Contacts

Internal (Staff) and External Contacts

CINNOX lets you store and find information about people inside and outside your organisation, such as names, email addresses, and phone numbers.

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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.

Search Contacts

You can search for internal (Staff) or external contacts by typing their name in the search bar of your Utility panel.

Search ContactSearch Contact

Search Contact

 

Internal (Staff) Contact List

The Staff Contacts List displays the following details of your fellow staff members or colleagues:

  • Profile image/avatar
  • Staff name
  • Extension number
    Availability status
Staff Contact ListStaff Contact List

Staff Contact List

Clicking on a staff member's name or avatar will display the following detailed information:

  • Profile avatar
  • Staff name
  • Phone Number
  • Email Address
  • Role
  • Department
  • 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.

Internal (Staff) Contact DetailsInternal (Staff) Contact Details

Internal (Staff) Contact Details

 

External Contact List

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.

External Contact ListExternal Contact List

External Contact List

You can directly make an outgoing off-net call or send SMS when the external contact phone number is available.

External Contact DetailsExternal Contact Details

External Contact Details

Creating New External Contacts

To create an external contact:

  • From the navigation menu, go to Workspace > Contacts then click the plus :heavy-plus-sign: 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)
    • Prospect
    • Customer
    • Other
  • On the Level dropdown list, select any of the following values:

    • Primary (default selection)
    • Secondary
    • Tertiary
  • 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:

  • Personal Information

    • First Name
    • Last Name*
    • Type
    • Level
    • Company
    • Job Title
    • Department
    • Birth Date (in MM/DD/YYYY format)
    • Language (select from the dropdown list)
      • English
      • Italian
      • Thai
      • Simplified Chinese
      • Traditional Chinese
    • Group
  • Contact Number

    • Mobile
    • Work
    • Home
    • Other
  • Contact Email

    • Email
    • Other Email
  • Contact Address

    • Street
    • City
    • State
    • ZIP code
    • Country
  • Social Messaging

    • Facebook
    • WhatsApp
    • WeChat
  • Click on Create. The newly created external contact added to your External Contacts List.

 

Adding Notes to Contact

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
Adding a note to a contactAdding a note to a contact

Adding a note to a contact

 

More about External Contacts

Manage your External Contacts with the following features:

Please refer to our External Contacts Management section of this Guide.

Updated 28 days ago


Contacts


Internal (Staff) and External Contacts

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