Exploring Contacts Module in Trident For Windows

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 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 

  • Work 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.

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.

Send an email: To open the email composer with the contact as the recipient.

View People's profile: To view the contacts' People profile.


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 Contact 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 for Contacts 

The search feature in the Contacts module has six distinct parameters. Mentioned below Here's a list of the available search parameters:

 

  • Contains: To list contacts with a specified keyword.

  • First Name: To list contacts with a specified first name.

  • Last Name: To list contacts with a specified first name.

  • Email ID: To list contacts with a specified email address.

  • Company: To list contacts with a specified company.


    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                    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.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Exploring Cliq Module in Trident for Windows

                                                                                                        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. Using Remote Work Tools The remote work tools help bridge the gap between your ...
                                                                                                      • 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 ...
                                                                                                      • Exploring Notes Module in Trident for Windows

                                                                                                        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: Notes that are ...
                                                                                                      • Exploring Calendar Module in Trident for Windows

                                                                                                        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 ...
                                                                                                      • Exploring Mail Module in Trident for Windows

                                                                                                        Trident's Mail module offers a user-friendly interface and powerful features that strike the perfect balance between classic and modern email and collaboration tools. Accessing Multiple Mail Accounts You can add one or more of your Zoho Mail accounts ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources