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FortiVoice Phone System Administration Guide

Creating contacts

Creating contacts

The Phone System > Contact menu lets you view and set up phone directories.

You can also configure speed dial rules.

To view the phone directory

  1. Go to Phone System > Contact > Directory.

    All extensions on this FortiVoice unit are displayed. You can download all contacts or the search result.

To create a contact

  1. Go to Phone System > Contact > Business Contact.
  2. Click New and configure the following:
    GUI field

    Description

    Display name

    The name displaying on the caller’s phone. This is usually the name of the contact.

    Main number

    Enter the phone number mainly used by the contact.

    Mobile number

    Enter the contact’s cellphone number.

    Home number

    Enter the contact’s home phone number.

    Description

    Enter any notes for the address book.

  3. Click Create.

To export a contact

  1. Go to Phone System > Contact > Business Contact.
  2. Select one or more records.
  3. Click Other Actions > Export.
  4. Open or save the file.
  5. Click OK.

To import a contact

  1. Go to Phone System > Contact > Business Contact.
  2. Click Other Actions > Import.
  3. Browse for the file you want.
  4. Click OK.

Configuring speed dials

For fast and efficient dialing, use the speed dial pattern to map the phone numbers, mostly outbound numbers.

For information on setting speed dial number pattern, see Configuring PBX options.

To map speed dials

  1. Go to Phone System > Contact > Speed Dial Rule.
  2. Click New.
  3. Enter a name for the speed dial mapping.
  4. For Dialed Pattern, enter the number based on the speed dial number pattern you set. For example, 333.
  5. For Mapped Pattern, enter the phone number to map to the speed dial pattern.

    You can enter digits 0–9, space, dash, comma, # and *.

    Speed dial pattern accepts # as the lead digit ( Eg. #XX or #613XXX).

    If you want to enter an auto attendant number followed by an extension, you can use comma (,) or semicolon (;) to pause the automatic dialing.
    A comma pauses dialing for two seconds, for example, 1-123-222-1234, 5678#. In this case, once pressing the speed dial code you set, auto attendant 1-123-1234 is reached, and after two seconds, extension 5678 is automatically dialed.
    A semicolon pauses dialing for one second, for example, 1-123-222-1234; 5678#. In this case, once pressing the speed dial code you set, auto attendant 1-123-1234 is reached, and after one second, extension 5678 is automatically dialed.

  6. Optionally, enter a note for the mapping, such as “This is for customer A”.
  7. Click Create.

Creating contacts

Creating contacts

The Phone System > Contact menu lets you view and set up phone directories.

You can also configure speed dial rules.

To view the phone directory

  1. Go to Phone System > Contact > Directory.

    All extensions on this FortiVoice unit are displayed. You can download all contacts or the search result.

To create a contact

  1. Go to Phone System > Contact > Business Contact.
  2. Click New and configure the following:
    GUI field

    Description

    Display name

    The name displaying on the caller’s phone. This is usually the name of the contact.

    Main number

    Enter the phone number mainly used by the contact.

    Mobile number

    Enter the contact’s cellphone number.

    Home number

    Enter the contact’s home phone number.

    Description

    Enter any notes for the address book.

  3. Click Create.

To export a contact

  1. Go to Phone System > Contact > Business Contact.
  2. Select one or more records.
  3. Click Other Actions > Export.
  4. Open or save the file.
  5. Click OK.

To import a contact

  1. Go to Phone System > Contact > Business Contact.
  2. Click Other Actions > Import.
  3. Browse for the file you want.
  4. Click OK.

Configuring speed dials

For fast and efficient dialing, use the speed dial pattern to map the phone numbers, mostly outbound numbers.

For information on setting speed dial number pattern, see Configuring PBX options.

To map speed dials

  1. Go to Phone System > Contact > Speed Dial Rule.
  2. Click New.
  3. Enter a name for the speed dial mapping.
  4. For Dialed Pattern, enter the number based on the speed dial number pattern you set. For example, 333.
  5. For Mapped Pattern, enter the phone number to map to the speed dial pattern.

    You can enter digits 0–9, space, dash, comma, # and *.

    Speed dial pattern accepts # as the lead digit ( Eg. #XX or #613XXX).

    If you want to enter an auto attendant number followed by an extension, you can use comma (,) or semicolon (;) to pause the automatic dialing.
    A comma pauses dialing for two seconds, for example, 1-123-222-1234, 5678#. In this case, once pressing the speed dial code you set, auto attendant 1-123-1234 is reached, and after two seconds, extension 5678 is automatically dialed.
    A semicolon pauses dialing for one second, for example, 1-123-222-1234; 5678#. In this case, once pressing the speed dial code you set, auto attendant 1-123-1234 is reached, and after one second, extension 5678 is automatically dialed.

  6. Optionally, enter a note for the mapping, such as “This is for customer A”.
  7. Click Create.