Managing Your Company Phonebook

Content

The Company Phonebook includes a list of the names and extensions of all employees in your organization. The Company Phonebook is accessible from your ShoreTel phone and the ShoreTel Connect Portal.

If you are a ShoreTel Connect CLOUD Decision Maker or Phone Manager, you can add and import additional contacts to the Company Phonebook You can also edit and delete the contacts you have added and imported and you can choose to show or hide all system extension for your account.

Showing System Extensions in the Company Phonebook

Decision Makers and Phone Managers can choose to show all system extensions for their organization in the Company Phonebook. If you choose to show system extensions, all users on your account will see the system extensions when viewing the Company Phonebook.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Home menu, under Contacts, click Company Phonebook.
  3. Do one of the following:
    • To show system extensions, select the Show System Extensions check box above the toolbar.
    • To hide system extensions, clear the Show System Extensions check box above the toolbar.

    Changing this setting takes effect immediately and impacts all users.

Adding a Contact

All users in your ShoreTel Connect CLOUD phone system are included in the Company Phonebook. Decision Makers and Phone Managers can add additional contacts. The Company Phonebook can contain a maximum of 2500 entries.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Home menu, under Contacts, click Company Phonebook.
  3. Click Add on the toolbar.

    The ​Add Company Phonebook Entry dialog box appears.

  4. In the First Name and Last Name fields, type the first and last name for the contact.
  5. (Optional) In any or all of the phone fields, type a phone number for the contact.
  6. Click OK to save the contact.

Editing a Contact

You can edit any contacts that you previously added or imported; you cannot edit contacts added or imported by other users.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Home menu, under Contacts, click Company Phonebook.
  3. Select the check box next to the contact you want to edit, and then click Update on the toolbar.
  4. Edit the contact information as desired.
  5. Click OK to save your changes.

Deleting a Contact

You can delete any contacts that you previously added or imported; you cannot delete contacts added or imported by other users.

  1. Log in to the ShoreTel Connect Portal.
  2. On the Home menu, under Contacts, click Company Phonebook.
  3. Select the check box next to the contact you want to delete, and then click Delete on the toolbar.
  4. When prompted, click Yes to confirm that you want to delete the contact.

Importing Contacts

You can import a list of contacts from a .csv (Comma Separated Values) file into the Company Phonebook directory. There is no limit to the number of contacts you can import at one time, as long as the total number of entries in the Company Phonebook will not exceed the 2500 entry maximum after the file is imported. 

The file you import must be an Excel spreadsheet, saved as a .csv file, and have the following characteristics:

Importing a List of Contacts

  1. Log in to the ShoreTel Connect Portal.
  2. On the Home menu, under Contacts, click Company Phonebook.
  3. Click Import on the toolbar.
  4. In the Import into Company Phonebook dialog box, click Browse.
  5. Navigate to and select the .csv file that contains the contact list.
  6. Click Import.

    A message is displayed informing you that importing was successful or that an error occurred.

  7. Click Close to close the dialog box and view the Company Phonebook.

Related Articles

Managing Your Personal Contacts
Using Call Logs
Managing Voicemail
ShoreTel Connect Portal Documentation

ShoreTel Dates

Created Date 2016-08-12 - Modified Date 2017-07-31


Article: 000012009