View and Manage Personal Contacts
This topic describes how to view, add, edit, delete, import, and export personal contacts on Linkus Web Client.
View a personal contact
- Log in to Linkus Web Client, click Contacts.
- At the top-left corner of workspace, select Personal Contacts from the drop-down list .
- To view details about a specific contact, click the contact card.
Add a personal contact
- Add a personal contact directly
-
- Log in to Linkus Web Client, click Contacts.
- At the top-left corner of workspace, select Personal Contacts from the drop-down list of .
- Click Add, enter contact information, and
then click Save.
The contact is added and your Personal Contacts is updated.
- Add a personal contact from a company phonebook
- If you are allowed to manage specific phonebooks, you can add company contacts in the phonebooks to your personal contacts list.
- Add a personal contact from Call Logs
-
- Log in to Linkus Web Client, click Call Logs.
- Right click a record to add a personal contact.
- To add a new contact, do as follows:
- Click Add New Contact.
- In the Add to drop-down list, select Personal Contacts.
- Enter contact information.
- Click Save.
- To add to an existing contact, do as follows:
- Click Add to Existing Contact.
- Select Personal Contacts from the drop-down list of .
- Select the checkbox of an existing contact.
- Click Confirm and Save.
- Add a personal contact from Voicemails list
-
- Log in to Linkus Web Client, click Voicemails.
- Right click a record to add a personal contact.
- To add a new contact, do as follows:
- Click Add New Contact.
- In the Add to drop-down list, select Personal Contacts.
- Enter contact information.
- Click Save.
- To add to an existing contact, do as follows:
- Click Add to Existing Contact.
- Select Personal Contacts from the drop-down list of .
- Select the checkbox of an existing contact.
- Click Confirm and Save.
- Add a personal contact from Recordings list
-
- Log in to Linkus Web Client, click Recordings.
- Right click a record to add a personal contact.
- To add a new contact, do as follows:
- Click Add New Contact.
- In the Add to drop-down list, select Personal Contacts.
- Enter contact information.
- Click Save.
- To add to an existing contact, do as follows:
- Click Add to Existing Contact.
- Select Personal Contacts from the drop-down list of .
- Select the checkbox of an existing contact.
- Click Confirm and Save.
Edit a personal contact
- Log in to Linkus Web Client, click Contacts.
- At the top-left corner of workspace, select Personal Contacts from the drop-down list of .
- Find the desired contact, click to edit the desired contact
information, and then click Save.
The contact's information is updated in your Personal Contacts.
Delete a personal contact
- Log in to Linkus Web Client, click Contacts.
- At the top-left corner of workspace, select Personal Contacts from the drop-down list of .
- Find the desired contact, click , click Delete
and OK.
The contact is removed from your Personal Contacts.
Export personal contacts
You can export all personal contacts to a CSV file, and then make additions, removals, and changes to the file.
- Log in to Linkus Web Client, click Contacts.
- At the top-left corner of workspace, select Personal Contacts from the drop-down list of .
- Click Export.
A CSV file is saved to your computer. To check and edit parameters in the CSV file, see Administrator Guide - Contacts Parameters.
Import personal contacts
We recommend that you export personal contacts data to a CSV file first, and use the file as a template to start with. In this way, you can save time and effort.- Prerequisites
- Requirements of an imported file:
- Format: UTF-8 .CSV
- Size: Less than 300 MB
- File name: Less than 127 characters
- Import parameters: Ensure that the import parameters meet requirements. For more information , see Administrator Guide - Contacts Parameters.
- Procedure
-
- Log in to Linkus Web Client, click Contacts.
- At the top-left corner of workspace, select Personal Contacts from the drop-down list of .
- Click Import.
- In the pop-up window, click Browse, and select your CSV file.
- Click Import.
The personal contacts in the CSV file will be displayed in the Personal Contacts list.