Working with individual contacts

How can I work with individual contacts in my address book?

Each contact in your address book has the possibility to perform several different actions. On the row with the contact you want to work with, you will find several icons for these actions on the right side.

Edit contact

To edit a contact in the address book:

1. In the left menu (sidebar) go to Address book->All contacts.
2. In the row with the contact you want to edit, click on the Edit contact icon (pencil symbol)
3. Edit your contact's details as required
4. Click Save.

Set as favourite

To add a contact to your favorites:

1. In the left menu (sidebar), go to Address book->All contacts.
2. In the row with the contact you want to set as favourite, click on the Set as favourite icon (heart symbol).

Remove from favourites

To remove a contact from your favourites:

1. In the left menu (sidebar), go to Address book->All contacts.
2. In the row with the contact you want to remove from favourites, click on Remove from favourites (heart symbol filled in red)

Set Opt-in agreement

To set Opt-in agreement:

1. In the left menu (sidebar) go to Address book->All contacts.
2. In the row with the contact you want to set consent, click on the Set Opt-in agreement icon (the envelope symbol with the ban sign).

Remove Opt-in agreement

To remove Opt-in agreement:

1. In the left menu (sidebar) go to Address book->All contacts.
2. In the row with the contact you want to unsubscribe, click on the Remove Opt-in agreement icon (envelope symbol with a check mark)

Send message

To send a message:

1. In the left menu (sidebar) go to Address book->All contacts.
2. In the row with the contact you want to send a message to, click on the Send message icon (the envelope symbol with an arrow).
3. In the dialog box, fill in the individual details such as channel, message text, wallet, sender and time of sending. Check SMS backup if you are sending a message from one of the chat applications and want to use the SMS message as a backup, in case the original message is not delivered
4. Click the Send message button

Edit groups

To add or remove a contact to/from a group:

1. In the left menu (sidebar) go to Address book->All contacts.
2. In the row with the contact you want to edit, click on the Edit groups icon (symbol of a figure with a gear wheel)
3. In the dialog box, in the list of groups, select the check mark to add to an existing group. In case of removal, uncheck it. If you want to add a contact to a new group that does not yet exist, enter its name in the New group field.
4. Click the Save button.

Delete contact

To delete a contact from the address book:

1. In the left menu (in the sidebar), go to Address book->All contacts.
2. In the row with the contact you want to delete, click on the Delete contact icon (trash can symbol)
3. Click the Delete button