Elevate Desktop App: Working With Contacts

Conversation List

You can see the existing conversation list at the left part of the screen.

Note: only contacts you previously chatted with or added to Favorites are displayed in the Conversation list. Once you search for a contact and send or receive at least one message, the conversation would appear permanently.

Call History

If you wish to check the call history, check the History tab. You can find more in the Elevate Desktop App: Call History.

Search

You can search for People, Channels or Messages using the Search panel in the left upper corner of the Elevate app. You can also search for messages in a particular chat, use the Search button located in the right panel of each chat. You can cancel the search by pressing the X symbol. This will return the chat list to the default view.

Global messages search allows users to find messages that contain search request and display chat history around. The search is initiated in the same search input that is used to search contacts and channels

To start a search:

1. Type or paste a search request in the Search bar above the chats. Search will start automatically.
2. Go to Messages tab to see results.
3. Found messages will be displayed in chronological order.
4. Tap on the found message to see it in the chat history.

The first 50 found messages are displayed on the Messages tab, you can scroll down in the tab to see older results. Search entry must be 3 or more symbols. If you enter 2 words separated by space, messages containing both words in any order will be found. Messages containing the full word will be found (if you enter "hell" then messages containing "hello" will not be found).

Starting a Chat

From the chat tab, click on the + sign and choose the type of chat you would want to initiate direct Chat message, Channel or SMS.

You can also send an SMS to a person using the SMS button on the right panel when opening a direct chat:

Starting a Call

You can either initiate a call by clicking on handset icon from contact card on the right panel on a direct chat or navigate to the phonebook: 

Favorites

You can mark both one-on-one chats and channels as Favorites using the designated button.

Notes:

• Names of the favorited contacts/chats are displayed on the top of the chat list.
• There is a difference between Favorite chats and pinned chats from mobile applications. Direct chats that are marked as Favorite are shared between the desktop and mobile application. Channels Favorited in the desktop applications are not shared with the mobile application. Direct chats and Channels pinned in the mobile application are not shared with the desktop application

Calling Tab

You can use the Calling Tab to search for contacts and start calls. You can call by entering the phone number, or you can just click on the Call button near a contact to start a call. If you hover over the contact portrait, you can see the contact information together with the Chat button.

Contact Information

You can check various Contact Information, such as phone numbers, extensions, their position, their department, and their email address, by hovering your mouse over the Contact icon.

The Contact Information will also be displayed in the right panel when opening a Direct Chat:

Adding a Personal Contact

Personal contacts can be added by clicking the + button near the search field and selecting New contact. Alternatively, it can be done via Mobile App. On details how to do so, please refer to this article.

Note: if you save a contact without country code, the app will automatically add a country code, based on the Location the User is assigned to and the length of the entered number.

See the video below on how to manage contacts: