Shared Contacts

Features

Shared Contacts

Scope

Intended Audience: All End Users

This article outlines how to create shared contacts in the Manager Portal. Shared contacts are visible to all users and can be displayed as speed dials or in a contact book.

Requirements

Office Manager Access to Manager Portal or higher


Shared Contacts

Note: In order for the system to properly reference shared contacts for caller ID display, you must enter phone numbers in an 11 digit format.

  1. Log in to the Manager Portal
  2. Navigate to Users
  3. Click on Shared Contacts
  4. Click Add Shared Contact or Import using Outlook, Google, or Apple vCard
  5. Complete the fields as desired. First Name and Last Name are required
  6. Click Save

Import Users

  1. Click on the Export button and download the file
  2. Open the downloaded Excel file and use this file as a template to input the information of the contacts.
  3. Once finished, Save the information on the Excel and click on Import

[group contacts](https://docs.servantvoice.cloud/articles/features/shared-contacts/contact-us##search%5Fquery=group contacts) [contact sharing](https://docs.servantvoice.cloud/articles/features/shared-contacts/contact-us##search%5Fquery=contact sharing)