Knowledgebase

Central Phone Book list screen contains all personal contacts with following details:

• CSV Upload
  • The CSV Upload button will be used to upload a predefined list of contacts to the contacts list
  • Example CSV file for 5 contacts would look like this:
    Chevy,,Yesipov,cyesipov0@example.com,Jacobi and Sons,mobile:50011,work:600111</br> Jeanine,,Tiddeman,jtiddeman1@ihg.com,Walsh Group,mobile:50012,work:600112</br> Erasmus,,Curlis,ecurlis2@sbwire.com,Nolan-Kris,mobile:50013,work:600113</br> Caresa,,Bremmell,cbremmell3@php.net,Mayert Inc,mobile:50014,work:600114</br> Romy,,Hedling,rhedling4@latimes.com,"Ankunding, Weissnat",mobile:50015,work:600115
  • Note: If a value (first_name, last_name etc.) has a comma it has to be put under quotes. Example is in CSV above, 5th contact with Company name "Ankunding, Weissnat".
  • Note: If the number type is not work, mobile, home or fax then that number will be skipped. Number type is Case Insensitive which means Work, WORK, wOrK is also acceptable.
• CSV Download
  • Clicking on the CSV download button will download all the global/personal contacts as a CSV file
• Download CSV Template
  • Clicking on this button will download a CSV template which can be used to create a CSV with contacts and upload it instead of adding contacts one by one
    • NOTE: Upon uploading a new CSV file, all existing contacts on the system will be deleted, which ensures that a user's contact list stays up-to-date.
    • First Name
      • Contact's first name
    • Last Name
      • Contact's last name
    • Number
      • Contact's number
    • E-mail
      • Contact's email address
    • Company
      • Contact's company
    • Edit
      • Modify Contact configuration
    • Delete
      • Remove Contact configuration

Add/Edit Contact

General

• First Name
  • Contact's first name
  • (E.g. John)
• Middle Name
  • Contact's middle name
  • (E.g. Bob)
• Last Name
  • Contact's last name
  • (E.g. Doe)
• E-mail
  • Contact's email address
  • (E.g. example@domain.com)
• Company
  • Contact's company
  • (E.g. Fliptune)

Numbers

• Type
  • Number type
  • (E.g. Work)
• Number
  • Contact's phone number
  • (E.g. 061111111)