Which of my contacts appear in the contact list?
You see records for contacts that you own, have had assigned to you, or have had shared with you. Archived contacts are not included.
Are any conversations not visible in the conversation list?
Contacts that have opted out or are marked as Do Not Contact are not visible in the conversation list.
How do I search for certain contacts?
You can search for contacts by using their name or phone number.
Where can I see all contact detail information?
Tap on Full Profile in the contact details section to open a new browser window where you can view the full contact profile. Click HERE to see how to view contact details in the Web view.
Note: This requires you to re-authenticate. If your organization uses SSO login, this may not be possible unless your organization also allows logging in with your email address and a password. If your security protocols allow this, an administrator should navigate to Organization Admin > Password Settings and click the Disble native CRM login toggle switch to move it to the off position.