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The Phone Book feature allows you to configure Speed-Dial entries and CNAM overrides. For example, let say you have a Customer, Provider or Relative that you call frequently you can create a phone book entry in order to make call using an speed-dial entry of less than 7 digits, or you can have a CNAM override to identify the calls of an important customer if his number doesn't have a proper CNAM.
This guide, will help you to configure and make the most use of this feature.
Phone Book Purposes
Before to create the phone book entry, we are going to establish the main purposes of this feature.
You can create a Phone Book entry to work as an Speed-Dial, allowing you to place a call by pressing a reduced number of keys. This function is particularly useful if you dial certain numbers on a regular basis. You can program an speed dial to local, long distance or international numbers, also you can have a SIP URI (like *7501 to dial email@example.com).
The prefix to dial your speed dial entries is *75. Example: If you want to dial entry 01, you need to dial *7501 from your phone. It's not currently possible to use a different prefix.
When you receive an incoming call to one of your numbers that matches a phone number in the phonebook, the Caller-ID name of the incoming calls can be set in the entry on the phone book. For example, let say that you have an entry with the number 5554443322 associated with the name "John Smith", whenever you receive a phone call for that number you will see the Caller-ID name as "John Smith".
CallerID Number Override
When you call one number using the Speed-Dial if you have setup a "CallerID Number Override" the default CallerID number will be changed for the one you have configure in your phone book entry.
Setup a Phone Book
First go to your Customer Portal >> DID Numbers >> Phone Book
From this screen you can create, edit and delete Phone Book entries.
Create a Phone Book Entry with a Phone Number
To create an entry, first click on the button "Add Phone Number", you will be prompt to the next screen:
Speed Dial: Here you only need to select which Speed-Dial want to assign to this number. Optional Field.
Name: You can enter here the name that you want to use as CNAM Override. Mandatory field.
Phone Number: Enter here the phone number. Mandatory field.
You can also use an International Number, you only need to make sure to use the prefix 00 or 011 to make the call to the number. Make sure that you have enable the International Calls in your account.
Note: The CallerID Number is not 100% guarantee in International Routes at the moment.
CallerID Number Override: Enter here the number you want to pass. This override the default callerID Number. Optional field.
Note: Here you can set a note to identify the entry. Optional field.
Create a Phone Book Entry with a SIP URI
Creating a Phone Book Entry for a SIP URI is basically the same as creating the entry for a Phone Number. The difference is that you can select or create the SIP URI entry in this point. The information is selected for the SIP URI feature within your Customer Portal.
SIP URI: Here you can either select Use Existing or Create New to assign the SIP URI to your Phone Book entry.
Import or Export the Phone Book
Additionally you can import or export your Phonebook, the format is CSV (Comma-separated values). Here's an example of the information that will be look like, when you export your Phonebook.
*7501,"John Smith",5554443322 *7502,"John Doe",firstname.lastname@example.org
Note: If you mark the box Overwrite Existing Phonebook Entries while Importing your Phone Book this overwrite all the entries with the same information.