Contacts

The Phonebook has been changed to Contacts, and has been implemented in Web Admin

The numbers and names that are shown in the telephony control in the Totalview3Clients, come from the contact registered in the Totalview3Admin and now also Web Admin.

The Overview

• Search

• Add

• Update

• Delete

• Import

Search

Using the search bar, your input will be matched against the following fields: Name, Contact Id, Company, Department, Jobtitle, Chat, Phonenumber and Email.

Add

When clicking the Add contact button, a new contact will appear in the list.

Once finished filling in the required data, press the Save button, the new entry will now be stored permamently in the list. You can use the searching functionality to verify

Update

Select the contact you want to edit and it’s values will displayed

When you are done editing, press the Save button.

Delete

When right clicking the contact and click ‘Delete Selected’, the contact will be displayed as marked for deletion.

Click the ‘Save’ button to save the changes, confirm the action by clicking ‘OK’ and the contact will be deleted from the list.

Import

Note: Supported file types are: csv, txt, xml, vcf and json

The Import functionality now has the ability to handle xml, vCard and json files alongside csv.

Default Import Parameters:

1. File to import

   1. Supported formats are .csv, .txt, .json, .xml, .vcf. Click here to see formatting rules

2. Country Code

   1. The country code to prepend to all numbers (Can be empty)

3. Insert Mode

   1. Overwrite: Will overwrite entries with the same number.

   2. Append: Will always append (i.e., will create duplicates)

4. Delete from contacts

   1. Nothing: Will not delete anything

   2. Standard Entries: Will delete entries created by the system (e.g., with import)

   3. UserLevel Entries: Will delete user-created entries only

   4. Everything: Will delete everything

5. Override note

   1. If checked, will override the note field for all entries being imported

JSON file being imported

XML file being imported

vCard file being imported

Importing CSV files

When importing from CSV files, you have two extra parameters to specify:

1. Header

   1. Does the first line of the file show the name of the columns (i.e., headers)

2. Delimiter

   1. The delimiter is what separates the values in the file (default is ,)

3. Second delimiter

   1. The second delimiter is what separates multiple values within a single field. To use for multiple phonenumbers or emails (default is ;)

Once all parameters are set, you can press the import button, and the contacts should start importing.

Import failure

If something went wrong while importing the contacts, a popup will appear indicating the error.

An example error:

If a contacts file were to be imported e.g.

344000;Tina Townsend;Óðinshædd 2
344000;Christina Thomphson;Óðinshædd 2
344000;Christopher Radcliff

In this example, the last entry is missing an address, making the csv incomplete, this will result in an error:

Formatting Rules

CSV (.csv, .txt)

You can import a CSV file with or without headers. It is also possible to set what delimiter is used. A second delimiter can also be used to import multiple phonenumbers or emails on the same contact.

Column order should be: Number, Name, Address Extra optional fields can also be added in the following order: Lastname, Email, ContactId, Company, Division, JobTitle, Chat, Note If only some of these optional fields should be used include them all with empty values for the ones missing

Number,Name,Address
535 984 7176,Lula MacSween,72 Dexter Road
796 431 6052,Karlene Rault,41162 Lighthouse Bay Crossing

JSON (.json)

[{
    "number": "516 806 2190",
    "name": "Felike Semeniuk",
    "address": "041 Grim Circle"
}, {
    "number": "888 691 5223",
    "name": "Zacharia Scourfield",
    "address": "042 Valley Edge Pass"
}]

XML (.xml)

XML data can be with attributes or elements

<PhonebookImportItems>
    <PhonebookImportItem Number="516 806 2190" Name="Felike Semeniuk" Address="041 Grim Circle" />
    <PhonebookImportItem Number="888 691 5223" Name="Zacharia Scourfield" Address="042 Valley Edge Pass" />
</PhonebookImportItems>

<PhonebookImportItems>
    <PhonebookImportItem>
        <Number>516 806 2190</Number>
        <Name>Felike Semeniuk</Name>
        <Address>041 Grim Circle</Address>
    </PhonebookImportItem>
    <PhonebookImportItem>
        <Number>888 691 5223</Number>
        <Name>Zacharia Scourfield</Name>
        <Address>042 Valley Edge Pass</Address>
    </PhonebookImportItem>
</PhonebookImportItems>

vCard (.vcf)

BEGIN:VCARD
VERSION:4.0
N:Semeniuk;Felike;;;
FN:Felike Semeniuk
ORG:Acme Corp;Sales
TITLE:Manager
TEL;TYPE=WORK,VOICE:516 806 2190
TEL;TYPE=WORK,VOICE:658 256 2568
EMAIL:Semeniuk@acme.com
EMAIL:Semeniuk.private@example.com
ADR;TYPE=WORK:;;041 Grim Circle
IMPP:Semeniuk@chat
NOTE:This is a note
UID:I12345
END:VCARD