What is a contact?
A contact is an individual record for your customers.
Each contact must have an email address to be added into the platform. This will act as the key identifier for that individual.
Contacts are stored per team. This means that every team has its own collection of contacts. For example; Team A might have a contact with the email address ‘[email protected]’ and Team B might also have a contact with the same email address. A user with access to just one of those teams will only see the contact once. However, a user with access to both Team A and Team B will see the contact twice.
Edit an individual contact
In the CHS® Platform, you can edit a contact’s first name, last name or phone number. However, only Admin, Manager and Supervisor users can do this – Agent users can’t edit a contact.
To edit an individual contact, click on the ‘Contacts’ tab on the top panel.
This takes you to the Contacts main page.
Find the contact you’d like to view. You can look through the list or search for them using the search bar on the left-hand side.
Once you’ve found the contact, hover over them and you’ll see three dots appear on the right-hand side.
When you click on the three dots, 3 options appear in a dropdown underneath.
Click on ‘Profile’.
You’ll now see the contact’s profile.
On the left-hand side, you’ll see a yellow ‘Edit Contact’ button.
Click on this.
A modal window will appear.
In here, you can edit the contact’s first name, last name or phone number.
When you’ve finished making your changes, click ‘Edit Contact’.
Your changes have been saved!