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Create additional Custom Contacts by Importing Contacts as a CSV or create contacts individually through the Add New Contact button.
Note: When “Importing Contacts” there are at least two required fields; otherwise the import will fail to upload. The required fields are phone1Type and phone2Type and can be used with the phone types “work”, “home”, or “mobile.”
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For existing contacts, use the Filter options to search, filter by assigned Agent or filter by assigned User Group. Any contacts displaying "N/A " for the Assigned Agent or Group are Global Custom Contacts and are available to all Sharpen Users.
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Custom Contacts will display with the teal Star Icon.
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This is one article in a series covering Admin Configuration topics. |
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