View Contact Information

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

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

Notes

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

1. Click Notes to expand your notepad
2. Add as many notes and tasks as you'd like
3. 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. 

Shared Emails

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.

Shared Documents

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

View shared data from integrations such as Salesforce, Zendesk, and HubSpot.

This provides you with quick access to tickets, cases, statuses, and more!

Use our App Marketplace to see the available integrations.