Find a person
Open Path → People. The toolbar above the table is your finder.- Search. Type into the search box to match name, email, or phone.
- Event. Multi-select. Show only people who registered for one of the selected events.
- Channel. Multi-select. Show only people attributed to one of the selected channels.
- Company Name. Text filter that matches against the company display name.
- Job Title. Text filter that matches against job title.
Edit a person
Click any row to open the person’s detail page. Most fields are inline-editable. Click the value to open an editor, change it, and confirm. Editable fields include:- Name. Display name shown in tables and exports.
- Emails. Primary + secondary. The primary email is the dedupe key (see below).
- Phones. Multiple phones per person.
- Company. Pick from an existing company or attach a new one.
- Job title, Address, LinkedIn, X. Single-value text fields.
Email is the dedupe key. When TalkValue imports a row with an email that already exists, it updates the existing person rather than creating a new one. Changing or deleting the primary email does not undo previously deduplicated records. For that, use Merge.
Merge duplicates
Sometimes the same person ends up as two records, typically when one record was created from a CSV withmaya.chen@northwind.io and another came in through Eventbrite as maya@northwind.io. The fix is to merge them.
Pick the duplicate
Search for the duplicate by name or email and select it. TalkValue shows a side-by-side preview: source on the left, target on the right, merged result on the bottom. Single-value fields take the target’s value by default; multi-value fields like emails and phones are combined.
Export to CSV
Click Export CSV in the table toolbar to download the current view as a CSV. Columns include name, primary email, all emails, phones, company, job title, channels, events, and timestamps. The export includes everything Path stores for each person. The export reflects the active filters. To download just one channel or one event, apply the filter first and then export.Related
- People, companies, channels, events. Entity primer.
- Companies. Review the auto-grouped company a person belongs to.
- Events. See which events a person is attached to.
- Import a CSV. Add more people to this list.
