Desktop & web

Adding a personal contact in the RingCentral app
desktop and web | RingCentral app

You can add personal contacts by
  • creating them from within the RingCentral app 
  • or by syncing your Microsoft or Google accounts with your RingCentral app.
Adding personal contacts makes it easier for you to collaborate with people who don’t work at your company. With this feature, you can create, edit, and delete your personal contacts from within the app.
 
Unlike guest users, personal contacts are not RingCentral app users. Instead, you can add them to your list of contacts so you can call, text, and fax people outside of your company, all within the RingCentral app. You will easily recognize a caller or sender of a text or fax.

Adding a personal contact from within the app

You can manually add contacts from your calls, text or MMS messages, or faxes within the RingCentral app.
 
You can add a personal contact to your RingCentral app by selecting either:
  • The Create new contact person icon via the Contacts menu in the left-hand navigation bar
Create contacts via Contacts menu
  • The Add contact person icon anywhere you find it within the app and selecting Create new contact from the dropdown menu
Add contact

Adding a new personal contact

1. Navigate to Contacts via the left-hand navigation bar.
2. Click on the Personal tab from the left pane.
How to add personal contact
3. Click on the Create new contact person and plus icon at top right.
How to add personal contact
4. Configure the personal contact settings as needed.
How to add personal contact
5. Click Save.

Personal contact settings

You can configure the following personal contact information:
  • First name: First name of the contact
  • Last name: Last name of the contact
  • Company: Name of the organization
  • Title: Job title of the contact
  • Email: Email address of the contact. You can add more email addresses by clicking on the Add button at the far right
  • Phone number: Phone number of the contact
  • Label: Select the type of phone number from the dropdown menu. Depending on the contact source, options may include Mobile, Business, Home, Work, Custom, Company, Fax, Assistant, Car, and Other. You can add more phone numbers by clicking on the Add button at the far right
  • Source: Select your contact source for creating a new contact. Options include RingCentral, Microsoft, and Google. After switching the contact source, you can also set the new source as default

Updating personal contacts

There are two ways to update a personal contact:
  • By updating a contact’s profile via the Personal tab in the Contacts interface
  • By adding information to an existing contact

Updating a personal contact in the Personal tab

To update a personal contact in the Personal tab, follow these steps:
1. Navigate to Contacts via the left-hand navigation bar.
2. Click on the Personal tab on the left pane.
3. Browse through your personal contacts or use the search bar on the upper right.
4. Click on the contact you’d like to update to open the Profile modal window.
5. Click on the Edit pencil icon on the upper right.
6. Make the necessary updates in the Edit contact modal window.
7. Click Save.

Updating an existing personal contact

To update an existing personal contact, follow these steps:
1. Click on the Add contact person icon anywhere you see it within the app.
2. Click Add to existing on the dropdown menu.
3. On the Add to existing modal window, search for the name of the existing contact and click that contact.
4. Make the necessary updates on the Edit contact modal window.
5. Click Save.

Adding to an existing personal contact

To update an existing personal contact, follow these steps:
1. Click on the Add contact person icon anywhere you see it within the app.
How to update existing contact
2. Click Add to existing from the dropdown menu.
3. Search for the name of the existing contact and click that contact.
How to update existing contact
4. Make the necessary updates on the Edit contact window.
5. Click Save.

Adding personal contacts from Google and Microsoft accounts

You can have a two-way sync from your Microsoft and Google account contacts with the RingCentral app. This will allow you to create, edit, or delete a personal contact that gets stored in the associated third-party servers.

Connecting personal contacts from your Microsoft account

1. Navigate to Contacts menu via the left-hand navigation bar.
2. Click the Personal tab under Contacts.
3. Click Sign in with Microsoft on the right pane to open the Connect contacts and calendar modal window.
Connect contacts from MS account
4. The boxes for Contacts and Calendar are already checked. Uncheck the box for Calendar if you don’t want your Microsoft calendar to sync with the RingCentral app.
5. Click Done.
6. Sign in to your Microsoft account to complete the sync.

Connecting personal contacts from your Google account

1. Navigate to Contacts menu via the left-hand navigation bar.
2. Click the Personal tab under Contacts.
3. Click Sign in with Google on the right pane to open the Connect contacts and calendar modal window.
4. The boxes for Contacts and Calendar are already checked. Uncheck the box for Calendar if you don’t want your Google calendar to sync with the RingCentral app.
5. Click Done.
6. Sign in with your Google account to complete the sync.
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