Once you've synced your contacts with Dialpad, either automatically or manually, the next step is learning how to access your contacts whether it's simply to look up their phone number or email or to make changes to their profile.
Let's take a closer look at managing your contacts in Dialpad, starting with looking up saved contacts.
Search for a Contact
To search for a contact either from your own team, a personal contact or a shared line contact, select Search and begin typing in their name to pull up all contacts with that matching name.
In this example, we're looking for Kal Reddy:
As you can see from this example, Dialpad pulled all contacts matching Kal and displayed them with their status and where they were pulled from (Google). Also, flipping through the Personal and Department tabs shows you the type of contact you have saved.
Why? By splitting out personal vs Department contacts you're able to quickly see which contacts have interacted with one of your shared lines (meaning they either called or messaged one of your departments, mainline, or call centers).
And if you ever need to confirm if you've got the right person, hover over their name to display a Contact Info button that displays email and role.
View your Contact Directory
Instead of doing a one-off search, you can navigate to Contacts within the app to pull up a directory of the following categories:
- Frequent: Contacts you interact with the most
- Directory: Your fellow Dialpad team members (Company-wide)
- Group Chats: Group chats you interact with
- Departments: All Departments within your Office (click on Department to display Operators)
View your Contact's Profile
Select any one of your contacts to view your conversation thread and their contact profile sidebar. Depending on whether this is a team member or a personal contact outside of your Company, the info display will vary slightly.
If you're a G Suite or Office 365 user, you'll see your shared docs, emails, and events displayed right within their profile (you'll even be able to click to launch the file).
And if your contact has more than one phone number, you can choose which number to use as their primary from selecting it from the drop-down in the conversation thread.
Edit a Contact's Info
Need to make a quick adjustment to a contact's info? Just navigate to their profile and select Edit Contact to make changes.
Keep in mind you can only edit your own, personal contacts meaning you cannot edit any directory contacts. Edits to directory contacts need to be made within your productivity suite by your Super Admin.
G Suite or Office 365 user? Changes you make in Dialpad will override what you have saved in either productivity suite. Learn more about G Suite or Office 365 contact syncing.
Manage an Unknown Number
Got a call from an Unknown Number? Navigate to the conversation and you will see a blue bar at the top with the option to Block Number or Add Contact.
If you choose Add Contact you can Add To Existing or Add New Contact.
Create a Contact in Dialpad
Even if you've already manually added contacts or have them automatically sync with G Suite or Office 365, there are still plenty of times when you'll need to create a new contact within Dialpad. Here's how:
- Click Contacts on your left-hand sidebar
- Click Add a Contact on the right-hand side of your screen
- Enter in your contact's info and click Save
Favorite a Contact
Have contacts you're always chatting with? Why not favorite them and keep them close by?
Navigate to any contact in your Dialpad desktop app to display a ★ symbol. Select that to add your contact to your favorites sidebar.
Have more questions about syncing contacts? Take a look at our FAQ page.
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