Dial-by-Name Directories
What Is a Dial-by-Name Directory?
A Dial-by-Name Directory allows callers to search for and connect with users by entering the first few letters of their name using a phone keypad. This is especially useful in larger organizations where remembering extensions is impractical.
Example: A caller reaches a company’s main line, selects the option to use the directory, and dials “527” to reach someone named “Jared.”
Creating a New Directory
1. From the main menu on the left, go to: "UC Admin" → "Call Control Apps" → "Dial-by-Name Directories"2. Select “+ Add Directory” in the upper right corner.3. Complete the form with the following required information:
- Assigned Account: Select the account this directory belongs to. This field only appears if you have not already selected an account from the main dropdown at the top right of the page.
- Label: Enter a name used for internal identification (e.g., "Main Office Directory").
4. Select “Add” in the lower-right to create the directory.5. Once the directory is created, you’ll be redirected to a page where you can further customize it (refer to Step 3 in the Management section below).
Managing Existing Directories
1. From the main menu on the left, go to: "UC Admin" → "Call Control Apps" → "Dial-by-Name Directories"2. From the list of existing directories, select the name of the directory you wish to edit to open it's settings.3. You'll have access to several configuration tabs:
- Edit
- Label, Description, and Notes
- Extension Number and Dialing Address (the unique number that can be dialed from anywhere in the platform by any phone or extension)
- Directory Entries – Add or remove individuals from the directory and define their searchable names
- Exit Destination – Where the call is sent if the caller doesn’t select a name (e.g., main menu or receptionist)
Be sure to click “Update” at the bottom of the screen to save your changes before navigating away. Related Articles
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