Contacts are callers to the system, for example customers, support benificiaries or participants of a conference. Contacts are used to identify callers to the system. If the system is setup correspondingly, contacts are created for every call to the system.

Choose System Settings - Contacts in the main menu, to view the table of existing contacts.

Using the option Export CSV you can export the table to a CSV file which you can then download.

You can use Import to import contacts from a file. The file must be in CSV format.

When exporting and importing user data via CSV files, the following conventions apply:

  • Records in a file are separated by CR + LF (Windows line ending).
  • CR + LF within a record is not allowed.
  • Fields within records are separated by semicolons.
  • The field descriptions (see table) are not provided.
  • A record contains all fields in the defined order (see following table).
  • Missing fields are not allowed.
  • Field contents can be supplied enclosed by inverted commas. In this case the inverted commas are not considered part of the data.
  • The detection of duplicates is performed using the value provided in the CheckDuplicateFields field. Duplicates are overwritten if you specify the option Overwrite Duplicates.

The following fields are specified per record:


Field 

Contents

“Contact”

Fixed text: “Contact” This identifies the type of the record.

ContactClassName

The name of the contact class for this record. Leave empty,
if no contact class is to be specified.


CheckDuplicateFields

What fields are to be used to identify a duplicate. The fields
are separated by | (a | symbol should be provided at the start
and end of this field too). Example:|Name|FirstName|Company|

Title

The title of the contact

Name

Name

FirstName

First Name

Company

Company

Position

The contact’s position in the company

Street1

Street

Street2

Additional Street

PostCode

Post Code

City

City

Country

Country

Tel1

The telephone number in E.164 format

Fax

The fax number in E.164 format

EMail1

The email address.

ListsName

If the name of a list is provided here, then the contact is
additionally added to the specified list.

Use New in the toolbar to create a new contact. Entries can be changed by selecting Edit in the Action column. Provide the following information:

Master Data

IDInternal ID of the record in the database.
Contact Class

The optional selection of a Contact Class

Title

The title of the contact

First Name

First Name

Name

Name

Company

Company

Position

The contact’s position in the company

Street

Street

Street 2

Additional Street

Post Code

Post Code

City

City

Country

The state or county

Customer NumberCustomer Number or ID

Communications

Telephone 1

The first number of the contact

Telephone 2The second number of the contact
Telephone 3The thirdnumber of the contact
Telephone 4The fourth number of the contact
Telephone 5The fifth number of the contact

Fax

The contact’s fax number

Email 1

The contact’s email address.

Image

In Edit mode, you can upload an image for the contact. This image is, for example, shown when the contact participates in a telephone conference.

Automatic Contact Import

It is possible to configure an automatic file import for contacts.

Configuration

The following parameter must be set, as sysadmin.

The Parameter Portal.Contacts.Import.Directory.Active must be set to 1.

Note: the webservers must be restarted when this parameter is set.

A directory is created in the Share Directory - Data/Clients/Client-ID/ (as JTEL User) - contactImportDir. The following subdirectories are then created:

  • In
  • Done

In Client Master Data, the Import Directory is specified.

Note: the name must correspond to the directory created above.

Import

A file, in the correct format (UTF-8), is placed in the In directory.

If the import is successful, the file is moved to Done, and the contacts are visible in the system.

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