Manually Adding Contacts

Click on the Create Contacts   button  and a new screen will pop-up.

 This new screen has three icons: Contact, Company, and Address

In the Contacts icon you can enter the following fields:

  • Contact’s Last Name and First Name.
  • The option Use as Caller ID, if enabled, will override the Caller ID based on  the First and Last names fields for received calls from any of the phone numbers entered below.
  • This is a personal contact: This option sets this contact as personal and it is not shared across the Cloud Instance.
  • Phone Numbers: Enter the desired phone number for this contact. In the Label field you can add a label to differentiate this number from the others. Click on the + sign to  an additional number for this contact.
  • Personal Tags:  You can select the tag that can be applied to this number or type a new personal tag to create it.
  • Upload a new picture profile: Here you can map a photo and have it associated to the contact.

In the Company icon you can enter the following fields:

  • Company and Job Title.

In the Address icon you can enter the following fields:

  • Address Type: This could be  Home, Work, School, or Other
  • Address Line
  • City
  • State/Province/Region
  • ZIP/Postal Code
  • Country

Just click on Create to add this contact.

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Manually Adding Contacts

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