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Adding a personal contact in the RingCentral mobile app
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The Personal contacts tab in the RingCentral mobile app contains the list of contacts saved in your mobile device. You can add personal contacts by creating them from within the RingCentral mobile app or by syncing your Microsoft or Google accounts with your RingCentral mobile app. Adding personal contacts will make 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 it’s more convenient for you to call, text, or fax people outside of your company, all within the RingCentral app. Additionally, if they are in your personal contacts, you will easily recognize a caller or sender of a text or fax.
There are several ways to add a personal contact within the RingCentral mobile app. Let’s review some of these methods below.
Adding a personal contact from within the app
As mentioned, you can add personal contacts from within the RingCentral mobile app. While company contacts are automatically added to your RingCentral mobile app, you can manually add contacts from your calls, text or MMS messages, or faxes.
There are multiple ways that you can add a personal contact to your RingCentral mobile app, including the following:
- By selecting the New contact person icon via the add button in the Contacts menu in the bottom bar
- By creating a new contact via your call history, received SMS, and number sent in a message
Let’s discuss how to create a personal contact via the New contact person icon.
Adding a new personal contact
To add a personal contact, follow these steps:
1. Navigate to Contacts via the bottom menu bar.
2. Tap the Personal tab.
3. Tap the new actions plus button at bottom right.
4. Tap New contact.
5. Select the contact source from Choose contact source modal window.
6. Configure the contact settings as needed (see below for more info).
7. Click Save to close the modal window.
Configuring new personal contacts
Now that we have reviewed the methods of adding a personal contact to your RingCentral mobile app, let’s review some of the information you can add in a personal contact.
- First name: First name of the contact
- Last name: Last name of the contact
- Company name: Name of the organization
- Phone number: Phone number of the contact. Beneath the phone number, you can label the type of phone number by selecting from the dropdown menu. Options include Mobile, Business, Home, Company, Fax, Assistant, Car, and Other. As you type in a phone number, another Phone number field is automatically generated, so you can add more
- Email: Email address of the contact. As you type in the email address, another Email field is automatically generated, so you can add more
- Website: Personal or company website of the contact
- Address: Address of the contact. You may add the street address, City, State, and Zip code. You can label the type of address by selecting from the dropdown menu. Options include Home, Work, and Other
- Birthday: Birthday of the contact
- Notes: Any additional info about the contact
Updating personal contacts
If you’d like to add or change some information on a personal contact, you may do so by updating that contact. Likewise, if a person has already been added as a contact in your personal contacts list and they have an additional email address or phone number that you’d like to add, you can update that person’s contact information.
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
Now that we have figured out the methods of updating personal contacts, let’s review those methods in more depth below.
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 bottom menu bar.
2. Tap the Personal tab.
3. Browse through your personal contacts or use the search bar at the top.
4. Tap on the contact you’d like to update to open their Profile.
5. Tap on the Edit pencil icon at the top right.
6. Make the necessary updates in the Edit contact page.
7. Tap Save at the top right.
Updating an existing personal contact
There are several ways you can update your existing personal contacts in the RingCentral mobile app, but the purpose of this article, we'll discuss how you can update an existing personal contact via your call history.
1. Navigate to Phone via the bottom menu bar.
2. Tap the circle with the letter 'i' icon at the far right of a call entry.
3. Tap Add to existing contact.
4. Search for the name of the existing contact and tap that contact.
5. Make the necessary updates on the Edit contact page.
6. Tap 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 mobile app. This will allow you to create, edit, or delete a personal contact that gets stored in the associated third-party servers. With Google and Microsoft personal contacts account sync, you can easily identify already known contacts or phone numbers.
To connect your personal contacts from your Microsoft and Google accounts, visit Configuring contacts settings in RingCentral mobile app.
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