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Contacts
Contacts is a shareable contact directory that can be created by users with Administrator rights and shared with other users accessing the Dashboard, Communications Client, and the Contacts screen. You can search for, add, edit, and delete contacts one at a time, or import a list of contacts.
The Contacts Directory and Contact Types are two separate features, and there is no system correlation between them.
Searching for Contacts
- Navigate to the appropriate Customer.
- Click Services in the main menu then click Contacts in the side menu.
- Enter all or part of the contact’s name in the Search box and the results will be automatically displayed.
- To clear the Search term(s), click x in the Search box.
Creating a New Contact
- Navigate to the appropriate Customer.
- Click Services in the main menu then click Contacts in the side menu.
- Click the New Contact button.
- In the New Contact page, enter the appropriate information:
- First Name
- Last Name
- Company
- Choose a Phone Number type from the Type dropdown list (Home, Office, Mobile or Other).
- Enter the Phone Number.
- In the Shared field, click an option button to determine whether or not the contact will be shared.
- If Yes, the Contact will be shared among users who have access to the Dashboard, Communications Client, and the Contacts screen.
- If No, the Contact will not be shared and will only be visible to the user who created it.
- Click the Save button to save the contact.