In the Contacts menu, you can open, edit and delete contacts that have been created.
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Important!
- If you already subscribed to Qontak CRM in Q2 2024 but not yet subscribed to Qontak Omnichannel, you won't need to delete your contact data in Omnichannel when you subscribe to Qontak CRM.
- If you already subscribed to both Qontak Omnichannel and Qontak CRM in Q2 2024, any contact data deleted in CRM will automatically be deleted in Omnichannel. This will also delete all your conversation history. Please double-check before deleting the contact data.
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To open a contact or view contact details you can click the Contacts menu. Then, click the name on the contact or by clicking the edit button as shown below.
When the Company name is clicked you will be redirected to a company page with more complete details.
To make edits to a contact, you can do the steps above, then click the field you want to change/edit. When you have made edits to contact, don't forget to click Save to save the changed data and Update Contact to return to the main menu of the Contacts menu.
If you want to delete a contact that you have, you can delete it through the main menu of the contact menu and select the contact to be deleted, then click delete contact as shown below.
If a pop-up appears, select Delete if you agree to delete the contact data, and select "Close" if you change your mind or don't want to delete the contact data.