FR EN

TUTORIAL: Company directory

Estimated reading: 4 minutes

PBXware allows its users to have access to a global, shared contact directory.

The enterprise directory is managed by the administrator. On the other hand, all users have a personal directory that they can populate from their supervisor online

These contacts will appear in the contact list on the Communicator softphone as well as on phones for which the LDAP directory has been configured.

For more information, see: TUTORIAL: Synchronize the company directory on phones

As a PBXware administrator, the global directory is accessible from:
PBXware > Settings > Company Directory.

You must position yourself in the tenant if it is a Multi-Tenant edition.

As an end user, the personal directory is accessible from your Supervisor online.

As an administrator, you can always modify a user's personal directory by going to the extension's advanced options and then clicking the button Company directory of the section General

You can either:

  • Add contacts manually
  • Import a csv file

Import contacts manually

To import contacts manually, click the button Add Contact.

The add/edit contact page is divided into two sections:

  • General
  • Numbers

General

In the section General, you will be able to edit the contact's general information, namely:

  • Name
  • Middle name
  • Name
  • Email
  • Company

The only field required is the First Name field, the other fields are optional.

Numbers

The Numbers section allows you to add one or more numbers to a contact:

Numbers can be entered in national format (06...) or in E164 format (+336..)

It is possible to choose the number type from the following list:

Click on Save to add the contact.

Import contacts as CSV

It is possible to import a contact list from a file in CSV format. Click the button Download CSV template will download a template of the format that is expected:

Please refer to the expected format template below:

prenom,2e_prenom,nom,email,entreprise,type1:numero1,type2:numero2,...


Here is an example of a CSV file with dummy values:

Marek,,Czajek,marekcjz@exemple.fr,Plexcom,mobile:50011,travail:600111
Alec,,Bourgeois,alecb@ex.fr,Vortex IT,mobile:50012,travail:600112
...

Import your CSV file.

Access to contacts

Contacts can be found either:

  • In the Communicator softphone application
  • In the Communicator GO mobile application
  • In the phonebook of a phone whose directory has been synchronized (see this tutorial)

Communicator Desktop

Contacts added in the company directory are found in the tab Contacts of the Communicator application.

Contacts are thus found on this page; you can filter the display to show only the contacts from the company directory.

You have the ability to display contacts synchronized with Outlook, Google, or your CRM.

Communicator GO

  • On the Communicator GO mobile application, go to the tab Directory.
  • The "Directory" tab lists the local extensions using Communicator linked to the PBXware system.
  • Type the tab Contacts
  • The Contacts tab has two options:
    • Local phone directory are the numbers internal to the phone.
    • Central phone directory are the numbers added by the administrator to the company directory hosted on the PBXware.
  • The local phone directory will be displayed first.
  • Tapping the arrows offers the option to switch directories, moving from the local phone book to the company directory.

LDAP phone directory

The LDAP phone book is the directory used by physical phones (Fanvil X4U, Yealink T54W, etc.).

See: TUTORIAL: Synchronize the company directory on HTEK, Fanvil phones

Share

TUTORIAL: Company directory

Or copy the link below

CONTENT