Add and Manage Company Phonebooks

Phonebooks let you organize your company’s shared contacts into logical groups and decide which contacts each phonebook exposes to users. This page walks through creating, editing, and removing phonebooks from the web portal.

How phonebooks work

Cloud Voice recognizes two kinds of company phonebook:

• Portal phonebooks hold contacts that you and your users add directly through the web portal or the Cloud Voice App. You build and maintain these groupings yourself.
• Integration phonebooks hold contacts pulled in from a connected third-party system. When you set up a scheduled contact sync, every synced contact lands in a phonebook that carries its own unique identifier.

Caution

An integration phonebook is locked. You cannot rename it, edit its members, or delete it while its integration is connected. To get rid of it, first disconnect the integration that created it.

Add a phonebook

1. Sign in to the web portal.

2. Open Contacts > Phonebooks and click Add.

3. Give the phonebook a clear name in the Phonebook Name field so it’s easy to recognize later.

4. Under Members, decide which company contacts belong in the phonebook. Choose one of the following approaches:

   Include every company contact

   Open the Select Contacts drop-down and choose All Company Contacts.

   Note

   With this option, any contact you add to the company going forward is placed in the phonebook automatically.

   Include only certain contacts

   1. Open the Select Contacts drop-down and choose Specific Company Contacts.
   2. Click Add and pick the contacts you want to include.
   3. Click Confirm.

5. Click Save.

Edit a phonebook

1. Sign in to the web portal.
2. Open Contacts > Phonebooks and click next to the phonebook you want to change.
3. Update the name, or add and remove contacts as needed.
4. Click Save. Your changes propagate to users’ Cloud Voice App automatically.

Delete phonebooks

1. Sign in to the web portal and go to Contacts > Phonebooks.
2. To remove a single phonebook, select it, click , then click OK.
3. To remove several at once, select the checkboxes for the phonebooks you want gone, click Delete, then click OK.

The phonebooks are cleared from the system and from users’ Cloud Voice App.

Note

Deleting a phonebook does not delete its contacts. The company contacts it grouped remain in the system.