Contacts

UC-Line allows each User on your account to upload a Contacts Directory. This list will sync with the Network Phonebook on their device. Customer Administrators have the option to upload a list of contacts for a specific User or the entire Company. Adding contacts to an individual user account will make them available only for that specific user.

How Contact Directories Work

Add all contacts you wish to have available in your Phonebook to the Contacts Template and upload this in the Contacts section of the UC-Line Portal.

Once the list has been uploaded you can view all contacts and use the Click to Dial functionality. You can also search for those Contacts within the phonebook on your handset.

Adding Contacts

There are two possible ways to add contacts:

1. Adding each contact individually.
2. Adding multiple contacts using the .CSV template.

Individual Contact Additions

• Click on the [Add Contact +] button, this will display the Add Contact window.

  

• Fill out the required information

  1. Owner	Customer Administrators can upload contacts by company or by specific User, a Regular User can only upload to their own contacts.
  2. First Name	Enter the first name of the contact.
  3. Last Name	Enter the last name of the contact.
  4. Number Type	From the available options, please select the type of number you are adding.
  5. Number	Enter the number of the contact you are adding.
  6. Company	Enter the company name for the contact.
  7. Email	Enter the email address of the contact you are adding.
  8. Note	If desired, enter a note/comment for this contact.

• To confirm, click the [Add +] button to create the contact.

Adding Contacts using a CSV. File

• From the Contacts section, click the [Import ↑] button.
• This will open the Import Contacts CSV File window. Click on the “Download sample” link to download a .CSV file for your import type. Supported types are UC-Line, Google, Outlook and vCard (for iOS Contacts), when opened in Microsoft Excel it will already have some populated headers and samples as seen above.
• Replace the sample fields with the required information for all contacts, and add any more as necessary, Certain fields are required, such as First Name, Last Name, and it must have at least one phone number.
• Once the .CSV file is populated with the correct details, save the changes but keep the file format as .CSV. You can upload the file to the UC-Line Portal by dragging and dropping the saved file into the media uploader as seen below.

Once the file has been uploaded, the new contact(s) will appear in your Contacts on the UC-Line Portal and the address book on your linked Device.

To edit any contact, click on the [Edit] button to the right of the contact you wish to edit.

Or you can click on the icon to the left of the contacts name.

From here you can edit any item as necessary, be sure to click on [Save Contact] when done. You can also view your contacts as Tiles by clicking on the [Tile View] button.

Click to Call – accessed from the Contacts section – is activated using the [Phone] buttons in the bottom-left corner of each contact tile, or the [Phone] buttons to the right of the contact in the List View. Once clicked, the Caller Selection window will open letting you choose which device you would like to use to dial this contact.

Clicking on the [Click to Call] button for your desired device will begin calling the contact number.

Please Note: Only devices assigned to a User can use the Click to Call feature.