Claim a contact identifier

The following permissions:

  • External Contacts > External Organization > Add
  • External Contacts > External Organization > Edit
  • External Contacts > External Organization > Delete
  • External Contacts > External Organization > View
Note: You can claim phone, email, and social channel identifiers (X (Twitter), Facebook, and WhatsApp).
  1. Click Directory .
  2. Click External Contacts.
  3. Type all or part of the contact’s name or organization in the Search for Contacts or Organizations  box.
  4. In the result list, click the row of the contact that you want to view.
  5. In the Contact Summary panel, click the star icon for an unclaimed identifier icon next to the identifier that you want to claim. 

In the Claim Identifier dialog, click Claim to link the identifier to the current contact.

An image of the Claim identifier dialog when claiming a previously claimed identifier

Notes:
  • If that identifier is already claimed by a different contact, click Claim to reassign the identifier to the current contact.
  • When an identifier is claimed, a star icon for a claimed identifier icon appears next to the claimed identifier.