YAPI has the ability to store essential contact information related to key staff or resources. This list of contacts can also be imported from your preferred email platform without having to manually input this data. With this tool, YAPI can be your one-stop to maximize your productivity without having to dig through emails or cluttering your desk with notes.
The following article will show to access your contacts, how to manage and add new contacts, and how to import contacts from preexisting lists.
Table of Contacts
How to Manage Contacts
To access the Manage Contacts, open the YAPI Practice Dashboard.
Click the Setup and Manage icon at the top of the YAPI Dashboard and click the Manage Contacts option from the dropdown.
Enter the password when prompted.
The Contacts window will appear at the forefront.
Click the Add button on the bottom-right corner of the window. This will open the Add Contact window.
Fill in all available information related to the contact, and once finished click on the Save button.
YAPI is able to populate a preset list of contacts from a .vcf, or VCard. This VCard can be found in multiple platforms and can be exported as a .vcf to be imported into YAPI. Refer to the links below for instructions on how to export VCards from Gmail and Outlook.
At the bottom of the Contacts window, click on the Browse button in the bottom-right corner.
A File Explorer will appear to search for a .vcf on the computer. Search for the .vcf to import, then click on the Open button.
The selected .vcf will populate its local path on the field on the left. Click the Import button on the right-hand side to import the data.
Click on the Communication button at the top of the YAPI Practice Dashboard, then click on the Contacts option from the dropdown.
Double-clicking either Email or Phone number for the contact will automatically prompt a communication window to directly message the contact.
NOTE: The Description will overtake the First and Last Name to show the purpose of the contact immediately. (i.e. IT, Vendor, Provider)