Contact Management - Add a Contact

Contact Management - Create a Contact

Overview

YakChat contacts are organized by type and visibility to help you manage your communication efficiently. Shape

Contact Types and Creation


Contact Type
Who Can Create it
Where to Create it
Inbox Assignment Requirement
Personal 
Users assigned a Personal inbox Personal contact tab on Contacts page or Personal inbox room in Chats page None (not assigned to any inbox) 
Shared
Users assigned a Shared inbox Shared contact tab on Contacts page or Shared inbox room in Chats page Must be assigned to exactly one Shared inbox 
CompanyAny user (if enabled) Company contact tab on Contacts page None (not assigned to any inbox) 

Visibility and Permissions 

  • Personal contacts 

    • Scope: User 

    • Visible only to the user who created them 

    • Editable only by their creator (owner) 

  • Shared contacts 

    • Scope: Shared Inbox 

    • Visible to users of the assigned Shared inbox 

    • Editable by users of that Shared inbox by default 

    • Owner can change permission to View-only 

  • Company contacts 

    • Scope: Whole company 

    • Visible to all users in the company 

    • Editable by all users by default 

    • Owner can change permission to View-only 


How to Add a Contact 

  1. Go to the Contacts page in the application.
  2. Select the tab corresponding to the type of contact you want to add: 
    1. Personal — contacts you create for use with your Personal inbox
    2. Shared — contacts assigned to any of your Shared inboxes
    3. Company  — contacts available to all users in your company
  3. Click the Add Contact button ( top-right corner). 
  4. Fill in the contact details in the right-hand panel: 
    1. First name (required) 
    2. Last name (optional)
    3. Phone number (required) 
    4. Email (optional) 
    5. Notes (optional)
    6. Tags (optional) 
  5. You must assign an Inbox to Shared contacts
  6. You can also set the permissions for Shared and Company contacts:  
    1. View and Edit (default) 
    2. View only  
  7. Click “Save” to create the contact. 

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Rules and Restrictions 

  1. Shared contacts must be assigned to exactly one Shared inbox
  2. The inbox assignment of a Shared contact cannot be changed after creation. 
  3. Personal contacts cannot be converted into Shared contacts, and vice versa. 
  4. Company contacts cannot be converted into Personal or Shared contacts. 
  5. You can create multiple contacts with the same phone number across different contact types (Personal, Shared, Company). 

How to Add a Contact Tutorial