phone.systems™ App Contacts

The Contacts section allows you to manage and view your saved contacts, including both external and team members. You can search for specific contacts, view lists of external and internal team members, and initiate calls directly by clicking the phone icon next to a contact.

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Fig. 1. Contacts

Creating Contacts

In the phone.systems™ app, you can create new contacts directly in the Contacts section.

To create a new contact:

  1. Go to the External Contacts section.

  2. Click the +-icon icon in the top right corner of the application interface.

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Fig. 1. Create Contacts Button

A contact creation screen will appear. Enter the following details:

  • First Name: The first name of the contact.

  • Last Name: The last name of the contact.

  • Number(s): One or more phone numbers of the contact.

  • Email: The email address of the contact.

  • Job Title: The contact’s job title.

  • Company Name: The contact’s company name.

Once you have entered all the details, click Save to add the contact.

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Fig. 2. Creating a Contact

These contacts will appear in the contacts menu of the phone.systems™ app.

Note

Team Contacts can only be created via the phone.systems™ UI by creating new users.

Editing Contacts

To edit external contacts, navigate to the Contacts External Tab menu and click on the contact you want to edit.

Once you click on the contact that you wish to edit, click on the edit-contact button.

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Fig. 1. Edit Contact Button

Make the desired changes in the Edit contact menu and click Save to apply the changes.

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Fig. 2. Editing Contacts

The changes will appear on your phone.systems™ UI at the contacts menu.

Note

Team Contacts can only be edited via the phone.systems™ UI by editing an existing user.

Deleting Contacts

  1. To delete External Contacts, go to the contacts menu in your phone.systems™ UI.

Locate the contact you want to delete, click the Actions button, and select Delete.

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Fig. 1. Deleting External Contacts

  1. To delete Team Contacts, navigate to the users menu in your phone.systems™ UI.

Locate the contact you want to delete, click the Actions button, and select Delete.

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Fig. 2. Actions Button

If the user has any active dependencies, you will see them in the Delete User screen.

To proceed with the contact deletion, click the I am aware that by deleting this User(s) I will also remove the dependencies checkmark and click Delete.

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Fig. 3. Deleting Team Contacts

Add a contact to Favorites

You may add favorite External and Team contacts to appear at the front of the contact list.

To add a contact to favorites, open the contact which you want to add to the favorite list, and click on the star icon to mark it as a favorite.

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Once you add a contact to your favorites, a gold star symbol will appear next to their name, and they will be listed at the top of your contact list.

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Fig. 2. Favorite Contacts