Add a Personal Contact

Personal contacts are yours alone. Anyone you save this way stays private to your account, so coworkers never see them, and the entries follow you automatically to every Cloud Voice App you sign in to.

The mobile client gives you four ways to create a personal contact. Pick whichever one fits where the person’s details already live.

Enter a contact by hand

When the app has no record of someone, type their details in from scratch and file them under your personal directory.

1. Open Directory > Contacts, then tap the add-contact icon () in the top-right corner.
2. On the New Contact page: a. Fill in the contact’s information. b. Under Add to, choose Personal Contacts. c. Optionally, use the Remark field to jot down a short note about the person. d. Tap the save option in the top-right corner.

Copy from your company directory

If your administrator has given you permission to manage company contacts, you can lift an existing company entry straight into your personal directory.

1. Open Directory > Contacts.
2. In the top-left corner, switch to Company Contacts, or to the phonebook that holds the entry you want.
3. Tap the company contact you’re after.
4. On the Contact Details page, tap Add to Personal Contacts. An “Added successfully” message confirms the entry is now in your personal directory.

Note

If the Add to Personal Contacts button is missing, your account does not have the company-contact management permission. Ask your administrator to grant it before using this method.

Copy from your phone’s contacts

If you’ve allowed the Cloud Voice App to reach the native contacts on your device, you can pull one of them into your personal directory.

Note

Access to your device’s native contacts is an operating-system permission. If the Phone tab shows no entries, contact access is turned off. Enable it for the Cloud Voice App in your device’s settings, then reopen the app.

1. Open Directory > Phone, then tap the contact you want.
2. On the Contact Details page, tap Add to Contacts.
3. On the New Contact page: a. Adjust the contact’s details if needed. b. Under Add to, choose Personal Contacts. c. Optionally, add a short note in the Remark field. d. Tap the save option in the top-right corner.

Save a number from your call history

An unknown number in your call logs can go straight into your personal directory, either as a brand-new entry or as an update to someone you already have.

1. Open Calls > Call Logs, then tap the details icon () next to the record you want.
2. On the Call History Details page, tap the add icon ().
3. In the pop-up, tap Add to Contacts, then choose how to save the number.

Note

Choosing Add to Phone instead stores the number in your device’s native contacts rather than in Cloud Voice.

To create a new entry:

1. Tap New Contact.
2. Enter the contact’s information.
3. Under Add to, choose Personal Contacts.
4. Optionally, add a short note in the Remark field.
5. Tap the save option in the top-right corner.

To merge the number into an existing entry:

1. Tap Add to Existing Contact.
2. In the top-left corner of the Add to Contact page, select Personal Contacts.
3. Tap the personal contact you want to update.
4. On the Edit page, revise the contact’s details and remark as needed.
5. Tap the save option in the top-right corner. The contact’s information is updated.