Add a Company Contact

This topic describes how to add a company contact. The company contacts you add will be synchronized across Unified Calling Clients and the server, plus shared with other authorized colleagues.

Requirements

System administrator has granted you permission to manage company contacts or specific phonebooks.

Supported methods

Unified Calling supports adding a company contact via any of the following methods:

  • Add a company contact on ‘Contacts’ page
  • Add a company contact from personal contacts
  • Add a company contact from phone contacts
  • Add a company contact from Unified Calling call history
Add a company contact on ‘Contacts’ page

If there is no record or information about a contact in Unified Calling, you can manually add a contact and enter contact’s information, then save the contact to Company Contacts directory.

  1. In the Unified Calling App, go to Directory > Contacts, then tap  at the top-right corner.
  2. In the New Contact page, do as follows:
    1. Enter the contact information.
    2. In the Add to section, select Company Contacts, then select the phonebook(s) where you want to store the contact.
    3. Optional: In the Remark field, enter a short description about the contact.
    4. At the top-right corner, tap to save the information.
Add a company contact from personal contacts

You can directly add a personal contact to Company Contacts directory for contact-sharing with your team members.

  1. In the Unified Calling App, go to Directory > Contacts.
  2. At the top-left corner, select Personal Contacts.
  3. Tap the desired contact.
  4. In the Contact Details page, tap Add to Company Contacts, then select the phonebook where you want to store the contact. The page prompts “Added successfully”, which indicates that the personal contact is added to the Company Contacts directory.
Add a company contact from phone contacts

If you have granted the Unified Calling App permission to access your native contacts in your phone, you can directly add a phone contact to Company Contacts directory.

  1. In the Unified Calling App, go to Directory > Phone.
  2. Tap the desired contact.
  3. In the Contact Details page, tap Add to Contacts.
  4. In the New Contact page, do as follows:
    1. Edit the contact information and remark as needed.
    2. In the Add to section, select Company Contacts, then select the phonebook(s) where you want to store the contact.
    3. Optional: In the Remark field, enter a short description about the contact.
    4. At the top-right corner, tap to save the information.
Add a company contact from Unified Calling call history

You can directly add an unknown number from Unified Calling call history to Company Contacts directory.

  1. In the Unified Calling App, go to Calls > Call Logs, then tap  beside the desired record.
  2. In the Call History Details page, tap .
  3. In the pop-up window, tap Add to Contacts, then decide how to add the contact.

**** If you select Add to Phone, the contact will be added to native contacts on your mobile phone ****

  • To add the contact as a new contact, do as follows:
    1. Tap New Contact.
    2. Enter the contact information.
    3. In the Add to section, select Company Contacts, then select the phonebook(s) where you want to store the contact.
    4. Optional: In the Remark field, enter a short description about the contact.
    5. At the top-right corner, tap to save the information.
  • To add the contact to an existing contact, do as follows:
    1. Tap Add to Existing Contact.
    2. At the top-left corner of the Add to Contact page, select Company Contacts or the phonebook where the contact is stored.
    3. Tap the desired company contact.
    4. In the Edit page, edit the contact’s information and remark as needed.
    5. At the top-right corner, tap to save the information.The contact’s information is updated.
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