11/14/17 19:02 PM  

Admin: Personal Contacts Overview

« Go Back

Article

 
SummaryHow do I customize my Personal Contacts via Web?
Details

From your RingCentral account, you can make changes to your Personal Contacts, e.g., add or delete a contact from the list. Click on the links below to view and make changes to your Personal Contacts list.


NOTE: Administrators have no access to view or edit another User's Address Book (Personal Contacts). Before proceeding to the steps below, make sure that you are already logged in to your RingCentral Online account. See Logging in to your RingCentral Online Account to know more.

Step 1: 

Hover your mouse over Admin Portal, and then click My Extension

my Extension

Step 2: 

Click the Contacts tab.

Contacts

Step 3:

Click on Personal and it will load your Personal Contacts list.
On your Personal Contacts list, you can do the following:

personal settings

Adding a Personal Contact

Step 1:

To add a Personal Contact, click Add Contact

add contact

Step 2: 

Enter your contact's details on the fields provided, Personal Info, Phone Numbers, and Addresses. Click Save.

Personal Info

personal info

Phone Numbers

phone numbers

Adresses

addresses

NOTE: You may also add multiple contacts by using the Import option. For more information, go to Importing Personal contacts in your RingCentral account.

Editing a Personal Contact's Information

Step 1: 

Click the name of the contact that you want to edit. 

edit personal contact

Step 2:

Click Edit.

edit

Step 3: 

Edit your contact's details, and then click Save.

save settings

Creating a Contact Group

Step 1:

Click the Groups tab, and then click New Group.

groups tab

Step 2:

Enter a Group Name to help identify this group of contacts, and a short description of the group under Notes.
Tick the checkbox on the contacts you want to include in the group, and the click Save

group name

Adding/ Removing a Contact from a Contact Group

Step 1:

On the Groups tab, select the Contact Group that you want to modify.

contact group

Step 2:

Here, you can edit the Contact Group's Name and description under Notes. You can also do the following:

User-added image
 

Add a Contact to the Contact Group

Step 1: 

Click Add Member.

add contact in groups

Step 2: 

Tick the checkbox on the contact that you want to add to the Contact Group, and then click Add.

save

NOTE: The contact must already be in your Personal Contact list before you can add them to a group. Go to Adding Personal Contacts for instructions on adding new contacts.

Remove a Contact from the Contact Group

Step 1: 

Tick the checkbox on the contact that you want to remove from the Contact Group, and then click the Delete icon. 

delete contact from group

NOTE: A pop-up window will ask you to confirm your choice. Click Yes to confirm.

delete contact prompt

Delete the Contact Group

Step 1: 

Click Delete Group.

delete group

Step 2: 

A pop-up window will ask you to confirm your choice. Click Yes to confirm. 

confirm delete group
Ranking
Was this information helpful?
Yes
No
Somewhat

Tell us why and what can we do to improve this information