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Each tab presented in this window is described below:
General properties
The
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| Field | Description |
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| Site | The site the web user will be allowed access to. If you don't want to restrict the current web user to a specific site, select All sites. |
| Group | The user group within the previously selected site that the web user will be allowed access to. If you don't want to restrict the current web user to a specific group, select All groups. |
Phone numbers
The
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Adding
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phone
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contacts
To manually add a contact to the list, enter the telephone number and the name you want to associate with it, then click on the button, as shown below:
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To add a range of DDI numbers, enter the first part of the phone number only, and use ** as a wild character, e.g. enter
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Importing phone contacts
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To automatically import contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the phone numbers, the other their allocated names. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
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Searching for a phone contact
To search for a number in your existing list of contacts, click on the button, as shown below:
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Account codes
The
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Adding account code contacts
To manually add an account name contact , enter the account code number and the name you want to associated with it, then click on the button, as shown below:
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Importing account code contacts
To automatically import account code contacts from an existing list, arrange your data in CSV format comprising of two columns - one containing the account codes, the other their allocated names. Use a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
Click on the button and paste the CSV list in the box provided, then click on the button.
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Searching for an account code
To search for an account number in your existing contact list, click on the button, as shown below:
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Importing account code contacts
To directly import account codes in the system from an existing contact list, arrange your data in CSV format, comprising of two columns - one designated for account codes and the other for their allocated names. The two columns can be separated using a common delimiter, e.g. comma, tab, semicolon.
Paste the list in the box provided and click on the button. The account codes will be imported automatically in the system.
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