Contacts



Table of Contents

    .1 What are Contacts?⁠ 
    .2 How to add Contacts⁠ 
    .3 How to delete or edit a contact⁠ 



What are Contacts?

A 'contact' refers to an individual or entity with whom you may communicate via the  PBX.IM  system. Contacts are typically added to facilitate communication but do not have access to  PBX.IM 's features and functionalities.





How to add Contacts

Title
Title

Access Contacts

  • Log into PBX Dashboard
  • Go to ‘’Settings’’
  • Select ‘’Media files’’ from the drop down menu


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Click on Add Contact

Complete the form by following the next steps:
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Add Contact


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Type
How to use it
First name and last name
Type the contact's first name in the "First Name" field and their last name in the "Last Name" field. This is a mandatory field.
Phone number
Type the contact's phone number in this field. This is a mandatory field.
Email
Add the contact's email address.
Company
Type the name of the contact's company in this field. This field is optional.
Address
Introduce the address details followed by city, Postal Code, State and country.
Notes
You can type in any details you want to remember about this contact.
Private toggle
Toggle this option on (blue) if you want the contact to be private. Leave it off (gray) if the contact does not need to be private.
Save
Click the "Save" button once all the necessary information is filled out correctly.
Cancel
Click the "Cancel" button if you do not wish to add the contact. This will close the form without saving any changes.





How to delete or edit a contact

If you want to make any changes to the contacts you've added, go to the Main Page and click on the Pencil Edit or Wastebasket Delete button to make those changes.

If you have an Agent role, you will have access to this functionality and be able to perform the same actions as an Admin.