How to edit a contact in the shared address book

Steps to add a edit a contact in the shared address book

Table of Contents

Edit Contact Details Speed Dial Edit Contact Numbers Edit a number Changing Type Add a numbed Delete a number Tips for successful Contact editing

This article provides a step-by-step guide on how to edit an existing contact.

  1. Log in to the Agilico Connect Admin Portal (https://customerportal.hp2k.co.uk/)  
  2. Click on  icon Contacts in the left-hand pane of the Customer Portal.  
  3. Find the contact you wish to edit and click the Edit icon

Edit Contact Details

The current contact details for the user will load on the screen. When editing, ensure that the required fields are complete: 

Required

First Name 

 Enter a First Name for the contact.

Last Name 

 Enter a last Name for the contact.

Display Name 

 Provide a display name for the contact (This will be what appears in the contacts list.)

Hide From Address Book

 Select whether you would like to hide this contact from the shared address book. (You may wish to hide the contact if used for routing e.g. to a personal mobile and you don't want others in your organisation to see the number.)

Optional

Speed Dial Number

 Enter a number you wish to assign the contact as a speed dial.

Speed Dial

If using speed dial, please make sure to use a speed dial number that does not already exist on the system. This acts as a short code that the users can dial to reach the contact without having to enter the address book.

 

Once the above required fields have been entered successfully, you may press the Save button.

Edit Contact Numbers

A list of numbers assigned to the contact can be found in the lower half of the contact page under Numbers.

Edit a number

  1. To edit a contact, click the Edit icon 
  2. Change the number if desired or add a virtual number

Changing Type

If you need to change the number type, e.g. Work, Home, Extension, then delete rather than edit the number and add it again.

 

 

Add a numbed

  1. To add a number, click the +Add button 
  2. Enter the number 
  3. Select the type from the dropdown
  4. Click the Save icon
  5. Set a virtual number if required or leave blank
  6. Click the Save icon

The number has now been added to the contact. 

Delete a number

To delete a number, simply click the delete icon next to the row you wish to delete.

 

Tips for successful Contact editing

  • Complete all required fields - Ensure that all required fields (First Name, Last Name, Display Name) are filled out accurately. - All of these fields have a minimum of 3 characters and a maximum of 15.
  • Check for Duplicate Contacts - Before adding a new contact, it might be worthwhile to check for existing contacts to avoid duplicates. If you try to add a contact with the details of one which already exists, the system will return an error.
  • Use Clear Display Names - Choose Display Names that are easily recognisable, especially if the contact will be frequently used.