Searching Shared ContactsĬurrently shared contacts can only be searched by the following:įAQs Is there a size limit for my CSV file?
The shared contact will still be searchable after deletion.īe aware that shared contacts don't sync back to G Suite or Office 365. Shared contacts can be deleted, however, it will only delete the user’s specific communication history, text content, etc. Shared contacts are editable by every user in your CompanyĮdit any of the following fields and Dialpad will update the contact's profile wherever it appears:.Updates to shared contacts affect every instance of the shared contact in Dialpad (including their listings in your Department).Communication history (calls & messages) with shared contacts that interact with a Department will be searchable/viewable by Operators.Shared contacts that interact with Departments will display a colored tag and will create a Department contact.Once the upload is complete, your shared contacts will be searchable by every user within your Company. Once uploaded, you will see a confirmation message confirming the action and noting any duplicate contacts.ĭuplicate contacts (matching first and last name) that are uploaded will update the contact in the system. Add the desired CSV file by dragging and dropping, or browsing your computer.Select 'My Company' from the drop-down menu at the top left.To upload your shared company contacts, navigate to your Admin Settings at
US numbers do not need a country abbreviation. ***International numbers require the country code and abbreviation. ** Country codes are only required for numbers outside the US Unformatted numbers (4152222222) work the best. We won't be able to accept #s formatted with periods ex: 777.777.7777. *If you're adding more than 1 phone #, just separate them with a |. Dialpad will upload and enter the following optional fields. Have additional details you'd like to add? No problem. Mandatory fieldsįields are case-sensitive. To make life easier, we have a template you can download from your Company Admin settings.Įnsure your contacts are uploaded as accurately and efficiently as possible, by reviewing the below CSV requirements. Have contacts you'd like to share across your Company? Simply upload a CSV file of your existing contacts to Dialpad and your contacts will be available for everyone within your company.Ĭompany Admins on any Dialpad plan can upload shared contacts from their Admin Portal.