help • 2 Enreach Contact Desktop • User interface • Phonebook
2.4.3 Phonebook
To open the Phonebook, click . The Phonebook contains your external and personal contacts. You can add, modify and remove entries.
Search bar
In the search bar you can search by name and phone number. The search query is remembered when you navigate between the tabs.
You can also filter the entries according to various criteria.
*Activate to show your Favorites.
*Activate to show company contacts.
*Activate to show personal contacts.
*Activate to show Outlook contacts, if applicable. See Microsoft integration.
*Activate to show Google contacts, if applicable. See Google Integration.
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If you have set contacts in the phone book as favorites, they are displayed at the top. The remaining contacts are listed below in alphabetical order.
 
To expand the options for a contact
1 Move the mouse over a contact.
2 Click on .
*The options for the contact will open.
3 Click an icon to perform an action.
*Click on to call the subscriber.
*Click on to edit the contact information.
*Click to delete the contact.
*Click on to add a contact to your Favorites or click on to remove a contact from your Favorites.
*If an email address has been provided for the contact, click on to send an email.
*Click on to access the contact information.
Manage personal contacts
You can add a new personal contact to your phonebook and edit or delete an existing personal contact.
To add a new personal contact
1 On the user interface, click on .
*The Phonebook opens.
2 Click on .
3 Enter the desired contact details.
4 Click on Add number.
5 Select the type of number you want to add.
6 Click on OK.
7 Click in the field Enter number and enter the phone number of the contact.
8 Click on Save.
*The newly created contact will be added to your Personal Contacts.
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The execution of the action may take some time.
 
To edit an existing personal contact
1 On the user interface, click on .
*The Phonebook opens.
2 Move the mouse over a contact.
3 Click on .
*The options for the contact will open.
4 Click on .
5 Update the desired fields.
6 Click on Save.
*The existing contact will be updated.
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The execution of the action may take some time.
 
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You can edit only personal contacts that are found within Operator. Personal contacts from third-party sources such as Microsoft, Google or a CRM system cannot be edited.
 
To delete an existing personal contact
1 On the user interface, click on .
*The Phonebook opens.
2 Move the mouse over a contact.
3 Click on .
*The options for the contact will open.
4 Click on .
5 Click on Yes.
*The contact will be deleted.
Search for contacts within your CRM
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Make sure that Enreach Connect is activated and that you have a link with your CRM of choice. For further information see Contact Connect.
 
To search for contacts within your CRM
1 On the user interface, click on .
*The Phonebook opens.
2 Enter your search query in the search bar.
3 Click on .
*You search within your CRM and up to five best fitting results are shown.
*Click on the name of the contact to make a direct call.