MobileConnect - Portal Custom Contacts
Description:
The NetSapiens portal allows for custom contacts to be created/imported and used via the WebPhone or Portal. When using MobileConnect it would be nice to have the same functionality.
Acceptance Criteria:
- MobileConnect allows for viewing Portal Contacts
- MobileConnect allows for calling & sms of Portal Contacts
Nice-to-Have:
- MobileConnect allows for managing Portal Contacts (Create, Update, Delete)
Problem Being Solved:
Some clients utilize the Portal Custom Contacts as well as the Shared Contacts in GoVoip, Portal & WP itself. When using MobileConnect this feature is missing.
It would be nice to have this functionality available in MobileConnect to keep feature parity.
Comments: 2
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22 Feb, '23
Nicole BerryThis is a significant pain point for our clients with a lot of patients, clients, etc. that they contact frequently. When onboarding a new client, they have to manually add every single contact separately in the application, and cannot take advantage of a spreadsheet upload.
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07 Mar, '23
Isaac Peek Admin@Nicole Berry,
We've completed this request in the most recent updates to MobileConnect. You now only need to update the contact into the portal and favorite the contact for it to show in QuickDial.
https://support.viirtue.com/hc/en-us/articles/13207758587796