Below are the steps needed to sync your contacts with the Agent Manager:
The first step is to retrieve the application. You can do this by logging into your TMS. You will be presented with the profile screen which displays tabs such as My Accounts, My Contacts, Downloads, and Provisioning. Click on the Downloads tab. Then click on the Download: Setup-AgentManager button. The file will be downloaded to your computer. Once it is downloaded, you can then proceed to install that application.
Once the application has been installed you can then proceed to open the application by going to "Start" and typing in the search bar "Agent Manager". Once the application starts up it will say "It looks like this is the first time you are using this application". You can press "OK". Then when it prompts you for your username and password, you can then enter your TMS details.
Once you have entered the details, you will need to select the account with which you are going to use the Agent Manager. This can be done by selecting the Settings wheel/cog on the left hand side of the page. Then click "Select Account" and choose your extension from the list. The Agent Manager will now initialise.
Now that the application is installed and configured to your credentials, you are now able to proceed to sync your contacts with it.
You will need to create an Excel Spreadsheet with the following format:
|Contact Name||Company Name||Contact No. 1||Contact No. 2||Contact No. 3||Contact No. 4||Shared|
It is important to note that your entire Excel Spreadsheet needs to be formatted as "Text". You can do so by selecting the entire workbook, then right-click on the mouse. Scroll to "format cells". you will then be able to select "Text".
The "Shared" column refers to the contact being shared in the entire organisation. In order to share the contact, type "Yes". If you would like to keep a contact private, type "No". Make sure to save the Spreadsheet as an "Excel Workbook".
Now you can navigate to the Agent Manager again.
If you would like to dial out through your physical desk phone, click on the "View" tab at the top left corner, and select "Hide phone". Thereafter you can proceed to click on the "Contacts" tab. This will then provide a drop box from which you can choose contact settings. Click on Contact Settings.
Another screen will then appear which will enable you to select contacts to be synchronized from Microsoft Windows Mail, Microsoft Outlook, CSV/Excel, or from LDAP. You can then proceed to click the check box "Enable CSV/Excel File Sync". Click on the folder icon in order to browse for the Excel Spreadsheet created.
Now click the Test button. The application then previews the contacts which you will sync to the Agent Manager. If you are satisfied with the result, click OK. Thereafter you can close the Address Book Settings. Go to the Contact tab again, and click on "Sync Contacts Now".