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