Contacts

What are Contacts in Replypad?

Contacts (or end-users ), are also sometimes referred to as customers. These are the people that you service, that send you emails and create conversations. Contacts may log into Replypad and access their conversations in your workspace, however, they do not have access to other features or data in your workspace. They can only submit and track conversations, and communicate with users (team members) using public replies. Contacts may optionally be linked to an organization or a company, known as Accounts in Replypad.

View Contacts list

To view your contacts, you should be a workspace administrator.

1. Click the Gear icon on the top-right corner and choose Contacts.
2. This will display the complete contacts list.

Edit Contact details from the list

To edit contact details you need to be a workspace administrator or have Accounts & Contacts access rights.

1. Click the Gear icon on the top-right corner and choose Contacts.
2. This will display the complete contacts list.
3. Click the Contact to edit its details.

Contact Popover

Wherever you have a link to a Contact, you can use the Contact Popover to perform actions:

In the conversation window, hover over the Contact to open the Popover window.

You can perform actions:

1. Copy email address: Either mark the email address and copy or use the Copy link that appears when you hover over the email address.
2. Click Open detailed view to view or edit the Contact’s details.
3. Click Start new conversation to start a conversation with this Contact.

To edit contact details you need to be a workspace administrator or have Accounts & Contacts access rights.

Find contacts by Account

Contacts can be linked to Accounts, Account is the organization this contact belongs to, usually your customer’s company.

When viewing the contacts list you may want to find all the contacts that belong to a certain account. You can use the Search option to easily filter the list.

1. To view your contacts by account, you should be a workspace administrator.
2. Click the Gear icon on the top-right corner and choose Contacts.
3. This will display the complete contacts list.
4. Click the Search box at the top and type the name, or part of the name of the company you are looking for. Then hit Enter.
5. The list will now show only contacts that are linked to the company you searched for.

New Contact

There are four main ways to create a new contact.

• Using the New Contact button when viewing the Contacts list (see below).
• By typing an email address that does not exist in the workspace, in the To/CC field of a conversation.
• Automatically by Replypad, the Sender and other Recipients of an incoming email automatically become Contacts in Replypad if they do not exist in the workspace. See Incoming email to conversations.
• Using Import Contacts from the More menu in the contacts list.

After creating the contact, you can complete setting up contact settings by clicking the contact you want to edit.

Create new contact

1. Click the Gear icon on the top-right corner and choose Contacts.
2. Click New Contact form the top-left corner.
3. In the window that opens enter the First and Last names. And the email address of this customer.
4. Click Save.
5. You can now edit the contact settings to add more details.

How are contacts created from email address?

Whenever you use an email address in the To/Cc fields, that you haven’t used before in a conversation, Replypad automatically creates a Contact for this email. You can edit the contact at any time and complete the details.

1. Click the blue New Conversation button from the top toolbar.
2. In the window that opens, enter the email address of the person you want to send this conversation to. If this email address does not exist in the workspace, it will automatically create a new contact for it.
3. Click the Gear icon on the top-right corner, and choose Contacts.
4. You should now see the new email you have just used listed as a new contact. Click the line to edit the contact’s settings. Add a name, link to an account, etc.