The phone book is your team's list of contacts. Owners manage it in Settings > Data Hub > Phone book, and Iven can look contacts up for your team.
Who can do this: Owners only.
Add a contact
Go to Settings > Data Hub > Phone book.
Select Add Contact ("Create a new contact quickly."). The Create new contact panel opens.
Fill in Name, Company name, E-mail, Phone number and Extension (for example "ext. 1234").
Select Create contact.
Edit or delete a contact
Select a contact card to open Edit contact. Change the details and select Save changes, or select Delete to remove the contact.
Import many contacts
Select Template to download the template.
Fill it in and save it as .csv or .xlsx.
Select Import file and choose the file.
Good to know
If Hide customer contact details is on in Settings > Privacy, technicians do not get phone numbers or emails from the phone book, and Iven does not give them out. Owners still see them.
The phone book is separate from your list of team members.
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