How do I manage customer Contacts?

Administration > Features > Company Directory

 

1. Click column header and begin typing name of Contact

2. Right-Click the contact name and choose Properties to show Contact Form

    

   

    

3. Update details according to Company Contacts field definitions

   Address Book	Company Contacts are accessible by all users, My Contacts only by you
   Name	Customer first and last name
   Business	Primary phone number
   Mobile	Mobile phone number
   Home	Home phone number
   Company	Company Name
   Department	Company Department
   Position	Company Role
   Account Number	Account ID in your organisation’s CRM* Field requires manual entry. To sync account code automatically, speak to IPFX Sales about CRM Integration.
   Email	Email address
   Priority	Increasing the count pushes customer ahead of those in queue with lower
   Region	The physical site within your organisation pertaining to the contact
   Preferred Queue	Routes customer to a specific queue regardless of which queue they called
   Preferred Agent	Routes customer to a specific profile of agents
   	Left-click to add profile picture Must be compressed to 50kb
   Notes	Relevant information you can add which is not captured in other fields

4. Press Save & Close from Home tab controls

	Save and Close	Close form and save entry
	Delete	Remove from directory
	Dial	Initiate call to contact from your device
	Email	Initiate email from default Mail app
	Record Greeting	Personalise Will play if contact rings your phone directly and is forwarded to voicemail voicemail greeting
	Categories	Allow Presence-breakthrough for Contact