Find a contact and call or text them
Search or filter your shared contacts, open one, and call or text them from the line you pick.
Contacts is in the menu on the left. Everyone on your team sees the same contacts.
In this video
Step by step
- 1
Contacts, in the menu on the left, is the address book your whole team shares.
- 2
Click a tag to see only those contacts. Recall shows the patients tagged recall.
- 3
All brings everyone back.
- 4
To search, click the small box left of the tags. It finds names, companies, emails and numbers.
- 5
Click a contact to see their number, email, tags and history.
- 6
First, choose which of your lines to call or text from. The customer sees that number.
- 7
Call rings them straight away, from your browser phone.
- 8
Text opens a message box, right inside the contact.
- 9
Type your message. It can be up to a thousand characters.
- 10
Send SMS sends it from the line you chose. The conversation then continues in Messages.
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