Adding a personal contact in the mobile app

Last updated on May 12, 2021

Adding a personal contact from within the app

Adding personal contacts from Google and Microsoft accounts

You can add personal contacts by:

Creating them from within the mobile app
By syncing your Microsoft or Google accounts with your mobile app.

Adding personal contacts allows 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, text, and fax people outside of your company, all within the app. You will easily recognize a caller or sender of a text or fax.

Adding a personal contact from within the app

You can manually add contacts from your calls, messages, or faxes.

There are multiple ways that you can add a personal contact:

By selecting the New contact person icon via the add button in the Contacts menu in the bottom bar
By creating a new contact via your call history or number sent in a message

Let’s discuss how to create a personal contact via the New contact person icon.

Adding a new personal contact

Navigate to Contacts via the bottom menu bar.
Tap the Personal tab.
Tap the new actions plus button at bottom right.
Tap New contact.
Select the contact source from Choose contact source window.
Configure the contact settings as needed.
Click Save to close the window.

Configuring new personal contacts

Now that we have reviewed the methods of adding a personal contact to your mobile app, let’s review some of the information you can add in a personal contact.

First name: First name of the contact
Last name: Last name of the contact
Company name: Name of the organization
Phone number: Phone number of the contact. Beneath the phone number, you can label the type of phone number by selecting from the dropdown menu. Options include Mobile, Business, Home, Company, Fax, Assistant, Car, and Other. As you type in a phone number, another Phone number field is automatically generated, so you can add more
Email: Email address of the contact. As you type in the email address, another Email field is automatically generated, so you can add more
Website: Personal or company website of the contact
Address: Address of the contact. You may add the street address, City, State, and Zip code. You can label the type of address by selecting from the dropdown menu. Options include Home, Work, and Other
Birthday: Birthday of the contact
Notes: Any additional info about the contact

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

Navigate to Contacts via the bottom menu bar.
Tap the Personal tab.
Browse through your personal contacts or use the search bar at the top.
Tap on the contact you’d like to update to open their Profile.
Tap on the Edit pencil icon at the top right.
Make the necessary updates in the Edit contact page.
Tap Save at the top right.

Updating an existing personal contact

Navigate to Phone via the bottom menu bar.
Tap the circle with the letter 'i' icon at the far right of a call entry.
Tap Add to existing contact.
Search for the name of the existing contact and tap that contact.
Make the necessary updates on the Edit contact page.
Tap 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 mobile app. This will allow you to create, edit, or delete a personal contact that gets stored in the associated third-party servers.

To connect your personal contacts from your Microsoft and Google accounts, visit Configuring contacts settings in the mobile app.

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Adding a personal contact in the mobile app

Table of contents

Adding a personal contact from within the app

Adding a new personal contact

Configuring new personal contacts

Updating personal contacts

Updating a personal contact in the Personal tab

Updating an existing personal contact

Adding personal contacts from Google and Microsoft accounts