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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.

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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.

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Business Contacts

  1. View Business Contacts:
  • Click Business Contacts to see all users’ direct numbers and extensions from the company directory.
  1. Search Business Contacts:
  • Enter a name or phone number in the search bar labeled Search Name / Number.
  1. Quick Dial:
  • Click the green telephone button next to the contact to initiate a call.

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Personal Contacts

  1. View Personal Contacts:
  • Click Personal Contacts to see contacts associated with your personal extension, including manually added or uploaded contacts from a spreadsheet.
  1. Search Personal Contacts:
  • Enter a name or phone number in the search bar labeled Search Name / Number.
  1. Quick Dial:
  • Click the green telephone button next to the contact to initiate a call.

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Creating Personal Contacts

  1. 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.

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Bulk Uploading Personal Contacts

  1. 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.
  1. 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.
  1. 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.
  1. Save the Personal Contacts:
  • Once you have completed adding entries, click Create.
  • Click Yes to confirm and save.

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Editing and Deleting Personal Contacts

  1. Edit Contact:
  • Search for and select the contact.
  • Make the necessary changes.
  • Click Edit.
  • Confirm by clicking Yes.
  1. Delete Contact:
  • Search for and select the contact.
  • Click the Delete button.
  • Confirm by clicking Yes.