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.
GoTo Connect has also 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: Contacts can now be imported to and managed in the GoTo Admin portal in addition to the apps. The PBX Administration (classic) Contacts experience is no longer supported and access will be discontinued shortly.
Contact Management | How-to |
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To add a contact |
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To add a shared contact |
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To favorite a contact |
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To edit a contact |
Note: You can only edit contacts you have added.
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To delete a contact |
Note: You can only delete contacts you have added.
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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.
Note: Contacts imported from CSV are automatically created as shared contacts.
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To create contact groups | Create groups of shared contacts to easily organize and group specified customers.
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Mobile app
Select Contacts.
Contact Management | How-to |
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To add a contact | Watch Video
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To add a shared contact |
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To favorite a contact |
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To edit a contact |
Note: You can only edit contacts you have added.
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To view a shared contact's conversation history |
Note: The conversation history includes private and shared inbox interactions.
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To delete a contact |
Note: You can only delete contacts you have added.
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To block a contact |
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To import contacts | Not available at present time. |
To import shared contacts | Not available at present time. |