NextivaONE Mobile - Contact Management

Contacts are accessed by tapping on the Contacts tab at the bottom of the application.
 

Favorite Contacts

Favorite contacts appear in the top section of contacts. Tap on the section header to expand the section and view your favorite contacts.



To add a contact as a favorite:
 

1. Use the search bar at the top of the app to search for the contact name.
   
   
    
2. Tap the Star icon to the right of the contact name.
   
   
    
3. The Star icon will turn gold, indicating the contact is now a Favorite.
   
   
    

To remove a contact from favorites:
 

1. Expand the favorites section by tapping on it.
   
   
    
2. Tap the Star icon to the right of the name of the person to remove them from Favorites.
   
   
    
3. The star icon will turn empty, indicating the contact is no longer a favorite and the contact will disappear from Favorites.
    

Adding Contacts

Contacts can be manually entered into the app, imported from local contacts on your phone, or added from an unsaved number.

Add Contact Manually  

To manually add contact details into the app:
 

1. Click Contacts at the bottom of the app.
    
2. Click the Add Contact icon in the bottom right-hand corner.
   
   
    
3. Choose Create a business contact.
   
   
    
4. To make the contact visible within the entire organization, enable the Share The Contact option.
   
   
    
5. Fill out the contact information:
      
   1. First Name - The first name of the contact.
       
   2. Last Name - The last name of the contact.
       
   3. Company Name (optional) - The name of the company the contact belongs to.
       
   4. Job Title (optional) - The job title the contact has within their company.
       
   5. Department (optional) - Department the contact belongs to.
       
   6. Add Phone (optional) - Select the type of number and enter the phone number.  Multiple numbers can be added to one contact, though only one number of each type.
       
   7. Add Email (optional) - Select the type of email and enter their email address.  A contact can have a primary and secondary email associated with them.
       
6. After filling in the information for the contact, tap Save at the bottom of the screen.
   
   
    
7. The contact is saved and added to NextivaONE.
    

Importing local contacts

Contacts can be imported from your mobile device.  Follow these steps to import contacts from you device:
 

1. Click Contacts at the bottom of the app.
    
2. Click the Add Contact icon in the bottom right-hand corner.
   
   
    
3. Choose Import from my local contacts.
   
   
    
4. If necessary, give the app permission to access device contacts.
    
5. Select the contacts to import to NextivaONE.
    
6. Tap the import option.
    

Adding a Contact from an Unsaved Number

The steps below will allow you to add a contact to NextivaONE from an unsaved number.
 

1. From the Calls tab, tap on the unsaved number.
   
   
    
2. Tap one of the following options
    
   • Add to contacts - Add this number to your NextivaONE contacts as a new contact.
      
   • Add to existing contact - Add this number to an existing contact in NextivaONE.
      
   • Add to local contacts - Add this number to your local device contact list.
      
3. If using Add to contacts see the section on manually adding a contact for more information.  If adding to local contacts, follow the steps for your device.
    
4. If using Add to existing contact, search for the contact in NextivaONE and tap on it.
    
5. Select the type of phone number.
    
6. Click Save.
    

Editing Contacts

To edit a contact:
 

1. Click Contacts at the bottom of the app.
    
2. Search for the contact to edit.
    
3. Tap the Edit icon in the upper right-hand corner of the app.
   
   
    

Deleting Contacts

Users can delete any private contacts they have added to NextivaONE.  Only administrators can delete shared contacts, if a shared contact is deleted, it will be deleted for ALL users.
 

1. Locate the contact.
    
2. Long press the contact.
    
3. Select Delete.
    
4. Confirm deletion.