maaiiconnect lets you store and find information about people inside and outside your organisation, such as names, email addresses, and phone numbers.
External Contacts vs Contacts
In terms of managing people outside your organisation, External Contacts and Contacts have the same features and functionalities.
However, when uploading and downloading, editing or deleting external contacts in bulk, we recommended that you use External Contact Management located in your Dashboard - Contacts Management menu.
Meanwhile, the Contacts located in your Workspace (Dashboard and App) is best when adding, searching, editing, and removing individual contacts. More so, when making outbound calls or sending an SMS text to them.
You can view your contacts by category (e.g., External Contacts, Internal Contacts) and keep their information up-to-date.
You can search for internal (Staff) or external contacts by typing their name in the search bar of your Utility panel.
The Staff Contacts List displays the following details of your fellow staff members or colleagues:
- Profile image/avatar
- Staff name
- Extension number
Clicking on a staff member's name or avatar will display the following detailed information:
- Profile avatar
- Staff name
- Phone Number
- Email Address
- Job Title
- Time Zone
- Extension Number
You can directly make a call (video call, audio, phone number) or send chat or SMS when the staff phone number is available.
The External Contact List lets you store, manage, and share information about people outside your organisation, such as leads, prospects, and customers.
You can add new contact, search, edit, and remove details from your external contacts provided that you are the contact owner.
You can directly make an outgoing off-net call or send SMS when the external contact phone number is available.
To create an external contact:
From the navigation menu, go to Workspace > Contacts then click the plus icon located at the bottom of the page.
On Create New Contact that will be displayed on the Type dropdown list, select any of the following values:
- Lead (default selection)
On the Level dropdown list, select any of the following values:
- Primary (default selection)
Fill out or select the appropriate values for the following fields:
- First Name
- Last Name
- Country Code
- Mobile number
- Email address
- Select the radio button Save and create new to save the entered details and create a new Contact without leaving the screen.
- To view and fill out additional contact details, click on More Details.
The window will display the following:
- First Name
- Last Name*
- Job Title
- Birth Date (in MM/DD/YYYY format)
- Language (select from the dropdown list)
- Simplified Chinese
- Traditional Chinese
- Other Email
- ZIP code
- Click on Create. The newly created external contact added to your External Contacts List.
Adding notes to contact is a simple way to keep your group informed about something important.
You can add, view/edit notes at any time to your contacts.
To add a note to contact:
- Find the name of a contact and open its Profile.
- Click Add New Note button located after the personal information of the contact, Add New Note pop-up window will display
- Add your note
- Click Add to save the note
Manage your External Contacts with the following features:
- Import bulk contacts
- Export bulk contacts
- Merge existing contacts
- Share a contact
- Transfer Contact Ownershio
- Edit a contact
- Delete a contact
Please refer to our External Contacts Management section of this Guide.
Updated 3 months ago