Community Forums/Knowledge Base/Getting Started

How to share contacts between colleagues

Sam Aparicio
posted this on April 28, 2010 07:41 pm

A powerful feature of Ringio is the ability to share contacts between teammates. When you share a contact, your colleagues can:

  • Identify that contact by name when they receive a phone call from them, either through the Company number or the Personal number
  • View that contact's interaction history with different people in the company
  • View and create notes about that contact.

Ringio identifies shared contacts as those belonging to the Clients group.

You can tag a contact with the Clients group in 2 ways:

Sharing one contact at a time

In the Ringio software, select the contact, then "Edit", then select the "Clients" group:

Sharing_a_contact_in_Ringio.gif

 

Sharing your contacts in bulk

If you'd like to share contacts in bulk, you can do this in Google Contacts.

Make sure you have linked your Ringio account with your Google Contacts account before you try this.

Steps 1-3: Create a "Clients" Group:

Creating_the_Clients_Group_in_Google_Contacts.gif

 

Steps 4-5: Select the contacts you wish to share and Add them to the Clients group:

Selecting_contacts_to_share_in_Google_Contacts.gif

In 1-5 minutes, those contacts should be updated in Ringio and should be viewable by your colleagues.


Some special rules about shared contacts

  • Only the owner of a shared contact can delete that contact
  • Shared contacts are only synchronized with the Google account of the owner of those contacts, not with the Google account of every user
  • Any user can edit shared contact details (E.g. add a phone, or correct a typo in the email of a contact).
  • When a user edits somebody else's shared contact group settings ("Friends, Family, Blacklist") those group settings are not shared with the owner or other users.
 

Comments

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Chris Beeler

Will there ever be an additional account besides "Client" that may be shared with other fellow Ringio users?

April 19, 2011 11:18 am
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Sam Aparicio
Ringio

We're thinking of introducing a "Visibility" setting that would allow you to set any contact to:

Visible to (*) me only or ( ) everyone.

Independent of the group that the contact belongs to.

April 22, 2011 10:28 pm
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ShoeboxPhotobooth

I like the group feature a lot it keeps everything integrated across all users, I would like it to sync across all teammates, and also possibly have you choose what group it will be synced with

i.e.

Clients, Leads, Business Contacts, etc...

essentially using the "group" as a tag, double meaning and great organizing...

October 13, 2011 09:20 pm
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Sam Aparicio
Ringio

Great idea ShoeboxPhotobooth! 

October 14, 2011 01:22 pm
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Mark Felling

Do all of the groups from Google contacts synchronized over to Ringio? Sam, your comment or idea to have a VISIBILITY setting for me or everyone is a far better way to implement this so that sharing is separate and independent from the group.  I have groups for Suppliers, Leads, Customers (same as clients), Resellers, International Distributors, and General Contacts all of which are company groups that I would want to share.  Then having each user have their own friends, family, etc. not shared would be excellent.

In addition to VISIBILITY setting, having an option to "synchronize with other users" would be excellent though I imagine difficult to implement.

Finally, for these shared contacts, having a separate "admin user" which is separate from my own personal user account only for synchronizing the Google SHARED contacts master list would be better.  Then I can still link my personal account with my personal Google contacts list for my own family and friends

March 14, 2012 02:48 am