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" the entire organization will have access to this contact

• Select the desired group from the Group field.

Fig 8.1.1

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

• If Multiple Department is added in the "Share" tab, agents in the corresponding department will have access to the contact you added.

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

Fig 8.1.2

• 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 8.1.3

• 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 8.1.4
Fig 8.1.5

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