Manage your Contacts
Dex has features to help you manage your contacts' details, contact information, and more!
With Dex, you can easily visualize and comprehend the geographical distribution of your network. Simply import your contacts or sync from LinkedIn, and Dex will map them based on their specified locations or addresses.
How it Works:
Moving around the map will change the list of contacts shown next to the map. The map view is only available on the web/desktop app, and will also populate on LinkedIn location values. A few other notes:
- See Nearby Contacts: from a contact screen, next to a contact's location, click 'Open in Map' to see nearby contacts.
- Contacts by Location: this screen is accessible from the bottom right corner of the map view.
- Map View Refresh: when locations are edited from the map view, you may need to refresh the map view to see changes updated appropriately.
Connect related contacts easily by adding them as 'Related Contacts' in Dex.
Things to Know
- Bi-directional: when a contact is added as related, the relationship will show up on both contacts.
- Linkable: in the related contact section, click a contact to navigate to the related contact.
Related Web
On the Related Web page, we made it easier for you to quickly link related contacts through a simple drag-and-drop.
The Group Map gives you a spatial view of how your network is organized. Your groups and their contacts are laid out around you, with groups that share contacts sitting closer together — so you can see how your network clusters, and spot contacts that aren't in any group yet.
What You'll See
- Your groups, arranged around you
- Contacts, shown next to the groups they belong to, with their profile photo where available (or their initials if not)
- Empty groups — groups that don't have any contacts yet
Organizing by Drag and Drop
Drag a contact onto a group to add them to that group.
Contact and Group Details
Click any contact or group to open its details.
- Contact: see their basic info, and assign them to groups
- Group: see the group's info, and add or remove contacts
Rank your relationships by how much you want to invest in them, so you always know who to focus on. There's no wrong answer — the tiers are yours.
How it Works
- Drag contacts into a tier to rank who matters most.
- Click to rename tiers to fit your life.
- Set a priority on any contact to mark how much they matter.
- See your relationships mapped by priority, so what's urgent rises to the top.
Head to Priority Map to see your network laid out this way.
Dex has an 'Enhance' feature that will automatically update your contacts by pulling the following information from their LinkedIn profile:
- LinkedIn Bio
- Experience
- Education
- Location
- Profile Photo
- Title
Manual Enhance
You can also manually trigger the 'Enhance' feature on the Contact Card.
When you have a contact open, click the Enhance button (the magic wand) or through the shortcut key CMD + K to get started:
Contact photos usually arrive on their own — pulled in by Enhance from a contact's LinkedIn profile, or by one of your synced address books. When one is wrong, out of date, or belongs to somebody else entirely, you can replace it or clear it yourself.
How do I change or remove a contact's profile picture?
Open the contact, then click their photo at the top of their profile. That opens the Update image dialog, where you can:
Add or change the photo
Drag an image onto the square, or click Select an image to pick a file from your computer.
Remove the photo
Click the 🗑 button in the top-right corner of the image. The contact falls back to their initials, the same as a contact who never had a photo.
Save changes
Nothing is written until you click Save changes — Cancel leaves the current photo exactly as it was.
The photo came back after I removed it
Clearing a photo empties the field; it doesn't tell Dex to stop looking. If something later supplies a different picture for that contact, it fills the empty field again. Two things do that:
- Enhance, which re-reads the contact's LinkedIn profile — automatically when you save a LinkedIn URL on them, and outright whenever you click the Enhance button yourself.
- A connected address book — Google or Outlook contact sync — when the photo on their end changes.
So a removal sticks until one of those supplies a new picture. If it keeps coming back from LinkedIn, clearing the contact's LinkedIn URL stops Enhance from re-fetching it; if it comes back from a synced address book, changing or removing it at the source is what sticks.
If you didn't find the specific field you're looking for, don't worry! Dex allows you to create Custom Fields tailored to your needs!
You can add 3 types of custom fields:
- Text: Any text field you want! (i.e. hometown, company, school, spouse, etc.)
- Category: Use categories to sort your contacts. These are like Text Fields but across multiple contacts.
- Date: Remember important dates (i.e. anniversaries, graduations, religious celebrations)
Adding a Custom Field
Create a Custom Field
You can create Custom Fields either through a Contact's card or through the Custom Field Page.
Add details of your Custom Field
Managing Custom Fields
On the Custom field page, you may also edit or remove an existing custom field by clicking on either ✏ or the ❌ icon. This will delete the custom field globally, removing it from all your contact's profile.
Custom Fields and AI assistants
If you've connected the Dex MCP server, AI assistants like Claude and ChatGPT can read and update custom fields for you — useful for tracking things like deal stages or relationship status in natural language. The Dex Skill adds this on top of the connection, alongside meeting prep and follow-up suggestions.
Every contact in Dex has a timeline that brings your notes, calendar events, emails, and reminders together in one place. When you only want to see one kind of activity, you can filter the timeline to focus on exactly that — giving you more control over what you're looking at when a contact is open.
What You Can Filter By
- Notes: everything you've written or captured about the contact
- Calendar events: meetings and events you've shared
- Emails: messages synced from your connected email accounts
- Reminders: upcoming and past follow-ups
How it Works
- Open a contact from your dashboard, search, or a group.
- Select the filter at the top of the contact's timeline.
- Choose the activity type you want to see — the timeline instantly narrows to just those items.
Switch between types at any time, or clear the filter to see everything together again.
Searching the Timeline
You can also search directly on the timeline to jump to a specific interaction instead of scrolling. Combine search with a filter to narrow further — for example, search within notes only.
If you're looking across your whole network rather than a single contact, Copilot can search your notes for matching keywords and surface the relevant ones.