Personal Contacts

View a user's personal contacts

1. Select the user from your user list by clicking on the user.

2. Click on Personal Contacts from the menu of User Management options.

3. You will see the user's contact groups. Click on a group to view contacts.

Search for a contact

1. Enter a name or email in the search box and then click the search icon.

2. To clear the search results, click the Clear Search icon.

Add a contact

1. Click the + icon in the upper right corner.

2. In the popup, enter the contact's information. Once this is complete, click Add Contact.

Edit a contact

1. Click the contact you would like to edit. The contact will be highlighted with yellow when selected. 

2. In the upper right corner, click the pencil icon.

3. In the popup, edit the desired information on the contact. Once this is complete, click Save.

Delete a contact

1. Click the contact or contacts you would like to delete. The contact or contacts will be highlighted with yellow when selected. 

2. In the upper right corner, click the trashcan icon.

3. In the popup, click Remove.

Move a contact

1. Click the contact or contacts you would like to delete. The contact or contacts will be highlighted with yellow when selected. 

2. In the upper right corner, click the Actions icon then click Move Contacts.

3. Select the contact group from that you wish to move the contact(s) to from the confirmation window and click Move Contacts.

Delete a contact group

1. Click on the 3 dots to the right of the group you wish to delete and click Delete Group.

2. In the confirmation window, click Remove.

Edit a contact group

1. Click on the 3 dots to the right of the group you wish to delete and click Edit Group.

2. Once you have made your desired changes, click Save.

Create a contact group

1. Click Add Group at the bottom of the contact group list.

2. Enter the Group Name and then click Add Group.

Export contacts

This is an export of the user's personal contacts to a Drive document so they can be viewed/sorted easier on top of being more of a "Report" for their contacts. This will pull all of the selected user's contacts. This is a great tool for increasing the granular visibility of a user's contacts. 

1. In the upper right corner, click Export.

2. You will see a prompt that a Drive document has been created. Click here to quickly access it.