Omnia Admin: Phone Books | Scribe

    Omnia Admin: Phone Books

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

      Accessing Phone Books

      1
      **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:** - 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

      2
      **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.

      Adding Contacts

      3
      **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 **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.
      4
      **Search the Phone Book:** - Enter a number or description in the **Search** field to find specific contacts from the list.
      5
      **Remove a Contact:** - If you need to remove a contact from the list after selecting add, clicking **Remove** (-) will remove an entry before saving.
      6
      **Save the Phone Book:** - Once you have completed adding contacts, click **Create**. - Click **Yes** to confirm and save.
      **Save the Phone Book:** - Once you have completed adding contacts, click **Create**. - Click **Yes** to confirm and save.

      Bulk Adding

      7
      **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.
      8
      **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. - 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.
      9
      **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.
      10
      **Save the Phone Book:** - Once you have completed adding entries, click **Create**. - Click **Yes** to confirm and save.
      **Save the Phone Book:** - Once you have completed adding entries, click **Create**. - Click **Yes** to confirm and save.

      Editing a Phone Book

      11
      **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:** - 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

      12
      **Delete a Phone Book:** - Click the **Delete** button next to the Phone Book. - Confirm the deletion by clicking **Yes**.
      **Delete a Phone Book:** - Click the **Delete** button next to the Phone Book. - Confirm the deletion by clicking **Yes**.

      Search and Sort