**This document applies to the following user roles within Omnia:**

- **Account Administrator**
- **Partner Administrator**

**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**.

**Navigate to Phone Books:**

- Sign in to the [Admin Portal](https://app.voxo.co/).

- Click the phone system tab to expand, then select "Phone Books".

**Add a New Phone Book:**

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

**Add a New Phone Book:**

- Click "Add New"
- Enter a name for the phonebook in the "Name" field.

**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.

**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 the "Delete" icon to delete to before adding it.
- Click the blue + icon "Add" to add this contact.
- Continue to add additional contacts as needed.
- Added entries 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.

**Save :**

- Once you have completed adding , click "Create".
- Click "Yes" to confirm and save.

**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.

**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.

**Map CSV Fields**:

- Select **First Name**, **Last Name**, **Phone,** **Email,** and **Company** from the dropdown menus for each corresponding column.


- 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.

**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.

**Edit a Phone Book:**

- Select the "Edit" icon next to click into the
- Make your edits.
- Click "Save".
- Click "Yes" to confirm and save your changes.

**Delete a Phone Book:**

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

**Delete a :**

- Click the "Delete" icon to delete a  or click into the 
- Click "Yes" to confirm the deletion.

Voxo

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.

Omnia Admin: Phone Books

Accessing Phone Books

Adding a New Phone book

Adding Contacts

Bulk Adding

Editing a Phone Book

Deleting a Phone Book

Search and Sort