Contact Management

Contact Management lets you store, organize, and tag contacts — a modern phone book with easy search, grouping, and notes.

Contact Tabs and Visibility

Contacts are organized into clearly defined tabs based on the source, how they are used and who can see them. 

Tab

Description

Available when

Personal  Contacts created by you and visible only to you (previously “Just me”) You have a Personal inbox
Shared Contacts assigned to one of your Shared inboxes You have access to a Shared inbox
Company Contacts created by an Admin, visible to all users in the company (previously “Everyone”) Always shown by default, this can be turned off in the Admin Portal
Outlook

Contacts synced from your Outlook account

Always shown by default, this can be turned off in the Admin Portal

Sharepoint

Contacts pulled from SharePoint contact lists

Always shown by default, this can be turned off in the Admin Portal

Entra ID

Contacts from Microsoft Entra ID (formerly Azure Active Directory)

Always shown by default, this can be turned off in the Admin Portal

Tags

Labels used to group and filter contacts.

Always shown

Contact Visibility Rules 

Personal contacts 

    • Scope: User 
    • Visible only to the user who created them 
    • Editable only by their creator (owner) 

Shared contacts 

    • Scope: Shared Inbox 
    • Visible to users of the assigned Shared inbox 
    • Editable by users of that Shared inbox by default 
    • Owner can change permission to View-only 

Company contacts 

    • Scope: Whole company 
    • Visible to all users in the company 
    • Editable by all users by default 
    • Owner can change permission to View-only