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Introduction to My Contacts
Introduction to My Contacts

How to use My Contacts and where to find them on RapNet

Philippa Corrick avatar
Written by Philippa Corrick
Updated over 3 years ago

My Contacts is a central place where you can quickly and efficiently manage all your diamond and jewelry business contacts, trading and personal interactions.

You can store an unlimited amount of contacts and your contacts can include both RapNet members and non-RapNet members /individuals.

Watch these videos or continue reading below

Within each contact, you can:

  • View shared item history

  • Log interactions

  • Schedule appointments

  • Set tasks and reminders

  • Add personal notes

  • Tag contacts into groups, according to your company’s personal preferences

Each activity, reminder and appointment is entered into this contact’s timeline and we email you a reminder when an activity or task is due.

Note:

  • The My Contacts database on RapNet is encrypted

  • The list of contacts on your account are account based, not member based. Therefore, all RapNet users in your company, who have access to this section of RapNet, can view your entire Contacts List. Read this article to learn more about managing your team's RapNet permissions.

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Find My Contacts

Go to People > MY CONTACTS tab to view all your contacts.


My Contacts Page

  • Add new contacts to the current contacts list with important information such as name and phone number. A contact can be either a RN member or an external contact.

  • View all current contacts and filter them by name or follow up date.

  1. Search using the free search field by entering the customer’s first or last name

  2. Add new contact

  3. The RapNet icon flags up contacts associated with a RapNet account

Click here to access your Contacts Page and start managing all of your contacts in one place so that communication and trading becomes is seamless, efficient and more productive.


My Contacts on the App

My Contacts also syncs seamlessly on the App

Watch this video to learn how to add and manage contacts using the RapNet App

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