Robeeta Office Smarter Call - User Manual

Robeeta Office Smarter Call - User Manual

8.2 Manag Contact Group

Add Contact Group:

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

  • Enter the Contact Group Name in the “Info" Tab.

  • Fig 8.7
  • Choose the desired Department from the Department name on the “Share” Tab.

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

  • Fig 8.8
  • After filling in the required valid details, click “Update" to save the Contact Group.

Managent Contact Group:

The Manage Contact Group page lists the contact Groups.

Follow these steps to manage the contact Groups:

  • Select the Managent Contact Group menu, from the Contact option.

  • In this section, you will find field featuring “Search" and “Edit" functionality.

  • Fig 8.9
  • In order to find a particular Contact Group, you can use the Quicksearch filter, then hit the “Search” button.

  • Selecting the Enable checkbox displays active Contact Group, while deselecting it shows Inactive Contact Group.

Edit Contact Group:

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

  • On the Edit Contact Group page, you can modify the Group Name and Department Name.

  • You have the option to enable or disable a Contact Group using the Enable Toggle

  • Fig 8.10
    Fig 8.11
  • Click “Update” button to save the changes.