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

# Contacts List: Search, Filter by Tag, Merge Duplicates and Export to CSV

> Find any client or agent in Hive Inspect: search by name, business, email or phone, filter the list by tag, merge duplicate contacts, delete a contact and export your contacts with their inspection history to CSV.

In the dashboard: **Contacts** in the sidebar.

**Contacts** holds everyone you work with: clients, buyer's and listing agents, lenders, sub contractors and more. Contacts are added for you whenever you put someone on an inspection, when clients book online, and when you [import](/how-tos/import-contacts) them.

![Contacts page with Manage Tags, Manage Brokerages, Merge Contacts, Import CSV, Export to CSV 25 and Add New Contact buttons, a search box, a Tag filter set to All contacts, 25 contacts, and rows showing photo or initials, name and business, email, phone and tags](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-list.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=891728be6cd0e9e41f21e162b4d3ff96)

***

## What's on the page

### The buttons along the top

| Button | What it does |
| - | - |
| **Manage Tags** | Create and edit tags. See [Manage contact tags](/how-tos/contact-tags). |
| **Manage Brokerages** | Your directory of brokerages (agencies). Link agents to their brokerage on the contact. |
| **Merge Contacts** | Combine two records for the same person. See [below](#merge-duplicate-contacts). |
| **Import CSV** | Bring in contacts from Spectora, ISN, HIP, HomeGauge or Horizon. See [Import contacts](/how-tos/import-contacts). |
| **Export to CSV** | Download the contacts you're looking at. The number shows how many will be exported. See [below](#export-to-csv). |
| **Add New Contact** | Add someone by hand. See [Edit a contact](/how-tos/edit-contact#add-a-new-contact). |

### Each contact row

![One contact row: photo, Sarah Whitfield with business Whitfield Team, email, phone, tags Agents and Top Producer, and edit and delete icons on the right](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-list-row.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=6d59347b6f7fd6f2bbfd9a576368f4d0)

* **Photo** or initials, **name** and **business name**
* **Email** and **phone**
* The first two **tags**, with **+2** (or more) if the contact has more
* When you hover: ✏️ **Edit** and 🗑 **Delete**

Click anywhere on a row to open the contact. See [Edit a contact](/how-tos/edit-contact).

The count above the list (for example **25 contacts**) shows how many match your search and filter. The list shows 18 contacts per page; use the page buttons at the bottom to see more.

> [!NOTE]
>
> On a narrow window, some columns hide to make room: tags first, then phone, then email. Widen the window to see them again.

***

## Search contacts

Type in **Search contacts by name, company, email or phone…**. The list narrows as you type.

![Search box with chen typed, Filters: Clear, Active filters: Search chen, and 2 contacts: Daniel Chen and Dan Chen](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-list-search.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=0dcbf79b9689fd290505b0a65f5d0e92)

Search looks at the contact's:

* **First and last name**, including the full name (for example **sarah whit**)
* **Business name** (for example **realty**)
* **Email**, or part of it (for example **@kw\.com** finds everyone with that email domain)
* **Phone number**, typed any way you like: **(512) 555-0111**, **512-555-0111**, **5125550111** and **1 512 555 0111** all find the same contact. Type at least 3 digits.

Click **Clear** to empty the search (and the tag filter).

***

## Filter by tag

Use the **Tag** menu under the search box to show only contacts with one tag, for example **Agents**.

![The Tag menu open with All contacts, Clients, Agents, Top Producer, Lenders and Repeat Client](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-list-tag-menu.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=9ce724b70d4ab2f9ebe1248bd3b8f9f7)

![Contacts filtered to the Agents tag, with an Agents chip next to the menu, 9 contacts, and Export to CSV showing 9](https://mintcdn.com/hiveinspect-43c85ed1/yiSiawEi2XjOFEH3/images/how-tos/contacts-list-tag-filtered.png?fit=max\&auto=format\&n=yiSiawEi2XjOFEH3\&q=85\&s=1594ea33bc2c55047314e5a1ebc4fa20)

* Pick **All contacts** or click the **×** on the tag chip to go back to everyone.
* You can search and filter at the same time, for example **Agents** plus **sarah**.
* You can also jump here from **Manage Tags**: click the 👥 button on a tag.
* The **Tag** menu only appears once you've created at least one tag.

***

## Merge duplicate contacts

Sometimes one person ends up in Hive twice, for example with a work email and a home email. **Merge Contacts** combines them into one.

### 1. Click Merge Contacts

On the **Contacts** page, click **Merge Contacts**.

### 2. Pick the contact to keep (Contact 1)

On the left, under **Contact 1 — Keep**, search by name, email or phone and pick the contact you want to keep. This one stays exactly as it is.

### 3. Pick the duplicate (Contact 2)

On the right, under **Contact 2 — Merge & delete**, pick the duplicate. Each side shows the contact's details, tags and **Linked inspections**, so you can check you have the right people.

