Contacts Card in Radar

The Contacts card in Radar lets you access and manage your customer information on the go. It brings all the details you need about individual end users, including their tickets, interactions, activities, and associated data, all into a single, mobile-friendly view so you can take action without switching to the web app.

This is especially useful for supervisors, field teams, and agents who need real-time customer context while on the go.

Business scenario

A support supervisor needs to quickly review all high-profile customers while on the move. She opens the Contacts card in the Radar app and switches to the relevant contact view she created to see the list instantly.

Availability

Permission required: Customers permission in Radar
Roles: Admins, Supervisors, and Agents (based on profile permissions)

Why use the Contacts card

With the Contacts card, you can:

Access various contact views on the go
Get complete customer context while on the move
Reduce dependency on the desktop interface
Make informed decisions during field operations

Enabling the Contacts card

The Contacts card must be enabled from the Radar Store before you can use it.

Open the Radar app.
Go to the Radar Store and find Contacts.
Tap Enable.

Once enabled, the card will appear in the Menu.

Viewing contacts

The contacts card displays the contacts you have access to in Zoho Desk. It lets you quickly switch between the contact views you’ve created, so you can instantly access specific sets of customers without having to search or apply filters each time.

For example, you can create views for high-priority, region-specific, or ownership-based contacts in the web and access those saved views directly and instantly from Radar.

You can then scroll through the list, use filters and sorting to locate particular records, and tap a contact to view complete details.

If you have access to multiple portals, you can switch between them using the Departments option. From there, you can select the required portal and its corresponding department to view contacts specific to that portal and department.

Views can now be Starred or Unstarred directly within Radar app.

Customizing the contacts list view

Layout

You can choose how contacts are displayed:

Grid
List
Table

Grid view

List view

Table view

Search Contacts

The search option can be used to find a specific contact quickly. You can find it right under the Sort by Fields option.

Filter Contacts

Contacts can be filtered and viewed based on the available fields. The filtering options include the standard fields listed below, and any custom fields will also be available as filter options:

Account Name
Contact Owner
Created By
Modified By
Created Time

Sort contacts

You can reorder the list in either ascending or descending order using the following fields:

First name
Last name
Created time

Contact detail view

When you open a contact, the information is organized into multiple sections for quick access in the contact details page.

The following details are displayed:

Contact name
Displays the number of all, open, on-hold, and closed tickets for the selected contact.
Email address
Happiness rating
Average handling
Traffic analysis
Ticket list
Associated accounts

Contact details can be customised by accessing a contact. Some of the details can be rearranged, removed and added. The changes made will apply to all contact detail pages.

Tickets

Shows all tickets raised by the contact, so you can:

Track ongoing issues
Review past requests
Open a ticket for quick action

Managing contacts

Depending on your access level, you can perform the following actions via the contact detail page.

Pin/Unpin contact
Deactivate the end user
Mark the contact as spam

Create request