Contacts

Updated till version 1.5.7

Create a contact

1. Click the plus icon and then select New contact.

2. Enter the contact's information.

   • First name is required.
   • If you want to add several phone numbers or email addresses, click the plus icon beneath the required field.

3. Click Create.

View contact details

All contacts are stored under the "Contacts" section.

• The contacts, which are used more often than others, are located at the top of the contacts list and stored in the Frequently Contacted section.
• The number that you can see next to Contacts, displays the number of contacts in the section.

To view contact details:

1. Under the Contacts section, navigate to Contacts.

2. Click a contact name to view their details, such as email address, phone number, or profile name.

   • From here, you can also launch some actions in a corresponding VNC product.

Edit a contact

Once you create a contact, you can make changes.

There are 2 ways to edit a contact.

Way 1. By hovering the pointer over the contact.

1. Under the Contacts section, navigate to Contacts.
2. Hover the pointer over the contact you want to edit and then click the pencil icon on a toolbar.
3. Make required changes.
4. Click Update.

Way 2. By clicking the contact.

1. Under the Contacts section, navigate to Contacts.
2. Select the contact you want to edit.
3. Click the pencil icon on the right side of the "Profile Information" section that appears.
4. The following steps are the same as for the first way of editing a contact.

Share a contact

There are 2 ways to share a contact.

Way 1. By hovering the pointer over the contact.

1. Under the Contacts section, navigate to Contacts.
2. Hover the pointer over the contact and click the kebab menu icon on a toolbar and select Share from the dropdown menu.
3. You will be redirected to VNCmail. In the Email input field, enter the email address of the person you want to share the contact with.
4. Click Share.

Way 2. By clicking the contact.

1. Under the Contacts section, navigate to Contacts.
2. Select the contact you want to edit.
3. Click the kebab menu icon on the right side of the "Profile Information" section that appears and then select Share from the dropdown menu.
4. The following steps are the same as for the first way of sharing a contact.

Print a contact

There are 2 ways to print contact details.

Way 1. By hovering the pointer over the contact.

1. Under the Contacts section, navigate to Contacts.
2. Hover the pointer over the contact and click the kebab menu icon on a toolbar and select Print from the dropdown menu.
3. Choose the printer options you want.
4. Click Print.

Way 2. By clicking the contact.

1. Under the Contacts section, navigate to Contacts.
2. Select the contact you want to edit.
3. Click the kebab menu icon on the right side of the "Profile Information" section that appears and then select Print from the dropdown menu.
4. The following steps are the same as for the first way of printing a contact.

Export a contact

There are 2 ways to export a contact.

Way 1. By hovering the pointer over the contact.

1. Under the Contacts section, navigate to Contacts.
2. Hover the pointer over the contact and click the kebab menu icon on a toolbar and select Export from the dropdown menu.
3. Contacts will be downloaded to your device as a CSV file.

Way 2. By clicking the contact.

1. Under the Contacts section, navigate to Contacts.
2. Select the contact you want to edit.
3. Click the kebab menu icon on the right side of the "Profile Information" section that appears and then select Export from the dropdown menu.
4. The following steps are the same as for the first way of exporting a contact.

Import contacts

You can import contacts in 2 formats: CSV and vCard (also known as VCF).

1. Under the Actions section, click Import.
2. Click Select file.
3. Select a required file/ list.
4. Click Import.

Delete a contact

After you delete a contact, it is moved to Trash. You can delete a contact permanently or recover it from Trash.

There are 2 ways to delete a contact.

Way 1. By hovering the pointer over the contact.

1. Under the Contacts section, click Contacts.

2. Select one of the following options:

   • A single contact: Check the box next to the contact name.
   • Multiple contacts: Check the boxes next to all the contacts you want to delete.
   • All contacts: In the top left, click Selection Actions and then All.

3. Click the kebab menu on a toolbar.

4. Select the Delete from the dropdown menu.
5. When prompting, click Delete confirming that you want to delete a contact.

Way 2. By clicking the contact.

1. Under the "Contacts" section, navigate to Contacts.
2. Select the contact you want to delete.
3. Click the kebab menu icon on the right side of the "Profile Information" section that appears and then select Delete from the dropdown menu.
4. When prompting, click Delete confirming that you want to delete a contact.

Delete a contact permanently

1. Under the Contacts section, navigate to Trash.
2. Click the contact you want to delete permanently.
3. Select Remove permanently on a toolbar at the top.

Recover a deleted contact

1. Under the Contacts section, navigate to Trash.

2. Select one of the following options:

   • A single contact: Check the box next to the contact name.
   • Multiple contacts: Check the boxes next to all the contacts you want to recover.
   • All contacts: In the top left, click Selection Actions and then Recover All.

3. Select Recover confirming that you want to delete a contact.

Perform actions on a contact

You can create a ticket/ task for a contact in case the contact has the subscription for VNCproject/ VNCtask.

You can perform different actions with your contacts, such as sending an email, sending a message, or starting a screensharing session.

1. Under the Contacts section, navigate to Contacts.
2. Click a required contact.

3. Select the action you want to perform on a contact:

   • Audio Call. To start an audio call.
   • Video Call. To start a video call.
   • Chat. To start chatting.
   • Share Screen. To start a screensharing session.
   • Email. To compose an email for a contact.
   • Event. To invite a contact to a meeting.
   • Task. To create a task for a contact.
   • Ticket.To create a ticket for a contact.

Undo changes to contacts

Contacts removed permanently from your Trash cannot be recovered.

You can undo all the changes you made to your contacts in the past 30 days.

1. Under the Actions section, click Undo changes.

2. Choose a time to go back to.

   • If you select Custom, you should enter a specific time period to which you want to roll back the contacts list ("Days", "Hours", and "Minutes" fields).

3. Click Confirm.

Mark/ unmark a contact as a favorite

The starred contact feature allows you to bookmark specific contacts so you can quickly refer back to them later.

There are 2 ways to mark a contact as a favorite.

Way 1. By hovering the pointer over the contact.

1. Under the Contacts section, navigate to Contacts.
2. Hover the pointer over the contact and click the star icon on a toolbar and it will turn yellow, confirming that you've starred a contact.
3. To unmark a contact as a favorite, hover the pointer over the contact and click the star icon again.

Way 2. By clicking the contact.

1. Under the Contacts section, navigate to Contacts.
2. Click the contact's name you want to mark as a favorite.
3. Click the star icon on the profile image/ picture and it will turn yellow, confirming that you've starred a contact.

Merge the contacts

If you have several contacts with the same email address, you can merge them into 1 contact to avoid double entries.

1. Under the Contacts section, navigate to Duplicates.
2. Click the Merge button, if you want to accept one or more duplicate contact suggestions.
3. Click Merge All at the top, if you want to accept all duplicate contact suggestions.

Separate merged contacts

To separate merged contacts, see the "Undo changes to contacts" section, for a step-by-step guide.

Synchronize contacts with VNCmail contacts

You can import all current contacts from VNCmail to VNCcontacts+.

1. Under the Actions section, click Sync VNCmail Contacts.
2. When prompted, click Import confirming that you want to synchronize the contacts.