick in the Group tab. Best for triaging by stage / rhythm / status.

Both views use the same filters and the same selection. Selecting cards in Kanban populates the same bulk-action toolbar described below.

Bulk actions

Tick the checkbox on any row to start a selection. A bulk-action toolbar slides up from the bottom of the screen showing the count ("X selected") and these actions:

Edit Fields - bulk-edit one column across every selected record.
Assign to Rhythm - move all selected contacts into an engagement rhythm at once.
Delete (red) - soft-delete with an Undo toast.
More dropdown - holds Merge Contacts, Add to Campaign, Bulk Email, Find Email, Enrich, Score ICP, and Add to Sprint (LinkedIn).

For details on each of those, see the dedicated articles:

Open a contact

Click any row (in List) or any card (in Kanban) to open the full contact profile. The profile opens as an overlay on the right side of the screen. From there you can:

See email history, meetings, notes, and AI-generated activity timeline.
See the deal history (current + past opportunities).
See ICP score breakdown and relationship strength.
Edit any field inline.
Run AI actions (deep research, find emails, generate intro).
Open the LinkedIn profile if one is set.

Close the overlay with Esc or by clicking the X. You stay on the same table position, so your scroll and selection are preserved.

Import and export

Hit the More menu (three dots) at the far right of the toolbar.

Import CSV opens the 8-stage CSV import wizard. See Import contacts from a CSV.
Import History shows your past CSV imports with status badges and an option to undo a recent one.
Export CSV dumps the currently filtered + sorted table to a CSV file. The export respects your current view exactly.

Activities and Email tabs

The two right-most toggles (Activities and Email) are not lists of records; they're different surfaces using the same toolbar real estate:

Activities shows an activity kanban (your action items, commitments, and tasks) grouped either by Priority (default) or Timeline. Useful when you want to see "what's on my plate" without the full Today flow.
Email is the bulk email queue, showing the outbound sequences that are currently running for any campaign. Pause, resume, or skip individual sends.

Both are reachable from the same toolbar so you can flip between "people I know" and "things I have to do for them" without changing pages.

If something goes wrong

Symptom: "I clicked Companies in the toggle but I don't see any companies." → Fix: Companies are created automatically when you assign a company to a contact. If you've never set a company on a contact and never imported a company CSV, the list will be empty. Either add a company from the toolbar (N), or import a company CSV.
Symptom: "My filters are gone after I refresh." → Fix: Filters are part of the saved view, not the URL. To make them stick, save the filtered state as a named view via the View Manager.
Symptom: "The search bar doesn't find a contact I know exists." → Fix: Search only matches the currently visible columns and the contact's primary email. Add the column you're searching by via Fields, or expand the search by typing part of the contact's email address.
Symptom: "+ New Contact button is greyed out." → Fix: You're on the Activities or Email tab. Switch back to People or Companies.
Symptom: "I created a contact but it's not in my rhythm." → Fix: New contacts don't auto-join a rhythm. Either select them and use Assign to Rhythm in the bulk toolbar, or play the Rhythm Sort game and they'll come up as cards to triage.
Symptom: "Kanban shows everyone in 'Unassigned'." → Fix: Your contacts don't have values for the grouping field. Either set that field (e.g. via bulk Edit Fields), or change the Group field in View Options.
Symptom: "I deleted a contact by accident." → Fix: The Delete toast has an Undo button for 6 seconds. After that, contacts are soft-deleted in the database. Support can restore them within 24 hours.