Subject: Feature Friday - Become A Contact Master

RingByName - Feature Friday

Become A Contact Master

Organizing Your Contacts More Effectively Can Save You Time

RingByName wants to help you organize and search your contacts in a way that makes sense to you. When you add a contact you can include them in your own custom group. Create a group to organize where you met them, or maybe what product or service they were interested in. Add any similar contacts to the coordinating groups. You can search any contact by group name, first name or last name in the future to help you find them more easily. The possibilities are endless using groups to organize your contacts.

RingByName has an easy to use built-in contact management system. Every person who can login to the RingByName application has the ability to add their own contacts. Only the creator of the contact can delete, or edit the contact. The contact screen gives you quick access to all of your company’s shared contacts in a searchable list, and also plays a role with different features such as call pop up, SMS, greet by name, and E-fax.
Create a group to organize where you met them, or maybe what product or service they were interested in.
How Can I Add A Contact?

Once you're logged in to your RingByName homepage, go to the left side of the screen by "Contacts" and to the right of it, select the "Add Contact" icon of the face with the green "+" sign
A new screen will appear to fill out the contact information. Once the contact information is filled out, click save.
Notice on the top-right side of the page there is a section called "Groups". This section allows you to save your contacts in different groups to allow you to sort your contacts for better searches and data.

Example: You met 100 people at a tradeshow called "Telecom". When adding these contacts you will add a group called "Telecom Tradeshow". When you run a search using the word "Telecom Tradeshow", only the contacts under that group will show.

How To Search For A Contact

You can search for contact first and last names, phone numbers, and group names under the Contact search bar on the left side of your screen under the "Contacts" section. 
The Contact Card Shows You Contact Details And So Much More

Clicking on any contact will open the contact card for the selected individual and allowing you to quickly access call notes, calendar, call history, SMS, E-Fax, and launch phone calls.

To dial your contact, simply click on the number on the desired contact to begin a call. RingByName will use 'Quick Call' to call your mobile device or desk phone and then connect you with the other party once you answer the phone.

RingByName - Way More Than a Phone Service
Learn more about RingByName Features in the Knowledge Base
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