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Managing Contacts

UniTel Voice team members are added to teams by the administrator. Team members can update their own contact information in the UniTel Voice User Dashboard. You can not add, edit, or remove team members in UniTel Voice.

Add, edit, and remove contacts in UniTel Voice.

Adding contacts

In addition to seeing your device contacts in UniTel Voice, you can add additional contacts. These contacts are also added to your external contact sources. You can add contacts in the Contacts tab or add a contact directly from History.

To add a contact in the Contacts tab

1. Go to the Contacts tab on the resource panel.

2. Tap Contacts and tap Add.

3. Complete the contact details you want to include.

4. Tap Save.

The contact is added to UniTel Voice's Contacts and to the device's native contacts.

To create a new contact from History

1. Go to the History tab on the resource panel.

2. Tap More Info beside the entry you want to add to Contacts.

3. Tap Create New Contact.

4. Complete the contact details. UniTel Voice populates the phone number automatically.

5. Tap Save.

The contact appears in UniTel Voice's Contacts and in the iOS contacts and in the devices contacts.

To add to an existing contact from History

1. Go to the History tab on the resource panel.

2. Tap More Info beside the entry with the information you want to add to an existing contact.

3. Tap Add to Existing Contact.

4. Select the contact you want to add the phone number to. Contact Details opens.

5. Edit any contact details you want to change. The number automatically populates in the contact.

6. Tap Save.

The contact is updated in UniTel Voice's Contacts and in the device's native contacts.

Adding or Editing avatars

If the contact does not contain an avatar, you can add an image to the contact.

To add or edit an avatar

1. Go to the Contacts tab on the resource panel.

2. Tap Contacts.

3. Select the contact you want to edit by tapping on the contact or typing their name in the Search bar and tapping on the contact.

Contact Details opens.

4. Tap Edit.

5. Tap on the empty avatar or tap the avatar you want to replace and select Take Photo or Choose Photo.

If you tap Take Photo, take a picture to use as the avatar. Crop the image if desired. Tap Use Photo when the image is ready.

If you tap Choose Photo, select an image on your device. Crop the image if desired. Tap Choose when the image is ready.

6. Tap Save.

The avatar is added to the contact.

Changing sort order or display order

You can customize the way contacts are displayed in UniTel Voice. For example, you can sort contacts by first name or last name, or change how names are shown.

UniTel Voice uses the iOS preferences that you set on your device.

To change the sort order of your contacts

1. Go to iOS device Settings > Contacts.

2. Select the order you want to use.

Sort order controls the order of your contact list. First, Last sorts the list in alphabetical order of their first names.

Display order controls each person's name. First, Last displays a name as James Smith while Last, First displays Smith James.

Editing contacts

You can update UniTel Voice contacts in the Contacts tab . The updates are also applied to your device contacts. You cannot update team member details.

To update a contact using Contact details

1. Go to the Contacts tab on the resource panel.

2. Tap Contacts.

3. Select the contact you want to edit by tapping on the contact or typing their name in the Search bar and tapping on the contact.

Contact Details opens.

4. Tap Edit.

5. Complete the contact details.

6. Tap Save.

The contact is updated in UniTel Voice's Contacts and in the device's native contacts.



Deleting a contact

Delete your UniTel Voice contacts. This also deletes the contact in your device contacts. You cannot delete team members.

To delete a contact

1. Go to the Contacts tab on the resource panel.

2. Swipe the contact to be deleted to the left.

3. Tap Delete.

4. Tap Delete Contact.

 

The contact is deleted and no longer shows in UniTel Voice's Contacts or in the device's native contacts.

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