DOCUMENTATION

Personal Contact Directory

Personal Contact Directory allows users to create/save a personal contact directly within the nVX User Portal and Mobile Apps.

Create a Contact

Click on the  icon available here to create a contact

A modal window will show up as seen below, fill in the required information here:

Click Save Contact to add the new contact to your Personal Contact Directory or click Cancel button to cancel contact creation.

The added contacts will be shown under the personal section of Contacts tab

Contacts list showing two names: David Simpson and Richard Dorris, each with circular initials icons DS and RD respectively. The Personal tab is selected next to Contacts and Voicemail tabs at the top.

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View Contact Card

To view contact cards, hover over the contact name in the directory. Contact cards will include name, job title, phone number and email address.

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Click to Call

When viewing the contact card, hover over the phone number you would like to call. Click the phone icon to place the call.

Contact card for Richard Dorris showing a circular icon with initials RD, phone number 7384738748 with a phone icon, and email richard@netrixllc.com with an envelope icon, plus icons for star, edit, and delete actions.

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Click to Email

When viewing the contact card, hover over the email address you would like to email. Click the email address to open an draft email.

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Click to SMS

When viewing the contact card, hover over the phone number you would like to send an SMS to. Click the SMS icon  to open a draft SMS.

Contact card for Richard Dorris displaying phone number and email with icons for call, message, edit, and delete.

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January 3, 2025