Managing your Contacts
The following guide will show you how to search for a specific contact within a group and how to edit, copy or move the specific contact to another group.
Simply click on "Contacts" on the left-hand control panel menu, select the "Manage Contacts" option and follow these easy steps:
Step 1: Search
Search for a contact's number within a group by first selecting the group under the "Group Name" option. You can then type the specific number in the "Number" field and click on "Search" to the right of your screen, as seen below:
Once the above has been selected, your contact will show in the "Search Results" section and you can then tick the relevant box to the left of the contact to edit, move, copy, send a message to, or delete the specific contact.
- You also have the option of searching for a specific contact by Value, and this can be done by adding the relevant information linked to the contact under the "Show Advanced Options" section, to the top-right of your screen.
Step 2: Edit
Select the "Edit" button to the right of the screen next to the specific contact you would like to edit. You will then have the option of changing the specific number or values linked to that contact, as seen below:
Once you are happy with your changes, click on "Save" and your new details will be captured.
Step 3: Move or Copy
You can move or copy a contact to a different group by ticking the relevant box to the left of the specific contact, and then clicking on "Move/Copy" to the top of the "Search Results" section. Once you have selected to either move or copy the contact and selected the specific group you would like to move or copy it to, you can click on "Copy/Move Number" to save the changes, as seen below:
Once you have confirmed your selection, the contact will be moved or copied to the specified group.
- Please note: You can only copy/move data to your groups.
- If you select 'Move' and the group has 'read-only' access, it will copy the data.
Updated 8 months ago