Add and Manage Company Contacts

Company contacts are a shared directory that authorized people can look up from the Cloud Voice App and from provisioned IP phones. This page covers how to build and maintain that directory from the management portal.

Who can manage company contacts

Out of the box, only two kinds of user can create or change company contacts: whoever has full administrator access to the phone system’s management portal (reached by logging in to the Cloud Voice Dashboard), and any extension user who holds the Administrator role. Everyone else has no access to the directory at all.

If you want ordinary extension users to see or maintain company contacts from their own Cloud Voice App or desk phone, grant them the appropriate permission first. See Grant Company Contacts Permission to control visibility, and View Company Contacts from IP Phones to expose the directory on provisioned handsets.

Add a company contact

1. Sign in to the management portal and open Contacts > Company Contacts.

2. Click Add.

   

3. Fill in the contact’s details.

   Note

   New entries are placed in the built-in All Company Contacts_Phonebook automatically. To also file the contact under one or more of your own phonebooks, pick them from the Phonebook List drop-down.

   

4. Click Save.

The entry is saved to the shared directory and becomes available to every authorized user through the Cloud Voice App and their IP phones.

Edit a company contact

1. Sign in to the management portal and open Contacts > Company Contacts.
2. Click the edit icon next to the contact you want to change.
3. Update the details as needed.
4. Click Save.

Delete company contacts

Caution

Deleting is immediate and permanent. Once you confirm, the contact disappears from the shared directory for every authorized user and from their provisioned phones. There is no recycle bin, so you would have to add the contact again by hand to bring it back.

1. Sign in to the management portal and open Contacts > Company Contacts.

2. To remove a single contact, click the delete icon next to it, then click OK.

   

3. To remove several contacts at once, select their checkboxes, click Delete and choose Bulk Delete, then click OK.

   

4. To clear the entire directory, click Delete and choose Delete All, then click Confirm.

   Danger

   Delete All erases every company contact in a single action, not just the ones you have selected. It cannot be undone, and it affects everyone who relies on the shared directory. Only use it when you truly intend to empty the whole company address book.