Working with individual contacts
How can I work with individual contacts in my address book?
Each contact in your address book has the possibility to perform several different actions. On the row with the contact you want to work with, you will find several icons for these actions on the right side.
Edit contact
To edit a contact in the address book:
- In the left menu (sidebar) go to
Address book->All contacts
. - In the row with the contact you want to edit, click on the
Edit contact
icon (pencil symbol) - Edit your contact's details as required
- Click
Save
.
Set as favourite
To add a contact to your favorites:
- In the left menu (sidebar), go to
Address book->All contacts
. - In the row with the contact you want to set as favourite, click on the
Set as favourite
icon (heart symbol).
Remove from favourites
To remove a contact from your favourites:
- In the left menu (sidebar), go to
Address book->All contacts
. - In the row with the contact you want to remove from favourites, click on
Remove from favourites
(heart symbol filled in red)
Set Opt-in agreement
To set Opt-in agreement:
- In the left menu (sidebar) go to
Address book->All contacts
. - In the row with the contact you want to set consent, click on the
Set Opt-in agreement
icon (the envelope symbol with the ban sign).
Remove Opt-in agreement
To remove Opt-in agreement:
- In the left menu (sidebar) go to
Address book->All contacts
. - In the row with the contact you want to unsubscribe, click on the
Remove Opt-in agreement
icon (envelope symbol with a check mark)
Send message
To send a message:
- In the left menu (sidebar) go to
Address book->All contacts
. - In the row with the contact you want to send a message to, click on the
Send message
icon (the envelope symbol with an arrow). - In the dialog box, fill in the individual details such as channel, message text, wallet, sender and time of sending. Check
SMS backup
if you are sending a message from one of the chat applications and want to use the SMS message as a backup, in case the original message is not delivered - Click the
Send message
button
Edit groups
To add or remove a contact to/from a group:
- In the left menu (sidebar) go to
Address book->All contacts
. - In the row with the contact you want to edit, click on the
Edit groups
icon (symbol of a figure with a gear wheel) - In the dialog box, in the list of groups, select the check mark to add to an existing group. In case of removal, uncheck it. If you want to add a contact to a new group that does not yet exist, enter its name in the
New group
field. - Click the
Save
button.
Delete contact
To delete a contact from the address book:
- In the left menu (in the sidebar), go to
Address book->All contacts
. - In the row with the contact you want to delete, click on the
Delete contact
icon (trash can symbol) - Click the
Delete
button