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How do I 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.

    Desktop & Web App

    Watch Video
    Select Contacts in the left navigation menu.
    Contact Management How-to
    To add a contact
    1. Select Add Contact Icon.
    2. Enter the new contact's information.
    3. Select Save.
    To add a shared contact
    Attention: Only available Customer Engagement and Contact Center customers.
    1. Select + Create.
    2. Enable the check box next to Save as shared contact.
    3. Enter the new contact's information.
    4. Select Save.
    To favorite a contact
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Favorite Icon. Select it again to remove the contact from your favorites.
    To edit a contact
    Note: You can only edit contacts you have added.
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Edit contact.
    4. Make any necessary changes and then select Save changes.
    To delete a contact
    Note: You can only delete contacts you have added.
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Edit contact.
    4. Select Delete contact in the bottom left.
    To import contacts
    Note: Integrate with Outlook to import your Outlook contacts.
    To import shared contacts
    Attention: Only available Customer Engagement and Contact Center customers.
    Note: Contacts imported from CSV are automatically created as shared contacts.
    1. Select drop-down carrot icon next to + Create.
    2. Select Import from CSV.
    3. Follow the instructions provided and import the CSV. A template is available if needed.
    4. Select Import.

    Mobile App

    Tap Mobile Contact Icon.
    Contact Management How-to
    To add a contact Watch Video
    1. Select Mobile Add Icon.
    2. Enter the new contact's information.
    3. Select Done.
    To add a shared contact
    Attention: Only available Customer Engagement and Contact Center customers.
    1. Select Mobile Add Icon.
    2. Enable Save as a shared contact.
    3. Enter the new contact's information.
    4. Select Done.
    To favorite a contact
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Favorite. Select again to remove the contact from your favorites.
    To edit a contact
    Note: You can only edit contacts you have added.
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Edit.
    4. Make any necessary changes and then select Done.
    To delete a contact
    Note: You can only delete contacts you have added.
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Delete Contact.
    To block a contact
    1. Search for a contact's name, extension, or number.
    2. Choose a contact from the results.
    3. Select Block Contact and then select Block to confirm.
      Note: To unblock, select Mobile Settings Icon > 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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