How to Create a Shared Contact Directory | BlueCloud End User Guide

Creating and Implementing a Shared Contact Directory to show as CallerID and Remote Directory

Introduction

This guide is designed to assist users in creating and implementing a shared contact directory within BlueCloud's VoIP platform. This feature is crucial for enhancing communication efficiency by allowing phones to look up and display contact information from a remote directory. We will walk you through the steps of creating a shared contact in the portal, ensuring proper formatting, and then applying these contacts to specific devices using the vButton Builder.

Creating a Shared Contact in the Portal

Step-by-Step Guide:

  1. Login to the Portal: Access the portal or domain where you intend to add shared contacts.
  2. Navigate to Users: Once logged in, go to the 'Users' section.
  3. Access Shared Contacts: Click on the 'Shared Contacts' button. Refer to the image below for guidance.
  4. Add Contacts: You have the option to add contacts manually or import them from external sources like Outlook, Google, or Apple vCard.

Important Note on Contact Format:

Ensure that all contacts are in an 11-digit format. This requires adding a "1" in front of the number. For instance, a number like 7278675309 should be formatted as 17278675309 for proper recognition by the phones.

Adding Directory to Phones using vButton Builder

Steps to Apply Contacts to Devices:

  1. Access Phone Hardware: Go to the 'Inventory' tab and select 'Phone Hardware'.
  2. Create a Template or Program Individually: You can opt to create a template for multiple devices or configure each phone individually.
  3. Use the Directory Button: While building the template or configuring a phone, ensure to click the 'Directory' button before saving or applying. Refer to the images below for clarity.
  4. Apply Configuration to Device: Once the directory is enabled and saved, apply the configuration to the device. This action will enable the device to display contacts from the shared directory and will be shown in blue as pictured below.

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Conclusion

Following these steps will enable you to create and implement a shared contact directory in BlueCloud's VoIP platform effectively. This functionality not only streamlines communication but also enhances the overall user experience with efficient caller identification. For any further assistance or technical queries, please refer to BlueCloud's support resources or contact their technical support team.