Change the general settings of the Contacts services.

Customers/Clients

Set the company tag, My tag, privacy setting, and trash storage period of external contacts to add in Clients/Customers.

Permission to create company tags

You can set whether to grant the permission to create company tags to other members.

If you select 'Freely by members', all company members will be given the permission to freely create, edit, or delete company tags.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press  on the right of 'Permission to create company tags' to change the permission settings.
4. Press 'Save' on the top right to save changes.

Use My tags

You can set whether to allow the use of My tags, which are only visible to themselves and not to other company members.

If you change the setting from 'Allow' to 'Do not allow', all the existing information of My tags used by the members will be deleted.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press  on the right of 'Enable My tags' to set whether to use this function.
4. Press 'Save' on the top right to save changes.

Default privacy setting for contacts

You can select the default privacy setting when adding a new contact.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press  on the right to 'Default privacy settings', and select the setting you want.
4. Press 'Save' on the top right to save changes.

Storage period for contacts in Trash

This function is only available for the Standard and Advanced plans.

You can set the Trash storage period for contacts deleted by members.

Members can restore deleted contacts from Trash during the storage period.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press  on the right of 'Trash storage period' to set the storage period.
4. Press 'Save' on the top right to save changes.

Group

You can select who to grant permission to create groups.

1. Select 'Service' from the left to expand the menu and press 'Contacts' to access the page. On mobile, tap the button to access the menus. 
2. Select 'General'.
3. Press  on the right of 'Authority to create group', and then 'Administrators only' to allowably administrators to create groups, or 'Also by members' to allow members to also create.
4. After changing the settings, press 'Save' on the top to save the settings.

Company members

Set whether to display the number of concurrent/on leave members and whether or not to display internal member information.

Display the number of concurrent/on leave members

This function is only available for the Standard and Advanced plans.

Set whether to display the number of members who hold concurrent positions or are on leave of absence at the top of the organization chart.

However, the organization chart with the number of concurrent and absent members on the PC web is only displayed when you select ‘Include sub-organizations' while searching for members at the top right.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press on the right to ‘Display the number of members with concurrent positions or on leave’ and set whether to use the menu.
4. Press 'Save' on the top right to save the settings.

Display personal email addresses

Change the settings on whether to display personal email addresses in the organizational chart and the Contacts services.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press on the right to ‘Display personal email address’ and set whether to use the menu.
4. Click 'Save' on the top right to save the settings.

Display phone numbers

Set whether to display members' personal phone numbers in the organization chart and Contacts.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press on the right to ‘Display mobile phone’ and set whether to use the menu.
4. Click 'Save' on the top right to save the settings.

Display entry dates

This function is only available for the Standard and Advanced plans.

Set whether to display the member's joining date in the organization chart and Contacts.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press on the right to ‘Display date of employment’ and set whether to use the menu.
4. Click 'Save' on the top right to save the settings.

Display birthdays

This function is only available for the Standard and Advanced plans.

Set whether to display the birthday of a member in the organization chart and Contacts.

1. Select 'Service' from the menu on the left of Admin to expand the menu and click 'Contacts'. On the mobile app, tap    to see the menu.
2. Select 'General'.
3. Press on the right to ‘Display birthday’ and set whether to use the menu.
4. Click 'Save' on the top right to save the settings.