DCDial CoPilot: Contacts

To access the Contacts tab, open the DCDial extension and click on the 'Contacts' icon located on the dashboard.

The Contacts tab is divided into three main sections: "All Contacts," "My Contacts," and "Users." 

1. All Contacts: This is the default view showing every contact saved in the DCDial account.

2. My Contacts: This section lists all contacts where you are assigned as the contact owner.

3. Users: Specifically designed for managing internal users or team members within your organization. 

Use the suggested filters to refine the search results based on specific criteria.

• Contacts: Filter by name, account ID, phone number, or email.
  
• Users: Filter by name, extension, phone number, or email.
  

The additional filters for the Contacts tabs are:

1. Status: View contacts based on their current status.

2. Contacted: View contacts based on the date of their last interaction.
3. Payment: View contacts based on when they last made a payment.

1. Callback schedule: Allows you to set reminders or schedule calls with a contact, ensuring follow-ups are never missed.
2. Add new contact: Click to add a new contact record.
3. Favorites: To add a contact to 'Favorites', click on the star icon next to their name. This facilitates quicker access in future communications.

Clicking on a contact name will open the contact's details tab. This tab is organized into several subtabs:

1. Info

Provides basic information about the contact, including name, account ID, and other personal details.

• About this contact: Displays basic information such as the contact's full name, account ID, and any other identifiers.
• Email and Phone number: Lists all recorded email addresses and phone numbers, allowing quick access for communication.
• Social Media: Shows links or usernames associated with the contact's social media profiles.
• Address: Provides the physical address of the contact.
• Company: Details the company name and the contact's role within that company.
• Attachments: Allows users to view and manage files attached to the contact's profile.
• List Membership: Indicates which lists the contact is a part of, useful for marketing or outreach efforts.

Shows the contact's recent activity within DCDial, such as call logs or interaction history.

Allows you to view and add notes related to the contact for future reference.

Gives a detailed view of the contact’s financial transactions with your company:

• Total Spend: A summary of the total amount spent by the contact.
• Transactions: A record of individual transactions made by the contact.
• Plans & Subscriptions: Details regarding the contact’s subscribed services or plans.
• Invoices: Provides access to past and current invoices.
• Payment Methods: Lists the payment methods saved for this contact.

1. Actions: Manage interactions directly from the contact details tab through a set of quick-access features. 

• SMS: Send text messages directly.
• Email: Compose and send emails directly.
• Call: Initiate a call with a simple click.
• Payment: Process payments on behalf of the contact.

2. Status: Update or review the contact’s current interaction status for tracking engagement levels and the outcomes of communication efforts.

3. Delete contact: To delete a contact from DCDial, click on the three dots in the top right corner and select the 'Delete' option.