Manage Contact Sources

Navigation

• Click your initials on the top right in the header

• Click "Admin" in the Dropdown

• Click "Contact Sources" under Settings

Contact Sources

Add New Contact Sources

• Click the blue "+ New" button. Enter the Code in the IVR system, the Contact Source name, an optional Description, and Click Save

  • The "Code in the IVR system" may also be known as the Skill or the Queue ID in IVR systems

Manage Existing Contact Sources

• Navigation

  • Use the "Previous Page" and "Next Page" options to scroll through the different pages of Contact Sources

  • Use the "Filter" next to "Name" to search, sort A-Z, or sort Z-A on the current page

  • Use the "Filter" next to "Code" to search, sort A-Z, or sort Z-A on the current page

• 3 Options when managing existing Contact Sources

  • Edit

    • Change the name or description of the existing Contact Source

  • Archive/Unarchive

    • Archive an existing Contact Source

    • Unarchive (Restore) a previously archived Contact Source

  • Delete

    • Remove the existing Contact Source

    • This can only be completed if the Contact Source has not been used

User Feature

Users will see this feature in the Header of an Open Contact. See 3. Source for more information