When you click on any contact name or phone number in the 'Call History' , 'Voicemail' or 'Contacts' sections, the Callbar, or any other link, Talkdesk opens the corresponding profile and historical activity:
The contact’s information, like phone number, email, company, address, etc., is stored in the 'Profile' tab . Any custom fields defined for your contacts will also show here.
If you wish to change or add any details, simply click the 'Edit Profile' button . Enter or edit your required information into the respective fields and hit the 'Save' button at the bottom of the page.
Once edited or updated, all details within the contact’s profile tab are immediately available to all agents of your team.