Managing Contacts and Favorites

You can create local contacts and designate favorites for your system.

Types of Favorites

The system web interface displays several types of favorites.

Directory Server Registration Types of Contacts

Polycom GDS

  • Directory entries created locally by the user.

  • References to Polycom GDS entries added to Favorites by the user.

These entries are available only if you successfully register the system with Polycom GDS. Users can delete these entries from Favorites, but they can’t edit these entries. Users can copy these entries to other Favorites and remove them from those groups.

LDAP with H.350

  • Directory entries created locally by the user.
  • References to LDAP directory entries added to Favorites by the user.

These entries are available only if the system can successfully access the LDAP server. Users can delete these entries from Favorites, but they can’t edit these entries. Users can copy these entries to other Favorites and remove them from those groups.

Manage Contacts

You can add contacts individually or in bulk in the system web interface.

Procedure

  1. Do one of the following:
    • Go to Dashboard > Contacts.
    • Go to Place a Call > Contacts.
  2. Select More and choose one of the following options:
    • New Contact: Create a single contact.
    • Import: Upload contacts in bulk using an XML file (can’t exceed 3 MB).
    • Export: Download local contacts to an XML file (doesn’t include contacts available through a directory server).

Unfavorite a Contact

Unfavorite a contact to remove the contact from your Favorites list.

Procedure

  1. Go to Place a Call > Favorites.
  2. Choose a favorite card, then select Unfavorite.
    The contact is removed from the Favorites list.