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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. This is compulsory.

    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.

    Upload/Delete (icons)

    Click to add or remove a picture of the business contact. This option is only available when you edit a business contact.

    By adding a picture of the business contact, when there is an incoming call from that contact, the

    caller/contact's picture/photo ID displays on the callee's phone, if the phone model supports this feature.

  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.

Viewing contacts retrieved from the LDAP server

Phone System > Contact > LDAP Contact displays the contact information retrieved from the LDAP server.

If you have contact or employee information in your LDAP server, you can configure the LDAP attribute mapping templates to retrieve the information and add it to the contact and extension lists. For details, see Configuring the LDAP connector.

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 (for example, #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. This is compulsory.

    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.

    Upload/Delete (icons)

    Click to add or remove a picture of the business contact. This option is only available when you edit a business contact.

    By adding a picture of the business contact, when there is an incoming call from that contact, the

    caller/contact's picture/photo ID displays on the callee's phone, if the phone model supports this feature.

  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.

Viewing contacts retrieved from the LDAP server

Phone System > Contact > LDAP Contact displays the contact information retrieved from the LDAP server.

If you have contact or employee information in your LDAP server, you can configure the LDAP attribute mapping templates to retrieve the information and add it to the contact and extension lists. For details, see Configuring the LDAP connector.

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 (for example, #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.