Looking for a way to simplify your workflow and quickly access important contacts? Setting up a personalized My Contacts list is an efficient way to keep your frequently used contacts at your fingertips. Whether it’s an expert you consult often or a client representative you regularly interact with, this guide will walk you through the process of creating and managing your favorite contacts.
By the end of this step-by-step tutorial, you’ll have a streamlined “go-to” list that saves you time and keeps your connections easily accessible.
Follow these straightforward steps to create your custom My Contacts list:
Step 1: Navigate to the Contacts Module
Begin by opening the Contacts module within your system. This is where all your contact details and management options are housed.
Step 2: Locate the Desired Contact Record
Find the specific contact you’d like to add to your My Contacts list. You can do this by using quick find to search for the contact in the directory or scrolling through your existing list until you locate the record.
Step 3: Access the Notes Tab
Once you’ve opened the selected contact record, go to the Notes tab. This tab allows you to add customized details and manage your personal preferences for the contact.
Step 4: Add the Contact to Your List
Under the “Personal contact for” section within the Notes tab:
Click the Add button.
Input your initials where prompted.
Press the Tab key to save your addition.
Congratulations! The contact is now part of your My Contacts list, which you can conveniently access via the Shortcuts menu.
Sometimes, you may need to clean up your favorite contacts list by removing outdated or inactive entries. Here’s how to do that:
Step 1: Find the Contact to Remove
Navigate back to the contact record of the person you’d like to remove from your My Contacts list.
Step 2: Open the Notes Tab
Inside the contact record, head to the Notes tab where your “Personal contact for” list is located.
Step 3: Delete the Contact from Your List
Highlight your name or initials in the “Personal contact for” section.
Click the Delete button.
Note: Please ensure you only remove your own name or initials unless specifically instructed to edit another professional’s contact preferences.
Here are some key benefits of utilizing this feature:
Efficiency: Quickly locate the contacts you use most often.
Organization: Maintain a clean and clutter-free directory while keeping key connections readily available.
Time Saving: Skip searching through long lists by jumping directly to your personalized shortcut list.
By following this simple setup guide, you can optimize your contact management, focus on your priorities, and operate more efficiently.
Take control of your workday by creating your personalized My Contacts list today!
If you have any questions or run into any issues, please reach out to the Sophus Support Team by clicking the Contact Us button. Thank you.