Via the User Panel and/or Web Calls, a phone book is now also available on the telephone exchange.
Because many users already manage a phone book via other applications, it was decided to offer a phone book integration. This allows you to easily link to your application such as Google Contacts, Microsoft Office 365 or CRM platforms and thus synchronise all contacts with the user panel. This way, you have one source for updating and maintaining your contacts, and your contacts' details are immediately displayed on the screen for incoming calls.

Content

1. Integrations

2. Phone book activation and integration

3. The user panel (UC-Panel)

4. Devices and applications

5. Privacy: GDPR

1. Integrations

The first release enables integration with the following platforms:

2. Phone book activation and integration

To configure an integration, go to Company Panel > Settings > Integrations.
Press the the 'Install' button next to the desired integration. A pop-up window with an explanation of the following configuration steps will appear.

The method of authorisation and permission requests may vary depending on the chosen platform. Zendesk and Exact Online integrations have an additional step to start the configuration.

Zendesk: Here it's necessary to provide the subdomain name of your Zendesk account, e.g. "mycompany" in mycompany.zendesk.com;
Exact Online: select your region from the dropdown for this integration.

Via "Custom (API)", (previously called Realtime API) you can now use a separate 'Add' button and still create your own integration. No functionality has changed here.

3. The user panel (UC-Panel)

A new 'Phonebook' tab will automatically appear in the user panel for all users.

For other companies, once the integration has been installed via the Company Panel, the contacts from the integrated platform will automatically appear in the directory with their detailed information.

You can filter your contacts by the groups to which they belong. Selecting multiple groups and
combining platform groups and integration groups is also possible. In addition, you can choose the preferred order of names: first name then surname or vice versa.
Sorting: The selected contacts can be sorted by Name, Company and Group in alphabetical order (A>Z, Z>A).
Search: There is also a possibility to perform an advanced search for a contact by name/surname, company name, group name or number.

The list of contacts in the phone book shows the most important information about them. To see the detailed information about a contact, click anywhere in the line of the desired contact.

 

- name and surname
- company name
- job title
- profile photo
- phone number(s)
- e-mail address(es)
- address(es)

Contacts from an external system cannot be edited via our platform.
From the pop-up with the detailed information, a telephone number can be copied or called by a single click on the corresponding icon.
If a contact has a fax number, clicking on the corresponding icon for that number redirects the user to the Fax tab > 'Send fax' window. The number to which the fax may be sent is filled in automatically.

Calling from the phonebook tab is only available to users with Web Calls;
The callback function is not yet available for calls from the Phone Book tab.
As in the Dashboard and Operator Consoles, the BLF or call statuses of internal users are available in the phonebook.
By clicking on a contact in the Dashboard phonebook widget in the User Control Panel, you will see the same informative pop-up with the contact's full details.

4. Devices and applications

Desk phones

Contact recognition or display of a contact's name and surname during an incoming and outgoing call will be available for all devices supported by Fonzer.
At this time, the phonebook will only be available on Yealink devices in Zero-touch Auto Provisioning (IC+); the link will always be pushed to the remote phonebook setting under the 5th index.
The phone's address book will display users, dial plans and, if present, contacts from the integration. The information on a contact includes the name, surname and contact number(s).

Web Calls

In the call screen, you can see the contact's name, surname and number. In addition, the contact group(s) and the company name can be displayed. For most most integrations, there will also be a link to the contact profile in the integrated system.

Qaller Plus

In the phone lists of the Qaller application an additional tab will appear with the integration contacts. When opening a contact, the user will see the detailed information similar to the user panel.
Please note:  the new functionality in the Qaller app requires an update. This new update will be available within a few days.

CDRs (call cost overviews) & Reports

The name, surname and number of the contact will be visible in the reports of both the company panel and the user panel. In addition, the contact details are visible in the call history on the phone.

5. Privacy: GDPR

In order to stay in line with the General Data Protection Regulation, a Provider or Reseller will not be able to see the contacts from the integrated phonebook; instead, a single line with the total number of contacts in the integration will be visible. Also in the reports, the contact information of a number (the name of the contact) will not be visible to the Provider or Reseller.

For more information or help:

support@fonzer.com

02/580.50.00