Contact Management
Manage Contact Sources
Overview YakChat provides access to multiple contact sources to manage your contacts. As a company administrator you can flexibly choose which contact sources you want to enable for your users: Source Description Saved contacts Enables Personal, ...
Contact Management - View SharePoint Contacts
Overview SharePoint allows users to create custom contact lists where they can store contact information such as names, email addresses, phone numbers, job titles, and any other relevant details and with our New Contact Management feature you can ...
Contact Management - View Outlook Contacts
Overview YakChat Contact Management allows users to view their Outlook contacts and its information seamlessly, right inside YakChat. This integration serves to enhance productivity by providing easy access to the users' Outlook contacts and keeping ...
Contact Management - Import Contacts
Overview The YakChat contact import feature enables you to quickly upload and manage large volumes of contacts into either your Personal, Shared or Company contact books. You can import up to 1,000 contacts at a time using a CSV or XLS file. Imported ...
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 ...
Contact Management - Manage Group Tags
Overview Group tags allow users to group and categorize contacts by department, region or any other common characteristic. This article will guide you on how to create and delete a group tag, add contacts to a tag, search and view contacts within a ...
Contact Management - Filter and Search Contacts
How to Filter Contacts Navigate to the Contacts page in the application. Select the contact book of your interest: Personal — contacts you created for use with your Personal inbox Shared — contacts assigned to any of your Shared inboxes Company — ...
Contact Management - Edit a Contact
How to Edit a Contact Navigate to the Contacts page in the application. Select the appropriate tab where your contact is listed: Personal Shared Company Find and click on the contact you want to edit. This will open the contact details in the ...
Contact Management - Create a Contact
Overview YakChat contacts are organized by type and visibility to help you manage your communication efficiently. Contact Types and Creation Contact Type Who Can Create it Where to Create it Inbox Assignment Requirement Personal Users assigned a ...