Add a contact


Prerequisites
  • Externalcontacts > Contact > Add permission
  1. Click Directory > External Contacts.
  2. Click  Add > Contact.This image shows the + Add > Contact step.
  3. Type the contact’s name. The First and Last name fields are required.This image shows the contact name entry step.
  4. Click . The Contact Information form appears. All Contact Information fields are optional.
  5. (Optional) Search for and select the contact’s organization.
    Note: To associate a contact with an organization, add the organization first.
  6. (Optional) Type the contact’s email addresses (Work, Personal, Other).
  7. (Optional) To set up the contact’s phone numbers, do the following:
    • In the Work, Cell, Home, and Other fields, add the respective telephone numbers.
Notes:
  • Use the full phone number. PureCloud does not support extension-only numbers.
  • PureCloud’s default country code is +1 for the United States; however, your admin can change that setting.

  • To indicate that a phone number accepts SMS messages, click click to enable SMS.
  1. (Optional) To provide a link to additional information about the contact, type the URL to an external system.
  2. (Optional) To add social media channel information, click create one?.
  3. (Optional) To add a mailing address, type the contact’s address.
  4. (Optional) Set the contact’s survey preferences.
  5. Click Save.
  6. (Optional) Manage notes.