Working with a Contact

Updated at January 30th, 2025

 

A Contact's Profile contains all the details regarding a person or an organization, including the history of communication with your company.

Android

To open a contact's profile,  tap on a contact from your contacts list or select a ‘Contact Info' option from a dropdown menu on a chat screen.

 

  1. Add contact to favorites.
  2. Share contact.
  3. Contact’s menu.

Edit a contact

To edit a contact tap on the menu icon  in the contact’s profile and choose ‘Edit’ from a dropdown menu.

Delete a contact

To delete a contact Long-tap on a contact in the contacts list or Tab on the menu icon  in the contact’s profile and choose ‘Delete’ from a dropdown menu.

Add a contact to favorites

To add a contact to favourites, open a profile of contact and tap on the favourites icon.

Share a contact

To share a contact with your colleagues:

  1. Open the profile of a contact you want to share and tap on the menu icon.
  1. Select “Share with” from the dropdown menu.
  1. Select colleagues or chat groups you would like to share this contact with.
  1. Tap on the check icon to confirm and share the contact.

Menu Icon

 

 

 

Favortites Icon

 

 

Check Icon

iOS

To open a contact's profile, tap the contact's name or tap it on a chat screen from your contacts list.

 

Edit a contact

To add new details to a contact, press the ‘Add Detail’ button.

To edit contact details, tap on the information you would like to change and press the edit icon,

Delete a contact

To delete a contact, scroll down to the bottom of contact details and tap on the ‘Delete’ menu item.

Add a contact to favorites

Select ‘Add to Favourites’.

Share a contact

To share a contact with your colleagues, open the profile of a contact you want to share, tap on the ‘Share Contact’ menu item, and then select an application you would like to share a contact with.

Edit Icon

 

 

 

 

 

 

 

 

 

 

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