![Merge Contacts: Contact 1 Keep is Daniel Chen with 1 linked inspection; Contact 2 Merge and delete is Dan Chen with 1 linked inspection; Continue button](https://mintcdn.com/hiveinspect-43c85ed1/vzwr2nAKoSOoZqO8/images/how-tos/contacts-merge-select.png?fit=max\&auto=format\&n=vzwr2nAKoSOoZqO8\&q=85\&s=5e7722c5221ec41d392879cef438d355)

### 4. Review and merge

Click **Continue**, read the summary, then click **Merge Contacts**.

![Merge review: Dan Chen will be permanently deleted. Everything associated with it moves to Daniel Chen: 1 linked inspection, 0 tags, review requests, invoices, SMS and report-view history. This cannot be undone.](https://mintcdn.com/hiveinspect-43c85ed1/vzwr2nAKoSOoZqO8/images/how-tos/contacts-merge-confirm.png?fit=max\&auto=format\&n=vzwr2nAKoSOoZqO8\&q=85\&s=99bf85507c64b921522e095de29b52a3)

What the merge does:

* **Moves to Contact 1:** Contact 2's inspections, tags, review requests, invoices, text messages and report-view history.
* **Contact 1 doesn't change.** Its name, email, phone and other details stay as they are. If Contact 2 has details you want to keep (a second phone, notes), copy them to Contact 1 first.
* **No double entries.** If both contacts are on the same inspection in the same role, Contact 1's entry is kept.
* **Contact 2 is deleted.**

> [!WARNING]
>
> A merge **can't be undone**. Check you picked the right contact to keep before you click **Merge Contacts**.

***

## Export to CSV

Click **Export to CSV** to download the contacts you're looking at as a spreadsheet. It exports exactly what's in the list now: if you searched or filtered by a tag, only those contacts are exported. The number on the button shows how many.

The file is named like `contacts-2026-10-21.csv` and has these columns:

| Columns | What's in them |
| - | - |
| **First Name, Last Name, Business Name** | The contact's name and business |
| **Email, CC Email, Phone** | How to reach them |
| **Address, Address Line 2, City, State, Zip, Country** | Their address |
| **Birthday, Website, Social** | Extra details; social links as `linkedin: …; facebook: …` |
| **Tags** | All their tags, separated by `;` |
| **Notes** | Your notes |
| **Created At** | When the contact was added to Hive |
| **# Inspections** | How many inspections they're on, any role, deleted inspections not counted |
| **Last Inspection** | The date of their most recent inspection |
| **Days Since Last Inspection** | Days from that date to today |

> [!TIP]
>
> Want a list of your agents with how many inspections each sent you? Filter by your **Agents** tag, click **Export to CSV**, then sort the file by **# Inspections**.

For large lists, the inspection columns can take a few seconds. If they can't be loaded, the file still downloads without them and you see a message.

***

## Delete a contact

Hover the contact's row, click the 🗑 trash icon and confirm.

> [!WARNING]
>
> Deleting a contact **removes them from every inspection** they're on and can't be undone. If the person is a duplicate, [merge](#merge-duplicate-contacts) them instead so their inspections and history move to the other record. If you see **Failed to delete contact**, the contact usually has review request history; merge them into another contact instead.

***

## Frequently asked questions

> **Where do contacts come from?**
>
> You add them when you put someone on an inspection, when clients book through your [scheduling widget](/how-tos/scheduling-widget), when you [import](/how-tos/import-contacts) a file, or with **Add New Contact**. Contacts are matched by email, so the same email is always the same contact.

> **Why does editing a contact on one inspection change it on another?**
>
> Because it's the same contact. Each email is one contact in Hive, and that contact can be on many inspections. Changing their details changes them everywhere.

> **Can I export only my agents?**
>
> Yes. Choose your **Agents** tag in the **Tag** menu, then click **Export to CSV**.

> **Can I export more than one tag at once?**
>
> Not in one file. Export each tag separately, or clear the filter to export everyone, then filter the **Tags** column in your spreadsheet.

> **Can I bulk-delete or bulk-tag contacts?**
>
> Not from the list. To tag many contacts at once, use [Auto Tagging](/how-tos/auto-tagging-contacts), the **Also add instantly** option on a [tag](/how-tos/contact-tags), or **Assign Tags** when you [import](/how-tos/import-contacts).

Next step

[Edit a contact
Photo, details, brokerage, tags, notes and linked inspections](/how-tos/edit-contact)

Related

[Manage contact tags
Set up a Clients tag and an Agents tag that are added automatically](/how-tos/contact-tags)

[Import contacts
Bring in your contacts from Spectora, ISN, HIP, HomeGauge or Horizon](/how-tos/import-contacts)


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