HOW TO CREATE NEW CONTACTS IN YOUR COMPANY PHONEBOOK

Add contactTo add new contacts, enter the Phonebook section of the UI and press the Add_Contact_Iconkey.  By clicking on the plus key you can choose whether to add a single contact or add a list of contacts via csv file.

 

 

ADDING A NEW CONTACT

For each new contact added via your own User Interface you can decide to make it visible to and/or editable by all users of your own company.
Three options are visible for each contact:

  • Visible to everyone: the contacts are visible to all users
  • Can be edited by anyone: the contact can be edited by all users, otherwise only by the administrator
  • Favourite: a favourite contact is the first to be displayed on entering the Phonebook, without needing to carry out a text search

UPLOADING CONTACTS FROM A CSV FILE

Please note that only csv. files are supported with this function.

The first line of the file should not be amended as it has the relevant fields required for matching and upload.

The field below that can specify:

  • Name
  • Surname
  • Company
  • Email
  • Office number
  • Mobile number
  • Home number
  • Other number
  • Fax number
  • Visible to everyone
  • Can be edited by anyone
  • Favourite

 

Each of the fields should be completed, and should be separated by semi-colons.

Select file
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