Contacts

In this module you can manage the shared contacts in your Clearly IP Cloud instance, and they will be available for your users. You can set one or many contacts as read only for some users, not accessible or filter what contacts a user can see through tags and permissions.

To access this module just click on the Contacts menu Option

You will see the current status of your contacts and two Tabs: Contacts and Tags. The Contacts tab is shown by default.

There are two ways for adding a contact or contacts: Manually or by importing a CSV file.

Manually Adding Contacts

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

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

In the Contacts Tab you can enter the following information:

• 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.
• Phone Numbers: Enter this contact’s phone number(s) icnlusding any internal (office) extension if applicable
• In the Label field you can add a label to differentiate this number from the others.
• Clicking on Add a Number will add a new field where you can enter an additional number for this contact.
• The Add a Number button will show a new field where you can enter an email address for this contact. Succesive presses on this button will allow for entering additional email addresse of this contact, adding any corresponding Label to idnetify the type of each email address
• Tags:  You can select the tag that can be applied to this number.
• Upload a new picture profile: Here you can map a photo and have it associated to the contact.

In the Company Tab you can enter the following fields:

Company and Job Title.

In the Address Tab 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.

Editing a Contact

Simply select the contact to edit and click on the Edit Contact button or double click on the contact to edit and the editing window will appear.

Update the desired fields and click on Update.

Deleting a Contact

Just select the contact to edit and click on the Delete Contact button.

Exporting Contacts

Click on the Export button and a CSV file will be downloaded to your PC/Laptop.

The contents and fields of the CSV are as follows:

Importing Contacts

Click on the Import button

A new window will appear and from there you can select the  CSV file with the contacts to import.

Click on Import.

The system will provide the status of the import in the Ongoing import summary section.

We recommend you to first create one contact, export it so have a valid CSV architecture to work on.

ID field should remain empty if you want to create a contact.

As a reminder, in a valid CSV, every fields are comma separated.

Tags (tab)

Tags are useful to filter what contacts a user can see through permissions or just to group some contacts. The Tags Tab will allow you create a Tag that can be associated to any contact.

To Create a Tab, click on the Add Tag button

A new window will be showed on which you can add or create your Tag.

You can also Edit or Delete a Tag

An on-production contact list should look like this:

In this link we explain how Contacts, Permissions and Permission Groups interact when working with contacts, users and tags.