Creating An Address Book
- Gnatta
- David Oliver (Deactivated)
- Abbey Brown
Analytics
Quick links in this article:
You can use the Address Book to store and organise contact details, so your agents can carry out relevant 3rd party followups and chases without needing to leave Gnatta - or even leaving the interaction the chase relates to! More on how to do that here: Creating Manual Conversations
In this article, we’ll walk through setting up your address book.
Getting started
You can access the address book by selecting the Configuration icon in the top right of the screen: Configuration > Advisors > Address Book.
There are two ways to create your contacts - Create manually or Import.
Manually adding contacts
Select Create to create a new contact record. You’ll be able to configure the following details:
Contact Record Name
Contact Description
Labels
Teams who can access the Contact Record
Only teams who are given permission on the contact record will be able to select it when creating a conversation in the interaction view.
Once you click save, open the contact record. Here, you’ll be able to add the contact details i.e. Email Address or Telephone Number(s).
Importing contacts
If you’re adding lots of contacts at the same time, it’s usually best to import them. To do this, you’ll need to be an Admin.
Set up your CSV file with column names for: Name, Description, Email Address and Phone Number.
Be sure to use these column names exactly - try our template CSV:
Each row must contain only one contact detail i.e. either a phone number, or an email address. If a record requires both, you’ll need a separate row for each.
Address book labels
Add labels to your entries to organise and filter your address book - this is useful when you have a large list of contacts. Labels are displayed on the contact record, and can be added via the 3-dot settings menu.
