This guide provides step-by-step instructions for viewing and managing business and personal contacts. It covers searching for contacts, initiating calls, creating personal contacts, bulk uploading, editing, and deleting contacts.
Viewing Contacts
1. Access Contacts:
- Select Contacts from the left-side navigation window.
Extension Status Indicators:
- Green: The user is logged into Omnia or has a connected and online phone.
- Red: The user is not logged in or their device is offline.
Business Contacts
2. View Business Contacts:
- Click Business Contacts to see all users' direct numbers and extensions from the company directory.
3. Search Business Contacts:
- Enter a name or phone number in the search bar labeled Search Name / Number.
4. Quick Dial:
- Click the green telephone button next to the contact to initiate a call.
Personal Contacts
5. View Personal Contacts:
- Click Personal Contacts to see contacts associated with your personal extension, including manually added or uploaded contacts from a spreadsheet.
6. Search Personal Contacts:
- Enter a name or phone number in the search bar labeled Search Name / Number.
7. Quick Dial:
- Click the green telephone button next to the contact to initiate a call.
Creating Personal Contacts
8. Add New Contact:
- Select Personal Contacts.
- Click Add Contacts "+" to add a new contact.
- Enter the contact's details.
- Click Add (+), then Create.
- Click Yes to save the contact.
Bulk Uploading Personal Contacts
9. Import from CSV:
- Hover over Import from csv and click Download example csv to get a template. Complete the template, save it, and click Import from csv to upload the spreadsheet.
10. Map CSV Fields:
- Select First name, Last Name, Phone, Email, and Company from the dropdown menus for each corresponding column.
- All listed fields must be selected to continue.
- Click Reset to remove the CSV and reupload if needed.
- Click Add.
- Added entries will appear in the list below.
11. Remove an Entry:
- If you need to remove a phone number entry from the list after selecting add, clicking Remove number (-) will remove an entry before saving.
12. Save the Personal Contacts:
- Once you have completed adding entries, click Create.
- Click Yes to confirm and save.
Editing and Deleting Personal Contacts
13. Edit Contact:
- Search for and select the contact.
- Make the necessary changes.
- Click Edit.
- Confirm by clicking Yes.
14. Delete Contact:
- Search for and select the contact.
- Click the Delete button.
- Confirm by clicking Yes.
