Manage Your Contacts
    • 17 Jul 2024
    • 2 Minutes to read
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    Manage Your Contacts

    • Dark
    • PDF

    Article summary

    Easily access contacts to make a call or send a message, and store general contact information to know exactly who you're interacting with any time. Dialpad syncs contacts both manually and automatically to ensure your contacts 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 from recent calls with unsaved numbers.

    Create contact from 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 Contact Directory.  


    Review this Help Center article to learn more about automatic contact syncing. 

    Create 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. Enter the contact's name or number in the search bar
    2. Select Options beside the contact you'd like to edit (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 profile icon in the right sidebar, followed by 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 on the right)
    3. Select Delete
    4. When prompted, select Delete 

    Search for a contact

    Easily find contacts using the Search feature. 

    From the Dialpad app, navigate to Search and enter a name or phone number.

    Note that 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 profile icon in the right sidebar.

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

    Google Workspace (formerly G Suite) 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: 

    • Frequent: Displays your most frequently contacted contacts. 
    • Contacts: Displays your personal contacts (Contacts locally saved on your Dialpad app). 
    • Directory: Displays contacts within your company (i.e. your colleagues). 
    • Group Chats: Displays the contacts in your Group chats.
    • Departments: Displays a list of Departments in your Office.
    • Blocked: Displays contacts that you have blocked in Dialpad.


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