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:
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, |
| What fields are to be used to identify a duplicate. The fields |
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 |
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
ID | Internal 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 Number | Customer Number or ID |
Communications
Telephone 1 | The first number of the contact |
Telephone 2 | The second number of the contact |
Telephone 3 | The thirdnumber of the contact |
Telephone 4 | The fourth number of the contact |
Telephone 5 | The 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.
It is possible to configure an automatic file import for contacts.
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 Client Master Data, the Import Directory is specified.
Note: the name must correspond to the directory created above.
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.