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.
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!
Desktop & 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 |
|
To add a shared contact |
Attention: Only available for Customer Engagement and Contact Center customers.
|
To favorite a contact |
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To edit a contact |
Note: You can only edit contacts you have added.
|
To delete a contact |
Note: You can only delete contacts you have added.
|
To import contacts | Integrate with Outlook to import your Outlook contacts. |
To import shared contacts |
Attention: Only available for Customer Engagement and Contact Center customers.
Note: Contacts imported from CSV are automatically created as shared contacts.
|
To create contact groups |
Attention: Only available for Customer Engagement and Contact Center customers. Create groups of contacts to easily send campaigns to specified customers.
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Mobile App
The
GoTo mobile app 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 to the user.
- Shared: Editable contacts added by a user and shared to all other users in the organization. Only available for Shared Inbox users.
- Local: Non-editable contacts retrieved from the user's mobile device, if permission was given by the user in the device's settings.
Select Contacts.
Contact Management | How-to |
---|---|
To add a contact | Watch Video
|
To add a shared contact |
Attention: Only available for Customer Engagement and Contact Center customers.
|
To favorite a contact |
|
To edit a contact |
Note: You can only edit contacts you have added.
|
To view a shared contact's conversation history |
Note: The conversation history includes private and shared inbox interactions.
|
To delete a contact |
Note: You can only delete contacts you have added.
|
To block a contact |
|
To import contacts | Not available at present time. |
To import shared contacts | Not available at present time. |