View contacts

View and sort organization contacts in Control Hub. You can apply various filters to find the contact you want to view or modify. You can also search for a contact from the list with the search box at the top of the page.

1

Sign in to Control Hub.

2

Click Users > Contacts.

3

Apply any of the following filters to select the source of the contacts:

  • Control Hub: View the contact details such as phone number, Email, SIP URI, and address. You can also view the source of the contact and edit or delete the contact.

  • BroadWorks: View the contact details such as phone number, Email, SIP URI, and address. You can also view the source of the contact. You can’t edit or delete the contact.

  • LDAP: View contact details such as phone number, Email, SIP URI, and address. You can also view the source of the contact. You can’t edit or delete the contact.

  • UCM: View contact details such as phone number, Email, SIP URI, and address. You can also view the source of the contact. You can’t edit or delete the contact.

4

Click on the contact you want to view.

Manually add a new contact

Easily add up to 10 external contacts at one time through the Control Hub interface. After you create your new contacts, you can assign them to groups in your organization.

1

Sign in to Control Hub and go to Users > Contacts.

2

Click the Manage Contacts dropdown and select Create contacts.

3

Fill in the contact fields.

Each new contact must include the following fields:

  • Display name

  • Email

  • Phone number

4

(Optional) Click Add a new contact at the top of the contacts list on the left side of the screen for each new contact you want to add.

You can add up to 10 contacts at a time.

5

Click Create.

If you don't want to assign your new contacts to groups in your organization, click Done.

6

(Optional) Click Assign contacts to a group to assign your new contacts to the appropriate user groups.

You can add all your new contacts to a single group or individually match new contacts to the appropriate group.

Edit a single contact

Change information details for individual contacts. If you need to make changes to multiple contacts at once, you may find it easier to use the contacts CSV file.

1

Sign in to Control Hub and go to Users > Contacts.

2

Click on the contact you want to edit and select Actions > Edit contact details.

3

Change the contact details you want to modify.

4

Click Save.

Add and edit contacts with a CSV file

Download the CSV template from Control Hub and use it to add or edit a large number of contacts at once.
1

Sign in to Control Hub and go to Users > Contacts.

2

Click the Manage Contacts dropdown and select Create via CSV.

3

In the CSV bulk add or edit contacts page, select one of the following options from the drop-down list:

  • All editable contacts: Click Download to download the CSV file containing editable contacts. In the downloaded file, add or edit the contacts.
  • Sample CSV template: Click Download to download the sample template.
4

Modify the CSV file with any new contact information and save the file.

5

In the Upload CSV data section, click Choose a file or drag and drop the CSV file to upload.

You can upload up to 10,000 contacts at once.

6

Click Next.

The task page appears, displaying the import status. If the import is successful, the page displays Completed status and the number of contacts are added or updated. If the import is unsuccessful, the page displays the number of errors. Click the Errors tab on the left pane to view the error details. Click Export errors to CSV to download the error list.

7

Click Close.

Delete contacts

Delete old contacts or contacts you don't use anymore from your organization.

1

Sign in to Control Hub and go to Users > Contacts.

2

Click on the contact you want to delete.

3

Click Actions > Delete contact in the top-right corner of the screen.

4

Click Delete in the dialog box to confirm.

Error messages

The following are the error messages that you may encounter while uploading the CSV files:

  • DISPLAY_NAME_MANDATORY_ERROR_MESSAGE = "Display Name is mandatory in Input CSV."

  • INVALID_PHONE_NUMBER_TYPE_ERROR_MESSAGE = "Invalid Phone_Number type in Input CSV."
  • CONTACT_METHOD_REQUIRED_ERROR_MESSAGE = "At least 1 contact method is mandatory in Input CSV."
  • INTERNAL_EXCEPTION_ERROR_MESSAGE = "Internal Server error."