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How to Manage Personal Contacts in gPanel

Contents

 
You can view personal contacts saved on a certain user using the personal contacts tab. There are two ways to Search and Filter personal contacts.
 
 

Filter Personal Contacts Via Label

  1. Select if System or User a chevron dropdown must be revealed all the labels per category
  2. Select one label, this must be highlighted once selected
  3. The grid table must be filtered by the selected label

gPanel Personal Contacts dashboard with custom labels, contact list, and Add Contact button.

Search Personal Contacts via Search Bar

  1. Select Search Bar
  2. Type In key words 
  3. The grid table must be filtered by the searched key words

gPanel Personal Contacts search results featuring a list of contacts with email, phone number, and organization details.

Add Contact

  1. Select the 'Add Contact' button to open the Add Contact Dialog box.
  2. Required fields are the First Name, Last Name, and Email of the new contact.
  3. Once the required information is entered, click 'Add' to save the new shared contact to the database.

gPanel Add Contact modal for entering name and email in the personal contacts portal.


Edit Contact

  1. Select a contact to reveal the 'Edit Contact' button. You are able to modify all standard fields (First Name, Last Name, Nickname, Birthday) and manage additional necessary Gmail-related fields.such as: Addresses, organizations, Phone, Relations, Instant messaging, Events and Websites

gPanel Edit Contact dialog for personal contacts with fields for nickname, birthday, and expandable data sections.


Move  Contact

  1. Select the contact  to move. The row will be highlighted once you have selected the contact.
  2. Click on the move icon. 
  3. Select label/labels you’d like the selected contact to move
  4. Confirm the movement  of the contact  by clicking Move.

gPanel Move Contacts dialog for reassigning personal contacts to different labels like Coworkers, Family, or Friends.

Delete Contact

  1. Select the contact  to remove. The row will be highlighted once you have selected the contact.
  2. Click on the trash can icon.
  3. Confirm the removal of the contact  by clicking Delete.

Note: This is the step by step guide to Add , Edit and Delete profile field.

Add Contact Label 

  1. Click + sign to add
  2. Add New Label Dialog box will appear
  3. Type in Label Name. 
  4. Click the ‘Add Label’ button to save.