Contacts Book
The Contacts Book feature allows to create a contacts set for each bot, which can be used inside the Send Message dialog to simplify the contact target selection.
Accessing the contacts book
The contacts book feature appears as a dialog, available only under license, that can be opened by clicking the button next to the Target User textbox, within the Send Message dialog. The contacts book cannot be open from the broadcasting widget.
Functionalities
It's recommended first to read the Contacts Book Template section in order to understand better the main functionalities
Search contact
By typing and pressing Enter inside the search box, will filter all the contacts of the bot, searching among all the single contact's values.
Add Contact
By clicking Add Contact, another dialog will show up, listing all the editable fields the contact can have, always based on the Contacts Book Template.
Clicking save, the contact will be created and the add contact modal will be closed. Clicking save & select instead, will create and automatically select the default contact field of the contact.
View and Edit Contact
By double clicking, or clicking View from the Contact Row Menu, the same modal like as Add Contact will open up, initially in View Mode, displaying all the Contact's Values, based on the Template Fields.
The Select Contact button is the same as the one in the main list.
The Edit button, will make the dialog switch to edit mode, allowing the user to edit every field of the Contact as shown below.
After clicking the Save button, all the edits will be saved on the server and the Dialog will switch back to View Mode.
Delete Contact
By clicking the delete button, a first confirm dialog will propt the user of their choice. If confirmed, the user will be promped of a second final choice, asking them to type the exact Input to confirm it, warning also the action is permanent, like as the confirm dialog in MyBots.
Import
By clicking the Import button, the operator will be prompted to Import a csv file, that will contain a list of contacts filled by the user. Once done, the list will refresh automatically. The Import file MUST follow exactly the Contact Book Template in order to import all the contacts correctly.
The import will either create or update a contact, based on the Key Value defined in the template. Go to the Contacts Book Template section for more info.
Export
By clicking the Export button, the whole contacts set will be exported and once the process will be completed, a download link will appear on the Contacts Book dialog footer. The footer will also display periodically the amount of rows the Export (and Import) have been elaborated.
Template Edit
By clicking the rulers button icon, the template editor dialog will show up, allowing the user to add, edit or delete the Template fields.
Go to the Contacts Book Template section for more info
Select Contact
Clicking on a contact row, will mark it as Selected and enable the Select Contact button. If a contact does have multiple Contacts Fields populated (for instance Home, Office, etc), another dropdown small button will appear right next to the Select Contact button
Clicking the main Select Contact button, will select the contact field marked as default in the Template, and close the Contacts Book dialog, pasting the Phone Number or Username, inside the Target User textbox. Clicking instead on one of the contacts fields inside the dropdown, will simply do the same.
Template Editor
The Contacts Book Template is what drives the Contact Book features. In that section, the user will be able to add, edit and delete the template fields.
Modifying the template while in presence of Contacts Rows, changes the Import and Export.
Deleting a Template Field, deletes the related value inside all the Contact Rows
Template Fields parameters
Field Name: The name of the field/column that will show up in the contact book, as contact field.
Field Type: Can be either Text, Textarea or Contact (the icons do have a tooltip on them in view mode)
Use as import key: Defines which Field is used as contact row identifier.
The import key value is what makes the Import process identifying if a contact row in the CSV import file, needs to be upated or created anew.
Mandatory: Specifies if a field is required while editing or creating a new Contact
Display in contact list: Specifies if a field is visible in the main list (it will be always shown in the detailed view of the contact though, unless if it's empty)
Order: Specifies the Field order in the main list.
Modifying the order also modifies the placement of the Field in the Import and the Export processes.
Default Contact Value: Defines which Contact Field is set as default. The default contact is used during the main Select Contact button. Only one Contact Field can be set as Default.
Group with default contact: If flagged, the specified Contact Field will not be shown as generic ordered column, but instead will be shown under the Default Contact Field as follows:
Add / Edit Field
By clicking the Add Field button, the add field dialog will show up, allowing the user to add a new field to the template.
In case of Contact field type, more sub options
Add / Edit Field Validations
There must be at least one field set as Import Key and a Default Contact Field, otherwise won't be possible to save the template.
The Field Type parameter can be set only when creating a new field.
Automated validation checks will be made while modifying the Contact Field parameters, such as:
If Use as import key is flagged, mandatory will be automatically flagged.
There can be only one Field flagged as import key.
If Default Contact Value is flagged:
Group with default contact will be disabled
Mandatory will be enabled and locked
Display in contact list will be enabled and locked
If Group with default contact is flagged:
Default contact value will be disabled and locked
Display in contact list will be enabled and locked
Delete Field
By clicking delete field, will prompt the same list of confirm dialogs, like as when deleting a Contact, so first the generic confirm, and then the second final confirm.
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