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Editing a contact

You can update contact information, merge and split local contacts, change the contact groups, and delete contacts.

You cannot edit, merge and split, change contact groups, or delete G-Suite contacts.

You can open the Contact Profile (Windows) or the Contact Editor (Mac) from Contacts, Favorites, History, and Messages. Once in the Contact Profile (Windows) or the Contact Editor (Mac), you can edit the contact.

Using Contacts and Favorites

In Contacts and Favorites, you can use the Contact Info flyout or the shortcut menu to open the Contact Profile (Windows) or the Contact Editor (Mac) so you can edit local contacts.

To edit a contact using the Contact Info flyout

1. Click on a local contact and click Profile in the Contact Info flyout.

The "Profile" button is on the contact flyout.

   The Contact Profile (Windows) or the Contact Editor (Mac) window opens.

2. Edit any of the fields that need to be changed.

3. Click OK.

The contact is updated in UniTel Voice.

Windows: Add IM for contact dialog

To edit a contact using the shortcut menu

1. Right-click (Windows) or CTRL+click (Mac) on a contact and select Edit Profile (Windows) or View/Edit Profile (Mac).

"Edit Profile" is on the shortcut menu.

    The Contact Profile (Windows) or the Contact Editor (Mac) window opens.

2. Edit any of the fields that need to be changed.

3. Click OK.

The contact is updated in UniTel Voice.

Windows: Add IM for contact dialog

Using History

In History, you can use the Contact Info flyout or the shortcut menu to open the Contact Profile (Windows) or the Contact Editor (Mac) so you can edit local contacts.

To edit a contract using the Contact Info flyout

1. Click on a History group to expand the group entry.

Expanded History entry

2. Click on Contact Info. A Contact Info flyout appears with contact information.

3. Click Profile.

The "Profile" button is on the contact flyout.

    The Contact Profile (Windows) or the Contact Editor (Mac) window opens.

4. Edit any of the fields that need to be changed.

5. Click OK.

The contact is updated in UniTel Voice.

Windows: Add IM for contact dialog

To edit a contact using the shortcut menu

1. Right-click (Windows) or CTRL+click (Mac) on a call group or the heading of an expanded call group.

2. Click Edit Contact.

The Contact Profile (Windows) or the Contact Editor (Mac) window opens.

3. Edit any of the fields that need to be changed.

4. Click OK.

The contact is updated in UniTel Voice.

Windows: Add IM for contact dialog

Using Messages

 In Messages, you can use the shortcut menu, the More menu, or the Contact Info flyout to open the Contact Profile (Windows) or the Contact Editor (Mac) so you can edit your local contacts.

Using the Contact Info flyout

1. With the All or Chat Room filter applied, click on the chat room in the conversation list.

2. Click Members in the chat room header. The number indicates the number of members in the room.

The "Members" button is on the conversation header.

    The members list opens in the chat room panel.

3. Click on the contact's avatar.

The Contact Info flyout opens.

The "Profile" button is on the contact flyout.

4. Click Profile if you want to see more information.

    UniTel Voice displays the Contact Profile (Windows) or the Contact Editor (Mac).

5. Edit any of the fields that need to be changed.

6. Click OK.

The contact is updated in UniTel Voice.

Windows: Add IM for contact dialog

Merging contacts

If you have two entries for local contacts that should be one contact, you can merge the contacts together. G-Suite contacts cannot be merged.

To Merge contacts using the shortcut menu

1. Use SHIFT+Click, CTRL+Click (Windows), COMMAND+Click (Mac) or a combination to select one or more contacts you want to merge.

2. Right-click (Windows) or SHIFT+CTRL+Click (Mac) and select Merge Contacts.

    The Contact Profile (Windows) or the Contact Editor (Mac) window opens.

3. Edit any of the fields that need to be changed.

4. Click OK.

The contacts are merged into a single contact.

To merge contacts using drag and drop

1. Use SHIFT+Click, CTRL+Click (Windows), COMMAND+Click (Mac) or a combination to select all but one of the contacts you want to merge.

2. Drag the selected contacts onto the last contact you want to merge. The Merge Contacts dialog opens.

    The Merge Contacts dialog opens.

3. Click Yes on the Merge Contacts pop-up.


4. The Contact Profile (Windows) or the Contact Editor (Mac)window opens.

Edit any of the fields that need to be changed.

5. Click OK.

The contacts are merged into a single contact.

Splitting contacts

 If you want to separate a local merged contact back into separate contacts, you can split the contact.

To split contacts using the shortcut menu 

1. Right-click (Windows) or CTRL+click (Mac) on a contact and click Split Contact.

UniTel Voice splits that contact into the original contacts.

To split a contact using the Contact Profile

1. Right-click (Windows) or CTRL+click (Mac) on a contact and select Edit Profile (Windows) or View/Edit Profile (Mac).

"Edit Profile" is on the shortcut menu.

    The Contact Profile (Windows) or the Contact Editor (Mac) opens.

2. Click Split Contact.

The contact is splits into the original contacts.

Changing contact groups 

You can move a contact from one group to another or add them to multiple groups. You cannot move G-Suite contacts between groups.

To move contacts to another group

1. In the contacts panel, use SHIFT+Click, CTRL+Click (Windows), COMMAND+Click (Mac) or a combination to select one or more contacts you want to move to another group.

2. Drag the selected contacts to the title bar of the new group.

The contact or contacts are removed from the old group and added to the new group.

To add and remove contacts from multiple groups using the Contact Profile

1. Right-click (Windows) or CTRL+click (Mac) on a contact and select Edit Profile (Windows) or View/Edit Profile (Mac).

"Edit Profile" is on the shortcut menu.

    The Contact Profile (Windows) or the Contact Editor (Mac) window opens.

2. Click the drop-down arrow in Group. Select the groups you want to add the contact to and deselect the groups you want to remove the contact from.

3. Click OK.

The contact is added to all groups you selected and removed from all groups you deselected.

To remove a contact from a single group

1. Use SHIFT+Click, CTRL+Click (Windows), COMMAND+Click (Mac) or a combination to select one or more contacts you want to remove from a group. Make sure you select the contact or contacts in the group you want to delete them from.

2. Right-click (Windows) or CTRL+click (Mac) and click Delete Contact for an individual contact or Delete Selected for multiple contacts.

3. If the contact belongs to more than one group, clear Delete this contact from all groups or Delete these contacts from all groups. Click Yes in the Delete Contact dialog.

Delete Contact dialog

The contact or contacts are removed from the group. They remain in any other groups they belonged to.

Deleting a contact 

You can delete a single contact or a group of contacts from UniTel Voice. G-Suite contacts cannot be deleted. To remove G-Suite contacts, remove them from G-Suite or delete your G-Suite account from UniTel Voice.

To delete one or more contacts 

1. In the contact panel, use SHIFT+Click, CTRL+Click (Windows), COMMAND+Click (Mac), or any combination to select the contacts you want to delete.

2. Right-click (Windows) or CTRL+click (Mac) and select Delete Contact or Delete Selected.


3. If the contact belongs to more than one group, leave Delete this contact from all groups or Delete these contacts from all groups selected. Click Yes.

The contacts are deleted.

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