How to add contacts to the Main Contact Directory

The main contact directory serves as a centralized repository of contacts associated with the account. It encompasses the contacts from all the projects that have been given access to the main contact directory. The main contact directory simply provides a shared pool of contacts that can be accessed and utilized by multiple projects within the account. This structure allows for efficient contact management while maintaining the autonomy and distinctiveness of each individual project.

To grant access to the main contact directory of projects contacts, do the following:

  • Navigate to the left menu pane and select RCS.
  • Select Main Contact Directory from the dropdown menu.

Main Contact Directory

  • Click on ACTIONS Tab and Select Manage Access from the dropdown menu.
  • On the Manage My Account's Contact Access page, check the checkbox next to the projects whose contacts you want to include in the main contacts directory, and then click on the Submit button.

Main Contact Directory

  • After granting access to the main contacts directory, whenever you add contacts to the projects, a default checked checkbox labeled Add to main contact directory will appear. By default, the contact will be automatically saved to the main contact directory as well.

Add to Main Contact Directory

  • These contacts will now be visible and accessible in the main contact directory.