Phonebook

Manage contact groups and contacts in the OneXtel platform phonebook, shared across every channel.

The phonebook stores and manages contacts within the platform. It simplifies communication by providing quick access to contact information and eliminates the need to switch between applications. The phonebook supports adding, editing, deleting, and grouping contacts for organized messaging, and also supports importing contacts from external sources.

The phonebook has two tabs:

Tab	Purpose
Groups	Categorize your contacts by creating groups. Each group can contain one or more contacts.
Contacts	Maintain a list of individual records with details such as name, mobile number, and associated group.

Groups

Add a group

1. Open the Groups tab

   In the left pane, click Phonebook, then click the Groups tab.

2. Add group

   Click +Add Group.

3. Enter group details

   In the pop-up window, enter the appropriate name for the group and provide a brief description in the Description field.

4. Save

   Click Add. The platform creates the group.

View groups

1. Open the Groups tab

   In the left pane, click Phonebook, then click the Groups tab.

2. Show groups

   Click Show Group. The platform displays groups and their details.

Edit a group

1. Open the group list

   In the left pane, click Phonebook, then click the Groups tab and click Show Group to display groups and their details.

2. Open the edit action

   In the Action column, click the ellipsis (…) icon.

3. Save changes

   Make the changes and click Update. The platform updates the group.

Delete a group

1. Open the group list

   In the left pane, click Phonebook, then click the Groups tab and click Show Group to display groups and their details.

2. Delete

   In the Action column, click the Delete icon.

3. Confirm

   In the warning pop-up, click Delete to confirm deletion. The platform deletes the group.

Contacts

Add a contact

1. Open the Contact tab

   In the left pane, click Phonebook, then click the Contact tab.

2. Add contacts

   Click +Add Contacts.

3. Choose an add method

   In the pop-up window, select Add Single Contact to add one contact, or Upload Bulk Contact to upload multiple contacts.

Add Single Contact

1. Enter contact details

   Enter the Name and Number of the contact.

2. Select a group

   Click the Select Group field and select the group you want to associate this contact with.

3. Save

   Click Add.

Upload Bulk Contact

1. Choose a file

   Click Choose File, select the file, and click Open. The file of bulk contacts is uploaded.

2. Select a group and save

   Select the Group and click Add.

The platform adds the contact to the phonebook.

View contacts

1. Open the Contact tab

   In the left pane, select Phonebook, then click the Contact tab.

2. Select a group

   In the Select Group field, choose the group.

3. Enter a mobile number (optional)

   Enter the mobile number of the required contact in the Mobile field.

4. Search

   Click Search. The platform displays contacts and their details.

If you select All in the Select Group field, you must specify the mobile number of the required contact.

Edit a contact

1. Open the Contact tab

   In the left pane, click Phonebook, then click the Contact tab.

2. Select the group and search

   Select the Group from the dropdown list and click Search. The platform displays a list of contacts.

3. Open the edit action

   In the Action column, click the ellipsis (…) icon.

4. Save changes

   Make the changes and click Update. The platform updates the contact.

Delete a contact

1. Open the Contact tab

   In the left pane, click Phonebook, then click the Contact tab.

2. Select the group and search

   Select the Group to be deleted from the dropdown list and click Search. The platform displays the list of contacts.

3. Delete

   In the Action column, click the Delete icon, then click Delete in the warning pop-up to confirm.

4. Bulk delete (optional)

   Alternatively, click Delete All, or select specific contacts and click Delete Selected to delete them at once.