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Contact Details | How to send a message, edit, merge, and delete a contact

In this article, you will learn about the following:

On the right side of the conversation, a sidebar displays brief information about the contact: name, email, phone number, and company name if these details are available.

To access the detailed view of the contact, click the button next to the name. You can learn more about the detailed contact view here.

 

 

 

How to send a message from another inbox?

 

To send a message to a contact from a different inbox, click the chat icon.

 

 

In the window that opens, select the sender channel from which the message will be sent in the Via field. Enter the message text and click Send.

 

 

 

How to edit and delete a contact?

 

To make changes or delete a contact, click on the respective icons for edit or delete.

 

 

When you click edit, a sidebar window will open where you can modify the customer’s information.

 

 

 

How to merge two contacts?

 

You can merge two contacts belonging to the same user. To do this, click the merge icon.

 

 

Then, select the primary contact that will be kept. The contact in which you clicked the merge button will be deleted. Afterward, click Merge Contacts.

Please note: in case of attribute conflicts, the attributes of the primary contact will take precedence.