- 25 Jul 2023
- 1 Minute to read
View Contact Information
- Updated on 25 Jul 2023
- 1 Minute to read
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.
Let's take a look at Dialpad's contact sidebar.
View Contact Profile
To view a contact's profile, navigate to a conversation thread and select the caret menu beside their name.
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
Use the Notes widget to help you remember important information, stay organized, and easily see what tasks have been completed (or have not!)
- Click 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.
Select View all to launch your Google or O365 calendar in a new browser window.
View any shared emails, and select an email to open it in Google Calendar (Workspace) or Outlook (Office 365).
Select View All to open your email platform in your web browser.
View documents shared between you and your contact via Google Drive (Workspace) or Office (O365).
Open the individual document, or select View All to launch either platform in your web browser.
Shared Integration Data
This provides you with quick access to tickets, cases, statuses, and more!
Use our App Marketplace to see the available integrations.