View contact information

Need to know the last email you sent a contact? Or the last time you called? Dialpad displays all that info, and more, in your contact's profile.

For Office 365 or G Suite users, open a conversation thread to view your contacts:

  • Dialpad number(s)
  • Conversation record (last time you had a phone call)
  • Shared upcoming calendar events
  • Shared emails
  • Shared documents
  • Shared LinkedIn connections

Contacts_-_Profile_Sidebar.png      

Shared Calendar Events

If you and your Dialpad contact have any shared events, they'll be listed here. In addition, each event will display the event name, date, and time.

Screen_Shot_2016-12-09_at_3.05.44_PM.png

Click View Calendar to launch your calendar in a new window. If you navigate over to your own profile, the only events that will appear there will be shared events.

And if one of your contacts is currently in a meeting, we'll display that right next to their photo (like when they're on DND or on a call).

Presence_EN.png

For this to appear on your contacts:

  • Contact must have meeting scheduled through G Suite
  • Meeting must be public
  • Contact must be associated with your Company

Shared Emails

If you and your Dialpad contact have any shared emails, they'll be listed here. Each email will display the subject line and date. Click on View All to launch your emails in a new window.

Screen_Shot_2016-12-09_at_3.05.53_PM.png

Emails are retroactive (so you'll see emails from before you had signed up for Dialpad). If you navigate over to your own profile, the only emails that will appear there are ones that have been sent from you.

Shared Documents

If you and your Dialpad contact have shared any documents, they'll be listed here. We display the three most recent files including the title and date of last edit (G Suite) or date of upload (Office 365).

Screen_Shot_2016-12-09_at_3.06.01_PM.png

Docs are retroactive (so you'll see docs from before you had signed up for Dialpad). If you navigate over to your own profile, you'll see your three most recently updated files either shared or private.

Keep in mind that 'shared' can mean either shared by you or shared to you. Click on View All to launch your shared documents in another window.

Dialpad Tip: Don't want a G Suite or O365 integration to appear? Contact our support team to have a specific feature (calendar, email, etc.) removed.

LinkedIn Connections

If you and your Dialpad contact have any shared LinkedIn connections, they'll appear here. Click Connect to LinkedIn to launch a pop-up authorization window.

Just enter in your LinkedIn credentials and click Allow to enable third-party access.

Contacts_-_LinkedIn_Connections.png

In the case where multiple matches appear, you'll need to select the right one from the pop-up to sync with your contact.

Note: LinkedIn shared connections only appear when two Dialpad users are chatting. If you're having a conversation with someone outside of Dialpad, this area will appear blank.

Drag & Drop Integrations

Dialpad users can drag their most important integrations to the top of their contact's profile.

This is client specific, so reorganizing your contact's profile in your desktop app won't reorganize it in the mobile app.

The Edit Last Contact and Last Interaction sections are static and can't be rearranged.