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Table of Contents

Contact

The Contact menu displays all of the extensions in your organization, including the extension number, display name on the phone, location of the extension, and the extension type.

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

You can sort the Personal Contact list, 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.

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

Calling a contact

To call an extension, initiate the click to dial by clicking the phone icon next to the extension number.

Adding a contact

Use this procedure to add a contact to Personal Contact.

  1. Click .
  2. Fill in the fields.
  3. Click Create.

Editing a contact

To edit a contact in Personal Contact, select the checkbox at the beginning of the row for that contact, and then click .

Deleting a contact

To delete a contact from Personal Contact, select the checkbox at the beginning of the row for that contact, and then click .

Importing a list of contacts

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. Click and select Import.
  2. Find the CSV file to import and click Open.

Exporting a list of contacts

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

  1. Click and select Export.
  2. Depending on your web browser settings, the CSV file may download automatically or you can take action to save the file.

Updating a contact favorite list

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

  1. Go to Contact > Personal Contact.
  2. To add a contact to a favorite list, click the star icon next to the display name.
  3. To remove a contact from a favorite list, click the star icon next to the display name.

Updating a contact speed dial list

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 contact's number, click the down arrow .
  3. To add a 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.
  4. To remove a number from the speed dial list, select Remove from Speed Dial.

Configuring a personal block list

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

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 contact's number, click the down arrow .
  4. Select Add to Block List.
  5. Optionally, add a Description.
  6. To confirm, click OK.

Contact

The Contact menu displays all of the extensions in your organization, including the extension number, display name on the phone, location of the extension, and the extension type.

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

You can sort the Personal Contact list, 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.

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

Calling a contact

To call an extension, initiate the click to dial by clicking the phone icon next to the extension number.

Adding a contact

Use this procedure to add a contact to Personal Contact.

  1. Click .
  2. Fill in the fields.
  3. Click Create.

Editing a contact

To edit a contact in Personal Contact, select the checkbox at the beginning of the row for that contact, and then click .

Deleting a contact

To delete a contact from Personal Contact, select the checkbox at the beginning of the row for that contact, and then click .

Importing a list of contacts

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. Click and select Import.
  2. Find the CSV file to import and click Open.

Exporting a list of contacts

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

  1. Click and select Export.
  2. Depending on your web browser settings, the CSV file may download automatically or you can take action to save the file.

Updating a contact favorite list

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

  1. Go to Contact > Personal Contact.
  2. To add a contact to a favorite list, click the star icon next to the display name.
  3. To remove a contact from a favorite list, click the star icon next to the display name.

Updating a contact speed dial list

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 contact's number, click the down arrow .
  3. To add a 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.
  4. To remove a number from the speed dial list, select Remove from Speed Dial.

Configuring a personal block list

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

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 contact's number, click the down arrow .
  4. Select Add to Block List.
  5. Optionally, add a Description.
  6. To confirm, click OK.