Omnia Admin: Phone Books

This document provides a step-by-step guide for managing phone books within the Omnia Admin Portal. It includes instructions for accessing, adding, editing, deleting, searching, and bulk importing contacts. Phone books can be uploaded to devices for easy access.

Voxo

**This document applies to the following user roles within Omnia:** - **Account Administrator** - **Partner Administrator**

Accessing Phone Books

**Navigate to Phone Books:** - Go to the [**Admin Portal**](https://app.voxo.co/dashboard) and sign in. - Click the **Phone System** tab to expand it, then select **Phone Books**.

Adding a New Phone book

**Add a New Phone Book:** - Click **Add New**. - Enter a name for the phonebook in the **Name** field.

Adding Contacts

**Add Contacts**: - **First Name**: Enter the first name of the contact. - **Last Name**: Enter the last name of the contact. - **Phone Number**: Enter the phone number of the contact. - **Email**: Enter the email address of the contact. - **Company**: Enter the company name associated with the contact. - Click **Clear** to remove. - Click the **Add "+"** button to add this contact. - Continue to add additional contacts as needed. Added contacts will appear in the list below.

**Search the Phone Book:** - Enter a number or description in the **Search** field to find specific contacts from the list.

**Remove a Contact:** - If you need to remove a contact from the list after selecting add, clicking **Remove** (-) will remove an entry before saving.

**Save the Phone Book:** - Once you have completed adding contacts, click **Create**. - Click **Yes** to confirm and save.

Bulk Adding

**Import from CSV:** - Hover over **Import from csv** and click **Download example csv** to get a template to add your contacts in bulk to the phone book. - Complete the template, save it, and click **Import from csv** to upload the spreadsheet.

**Map CSV Fields**: - Select **First Name**, **Last Name**, **Phone,** **Email,** and **Company** from the dropdown menus for each corresponding column. - All listed fields must be selected to continue. - Click **Reset** to remove the CSV and reupload if needed. - Click **Add**. - Added entries will appear in the list below.

**Remove an Entry:** - If you need to remove a phone number entry from the list after selecting add, clicking **Remove number** (-) will remove an entry before saving.

**Save the Phone Book:** - Once you have completed adding entries, click **Create**. - Click **Yes** to confirm and save.

Editing a Phone Book

**Edit a Phone Book:** - Click on the phone book you want to edit or click the **Edit** button next to it. - Make your edits. - Click **Save**. - Click **Yes** to confirm and save your changes.

Deleting a Phone Book

**Delete a Phone Book:** - Click the **Delete** button next to the Phone Book. - Confirm the deletion by clicking **Yes**.

Search and Sort

**Search for a Specific Phone Book:** - **Search Bar**: Quickly find specific items by typing the name or a keyword in the search field. The system will filter the list based on your search input, displaying the relevant results. - **Sort:** Click the sort icons next to column headers to arrange items in ascending or descending order.

**Related Documents**: 1. [**Omnia Admin Portal User Guide**](https://scribehow.com/page/Omnia_Admin_Portal_User_Guide__wR-8tvX-TumKH7hgN-nEHw?referrer=documents)**:** Essential steps for navigating and using the Omnia Admin platform. 2. [**Omnia Admin Reports User Guide**](https://scribehow.com/page/Omnia_Admin_Reports_User_Guide__SBv2WAWDROSz4ohbF5e4KA?referrer=documents)**:** This guide helps you navigate and use the reporting features in Omnia. 3. [**Omnia Portal User Guide**](https://scribehow.com/page/Omnia_Portal_User_Guide__krO6wF6TQ86D0Kl4o1JLGg?referrer=documents)**:** Essential steps for navigating and using the Omnia User platform. 4. [**VOXO Mobile Application User Guide**](https://scribehow.com/page/VOXO_Mobile_Application_User_Guide__4pqc5ST2TY2R6f5pgzQvZw?referrer=documents)**:** Key steps for navigating and using the VOXO Mobile app.