Contacts

The Contacts section of the phone.systems™ interface provides users with the ability to manage contact information related to their phone systems. This section allows users to store, view, and organize contacts that are critical for communication within the organization.

Fig. 1. Contacts overview

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User Interface Elements

The filter bar at the top of the user list allows you to filter users by specific criteria. Filter options include:

• Full name

• Company name

• Job title

• Phone numbers

• Emails

• Source

• Type

The Filter button applies the selected criteria to narrow down the list of users.

Fig. 1. Filter Bar

The table displays a list of contacts with the following columns:

Contact Information Fields

Field	Description
First Name	The first name of the contact.
Last Name	The last name of the contact.
Company Name	The organization or company the contact is associated with.
Job Title	The contact’s job position or title.
Phone Numbers	The contact’s phone number.
Emails	The contact’s email address or a placeholder (“+1”) indicating multiple emails.
Source	The origin of the contact information.
Type	The type of contact or source category (currently not displayed but may be added in the future).

Note

You can edit the table columns directly by either double-clicking the cell or clicking the pencil icon. This functionality is available for columns where the pencil icon appears when hovering over the cell.

The Actions menu for each contact is accessible by clicking the three dots on the right side of the user row. This menu provides options to:

• Edit the contact

• Delete the contact

Fig. 2. Actions Menu

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Creating Contacts

To create a new contact, follow these steps:

1. Click on the Add New Contact button:

In the bottom right corner of the Contacts section, click on the button.

Fig. 1. Menu

2. Fill in the Contact Details:

A form will appear where you need to enter the contact’s details, including:

• First name

• Last name

• Company name

• Job title

• Numbers

• Emails

Fig. 2. Details

3. Click the Save button at the bottom of the form to create the new contact. The new contact will now appear in the contact list.

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Editing Contacts

To edit Contacts, click on the Actions button and select Edit.

Fig. 1. Actions Menu

Edit the contact details and click Save to confirm.

Fig. 2. Editing Contacts

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Import Contacts From a CSV File

To import new contacts, click on the button and select Import CSV.

Fig. 1. Menu

In the Import Users screen, click to select a CSV file or use drag and drop the file onto the screen.

Fig. 2. File Select Button

Select and upload a CSV file from your storage.

Fig. 3. Selecting A File

Warning

A pop-up warning will inform you that the file has to be formatted correctly. Additionally you must agree that all contacts in this import are expecting to hear from your organization and that you have prior relationships with these contacts.

Click on the checkmark and Submit to proceed.

Fig. 4. Pop-up Warning

After selecting the file, choose whether to Merge Duplicates. Selecting this option prevents uploading contacts that are already in your contact list.

Next, match the contact properties in your CSV file to the phone.systems™ properties.

Note

The only mandatory properties are First Name and Last Name

Once the user properties are matched, click Next to upload your contacts.

CSV file format example:

First name	Last name	Emails	Phone Numbers	Job title
Mike	Brown	Mike.Brown@sales.com	+1-555-123-4567	Sales
Pete	Smith	Pete.Smith@support.com	+1-555-987-6543	Support
Jane	Smith	Jane.Smith@customerservice.com	+1-555-555-1111	Customer Service Representative
Sarah	Johnson	Sarah.Johnson@marketing.com	+1-555-222-3333	Marketing Manager
John	Doe	John.Doe@engineering.com	+1-555-444-7777	Lead Engineer

Note

The CSV file format supports only comma-separated values.

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Deleting Contacts

To delete Contacts, click on the Actions button and select Delete.

Fig. 1. Actions Menu