Contacts

In this module, you can create new contacts, import contacts as a file and manage contact groups. Follow these steps to create a new contact in NextGenSwitch.

Navigate to the Contacts Section

  • Go to the Contacts module from the Contact Center.
  • Click on the “Create New Contact” button.

Fill in the Contact Information

Use the form to fill in the following fields:

  • First Name: Enter the contact’s first name. (e.g. John)
  • Last Name: Enter the contact’s last name. (e.g. Doe)
  • Gender: Select the contact’s gender from the dropdown options:
    • Male
    • Female
  • Email Address: Provide a valid email address. (e.g. [email protected])
  • Phone: Enter the contact’s phone number. (e.g. +1234567890)
  • Contact Group: Assign the contact to an existing group or create a new one.
  • Address: Enter the contact’s street address. (e.g. 123 Main St.)
  • City: Specify the city. (e.g. New York)
  • State: Provide the state or region. (e.g. New York)
  • Post Code: Enter the ZIP or postal code. (e.g. 10001)
  • Country: Select the country from the dropdown list. (e.g. United States)
  • Notes: Add any additional details about the contact. (e.g. Preferred call time: Morning)

Save the Contact

  • Once all the required fields are completed, click Save.
  • A confirmation message will appear, indicating the contact has been successfully created.

By following these steps, you can easily create and manage contacts in NextGenSwitch! 😊

Import Contacts

This guide explains how to import contacts into NextGenSwitch from a CSV or TXT file

Click the Import Contact button, a modal window will appear.

Download Sample Files

  • In the modal, download the sample files for reference:
  • CSV Sample Contacts, Text Sample Contacts These sample files provide the required structure for your contact data. Ensure your file matches the format.

Prepare Your File

  • Open the downloaded sample file and enter the contact information in the respective fields.
  • Save the file as:
    • .csv for CSV format.
    • .txt for plain text format.

Upload Your Contact File

  • In the modal, locate the Upload Contact File section.
  • Click the “Choose File” button to upload your CSV or TXT file.

Select a Contact Group

  • In the Contact Group field, select an existing group for your contacts. If no suitable group is available, simply enter a new group name, it will be created automatically

Import the Contacts

  • Once the file is uploaded and the group is selected, click the Import button.
  • Wait for the process to complete. A confirmation message will appear upon successful import.

By following these steps, you can seamlessly import contacts into NextGenSwitch and manage them efficiently.