Manage
Contacts Directory
Overview
How to add and edit contacts in the contacts directory
Managing contacts
Contacts for your organization can be seen and managed by visiting the contacts section on the Manage platform.
Adding a contact
- Click
+ Create contacts
button, which will show the2. Create contact
form. - Fill in the create contact form
- You can use the
+ Add contact point
button to add emails, numbers and other contact points for the contact.
- You can use the
- Click
Create Contact
to save the contact to your organization.
Removing a contact
- Select the contact you'd like to remove in the left section
- Click
Delete Contact
at the bottom of the Manage contact section on the right.
WARNING
Clicking the Delete Contact will immediately remove the contact. No warning is given nor confirmation asked.
Copying the contactuuid
- Go to manage contacts
- Choose the contact you wish to get the
contactuuid
of - In the Manage contact section, click the copy icon next to the
contactuuid
field
The contactuuid
can be used in tasks like assign_to and in most notifications.