1. What is the Manage Contacts Page?
The Manage Contacts page allows administrators to centrally manage shared contacts and organize them into reusable groups.
These shared contacts and groups can be used across channels, helping teams collaborate more efficiently without repeatedly adding the same contacts.
2. How to Access the Manage Contacts Page
To reach the management dashboard:
- Log in to your TitanFile account
- Click Settings in the left-hand navigation menu
- Select Manage Contacts
3. What Can You Do Here?
From this page, you can manage shared contact structures, including:
4. How Manage Contacts Works (IMPORTANT SECTION)
For All Plans
- Admins can:
- Create and manage Shared Contacts
- Organize contacts into Shared Groups
- Make contacts reusable across channels
Important:
- Shared Contacts and Groups are designed to:
- Reduce repetitive work
- Ensure consistency when adding contacts to channels
- Permissions to manage contacts may depend on:
- Role configuration in Manage Roles
Best Practice
To fully leverage shared contacts:
- Create Shared Groups based on common use cases:
- Clients
- Internal teams
- External partners
- Maintain a clean and organized contact list
- Use consistent naming conventions for groups
This ensures:
- Faster channel setup
- Reduced manual entry errors
- Better organization across the platform
5. Why This Matters
Manage Contacts helps you:
- Save time when adding contacts to channels
- Maintain consistency across your organization
- Improve collaboration efficiency
- Reduce duplication and errors