Contact Directories #
This section of ~.Dimensions.~ settings provides users with a way to create and manage Contact Directories. Contact information stored here will be attached to report data and will be provided to ~.UcClient.~ clients/provisioned phones to give users additional information about who they are talking to.
~.Dimensions.~ allows multiple directories to be imported to provide support for multiple data sources and to provide flexibility with security, by providing controls for users access on each directory.
For more information on the uses of contact directories, please refer to the Getting Started section.
tip
If the Contact Directories area is not visible, check you have been given the correct permission to be able to add/edit directories.
Viewing/Editing Contacts #
The table listing the current directories should show a count of the total number of entires. To view these contacts or manually add/edit them, click on the directory's name to access the Contacts area.
More information on Managing Contacts
Importing Contact Data #
The simplest way to load contacts into a directory is to import them using a CSV file. This should be done on a regular basis to keep contact data up to date.
More information on Importing Contact Data
Directory Access From Phones
If enabled on the directory, it will be also be provided to any physical phones provisioned on the system. Depending on the type of phone, the directory information can be used when making calls or to provide a caller name match on incoming calls.
note
Each phone model has specific limits on the number of contacts which can be loaded. For more information, refer to the Phones section.
info
It can take up to 60 minutes for any new items added to a directory to be made available to a physical phone due to the directory files being cached on the server.
Routing Calls From Contacts #
If contact records have been populated with a preferred routing destination, the communications platform can be configured to look up the destination and route the call automatically using the exposed ~.Dimensions.~ routing webhook.
This feature is great for sending VIP contacts to a dedicated response team or user, even if they dial the company's main number.
More information on Routing Contacts
note
This feature is available on ~.pbx.kazoo.name.~ and 3CX communication platforms.