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The phonebook stores and manages contacts within the platform. It simplifies communication by providing quick access to contact information and eliminates the need to switch between applications. The phonebook supports adding, editing, deleting, and grouping contacts for organized messaging, and also supports importing contacts from external sources. The phonebook has two tabs:

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Groups

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Add a group

1

Open the Groups tab

In the left pane, click Phonebook, then click the Groups tab.
2

Add group

Click +Add Group.
3

Enter group details

In the pop-up window, enter the appropriate name for the group and provide a brief description in the Description field.
4

Save

Click Add. The platform creates the group.

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View groups

1

Open the Groups tab

In the left pane, click Phonebook, then click the Groups tab.
2

Show groups

Click Show Group. The platform displays groups and their details.

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Edit a group

1

Open the group list

In the left pane, click Phonebook, then click the Groups tab and click Show Group to display groups and their details.
2

Open the edit action

In the Action column, click the ellipsis (…) icon.
3

Save changes

Make the changes and click Update. The platform updates the group.

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Delete a group

1

Open the group list

In the left pane, click Phonebook, then click the Groups tab and click Show Group to display groups and their details.
2

Delete

In the Action column, click the Delete icon.
3

Confirm

In the warning pop-up, click Delete to confirm deletion. The platform deletes the group.

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Contacts

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Add a contact

1

Open the Contact tab

In the left pane, click Phonebook, then click the Contact tab.
2

Add contacts

Click +Add Contacts.
3

Choose an add method

In the pop-up window, select Add Single Contact to add one contact, or Upload Bulk Contact to upload multiple contacts.
1

Enter contact details

Enter the Name and Number of the contact.
2

Select a group

Click the Select Group field and select the group you want to associate this contact with.
3

Save

Click Add.
The platform adds the contact to the phonebook.

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View contacts

1

Open the Contact tab

In the left pane, select Phonebook, then click the Contact tab.
2

Select a group

In the Select Group field, choose the group.
3

Enter a mobile number (optional)

Enter the mobile number of the required contact in the Mobile field.
4

Search

Click Search. The platform displays contacts and their details.
If you select All in the Select Group field, you must specify the mobile number of the required contact.

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Edit a contact

1

Open the Contact tab

In the left pane, click Phonebook, then click the Contact tab.
2

Select the group and search

Select the Group from the dropdown list and click Search. The platform displays a list of contacts.
3

Open the edit action

In the Action column, click the ellipsis (…) icon.
4

Save changes

Make the changes and click Update. The platform updates the contact.

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Delete a contact

1

Open the Contact tab

In the left pane, click Phonebook, then click the Contact tab.
2

Select the group and search

Select the Group to be deleted from the dropdown list and click Search. The platform displays the list of contacts.
3

Delete

In the Action column, click the Delete icon, then click Delete in the warning pop-up to confirm.
4

Bulk delete (optional)

Alternatively, click Delete All, or select specific contacts and click Delete Selected to delete them at once.