View Contact Information

Updated on 20 Aug 2024
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Contact information reveals not only who you're communicating with, but gives you easy access to shared items, notes, meetings, integration history, and much more.

If you're using Google Workspace or Microsoft Office 365,Dialpad syncs contact information, conversation history, calendar events, emails, docs, and data from your shared integrations.

Let's take a look at Dialpad's contact sidebar.

View contact profile

Here, you'll see their contact information (title, local time, email and phone numbers), labels, and shared data such as calendar events, emails, documents, and integrations.

Here, you'll see their contact information, labels, and shared data such as calendar events, emails, documents, and integrations.

Drag and drop the integrations and profile into your desired sort order for easy reference.

Edit contact information

To edit a contact's information from within Dialpad, select Edit contact

Enter the updated information, add or remove tags and select Save Changes

Notes

Use the Notes widget to help you remember important information, stay organized, and easily see what tasks have been completed (or have not!)

Select Notes to expand your notepad
Add as many notes and tasks as you'd like
Select Save

Notes can be added, edited, marked as done, and deleted. Simply check boxes as you complete your tasks, or uncheck a task if you need to circle back.

Choose to hide completed tasks, or keep them visible as a record of your progress.

Notes are associated with a contact. If the contact is shared, the group can view the notes and any updates.

Shared calendar events

View your shared calendar events right from within the Contact Profile.

In order for shared calendar events to function properly, you and the company contact must schedule through Google Calendar or Outlook. Calendar events must also be set to public.