Live Customer Support

Directory

How to edit a contact attribute ?

To create attributes, it's necessary to be connected as Administrator. To edit or attach an attribute to a contact: Click on the button Attributes. Click on Add. Enter a name, for exemple "Birth date…

Cédric Compagnon
Updated 3 months ago by Cédric Compagnon

How to establish the procedure for the update contact request ?

To send an update request to your contacts, or to a part of your directory, it is necessary to create a specific procedure. 1Connect yourself as procedure manager and create a new procedure that you…

Cédric Compagnon
Updated 3 months ago by Cédric Compagnon

GDPR and data masking

How to hide a contact's media: Click on the name of the contact. Click on the Private checkbox to the right of the media in question. Then click on Save. The contact has its number hidden from the Di…

Cédric Compagnon
Updated 8 months ago by Cédric Compagnon

How to print a global view of contacts by administrative units ?

Available for Professional and Enterprise. Connect you as Administrator or Directory manager. Cllick on " Directory ". Click on " Organisation Book ". Click on " Create the organisation book ". A PDF…

Cédric Compagnon
Updated 3 months ago by Cédric Compagnon

What is a group and how to create it ?

A contact group is a group in which several contacts have been added manually. Unlike dynamic selection based on attributes, a contact group only changes if it is modified directly. To create a group…

Cédric Compagnon
Updated 3 months ago by Cédric Compagnon

What is a personnal alert scheme ?

An alert scheme defines the order in which a contact will receive an alert (e.g. SMS, then e-mail, then voice). Each contact has a personal alert scheme. The personal alert scheme is configured on th…

Cédric Compagnon
Updated 3 months ago by Cédric Compagnon

What is a dynamic selection and how to create it ?

The dynamic selection is based on attributes of contacts to form a "dynamic" contact group. It can be created automatically (the creation of a calendar generates a dynamic selection - see "How to cre…

Cédric Compagnon
Updated 3 months ago by Cédric Compagnon

Contact