Contact Information


Find the resources you need to get started with Yalo Sales Desk.

Table of Contents

  1. Viewing contact information

  2. Tagging contacts

  3. Viewing contact chat history

  4. View Contact Information
    On Yalo Sales Desk, all information about a contact is stored inside the Contact information drawer.


To access it:

When viewing a chat, click the Contact information icon in the chat header.


Basic fields

By default, there are a few basic fields for contact information:

  • Contact name
  • Document option
  • Document number
  • Contact tags

Additional custom fields may appear depending on your organization's setup.

Tag contacts and viewing contact tags

You can add tags to a contact to categorize it.
A contact's tags appear inside the Contact information drawer.


Editing contact tags

To change a contact's tags:

  1. Click Edit information.
  1. Click the Contact tags selector to expand the list of options.
  1. Click the unmarked checkbox next to a tag if you wish to add it to the contact, or
    Click the marked checkbox next to a tag if you wish to remove it.

Once you've completed editing the contact's tags, click Save changes to confirm the changes.

Viewing a contact's chat history

Whenever a new chat starts, it is stored inside the contact's chat history.
To access a contact's chat history:

Select the History tab inside the Contact information drawer.


Searching a contact's chat history

To search chats in a contact's chat history:

  1. Type the keywords you wish to look up into the search field, and the corresponding results will appear.
  1. Select a chat to open it. Then, you can also search for messages sent inside the chat.