TMS Feature - Contact Manager

TMS Feature - Contact Manager

With the Contact Manager menu item, a PBX administrator can manage contacts for a company-wide telephone directory accessible in the TMS and on desk phones. 


Companies

Within the company tab, a PBX administrator will be able to add new companies, search for a specific company to update details and add branches. A PBX administrator can easily find the company they are looking for by using the search bar provided.


To add a new company, the PBX administrator can do so by clicking on the “Add Company” button at the top right side of the page. Once the basic details have been added and saved, it is possible to add additional information by selecting the edit button. A new page will open where details like the company VAT and registration number can be added. Here, branches can also be added to the company. 

Contacts

The Contacts page allows a PBX administrator to add all their contacts into the TMS and arrange them within companies and branches. A PBX administrator can search for a specific contact by using the search functionality or company filter. 

 

All contacts added can be provisioned to a desk phone. Multiple contacts can be linked to one company. This is done by clicking on the edit button of a contact and choosing the right company and branch on the Career Details block. When an administrator click’s on a contact name, a new page will open with the contact’s details and a summary of the call detail records. These calls may have the option to be played, flagged and commented on.


The Remote Directory feature allows users to sync contacts to their Yealink SIP Phone(Desk phone) from the Euphoria Telephone Management System in the Contact Management chapter. This allows a user to easily access & manage their contact list remotely, removing the need to update each SIP device directory manually. 



Articles Related “How To” Document Links:

Contacts: How to Set Up the Remote Directory Feature.


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