Business scenario  

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.

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

Once enabled, the card will appear in the Menu.

Viewing contacts  

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
  

     

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  

• 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.

1. Pin/Unpin contact
2. Deactivate the end user
3. Mark the contact as spam