Find and manage contacts

Plan requirement

Subscription UC-Essential or higher

Search once across colleagues, shared phonebooks and your own contacts, and give incoming numbers a name.

Where your contacts come from

Colleagues Everyone on your phone system. Always there, nothing to maintain.
Shared phonebooks Maintained centrally, such as customers and suppliers. One correction serves everybody.
Your personal contacts Visible only to you.
Connected systems A CRM or calendar integration, where one is active.

Search covers all of them at once, so you type a company name rather than remembering which list it is in.

Why a name appears on an incoming call

Because the number matched one of those sources. When a number arrives bare, it matched nothing, and the usual cause is format: a number stored as 020 1234567 will not match a call arriving as +31201234567.

Store every number in full international format. It is the single change that makes name lookup work reliably, and it costs nothing to adopt.

Adding a personal contact

The fastest moment is straight from your call history: a number you meant to save later is a number you will be looking up again.

There is one setting here. With Keep Call Dialog after the call switched on, the call window stays open after you hang up, so you can add the caller to a phonebook or to your CRM while you still remember who they were.

Shared phonebooks

These are maintained centrally so everyone benefits from one correction. If a customer's number is wrong for you, it is wrong for the whole company, so report it rather than fixing your own copy.

On the web there is a Phonebook tab of its own, where you can open a contact's details, search, and filter by phonebook when you have several.

Syncing to your phone and mail client

Contacts can be synced to iOS, Android, macOS and desktop mail clients, so the same names appear when a call arrives on your mobile.

See also

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