Managing your PhoneLine+ contacts

Only personal contacts can be modified within PhoneLine+.

To edit a contact, click on the user within the ‘Personal’ category. This brings up the contact’s details.

Editing a contact’s details

Click ‘Edit contact’ on the screen demonstrated above.

In the editing screen, you can change the contact’s details.

Please note that you can only edit the details of contacts that you have added yourself. These include:

• The contact’s first and last name
• The contact’s email address
• The contact’s company (and position within that company)
• Any tags you have associated with the contact
• Whether or not the contact is set to ‘Shared’
• Any numbers associated with the contact.

Click ‘Save’ to update these details.

Adding a contact as a ‘Favourite’

There are several ways to add a contact as a ‘favourite’.

Via the ‘Contacts’ page

To edit or delete a contact, please refer to the steps detailed in the ‘Editing and deleting a contact’ guide above. Under the ‘Edit contact’ section, you will find an option to mark that contact as a favourite.

Via the ‘star’ icon

You can also click the star icon alongside a contact’s user profile image to add them as a favourite.

Export V Card

Selecting the ‘Export VCard’ option generates a contact file that can be easily shared externally.

Sharing a contact with others in your organisation

Adding personal contacts allows for sharing with other PhoneLine+ users within your organisation.

This setting can be configured when you create a new contact (by toggling ‘Set as shared’ on) then clicking ‘Save’.

Configuration can also be adjusted later through the contact edit drop-down menu found within a user profile.

Deleting a contact

To remove a contact, just select ‘Delete Contact’ from the drop-down menu that appears above.

Please note! If you choose to delete a contact, their details cannot be retrieved.

You can only delete contacts that you have added yourself.

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Editing a contact: Your options

Only personal contacts can be modified within PhoneLine+.

To edit a contact, go to the ‘Contacts’ screen, click on the contact you wish to edit, then click the three dots in the top right corner of the screen.

You will see the following options:

• Add or remove the contact from your ‘Favourites’
• Add or remove the contact as a ‘shared’ contact (the contact will only be visible to you if you remove it as ‘Shared’)
• Edit your contact (we will cover this in greater detail later)
• Share the contact. The process, commonly referred to as ‘Export VCard’, generates a contact file that can be easily shared externally
• Delete the contact from your PhoneLine+ contacts list.

Deleting a contact

Please note! If you choose to delete a contact, their details cannot be retrieved. You can only delete contacts that you have added yourself.

To delete a contact, simply tap ‘Delete Contact’ on the edit user drop-down menu.

Editing a contact’s details

Tap ‘Edit contact’ on the screen demonstrated above.

In the editing screen, you have the ability to modify the contact’s personal details.

Please note that you can only edit the details of contacts that you have added yourself. These include:

• The contact’s first and last name
• The contact’s email address
• The contact’s company (and position within that company)
• Any tags you have associated with the contact
• Whether or not the contact is set to ‘Shared’
• Any numbers associated with the contact.

Click ‘Done’ to update these details.

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