Add a Personal Contact

Personal contacts belong to you alone. They sync automatically across every Cloud Voice App you sign in to, and no one else in your organization can see them.

Note

Personal contacts are private to you. This is different from company contacts, which your administrator manages and everyone in the organization can see. Anything you add here stays visible only to your own account.

The Cloud Voice App gives you several ways to build your personal contact list:

• Add a contact manually
• Save a number from a call log, voicemail, or recording
• Copy a contact from your company directory

Add a contact manually

1. In the Cloud Voice App, open Contacts.

2. In the top-left corner, click the icon, then choose Personal Contacts from the drop-down list.

   Note

   This icon is the contact source selector. It switches your Contacts view between Personal Contacts, Company Contacts, and any shared phonebooks you have access to. Make sure Personal Contacts is selected before you add, or the new contact lands in the wrong list.

   

3. Click Add.

4. On the contact details page, fill in the contact’s information.

5. Click Save.

Save a number from a call log, voicemail, or recording

When an unknown number shows up in your history, you can turn it into a personal contact without retyping it. The steps are the same whether you start from Call Logs, Voicemails, or Recordings.

1. In the Cloud Voice App, open Call Logs, Voicemails, or Recordings.
2. Right-click the entry you want to save.
3. Do one of the following, depending on whether the contact already exists.

Create a new contact

1. Click Add New Contact. The contact details page opens with the number already added to the number list.

2. From the Add to drop-down list, select Personal Contacts.

   

3. Set the number type, then fill in the rest of the contact’s information as needed.

4. Click Save.

Add the number to an existing contact

1. Click Add to Existing Contact.

2. In the pop-up window, click the icon in the top-left corner, then select Personal Contacts.

   Tip

   The pop-up may open on a different contact source (such as company contacts). Switch it to Personal Contacts before you search, otherwise your existing personal contacts will not appear in the results.

   

3. Find and select the contact you want, then click Confirm. The contact details page opens with the number added to the number list.

4. Adjust the type of the new number and update the contact’s details as needed.

5. Click Save.

Copy a contact from your company directory

Note

This method is available only if your system administrator has given you permission to manage company contacts.

1. In the Cloud Voice App, open Contacts.

2. In the top-left corner, click the icon, then select Company Contacts or the specific phonebook that holds the contact.

   

3. On the contact card, click the icon, then click Add to Personal Contacts. An “Added successfully” message confirms the contact is now in your Personal Contacts.