- 20 Aug 2024
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View Contact Information
- Updated on 20 Aug 2024
- 1 Minute to read
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Contact information in Dialpad provides access to shared items, notes, meetings, and integration history. The contact sidebar displays profiles, labels, and shared data like calendar events, emails, and documents. Users can edit contact details, add notes, and track tasks. Shared calendar events, emails, and documents can be viewed within the platform. Integration data from various sources is also accessible. Tasks can be marked as done or deleted, with the option to hide completed tasks. Notes are associated with contacts and can be viewed by shared groups. Integration with Google Calendar or Outlook is required for shared calendar events. Quick access to shared data from integrations like tickets and cases is available.
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
Here, you'll see their contact information (title, local time, email and phone numbers), labels, and shared data such as calendar events, emails, documents, and integrations.
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!)
- Select Notes to expand your notepad
- Add as many notes and tasks as you'd like
- 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.