Manage my contacts in the app

Add, update, or delete external contacts and control who shows up in your favorites.

Your internal directory is automatically added to GoTo.

Attention: Over the next couple of weeks (as of 7/20/2023), when you select Contacts in the GoTo desktop app, you will view all contacts in the main window, as well as search from the main window instead of the side panel. This is the foundation for more bulk contacts management features to come!

GoTo Connect has revamped the contacts categories to become the following:

Company: Non-editable users added by your system admin.
Private: Editable contacts added by the individual user. Private contacts are only visible to the user who created the contact.
Shared: Editable contacts added by a user and are visible to all other users in the organization.
Local: Non-editable contacts retrieved from the user's mobile device, if permission was given by the user in the device's settings.

Desktop or web app

Select Contacts in the left navigation menu.

Attention: For PBX Administration (classic) users, instructions on how to import contacts using .csv upload can be found here.

Contact Management	How-to
To add a contact	Select . Enter the new contact's information. Select Save.
To add a shared contact	Select + Create. Enable the check box next to Save as shared contact. Enter the new contact's information. Select Save.
To favorite a contact	Search for a contact's name, extension, or number. Choose a contact from the results. Select . Select it again to remove the contact from your favorites.
To edit a contact	Note: You can only edit contacts you have added. Search for a contact's name, extension, or number. Choose a contact from the results. Select Edit contact. Make any necessary changes and then select Save changes.
To delete a contact	Note: You can only delete contacts you have added. Search for a contact's name, extension, or number. Choose a contact from the results. Select Edit contact. Select Delete contact in the bottom left.
To import contacts	Integrate with Outlook to import your Outlook contacts.
To import shared contacts	Watch video Note: For more detailed instructions, please refer to Import shared contacts. Select drop-down carrot icon next to + Create. Select Shared contacts from import. Follow the instructions provided and import the CSV. A template is available if needed. Select Import. Note: Contacts imported from CSV are automatically created as shared contacts.
To create contact groups	Create groups of shared contacts to easily organize and group specified customers. Select Contacts from the left navigation. Select + Create. Select Group. Enter a group name Choose how you would like to add your contacts: Import shared contacts Select existing shared contacts

Mobile app

Select Contacts.

Contact Management	How-to
To add a contact	Watch Video Select . Enter the new contact's information. Select Done.
To add a shared contact	Select . Enable Save as a shared contact. Enter the new contact's information. Select Done.
To favorite a contact	Search for a contact's name, extension, or number. Choose a contact from the results. Select Favorite. Select again to remove the contact from your favorites.
To edit a contact	Note: You can only edit contacts you have added. Search for a contact's name, extension, or number. Choose a contact from the results. Select Edit. Make any necessary changes and then select Done.
To view a shared contact's conversation history	Search for a shared contact's name, extension or number. Choose a shared contact from the results. Select History. Historical conversations will appear. You can select open to view the read-only conversation. Note: The conversation history includes private and shared inbox interactions.
To delete a contact	Note: You can only delete contacts you have added. Search for a contact's name, extension, or number. Choose a contact from the results. Select Delete Contact.
To block a contact	Search for a contact's name, extension, or number. Choose a contact from the results. Select Block Contact and then select Block to confirm. Note: To unblock, select > Phone > Blocked Numbers, choose the contact, select Remove Block and then select Unblock to confirm.
To import contacts	Not available at present time.
To import shared contacts	Not available at present time.

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