The Contact Management page lists all existing contacts whether added on the Customer Portal or your In Your Pocket. It also allows you to view, edit and add contacts to your contact list.
The Contact Management page can be access from the Navigation Menu button or the Dashboard.
To access the contact management page from the Navigation Menu button.
First, click on the navigation menu button, located on the top of the page.
A drop down menu will open.
The menu lists all the pages you can access:
Then click on Contact Management.
The contact management page will open.
or
To access the contact management page from the Dashboard.
Click on the Contact Management tile located on the left side of page. The tile is navy blue with a blue phone icon, and the label Contact Management written in white text.
The Contact Management page will open.
At the top of the screen, you will find the RealSAM logo and the heading RealSAM Customer Portal. The top menu contains the navigation menu, accessibility button and logout button.
The secondary menu provides the option to select Contact Management or Help. The Contact Management view allows you to view, add and edit your contact list. The Help view provides tips and information for using the Contact Management page.
The Contact Management view has two large navy buttons on the left of the page with white text. The first button is Add Contact and the second button is Upload Contacts. Below these buttons is a table which displays your contact list. There are three columns in the table labeled from left to right as Name, Number, and Actions. The Name column list the contacts name. The Number column list the phone number. The Actions column has two buttons. The first button is navy blue and labeled Change Contact. The second button is red and labeled Remove Contact.
First, click the Add Contact button.
A window will open that is labeled Add Contact.
The first field from the left is labeled Name.
Place your cursor in the Name field.
Enter your Contacts Name for example Max Green
To the right of the Name field is the Number field.
Place your cursor in the Number field.
Enter the phone number for the contact.
For example 301 547 7230
IMPORTANT
If you are including the country code for example +1 for the USA you need to type the + symbol when entering the phone number. However, you do not need to include parentheses for area codes or dashes or periods as separators between groups of numbers, as these are formatted automatically. For example the phone number +1 (301) 547-7230. Can be entered like + 3 0 1 5 4 7 7 2 3 0. The system will convert the number to the format +1 (301) 547-7230
Adding a phone number with extension will allow you to contact a person directly, bypassing an operator or an automated menu.
An extension number is often indicated by ext, but they can be written is a variety of different formats.
To add a contact with an extension number, follow these steps for success.
First, Click the Add Contact button.
A window will open that is labeled Add Contact.
The first field from the left is labeled Name.
Place your cursor in the Name field.
Enter the Name of your contact, for example Maya River.
To the right of the Name field is the Number field.
Place your cursor in the Number field.
Enter the phone number for the contact.
For extension phone numbers enter the phone number in this format plus country code area code phone number comma extension number.
For example +1 202 394 949569,001
Then, click Save
The extension number will be saved.
You can add contacts to In Your Pocket from a digital address book or mobile phone.
First you will need to export your contact list from your current mobile phone or digital address book as a VCF or CSV file. To do this please refer to the export advice provided by the mobile phone or email service.
Once you have saved the file login to the customer portal and open the contact magament page.
Click the Upload Contact button.
A window will open, with heading Upload Contacts CSV or VCF
There is a field labeled Contact File, This field is required. To the right of the field is an attachment icon, a paperclip symbol.
Click on the Contact File Field or attachment icon.
Your document folder will open.
Select the file you exported from your phone or digital address book.
Depending on your file system, you may need to confirm your selection.
The file name will now be listed in the contact file field.
Now, click the Upload button.
The contacts will now be displayed in the Contact Management list on the RealSAM Customer Portal and be available for you to use on your In Your Pocket.
Helpful Tip
When uploading the contact CSV or VCF file, if the file name displayed in the contact file field is incorrect. Select the X on the right edge of the Contact File field. This will remove the file.
You can sort the contact list alphabetically from A to Z or from Z to A. Just click on the column label Name to change the sort order.
At the bottom of the contact list table are buttons Rows per Page, Next, and Back. These buttons can be used to navigate through the list.
To change a contact name from the In Your Pocket contact management page.
First, click the Change Contact button, which is located in the Action column of the contact list.
A window will open labeled Change Contact.
There are two fields. On the left is Name and on the right is Number.
Place your cursor in the left Name field.
Then enter the new name for the contact.
Now, click the Save button.
The contact name will be updated on the Customer Portal and your In Your Pocket.
To close the Change Contact window without saving your changes click, Cancel.
First, find the contact you want to change.
Then, click the Change Contact button, which is located in the Action column of the contact list.
A window will open labeled Change Contact.
There are two fields. On the left is Name on the right is Number.
Place your cursor in the Number field.
Then enter the phone number for the contact.
Now, click the Save button.
The contact name will be updated on the portal and you In Your Pocket.
To delete a contact from your contact list.
First, find the contact you want to delete.
Once you have found the contact you want to delete.
Then, click the Remove Contact button; in the same row as the contact you want to delete under the Action column.
Then a window will open with a message like:
Are you sure you want to delete contact Tia with number +1 (301) 547-7230 ?
Now, click Yes to confirm you want to remove the contact
or
Click Cancel to keep the contact.