Contact Information
Summary
Find the resources you need to get started with Yalo Sales Desk.
Table of Contents
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View Contact Information
On Yalo Sales Desk, all information about a contact is stored inside the Contact information drawer.
![Contact Info.png 1280](https://files.readme.io/019205b-Contact_Info.png)
To access it:
When viewing a chat, click the Contact information icon in the chat header.
![Hover contact info.png 1280](https://files.readme.io/157c11c-Hover_contact_info.png)
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.
![Contact tags.png 1280](https://files.readme.io/5bfe37d-Contact_tags.png)
Editing contact tags
To change a contact's tags:
- Click Edit information.
![Contact Info.png 385](https://files.readme.io/5d0709b-Contact_Info.png)
- Click the Contact tags selector to expand the list of options.
![Editing contact info.png 385](https://files.readme.io/f75be99-Editing_contact_info.png)
- 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.
![Editing tags1.png 385](https://files.readme.io/0c07ade-Editing_tags1.png)
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.
![Contact history.png 1280](https://files.readme.io/b038f5f-Contact_history.png)
Searching a contact's chat history
To search chats in a contact's chat history:
- Type the keywords you wish to look up into the search field, and the corresponding results will appear.
![Contact history.png 1280](https://files.readme.io/cf66a7f-Contact_history.png)
- Select a chat to open it. Then, you can also search for messages sent inside the chat.
Updated over 1 year ago