Contacts¶
Updated till version 1.5.3
Create a contact¶
- Click the plus icon and then select New contact.
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Enter the contact's information.
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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:
- Under the "Contacts" section, navigate to Contacts.
-
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.
- Under the "Contacts" section, navigate to Contacts.
- Hover the pointer over the contact you want to edit and then click the pencil icon
on a toolbar.
- Make required changes.
- Click Update.
Way 2. By clicking the contact.
- Under the "Contacts" section, navigate to Contacts.
- Select the contact you want to edit.
- Click the pencil icon
on the right side of the "Profile Information" section that appears.
- 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.
- Under the "Contacts" section, navigate to Contacts.
- Hover the pointer over the contact and click the kebab menu icon
on a toolbar and select Share from the dropdown menu.
- 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.
- Click Share.
Way 2. By clicking the contact.
- Under the "Contacts" section, navigate to Contacts.
- Select the contact you want to edit.
- Click the kebab menu icon
on the right side of the "Profile Information" section that appears and then select Share from the dropdown menu.
- 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.
- Under the "Contacts" section, navigate to Contacts.
- Hover the pointer over the contact and click the kebab menu icon
on a toolbar and select Print from the dropdown menu.
- Choose the printer options you want.
- Click Print.
Way 2. By clicking the contact.
- Under the "Contacts" section, navigate to Contacts.
- Select the contact you want to edit.
- Click the kebab menu icon
on the right side of the "Profile Information" section that appears and then select Print from the dropdown menu.
- 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.
- Under the "Contacts" section, navigate to Contacts.
- Hover the pointer over the contact and click the kebab menu icon
on a toolbar and select Export from the dropdown menu.
- Contacts will be downloaded to your device as a CSV file.
Way 2. By clicking the contact.
- Under the "Contacts" section, navigate to Contacts.
- Select the contact you want to edit.
- Click the kebab menu icon
on the right side of the "Profile Information" section that appears and then select Export from the dropdown menu.
- 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).
- Under the "Actions" section, click Import*.
- Click Select file.
- Select a required file.
- 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.
- Under the "Contacts" section, click Contacts.
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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:
- Select the Delete from the dropdown menu.
- When prompting, click Delete confirming that you want to delete a contact.
Delete a contact permanently¶
- Under the "Contacts" section, navigate to Trash*.
- Click the contact you want to delete permanently.
- Select Remove permanently on a toolbar at the top.
Recover a deleted contact¶
- Under the "Contacts" section, navigate to Trash*.
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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 All:
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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.
- Under the "Contacts" section, navigate to Contacts.
- Click a required contact.
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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.
- Under the "Actions" section, click Undo changes.
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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).
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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.
- Under the "Contacts" section, navigate to Contacts.
- 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.
- 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.
- Under the "Contacts" section, navigate to Contacts.
- Click the contact's name you want to mark as a favorite.
- 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.
- Under the "Contacts" section, navigate to Duplicates.
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Select one of the following options:
- Merge, if you want to accept one or more duplicate contact suggestions.
- Merge All at the top, if you want to accept all duplicate contact suggestions.
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If you want to select which contacts to merge, hover the pointer over each contact you want to merge. Then check the box.
- At the top, click the merge contacts icon
.
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+.
- Under the "Actions" section, click Sync VNCmail Contacts.
- When prompted, click Import confirming that you want to synchronize the contacts.