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 green ‘+’ icon to create a contact within the User Portal.
A new Contact Card will open. Complete the contact details, including:
- First Name
- Last Name
- Company
- Job Title
- Phone
- Notes
- Add Contact to Favorites
Click Save Contact to add the new contact to your Personal Contact Directory or click Cancel button to cancel contact creation.
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.
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.
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.