--- title: "Manage contacts from Contact Hub" slug: "manage-contacts-from-contact-hub" updated: 2026-03-27T18:36:16Z published: 2026-03-27T18:36:16Z --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage contacts from Contact Hub ## Overview Use Contact Hub to view and manage all your active and inactive contact records in one place. You can also create new contacts without needing to create a new customer record. This streamlines your contact management workflows. ## --- ### ****Who uses this feature**** - Office employees - Applies to all business types - Applies to all trades ****Feature configuration**** - This feature is currently in Early Access and is subject to change. - Account configuration is required to use this feature. To update your account, please contact your success or implementation manager. Fill out the form and share your feedback [here.](https://forms.gle/rGECti9p96i5wSmu7) ## ## Open Contact Hub 1. [Search for](/v1/docs/use-search-in-servicetitan) and open any customer or location record. 2. Go to the **Customer Details** menu on the right and look for the *Contacts* section. 3. In the *Contacts* section, click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-rybjwvc8.png)**. > [!NOTE] > **Note:**If there are more than three contacts associated with the record, you can also click View more contacts. *![edit contact details](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-cvppfqwx.png)* 4. On the *All Contacts* screen that opens, click **View All Contacts**. ![view all contacts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-ak3ks38e.png) Contact Hub opens. You can click **Edit columns** to rearrange, hide, and show columns. ![edit columns in contact hub](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-cxyybl74.png) > [!TIP] > **Tip:** You can also go to [https://go.servicetitan.com/#/contact-hub](https://go.servicetitan.com/#/contact-hub) to access Contact Hub directly. ## ## Search and filter Use the **Search box** to find a contact by *Name, Title,* or *Contact Method* such as *Phone, Mobile Phone, Email,*or*Fax*. You can also filter contacts by their *Association Type, Customer, Location,*and *Labels*. ![search and filter contacts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-ck16wqc4.png) To filter contacts: 1. Click the **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-y9o75ye8.png). 2. On the *Contacts Filter* drawer that opens, you can filter by: 1. **Association Type**: *Location, Customer*, or *Booking.* 2. **Customer** 3. **Location** 4. **Labels** 3. When you’re finished, click **Apply**. ![contacts filter drawer](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-nksip8hu.png) ## Tabs and actions #### Active tab On the *Active* tab, you can select multiple contacts to **Merge, Add Labels, Remove Labels, Deactivate,** or **Delete** in bulk. > **Note:** You can only merge up to three contacts at a time. ![active tab in contacts hub](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-wpjzaphz.png) #### Inactive tab On the *Inactive* tab, you can select multiple contacts to **Add Labels, Remove Labels, Activate,** or **Delete** in bulk. ![inactive tab in contacts hub](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-8wj8xwgs.png) #### Labels tab On the labels tab, you can manage your contact labels, such as **Create Label**, **Search labels**, **Edit,** or **Delete**labels. ![labels tab](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-bkaq5mxy.png) ## #### Manage tab On the *Manage* tab, you can use consolidated views with automated recommendations to save time reviewing and managing your contacts. This is especially useful for larger and commercial businesses during onboarding and after migrating extensive contact lists from other systems. - **Export Contacts:**Click **Export Contacts** to download all your contacts from ServiceTitan to a CSV file. The exported file includes the contact’s name, title, contact method type, contact method, and memo notes. This is helpful if you need to analyze, share, or migrate the data in external tools. ![manage tab in contacts hub](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-jigfpnss.png) - **Total Contacts:** View your total number of contacts and the total number of contacts with an empty *Name* field. This helps you identify how many contacts have been cleaned up post-onboarding or post-migration to Contact Management. ![total contacts in manage tab](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-ty2h58zo.png) > [!TIP] > **Tip:****Click **Refresh** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-refresh.png) to update the total number of contacts and contacts with names. - **Recommended Clean-ups:** Reduce errors by ensuring each customer has accurate and up-to-date contact information. - **Locations With Upcoming Booked Jobs:** Review and update contacts associated with service locations that have *Scheduled* jobs starting within the next seven days. Click the **number** in any of the *Number of Contacts* columns to open the list of associated contacts for that customer or location. This helps you ensure the most relevant contacts are accurate for upcoming jobs. > **Note:** Contacts without names likely need some review. - **Residential customers with contact merge opportunities:** Review possible duplicate contacts associated with residential customer or location records. Click **Merge ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-5uovuasg.png)** to confirm and merge the contacts listed in the *Contact Method 1* and *Contact Method 2* columns. Click **Dismiss** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-9i88gjqb.png) to remove the suggestion from the list. This process helps you ensure each residential customer has a consolidated and unified profile, preventing errors caused by duplicate records. Use the date ranges for *7 Days, 30 Days*, or *All* to filter the data, respectively. ![Residential customers with contact merge opportunities](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-iy933dv6.jpg) > **Note:** These are residential customers or locations that have only one email and one phone number. - **Recently Created or Edited Contacts:**Review contacts created or edited within the last seven or thirty days. Click the **name** in the *Contact* column to open the details for that contact. This allows you to confirm or fix recent changes before they escalate, giving you an extra layer of control. ![Recently Created or Edited Contacts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-9isghewh.jpg) - **Title Management:** Assign and edit contact titles to clarify each contact’s role within a customer or location record. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-22fqha4h.png) next to a title to edit that title. The number of contacts that contain that title is shown on the right. Accurate titles make it easier for employees to identify key contacts, improving the speed and accuracy of communications. > **Note:** You can also select titles and merge them together. This only merges the title, not the contact itself. However, any existing contacts are updated with the merged title name. ![Title Management](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-bjireaxb.png) - **Contacts without Contact Methods:**Review contacts that do not have contact methods associated with them. Click the **contact** in the *Name* column to open the details for that contact, then click **+ Add contact method** to add a contact method to the contact. ![Contacts without Contact Methods](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-contacts-from-contact-hub-image-6ndusx59.png) ## Want to learn more? - See [Customer and Location Record](/v1/docs/customerlocation-profiles) - See [Contact Management](/v1/docs/contact-management) - See [Manage contacts from customer and location records](/v1/docs/manage-contacts-from-customer-and-location-records)