Exploring Contacts Module in Trident for Mac
The Contacts module in Trident is a centralized hub for all your contact information, facilitating seamless and instant connections with your contacts.
Viewing Contacts
You will find all of your contacts segregated into personal and organizational contacts on the left pane of the Contacts module.
Personal Contacts
Personal contacts are contacts that you've communicated with or added through Cliq. These contacts will automatically appear under Personal Contacts.
Organization Contacts
Organization contacts are contacts added by your organization's admin. These contacts will be common for all of the employees in your organization.
Selecting a contact from the Contacts list view will display their profile in the detail view with the following contact information:
- Contact name
- Email address
- Phone number
- Designation
- Department
- Seating location
- Phone extension
- Reporting manager
- Cliq status
The contact card also offers quick options for instant communication via email, chat, or calls with the user. You can perform the following actions from the contact card:
Add to contacts: To send invites to users to add them to your personal contact list.
Send an email: To open the email composer with the contact as the recipient.
Initiate a chat: To start a chat with the contact.
Initiate an audio call: To start an audio call with the contact.
Initiate a video call: To start a video call with the contact.
Viewing Contact Details
In addition to the contact card, you can access contact details, organized into three tabs: Overview, Emails, and Chats, each offering specific information.
- Overview: Lists contact and work information.
- Emails: Lists emails received from the contact.
- Chats: Lists chats in common between you and the contact.
- Calls: Lists the call history from the contact.
Accessing Contacts Card
You can access the contact card from multiple places across the app, the Mail Detail View, Cliq chat bar, and the Contacts widget.
Mail Detail View
To access the contact card in the Mail Detail View, click on either the sender's profile image or their email address.
Cliq Chat
To access the contact card from the Cliq chat bar, open the user's chat and click on their profile image.
Contacts Widget
To access the contact card from the Contacts widget, enable the Contacts widget from the widget panel and click on the contact.
Searching in Contacts
The search feature in the Contacts module helps you find people you want to connect with.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Exploring Cliq Module in Trident for Mac
The Cliq module in Trident simplifies your team's communication with chats and calls, so you can stay connected with your colleagues and get work done anywhere, anytime. Remote Work Tools The remote work tools help teams connect across locations and ...Exploring Notes Module in Trident for Mac
With Trident's built-in Notes, you can keep your thoughts in order, easily organize information, and search for them whenever you need. Creating Different Types of Notes You can create two types of notes in Trident: Personal notes: Individual notes ...Exploring Contacts Module in Trident For Windows
The Contacts module in Trident is a centralized hub for all your contact information, facilitating seamless and instant connections with your contacts. Viewing Contacts You will find all of your contacts segregated into personal and organizational ...Exploring Cliq Widget in Trident for Mac
In this article, we'll see how the Cliq widget in Trident enables you to update your Cliq status, as well as search through, view, and manage your chats. Updating Cliq Status To update your Cliq status: Click open the status drop-down menu. Select ...Exploring Calendar Module in Trident for Mac
Trident's integrated Calendar module enables you to track, plan, and manage your schedules and team events from one place. Understanding Unified Calendar Trident offers a variety of calendar types as follows so you can have a unified calendaring ...