Contacts & Presence

The Contacts tab shows all the contacts you have in the app which are synced across the devices you are logged in.

  • Company displays each of your colleagues and their online presence. This list is read-only and managed by your system administrator.

  • Personal allows you to add a contact to the Cymbus app. Your system administrators do not see or have any access to your personal contacts.

  • Device shows the contacts you have on your mobile device. The Cymbus app needs your permission to access your contacts. These contacts do not appear across other devices until you add to personal contacts.

  • Favorites gives you a quick access to the people you often engage with. You can mark any Company and Personal contact as favorite.

Search for a Contact

To search for a contact in the Contacts tab, select the list (Company or Personal) before typing a name. The app searches the first and last names on the selected list. For example, to locate a colleague, select the Company list, then enter the person's name in the Search field.

If you are searching for a contact to make a phone call, use the dialpad which searches all contact types — Company, Personal, and Device contacts on mobile.

Presence

When you log into the app, contacts on the Company list see you as Active and know you are available for calls and messages. The app updates your status to On the phone when you have an active call on one of the apps.

In the app, you can update your status to Inactive, or set a custom status to go with your current status. If you update to Inactive, you appear offline to the other people (not available for calls or messages); however, you can still make and receive calls and exchange messages. Notifications work in the same way as when your status is Active.

To update your status or set a custom status, select your initials in the top left corner. Once saved, your changes are synced to all your Cymbus app devices.

Personal Contacts

You can add contacts manually one by one to the Personal list on the Contacts tab. There is no import or export available.

  • Add. Select the Personal list, then select New Contact on the desktop app or tap + on the mobile app in the top right corner.

  • Edit. Select a contact, then select Edit. When you're done, select Save Changes.

  • Delete. Select a contact, select Edit, then scroll down and select Delete Contact. The contact will be deleted from the Personal and Favorites lists on all your Cymbus app devices.

Device Contacts (On Mobile Phones)

With the Cymbus mobile app, you can call a contact saved on your phone. Give the Cymbus app a permission to access your contacts, then the Device list appears on the Contacts tab. To do so, open the Cymbus app, then go to Settings > Privacy then enable Show phone contacts. It takes you to the OS's app permission screen.

To edit a device contact, use your native Contacts app on your phone. Your changes soon appear in the Device list of the Cymbus mobile app.

You also can add your mobile contact to the Personal list, so the contact appears on all of your Cymbus devices. Remember, this creates a duplicate entry in the Personal list, so you will see the same person both on Personal and Device lists.

  • When you change the contact information in your native Contacts app, the changes will only be reflected on the contact in the Device list, but not in Personal.

  • Deleting the contact in Personal does not delete the contact in Device nor in your native Contacts app.

Favorites

To add a contact to the Favorites list, locate and select a contact, then select Favorite. The contact appears under the Favorites list.

To remove a contact from the Favorites list, select a contact, and select Favorites. The contact disappears from the Favorites list but remains on the other list.

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