How can I add shared contacts for the Organization, so that all members of my Organization, have access to it in their Address books.
When you login as a Super Administrator to Client management system, you will have the permission to Add, Edit or Delete Shared Contacts.
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How do I add contacts to Address Book?
Click on the Address book and select the required contacts from the list and insert in To/ Cc/ Bcc based on your requirement. You can also search for a contact inside Address book. When you send emails, the email addresses are automatically added to ...
What is the difference between " Import My Organization Contacts" and "Import My Contacts"?
Import My Contacts The records will be assigned automatically to the person who is importing the file into Contacts Tab. Import My Organization Contacts You can assign the records to different users in your account while importing the file into ...
How do I add Customer Portal for my organization?
Customer Portal for your subscription would be automatically enabled when you add a portal user. To add portal users to access your organization's self-service portal, follow the steps mentioned below: Go to Setup>Customer Portal>Users Click Add ...
Can I add new files or folders into the shared folder?
Users with Read/Write permission only can add new files and folders to the shared folder. All shared users will be notified whenever a new folder or file is added. You can add new documents, spreadsheets, presentations or folder by just selecting the ...
Add recipients to my address book automatically
You can choose to add your recipients in an email to your contacts automatically By default, the recipients will not get added to your Contacts. You can change the Compose Settings to add the recipients automatically to the contacts and address ...