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Adding a personal contact in the app desktop and web

Last updated on October 22, 2021

Table of contents

You can add personal contacts by
  • creating them from within the app 
  • or by syncing your Microsoft or Google accounts with your app.
Adding personal contacts makes it easier for you to collaborate with people who don’t work at your company. With this feature, you can create, edit, and delete your personal contacts from within the app.
 
Unlike guest users, personal contacts are not app users. Instead, you can add them to your list of contacts so you can call and fax people outside of your company, all within the app. You will easily recognize a caller or sender of a fax.

Adding a personal contact from within the app

You can manually add contacts from your calls, messages, or faxes within the app.
 
You can add a personal contact to your app by selecting either:
  • The Create new contact person icon via the Contacts menu in the left-hand navigation bar
Create contacts via Contacts menu
  • The Add contact person icon anywhere you find it within the app and selecting Create new contact from the dropdown menu
Add contact

Adding a new personal contact

  1. Navigate to Contacts via the left-hand navigation bar.
  2. Click on the Personal tab from the left pane.
How to add personal contact
  1. Click on the Create new contact person and plus icon at top right.
How to add personal contact
  1. Configure the personal contact settings as needed.
  1. Click Save.

Personal contact settings

You can configure the following personal contact information:
  • First name: First name of the contact
  • Last name: Last name of the contact
  • Company: Name of the organization
  • Title: Job title of the contact
  • Email: Email address of the contact. You can add more email addresses by clicking on the Add button at the far right
  • Phone number: Phone number of the contact
  • Label: Select the type of phone number from the dropdown menu. Depending on the contact source, options may include Mobile, Business, Home, Work, Custom, Company, Fax, Assistant, Car, and Other. You can add more phone numbers by clicking on the Add button at the far right
  • Source: Select your contact source for creating a new contact. Options include Vodafone Business with RingCentral, Microsoft, and Google. After switching the contact source, you can also set the new source as default

Updating personal contacts

There are two ways to update a personal contact:
  • By updating a contact’s profile via the Personal tab in the Contacts interface
  • By adding information to an existing contact

Updating a personal contact in the Personal tab

To update a personal contact in the Personal tab, follow these steps:
  1. Navigate to Contacts via the left-hand navigation bar.
  2. Click on the Personal tab on the left pane.
  3. Browse through your personal contacts or use the search bar at upper right.
  4. Click on the contact you’d like to update to open the Profile window.
  5. Click on the Edit pencil icon at upper right.
  6. Make the necessary updates in the Edit contact window.
  7. Click Save.

Adding to an existing personal contact

To update an existing personal contact, follow these steps:
  1. Click on the Add contact person icon anywhere you see it within the app.
  1. Click Add to existing from the dropdown menu.
  2. Search for the name of the existing contact and click that contact.
  1. Make the necessary updates on the Edit contact window.
  2. Click Save.

Adding personal contacts from Google and Microsoft accounts

You can have a two-way sync from your Microsoft and Google account contacts with the app. This will allow you to create, edit, or delete a personal contact that gets stored in the associated third-party servers.

Connecting personal contacts from your Microsoft account

  1. Navigate to Settings via the left-hand navigation bar.
  2. Click Calendars and contacts.
  3. Click Sign in with Microsoft on the right pane.
  4. The boxes to access calendars and contacts are already checked. Uncheck the box for Access calendars if you don’t want your Microsoft calendar to sync with the app.
  1. Click Connect.
  2. Sign in to your Microsoft account to complete the sync.

Connecting personal contacts from your Google account

  1. Navigate to Settings via the left-hand navigation bar.
  2. Click Calendars and contacts.
  3. Click Sign in with Google on the right pane.
  4. The boxes to access calendars and contacts are already checked. Uncheck the box for Access calendars if you don’t want your Google calendar to sync with the app.
  1. Click Connect.
  2. Sign in with your Google account to complete the sync.
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