Shared Contacts
Written by Marissa Orsini
Updated at November 12th, 2024
Table of Contents
Scope
Intended Audience: All End Users
This article outlines how to create shared contacts in the Manager Portal. Shared contacts are visible to all users and can be displayed as speed dials or in a contact book.
Requirements
Office Manager Access to Manager Portal or higher
Shared Contacts
Note: In order for the system to properly reference shared contacts for caller ID display, you must enter phone numbers in an 11 digit format.
- Log in to the Manager Portal
- Navigate to Users
- Click on Shared Contacts
- Click Add Shared Contact or Import using Outlook, Google, or Apple vCard
- Complete the fields as desired. First Name and Last Name are required
- Click Save
Import Users
- Click on the Export button and download the file
- Open the downloaded Excel file and use this file as a template to input the information of the contacts.
- Once finished, Save the information on the Excel and click on Import
