CONTACTS

The contacts screen serves as a lightweight contact management tool. Create contacts for your individual contact list or share them with your team. Contacts created here will allow any screen in the Intulse app to show a caller's name instead of just a phone number. If you're using the app on a mobile device, you will also have access to the contacts on your iOS or Android device.

CONTEXT MENU

Access the menu related to your Contacts screen by clicking on the three horizontal lines at the top of the screen.

The context menu will allow you to edit the details of a contacts group, filter the contacts displayed, and allow you to import or export your contacts.

ADD A CONTACT OR GROUP

To add a new contact or contact group, click at the top of the screen. Select either Contact or Group.

CREATE A CONTACT

• Enter the contact's Full Name.
• You can also enter other information such as company name, job title, email addresses, and notes.
• Enter the contact's phone numbers and you will be able to search for them by name within the app.
• Start a call or text to any contact by clicking a phone number if the browser extension is installed.
• Check the box to Allow anyone in your organization to see a new contact.
• Click Save to add this entry to your individual contact list.
• Once it's been created, click the name of any contact to edit it.

CREATE A CONTACT GROUP

• Enter the name of the group.
• Check the box to share the group with everyone in your organization. *Leave this unchecked to keep this group private.**
• Select the group and click Manage to add contacts.
• Groups can be deleted and privacy settings can be changed in the Context Menu.
• Contact groups can be selected when sending Bulk SMS messages. Click here to learn more.

CONTACT DIRECTORY

You can view and manage all contacts on your individual list. Shared contacts can be viewed by everyone but can only be managed by the user who created the entry.

Each contact will show whether it's Private, Public, or the user who shared it.
To see only your personal contact list, go to the context menu and toggle Show Publicly shared Contacts to off.

Select a Contact Group to make updates. Only the creator of a group has the ability to make changes to that group.

IMPORT CONTACTS

You can import contacts into the Intulse app from a CSV file that has been exported from other applications such as Google Contacts or Outlook Contacts. Click the Context Menu (three horizontal lines) and select Import Contacts.

• If you are attempting to import contacts from a system we can't recognize, the easiest way to do that is to first export your Intulse contacts, open the exported CSV, convert the exported file from your other system into the Intulse format, and finally import the converted file back into the Intulse app. (The file must include both FullName and CompanyName columns, even if the CompanyName values are empty.)

EXPORT CONTACTS

You can export your contacts to a CSV file, which can be opened in any spreadsheet editing software. This can be used to import the contacts you've created in the Intulse app into another app.

MOBILE CONTACTS

The Contacts screen on your mobile device looks slightly different than a desktop.