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Table of Contents

Contact and corporate directory

The Contact menu displays all of the extensions in your organization, including details such as display name on the phone, main number, and location.

You can filter contacts by Personal Contact, Business Contact, or Directory from the top drop-down menu.

You can sort the Personal Contact, by using the following filters:

  • Sort by: Allows you to show contacts by display name or main number.
  • Category: Allows you to show contacts for speed dial, favorite, or all.
Note

You can update the Personal Contact but the FortiVoice system administrator manages the Business Contact and Directory.

This section includes the following topics:

Calling a contact

  1. Go to Contact > Business Contact, Personal Contact, or Directory.
  2. To initiate a call, click the phone icon next to the extension or phone number.

Adding a personal contact

Use this procedure to add a contact to Personal Contact.

  1. Go to Contact > Personal Contact.
  2. Click .
    Caution

    Make sure to fill in the Main Number field. This field is mandatory.

  3. Fill in the fields.
  4. Click Create.

Editing a personal contact

  1. Go to Contact > Personal Contact.
  2. Select the box to the left of the display name and then click .
  3. Edit the contact details.
  4. To save the changes, click OK.

Deleting a personal contact

  1. Go to Contact > Personal Contact.
  2. Select the box to the left of the display name and then click .
  3. To confirm, click Delete.

Importing a list of personal contacts

Caution

When you import a list of contacts, you overwrite any existing contacts in the personal contact list.

Use this procedure to import contacts from a file with data represented in a comma-delimited format also referred to as comma-separated values (CSV) in Personal Contact.

  1. Go to Contact > Personal Contact.
  2. Click and select Import.

    The File Upload dialog opens.

  3. Find the CSV file to import and click Open.

    The personal contact list includes the newly imported contacts.

Exporting a list of personal contacts

Use this procedure to export contacts from Personal Contact to a CSV file.

  1. Go to Contact > Personal Contact.
  2. Click and select Export.
  3. Choose to save the CSV file and click OK.

Updating a personal contact favorite list

Use this procedure to update a favorite list to add or delete a contact.

  1. Go to Contact > Personal Contact.
    • To add a contact to a favorite list, click the star icon next to the display name.
    • To remove a contact from a favorite list, click the star icon next to the display name.
    • To show only favorites in the contact list, in Category, select Favorite.

Updating a speed dial list of personal contacts

You can associate a phone number with a key pad number and create a contact speed dial list. Use this procedure to add or delete a number from a speed dial list.

  1. Go to Contact > Personal Contact.
  2. Next to the main number, click the down arrow .
      • To add a phone number to the speed dial list:
        1. Select Add to Speed Dial.
        2. To associate the phone number with a key pad number, click a number in the list.
        3. Click OK.
      • To remove a phone number from the speed dial list, select Remove from Speed Dial
  3. To show only speed dial numbers in the contact list, in Category, select Speed Dial.
  4. Configuring a personal block list

    Use this procedure to maintain a phone number block list to prevent those defined numbers from calling your extension.

    Note

    To be able to block phone numbers, the FortiVoice system administrator must enable the functionality on the FortiVoice phone system.

    To block a phone number (not included in the personal contact list)
    1. Go to Contact > Personal Contact and click Personal Block List.
    2. Click New.
    3. Enter a Number, and optionally a Display name and Description.
    4. Click Create
    5. To finish configuring your block list, click Close.
    To block a phone number (included in the personal contact list)
    1. Go to Contact > Personal Contact.
    2. In the main number list, locate the number that you want to block.
    3. Next to the main number, click the down arrow .
    4. Select Add to Block List.
    5. Optionally, add a Description.
    6. To confirm, click OK.

    Contact and corporate directory

    The Contact menu displays all of the extensions in your organization, including details such as display name on the phone, main number, and location.

    You can filter contacts by Personal Contact, Business Contact, or Directory from the top drop-down menu.

    You can sort the Personal Contact, by using the following filters:

    • Sort by: Allows you to show contacts by display name or main number.
    • Category: Allows you to show contacts for speed dial, favorite, or all.
    Note

    You can update the Personal Contact but the FortiVoice system administrator manages the Business Contact and Directory.

    This section includes the following topics:

    Calling a contact

    1. Go to Contact > Business Contact, Personal Contact, or Directory.
    2. To initiate a call, click the phone icon next to the extension or phone number.

    Adding a personal contact

    Use this procedure to add a contact to Personal Contact.

    1. Go to Contact > Personal Contact.
    2. Click .
      Caution

      Make sure to fill in the Main Number field. This field is mandatory.

    3. Fill in the fields.
    4. Click Create.

    Editing a personal contact

    1. Go to Contact > Personal Contact.
    2. Select the box to the left of the display name and then click .
    3. Edit the contact details.
    4. To save the changes, click OK.

    Deleting a personal contact

    1. Go to Contact > Personal Contact.
    2. Select the box to the left of the display name and then click .
    3. To confirm, click Delete.

    Importing a list of personal contacts

    Caution

    When you import a list of contacts, you overwrite any existing contacts in the personal contact list.

    Use this procedure to import contacts from a file with data represented in a comma-delimited format also referred to as comma-separated values (CSV) in Personal Contact.

    1. Go to Contact > Personal Contact.
    2. Click and select Import.

      The File Upload dialog opens.

    3. Find the CSV file to import and click Open.

      The personal contact list includes the newly imported contacts.

    Exporting a list of personal contacts

    Use this procedure to export contacts from Personal Contact to a CSV file.

    1. Go to Contact > Personal Contact.
    2. Click and select Export.
    3. Choose to save the CSV file and click OK.

    Updating a personal contact favorite list

    Use this procedure to update a favorite list to add or delete a contact.

    1. Go to Contact > Personal Contact.
      • To add a contact to a favorite list, click the star icon next to the display name.
      • To remove a contact from a favorite list, click the star icon next to the display name.
      • To show only favorites in the contact list, in Category, select Favorite.

    Updating a speed dial list of personal contacts

    You can associate a phone number with a key pad number and create a contact speed dial list. Use this procedure to add or delete a number from a speed dial list.

    1. Go to Contact > Personal Contact.
    2. Next to the main number, click the down arrow .
        • To add a phone number to the speed dial list:
          1. Select Add to Speed Dial.
          2. To associate the phone number with a key pad number, click a number in the list.
          3. Click OK.
        • To remove a phone number from the speed dial list, select Remove from Speed Dial
    3. To show only speed dial numbers in the contact list, in Category, select Speed Dial.
    4. Configuring a personal block list

      Use this procedure to maintain a phone number block list to prevent those defined numbers from calling your extension.

      Note

      To be able to block phone numbers, the FortiVoice system administrator must enable the functionality on the FortiVoice phone system.

      To block a phone number (not included in the personal contact list)
      1. Go to Contact > Personal Contact and click Personal Block List.
      2. Click New.
      3. Enter a Number, and optionally a Display name and Description.
      4. Click Create
      5. To finish configuring your block list, click Close.
      To block a phone number (included in the personal contact list)
      1. Go to Contact > Personal Contact.
      2. In the main number list, locate the number that you want to block.
      3. Next to the main number, click the down arrow .
      4. Select Add to Block List.
      5. Optionally, add a Description.
      6. To confirm, click OK.