Phonebook

The Phonebook tab gives you access to contact directories that your administrator has assigned to your extension. You can browse contacts, search by name or number, and click to dial directly through the softphone.

Viewing Phonebooks

If your extension has one or more phonebooks assigned, they appear as tabs at the top of the Phonebook section. Click a phonebook name to view its contacts. The contact count is shown in parentheses next to each name.

If no phonebooks are assigned, a message will indicate that no phonebooks are available. Contact your administrator to have phonebooks assigned to your extension.

Contact Information

Each contact displays the following fields:

Searching

Use the Search field at the top of the contacts list to filter by name, company, or phone number. Type your search term and click Search or press Enter. The search matches across first name, last name, company, work phone, and mobile phone fields.

Click to Dial

Phone numbers in the phonebook are clickable. Clicking a number will:

1. Switch to the Phone tab
2. Automatically dial the number through your softphone

The softphone must be in the Ready state for click-to-dial to work.

Adding and Editing Contacts

If you have write access to a phonebook (determined by your administrator), you will see additional options:

• + Add button — Opens a form to create a new contact
• Edit button — Opens the edit form for an existing contact
• Delete button — Removes a contact after confirmation

When adding or editing a contact, you can fill in the following fields:

• First Name, Last Name
• Company
• Work Phone, Mobile, Home Phone, Other Phone
• Email
• Group (a tag for organizing contacts)
• Notes

Click Save (or Add) to save the contact, or Cancel to return to the contact list.

Pagination

Large phonebooks are paginated. Use the page navigation at the bottom of the contact list to browse through pages.