Address book search

The Address Book window opens as a separate search window.

Enter a contact name, company name or telephone number to search for, then click "Go".

Address book search

Matching entries are displayed from any integrated CRM business application, the Telephone system User list and any enabled shared or personal phone list (PPL).

Hovering over the displayed results will present a slide out menu offering click to dial, or click to "Show Contact" (in Edit mode, if authorized).

Show Contact

"Show Contact" will open the contact within the integrated CRM application or address book.

If the contact is found in the telephone system directory, a Go Integrator window is displayed with action buttons:

Dial the selected telephone number:

If the contact is found in the user's Personal directory, the option to Edit/Save or Delete is also presented.

If the contact is found in Cloud Contacts, a Go Integrator window is displayed with action buttons and the option to Edit/Save or Delete is also presented.

Dial the selected telephone number:

Open default email client to send email:

Open default web browser to visit web page:

Advanced Search

Select the Advanced search option to use more specific filters or search on alternative contact details such as contact notes or address details, if supported by the source address book:

New Contact

Select "New contact" to add a new entry to the Personal Phone List (PPL) or Cloud Contacts depending on which directory is selected:

Fill in the contact details and select "Save":