CMS Training: Directory

Transcript

You have the option to set up a company directory in your app, which can be structured however you see fit. You can include key department contacts, such as HR or IT Support, and you can include individual employee contacts.

You can organize these directories by type, and then add contacts as needed.

To add a contact manually, click this button. You can then fill in various fields here, including the contact name, phone number, and email address. At the bottom, you have the ability to upload a profile photo for the directory contact.

But you can also upload a CSV of contacts if you intend to add a long list.

Employees can then come to this directory and easily tap to email or tap to call different contacts, saving them time when they need to reach a certain department or employee.