Manage

Contacts Directory

Overview

How to add and edit contacts in the contacts directory

Navigating to contacts directory

First navigate to manage as seen below

Then select contacts from the left hand menu as seen below

Adding a contact

Click on new contact on the right hand side

Add name, title and any identifying details to the new contact

Adding emails and numbers to a contact

You may add contact points such as emails, numbers and other platform details as seen below.

You may add one of each contact point

Once you have added all the contacts details you need.

Click create contact to save the contact to your organization

Removing a contact

1. Click on the four Dots at the top right
2. Select the Manage option.
3. Select Contacts in the left menu
4. Choose the contact you wish to delete in the middle column
5. Scroll to the very bottom of the contact details section
6. Click Delete Contact at the bottom.

Copying the contactuuid

1. Go to manage contacts
2. Choose the contact you wish to get the contactuuid of
3. Click on the 3 dot menu and select copy contact uuid

The contactuuid can be used in tasks like assign_to and in most notifications.