Overview: Contacts (App)
App > Contacts > Overview: Contacts (App)
This article provides an overview of Contacts in App.
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Overview
Contacts is a database that lets you store, organize, and manage contacts and behavioral data, whether it’s for an individual or company. It’s seamlessly integrated into your Avaya.cx account, so all your customer and contact data is stored within a single platform.
Standard information stored in Contacts includes these fields:
Company
Title
Timezone
Social media
Email
Phone number(s)
Address(es)
And more
View of the Contacts workspace with Individuals selected.
Contacts stores data for both individuals and companies. This information is stored in two separate views that can be changed through the contacts workspace dropdown. You can search for a specific contact using the search bar or can filter results by creating a contact view.
Add contacts
Adding individual and company contacts is simple. Check out these articles to learn more:
Search for contacts
Once you find the individual or company that you are looking for, select it to open the individual or company profile pane. This will open all the stored information and allow you to update and edit individual and company information. You can also initiate an interaction with click-to-contact capabilities.
Activity log
Once a contact is opened, the activity log is to the right of the profile pane. It tracks changes made to the company or individual profile, and it’s where you can post messages related to the contact, too.
The activity log gives you an easily accessible record of changes made to profiles and gives transparency to managers about who made changes to profiles and when the changes were made.
Custom Fields
There are two types of fields in Contacts – Standard and Custom.
Standard fields are automatically available in Contacts upon account creation. Examples of standard fields include Name and Address.
Custom fields are manually configured fields set up by your account admin to collect additional data about your contacts.
Custom fields enable you to collect the data you need to better engage with your contacts. With these fields, you can collect more information about your contacts and how they work with you. For example, you could create a custom menu picker for defining a contact’s membership level with your business, create a custom checkbox for defining which individuals opted into SMS communication, and more.
Once an admin creates an Object in Edify that’s a custom field for Contacts, that field automatically populates under the Custom Fields section for all related contacts.
So, if a Membership Level menu is created for all individual contacts, then that field will become available in the Custom Fields section for all individual contacts.
For admins with access for creating objects in the system, here’s information about creating custom fields for Contacts: