Contacts

Contacts is a shareable contact directory available to users with Administrator rights. Once created, contacts can be accessed from the Dashboard, Communications Client, and Contacts screen. You can search for, add, edit, and delete contacts one at a time, or import a list of contacts.

Note: The SwitchConnex Contacts directory and Contact Types are separate features with no system correlation.

Searching for Contacts

1. Enter all or part of the contact’s name in the Search box.
2. Click the Search button to display the results.
3. To clear the search results, click × in the Search box.

Creating a New Contact

1. Click the New Contact button.
2. In the Contact Detail screen, enter First Name, Last Name, and Company.
3. Choose a Phone Number Type from the dropdown (Home, Office, Mobile, or Other).
4. Enter the Phone Number.
5. In the Shared field, select Yes (shared among all users) or No (visible only to the creator).
6. Click Save to add the contact.