Manage Your Contacts

Easily access contacts to make a call or send a message, and store general contact information to know exactly who you're interacting with at any time. Dialpad syncs contacts both manually and automatically to ensure they are updated to meet your needs.

Let's take a look at managing contacts in Dialpad.

Create a contact

New contacts can be added manually from the Dialpad app's Contacts section or recent calls with unsaved numbers.

Create a contact from the Contacts section

To manually create a contact, navigate to Contacts in your Dialpad app.

1. Select the Add a Contact

2. Enter contact information, including their name, phone number, email address, company, role, and URL

3. Select Save Contact

Your new contact will be stored in your Contacts tab.  

Create a contact from an unsaved number

To create a new contact from an interaction with an unsaved number:

1. Navigate to a conversation thread with an unsaved number

2. Select Add Contact

3. Choose Add to Existing or Add New Contact

   1. Add to Existing lets you attach the number to an existing contact; just enter their name and add a label.

   2. Add New Contact, enter their contact information including name, email address, company, role, and URL.

Edit a contact

To edit an existing contact, head to the Contacts section of your Dialpad app

1. Navigate to the contact you want to edit

2. Select Options beside the contact (that's the 3 vertical dots)

3. Select Edit Contact

4. Update the contact information as needed

5. Select Save Changes

If you're already in a conversation thread, select the user's skinny bar on the right sidebar and then, select Edit Contact.

Block a contact

In Dialpad, you have the ability to block any contact from your contact list.

To block a contact from the Dialpad app:

1. Navigate to Contacts

2. Select the name of the contact you wish to block

3. The contact's profile information will appear in a sidebar on the right

   1. If you don't immediately see the contact's profile information after selecting their name, select the User profile icon in the right sidebar.

4. Select Block Contact

Delete a contact

Need to delete a contact? No problem.

1. Navigate to your Contacts

2. Select Options (that's the 3-vertical dot beside the contact's name)

3. Select Delete

4. Confirm deletion

Search for a contact

Easily find contacts using the Search feature.

From the Dialpad app, go to the Search bar:

1. Type a name or phone number

2. Press Enter

A contact may appear in the Personal Contacts and Group Contacts tab. This lets you see which contacts you've interacted with directly, and which ones the business interacted with using a Shared Line (i.e. your Main Line, a Department, or Contact Center)

Hover over the User profile icon to see their role and email address at a glance.

View a contact

To view contact details from the Dialpad app, open a conversation thread and select the User skinny bar on the right side.

Here you'll see the contact's name, role, phone number, and email address.

Google Workspace and Microsoft Office 365 users will also see any shared documents, emails, and calendar events in the right sidebar.

To favorite a contact, select the Star icon alongside their name.

Find contacts

Easily find the numbers that you need from the Contacts section of your Dialpad app.

To access your contacts, simply select Contacts from your main menu, then select a tab to see specific contact types.

The Contacts section of your app is divided into 6 tabs: