Subject to user rights.
This is accessed by clicking the button on the Toolbar and then the panel's
Phonebook button.
Note: the Phonebook tab/panel is not available to you if you are seeing the Comms Panel - Contacts Tab.
Use this tab to see and manage your Phonebook contacts. A Phonebook is organised into a series of tabs, where each tab displays one or more types of contact such as storm users, external contacts, personal contacts, queues, or hunt groups as configured by an administrator.
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Clicking this displays this Help page in a separate window. |
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Hides the Comms panel. You can restore it by clicking the |
You can display the Phonebook as a tab within the Comms panel or as a wider standalone Phonebook panel as illustrated below.
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Popout Phonebook button |
Pops out the Phonebook tab as a standalone Phonebook panel. |
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Phonebook tabs |
Displays Phonebook contacts in various categories. The tabs and contacts that you see here are configured by your administrator. Use the Note: you can configure a Phonebook tab to auto-display on DTA login. See Select a Phonebook to Display on DTA Login. Depending on your configuration, a particular Phonebook tab can also be displayed on receiving some calls and interactions. |
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The 'Keyword' option allows you to perform a single search across all phonebook fields for all contacts on the tab. With this option selected, choose a condition selector (such as 'Contains' and 'Starts with'), followed by at least two characters of the full or partial keyword to search on. This is illustrated below with the keyword 'car'. The contacts list updates immediately, with the search chip displayed directly above the list. Clicking the You can refine your search by including multiple searches. This can be a combination of no more than a single keyword search plus any number of searches on particular fields. An example multiple search is illustrated below. Removing a search item by clicking the search chip's Note: the simple keyword search returns results across all fields, including those not available in the drop-down list of fields. |
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Favourite Contacts list |
Displays contacts that you have marked as favourites. The symbol and colour indicates the current availability status of the contact (see Contacts List, below). Note: this list is displayed only on a Phonebook tab that displays every user, queue, internal, and external contact. A storm administrator may have configured a separate tab to display your favourite contacts. |
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Displays your organisation's contacts. For storm users, their user group (typically, their department) and extension number are shown. For other contact types, appropriate information such as external contact number, or queue name is shown. Administrators who cannot log in to DTA are not displayed in the list. A contact's symbol and colour indicates the type of contact and their status, where relevant. Users
Queues
Other Entities
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Pagination buttons |
Indicates the number of contacts who are currently in view and the total number of contacts in your contacts list. Use the arrow buttons to see contacts who are not currently visible in the panel.
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Collapse Phonebook button |
Reverts the display of the standalone Phonebook panel to a tab in the Comms Panel. |
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See Also
Make an Outgoing Call (By Selecting the Contact)
Configure Your Organisation Phonebook (administrators only)