This article explains how to add phone numbers to Phone Books in AMS+. Phone Books make it easy to store frequently-called business contacts for quick access in the Phone Dialer.
For more on VoIP setup, including training and related resources, see this feature overview.
Requirements
- Your agency’s AMS+ account must be subscribed to the Elevate package.
- You must be logged into AMS+ as an Agency User or Agent CRM User.
- You must be assigned to a Security Group with the Sales Enablement Visible permission.
- To add numbers to the shared phone book (visible to all users):
- Your assigned Security Group must also have the Manage Users permission.
About Phone Books
Phone books appear in the Phone Book dropdown in the Phone Dialer and are useful for saving external contacts, such as carriers or business partners.
Each user can manage their own personal Phone Book. Users with setup permissions can manage the shared Phone Book on behalf of the agency.
Manage the shared Phone Book (visible to all users)
Users with the appropriate permissions can manage a shared agency-wide Phone Book. These entries will appear in the Phone Dialer for all users.
- Go to My Agency Settings > Phone Dialer & Call Queues > Phone Book.
- In the Add Phone Book Entry section, enter the name and number of your contact.
- Select the Add Entry button.
To remove a number:
- Select the Delete button next to the entry.
- The number will no longer appear in the Phone Book dropdown in the Phone Dialer.
Manage your personal Phone Book (visible only to you)
Any user can manage their individual Phone Book. These entries are only visible in the Phone Dialer to the user who adds them.
- Go to My Account > Phone > Phone Book.
- In the Add Phone Book Entry section, enter the name and number of your contact.
- Select the Add Entry button.
To remove a number:
- Select the Delete button next to the entry.
- The number will no longer appear in the Phone Book dropdown in the Phone Dialer.