What Is a Phonebook?

Example: A company could create a phonebook for the “Sales Team” with each rep's name and extension. This directory can be pushed to all sales reps’ desk phones for easy lookup.

Creating a New Phonebook

1. From the main menu on the left, navigate to: "UC Admin" → "Extensions and Devices" → "Phonebooks"

2. Select “+ Add Phonebook” in the upper-right corner.

3. Complete the form with the following required information:

1. Assigned Account: Select the account this phonebook 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
2. Label: Enter a name used for internal identification (e.g., "Front Office Contacts", "Emergency List")
   
   
   
   
   

4. Select “Add” in the lower-right to create the phonebook.

5. Once the phonebook 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 Phonebooks

1. From the main menu on the left, navigate to: "UC Admin" → "Extensions and Devices" → "Phonebooks"

2. From the list of available phonebooks, select the phonebook name or the three vertical dots on the right of the phonebook you wish to edit.

3. You'll have access to two main configuration tabs:

1. Details
   
1. Edit metadata such as:
   
1. Label: Update the name of the phonebook
   
2. Description: Optional details about the phonebook’s purpose
   
3. Notes: Internal comments for administrators
   

3. Entries
   
1. Add individual contacts:
   
1. Manually input name and phone number 
   
   
   
   
   
   
   
2. Bulk import entries:
   
1. Upload a CSV file with contact data (ideal for larger teams or client lists)
   
   
   
   
   
   
   
3. Edit or delete existing entries from the list by clicking the three vertical dots to the right of the entry
   
   
   
   
   

Be sure to click “Update” at the bottom of the screen to save your changes before navigating away.