Robeeta Office Smarter Call - User Manual

Robeeta Office Smarter Call - User Manual

8.1 Manage Contact

Add Contact:

  • Select the Add Contact menu from the Manage Contact option.

  • On the "Info" Tab, enter the Contact Name, Mobile, Email, and Remarks.

  • Agents can also enable the public toggle.

  • Select the desired group from the Group field.

  • Fig 8.2
  • Choose the desired Department from the Department name on the "Share" Tab.

  • If no department is selected, the information will remain visible only to the agent.

  • Fig 8.3
  • After filling in the required valid details, click "Update" to save the Contact.

Manage Contact:

The "Manage Contact" page lists the contacts.

Follow these steps to manage the contacts:

  • Select the Manage Contact menu from the Contact option.

  • In this section, you will find fields featuring "Search", "Group", and "Edit" functionality.

  • Fig 8.4
  • To find a particular Contact Group, use the Quicksearch filter, then hit the "Search" button.

  • Selecting the Public checkbox displays public contacts, while deselecting it shows private contacts.

Edit Contact:

  • You can edit the field by clicking the "Tag" icon.

  • On the "Edit Contact" page, you can modify the Contact Name, Mobile, Email, Remarks, Public, and Department Name.

  • Fig 8.5

    Fig 8.6
  • Click the "Update" button to save the changes.