Adding Contact Details

If you have information about a contact beyond their phone number - name, email, tags, etc.- you can add it to their Contact Details either through the Address Book, or by selecting the Information icon in the top right corner of the Conversation view.

Selecting the Information icon will slide out the Contact Details tray. Select Edit to make any changes. Remember to click Save when you're done!

Screen_Shot_2017-08-14_at_2_53_04_PM.png

If you’ve entered a name into the Contact Details, you will now see the Conversations with that contact appear under their name, rather than their phone number.

You can also update contacts individually through the Address Book by selecting View next to the contact you'd like to edit, or mass update your contacts by importing a CSV. The mass import will NOT duplicate existing phone numbers, but it will overwrite the contacts' current information with the information you provide in your spreadsheet.

 

Watch tutorial video on Adding Contact Details here

 

Need more help?