Contacts
  • 20 May 2024
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Contacts

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Article summary

Contacts store customer information such as name, phone number, email, and physical address. To view the Ushur level contacts of a specific Ushur, click the Contacts in the Ushur Flow Builder 2.0. The screen displays the total number of contacts and groups created.

Use the following icons to manage the contacts from within this page.

Icons

Description

Filter specific contact details based on groups or individual contacts.

Search for a specific contact. Click to enter the search text and the result will be displayed as a grid.

Download all the contacts data and store it as a .xls file or .csv file format.

Use the Contacts Tab to perform the following functions:

Action

Description

Add Contact

Use this section to add contact information.

  1. Click Add Contact.

  2. Specify the Name and the Phone Number information. 

  3. If you wish to block this contact, select the Add to SMS blocklist option.

  4. Specify the Email Address and Address information.

  5. If you wish to add this contact to a group, select from the Add to a group drop-down.

  6. Click Save.

Add group

Use this to create a group that can contain multiple contacts. Specify the group name and click Add.

Upload to contacts

You can drag-drop bulk contacts and upload them here. 

Click to select the group from the drop-down list. Browse or drag and drop your contact files and review the upload status. Click Close.

Upload History

Use this option to view the upload history information. You can download and save this information as a .csv or .xls file.



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