Overview

Note: Some of the actions to manage contacts require a level of rights and permission. If you do not have the ability to continue with any of the steps below please reach out to your company admin.

Adding a contact

Option 1: Add contact via Contact Tab

1. Go to the Contacts tab, select the + button and then choose New Contact. 

2. Once the contact form is displayed, you have to enter the following information

1. First Name
   
2. Last Name
3. Phone Number
   
4. Email Address
   
5. Contact Groups 

All phone numbers should follow the format in the image below. When you have entered the number, a pull-down will appear showing the correct E164 format (e.g. +1 000 000 0000), selecting this will re-format the number to be valid for saving.  

3. Choose the contacts sharing permissions to keep it private, to share with your chosen inbox, or to share with your entire company.

4. Once all of the required information has been entered, click Save Contact and the contact will be filed within your YakChat contacts.

Option 2: Add a contact within an existing conversation

1. On an existing conversation in the Messages tab, click the ellipses button and then Add contact.

2. The Phone Number field will be automatically filled with the number from the conversation. The next step is to complete the rest of the contact form, making sure you have filled the First Name field.

3. When all the required information has been entered, click Save Contact button and the contact will be filed within your YakChat contacts. 

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Editing a contact 

Editing a contact allows you to change or amend every detail that can be entered when creating a contact. 

Note: You may only edit a contact if you have created or own the contact, or you have been given permission to edit that contact by the creator or administrator. For more information about this see the contact sharing section by clicking here.

Option 1: Edit a contact via Contacts tab

1. Go to the Contact tab and click on a contact you would like to edit. Select the Edit Contact button at the bottom of the screen. 

2. The contact edit page will be displayed, here you can make changes to any fields that need to be changes.

3. Once the changes have been made press the Save Contact button and the contact will be update along with all associated conversations.    

Option 2: Edit a contact via the Messages tab

1. Go to the Messages tab and select a conversation with the contact you would like to edit.

2. Click the ellipses for the conversation and then select Edit Contact.  

3. The contact edit page will be displayed, here you can make changes to any fields that need to be changed.

4. Once the changes have been made press the Save Contact button and the contact will be update along with all associated conversations.    

Deleting a contact 

To delete a contact navigate to the Contact tab and select the contact you would like to delete. This will display all the information for this contact. Click the Delete button at the bottom of the screen. 

The contact will be deleted and conversations with the contact will display the phone number rather than the name of the contact.