To allow tighter control over how and where agent/advisor contacts are created, there’s a new option that disables the Add Contacts button in Hearsay Desktop at the hierarchy level. Advisors/agents can still create a contact for a new phone number they send a text to or receive a text from, but they cannot manually create a contact using the Add Contacts button.

Note: this feature is currently only available in Hearsay Desktop.

This feature is off by default. To enable it, contact your Customer Success Manager.