Bulk Update Contact Name & Mobiles
- click on [ Contacts ] on side menu or users icon to access contact dashboard
- click on [ Bulk Update ] button to access import/restart panel
- download the MS Excel file roomly_contacts_<your username>.xlsx (refer as ROOMLY CONTACT TEMPLATE) as original file
- fill in or update contact's name, mobile number, email address information according to ROOMLY CONTACT TEMPLATE's format in the last step
- click on [ Choose file ] button to upload your filled in EXCEL file into our system
- click on [ Upload File To Bulk Update ] button for ROOMLY to validate the mobile numbers and update your contact database information
https://www.loom.com/share/b81e3df72e734417b5174ed11a694992
Add Single Contact
- Click on [ Add New Contact ] button
- Fill in each fields accordingly
- Click on [ Add A New Property ] button
- Check property dashboard and contact dashboard for updated database
https://www.loom.com/share/279f6edfb38541c6a33abcf2effcf111
Contact Dashboard Others: search, filter, update, delete
- Input search terms and press [ Search ] button to search contacts by mobile number, email address, name, secrete key etc.
- Select group name from dropdown and press [ Filter By Group ] button to filter contacts by group name
- Click on [ ... ] link under ACTION column and then [ Update Info ] link to access update contact panel
- Click on red error button under ACTION column to delete this contact
https://www.loom.com/share/03d48c647bb342779adb71eb32cc6582