Contacts

How to find and use Contacts

Detailed instructions for finding and favoriting Contacts in Workstorm

The Contacts feature in Workstorm is like a digital rolodex or online registry of all members within your company account. Based on details voluntarily provided in each member’s profile, Contacts enables you to quickly search for and find member details including their titles, phone numbers, email addresses, and other information provided by the member.

Finding contacts

To search for a member’s contact information, select Contacts or the in the left menu. This will open a search bar and auto-populate a list of members you collaborate with most frequently. Type the first few letters of a member’s name into the search bar to find a specific member.

Click on the member’s name or the icon to view his or her contact information. Only the information the member has elected to include in his or her profile will appear in Contacts.

Favoriting contacts

Click the icon beside a member’s name in Contacts to Add to Favorites. This will add the member’s name and contact information under Favorites in your Contacts for easy access and will enable you to see his or her active status while in Workstorm.

Contacts that are not added to your favorites will continue to appear under Everyone in your Contacts.

Editing your contact information

To update your member information in Contacts, select Settings, or the icon, in the left menu. Then, select Profile, or the icon, to open your editable profile page. Scroll down to Personal Information. Here, you can make updates to your name, title, phone numbers, email, and physical address or location.

With Contacts right at your fingertips, you can quickly locate a colleague’s phone number or email address, confirm his or her title, and even verify an office location. Contacts enable you to spend less time searching and more time doing.

Updated on May 9, 2018

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