Contacts

Contacts are people you want to be able to send a message to. All Contacts have to be placed into a Security Domain, so we can control which users can see the contact, and also must be placed into a Group. Contacts are defined on this page.

Other, less obvious, fields you may wish to provide include:

  • An Alias, which can make the Contact easier to refer to when using Email2sms.
  • A Public Identifier, which can help larger organisations who regularly import data from their own computer system.
  • A Group. A Contact must exist in at least one group. You can put the Contact into more groups on the Group Membership tab.

If you have defined custom tags, such as position, location, or pet, these are also able to be defined here. You can customise displayed tags on the contacts page by editing the Security Doamin and selecting visible columns. Tags can be searched just like other contact details - handy if you have, for example, a team name as a tag and you would like to text them all without having a group.

If you cannot add Contacts or Groups to your Groups then contact your Group Administrator as they may have set higher security settings.

See Importing Contacts for bulk management options.