Contact Management - Overview
Overview
YakChat's Contact Management feature helps you store and organize your contacts better. It serves as a modern version of a phone book, allowing users to easily access and retrieve contact information. Contact Management includes additional features such as the ability to categorize contacts, set group tags, and add notes.In our latest update, the contacts experience and user interface has been improved to make it more intuitive, flexible, and aligned with how you manage communication. As a result:
- Contact organization is more practical, reflecting real user needs and team structures.
- You’ll spend less time searching and managing contacts—and more time messaging the right people.
- The layout and import flow help you maintain a well-structured contact list with less effort.
- You’re free to have multiple contacts with the same number across different contact types
Contact Tabs and Visibility
Contacts are organized into clearly defined tabs based on the source, how they are used and who can see them.
| Tab | Description | Available when |
| Personal | Contacts created by you and visible only to you (previously “Just me”) | You have a Personal inbox |
| Shared | Contacts assigned to one of your Shared inboxes | You have access to a Shared inbox |
| Company | Contacts created by an Admin, visible to all users in the company (previously “Everyone”) | Always shown by default, this can be turned off in the Admin Portal |
| Outlook | Contacts synced from your Outlook account | Always shown by default, this can be turned off in the Admin Portal |
Sharepoint | Contacts pulled from SharePoint contact lists | Always shown by default, this can be turned off in the Admin Portal |
Entra ID | Contacts from Microsoft Entra ID (formerly Azure Active Directory) | Always shown by default, this can be turned off in the Admin Portal |
Tags | Labels used to group and filter contacts. | Always shown |
Contact Visibility Rules
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
Flexible Contact Creation
You can:
Save a Personal, a Shared and a Company contact with the same phone number.
Create multiple Shared contacts with the same number assigned to different Shared inbox