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<a id="Overview"></a> |
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| Field | Description |
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| Site | The site to which the web user will be allowed access. 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 - to which the web user will be allowed access. If you don't want to restrict the current web user to a specific group, select All groups. |
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<a id="Phone numberscontacts"></a> |
Phone
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contacts
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To automatically import phone contacts in the system 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 separated by a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
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Choose from the drop-down list the delimiter you want to use to separate the two columns, and whether you want to use the first row as a header:
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Click on the button and to automatically import the contacts will be imported automatically in the system., as shown below:
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<a id="Account codescontacts"></a> |
Account
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contacts
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To manually add an account code contact, enter the account code number and the name you want to associated associate with it, then click on the button, as shown below:
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To automatically import account code contacts in the system 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 separated by a common delimiter to separate the two columns, such as comma, dash, semicolon, tab or space.
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Choose from the drop-down list the delimiter you want to use to separate the two columns, and whether you want to use the first row as a header:
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Click on the button and to automatically import the contacts will be imported automatically in the system.
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