Company Contacts

Company Contacts feature allows admins to create and maintain a directory of internal and external contacts that can be accessed by all teammates. This allows you and teammates to have quick access to contacts with whom you can either directly make a web-call or email. Each contact includes details like name, phone number, email addresses etc.

To add company contacts:

1. Click your profile icon on the top left corner and select Preferences from the dropdown.

2. Under Administration, click Manage Company Contacts.

3. Click ADD NEW CONTACT. Here you can choose to either add one single contact or upload contacts in bulk.

4. To add a single contact, click Add single contact. Provide the contact details and click Save the contact. This saves the new contact and will be instantly displayed in the contact directory.

Note: Proceed to the next step if you want to import contacts in bulk.

5. To upload contacts in bulk, you need to first prepare a CSV file of contact details with the following structure:

• 1 header line

• 1 contact per row (you can upload up to 1,000 in one single upload).

For example, if you want to create the following 2 contacts:

Contact 1: John Smith, Security [e-mail] Telephone: 00491222333444555 Contact 2: Maria Beck [e-mail] Workphone: 0015551234567 Other Phone: [phone]

Then, your CSV file would look like as follows:

contact-name,position,email,work-phone,optional-phone-1,optional-phone-2,
John Smith,Security,[e-mail],00491222333444555,,,
Maria Beck,,[e-mail],0015551234567,0015559999123,,

In this case Maria had 2 phones, the first number will be saved as her "work" number, and the other one will be identified as "other".

6. Once you have your CSV file ready, click Upload from file in the Manage Company Contacts page.

7. Click Upload File and select the CSV file from your local system.

8. When the upload completes, you will see the confirmation message. Now all your teammates can see the contacts you have created in their directory.

Some important tips to remember for creating company contacts:

• As a minimum, a contact must always have a name, and either a primary number or email address.

• Use international format when adding your phone numbers (00...)

• Position, optional-number-1 and optional-number-2 are all optional fields. If you do not need them, leave it empty but always use the comma (",").

• You cannot change the order of the fields, always use the format as it is specified here.

• Only the lines with the correct format will be uploaded.

• The file extension must always be ".csv"

• This is a new feature that we're gradually rolling out to our customers. We will be implementing further support and enhancements to this feature later.

• Try to avoid creating duplicate contacts as a best practice.