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Share contacts

Contact sharing is used to share contact details of people from your database with a colleague. Users also share activities to shared contacts with each other. Thanks to this feature, you work online on one contact and you always have an overview of the contact’s work in progress.

In the Contacts module on the top control bar, you can use the contact sharing function. But first you need to select the contacts you want to share from your database and mark them (1). Then click More Actions (2) and Sharing (3). This will show three options.

1. Click Cancel Shared Contacts for me to unshare selected contacts if they are shared from your colleagues.

2. Take back my shared -> a dialog box will open where you will select from whom you want to take the contacts (or the option “from all”), whether the returned contacts should have a label or eg. just select one of the contacts.

3. Use the Share Contacts button to open a new dialog box.

First, you select which contacts you want to share (1). Next, fill in who you want to share the contacts to (2). Then, check “Share with limited validity” and set the date “By when to share” (3) to specify when your contacts should be returned. If you leave this box unchecked, the sharing will continue until you or the other user cancels it. Click on the “Share contacts as” drop-down list (4) to see a choice of two types of sharing. Previewing contacts means that the other user gets access to all the contact’s data, but does not have the ability to edit anything. To add this option, select Allow Contact Editing. After you’ve set all the sharing parameters, click Save to confirm (5).

View in Contacts

In contacts, in the column with the share icon, a specific icon appears next to the shared contacts. Blue (1) for contacts shared by you and black (2) for contacts shared with you. For details, hover over the icon next to the contact. For more information, click a contact.

Stop sharing multiple contacts

If you wish to cancel the sharing you have set up, there are two options. The first is for contacts that have been shared with you. Here you just need to mark the contacts (1) and click on More actions -> Sharing and select Cancel shared contacts for me (2). This will open a new dialog box where you select which user you want to stop sharing with (3) and confirm (4).

The second option is for contacts that you have shared. Again, choose More actions -> Share -> Take back my shared (1). A dialog window will open where you can again choose from whom you want to return the contacts and whether you want all of them or only some of them.

Unshare a specific contact

If you wish to unshare only one specific contact, just click on the contact and open the sharing tab (1) and click on the cross (2) next to the user you do not wish to share the contact with.

Updated on 2. August 2022
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