Note for accounts using Sales Records: This article includes a Legacy components section with additional information that applies to your account.
This article explains how to add phone numbers to Phone Books in AMS+. Phone Books give you quick access to frequently dialed numbers in the Phone Dialer — for contacts that aren't tied to records in AMS+, such as carriers or business partners. AMS+ includes two Phone Books: a shared one that admins manage on behalf of the agency, and a personal one that each user manages for themselves.
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.
- To add numbers to the shared Phone Book (visible to all users):
- You must be assigned to a Security Group with the Manage Users permission.
About Phone Books
Phone Books appear in the Phone Book dropdown in the Phone Dialer.
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.
Legacy components
The following content applies only to accounts still using Sales Records. If you're unsure whether this applies to you, check your subscription package on the Subscription page. Accounts on Enhanced Records will show a package type that includes "+ Enhanced Records" (e.g., Accelerate + Enhanced Records). If your package does not include "+ Enhanced Records," this section applies to you.
Legacy components in this section:
- Sales Enablement Visible permission — accounts using Sales Records
Sales Enablement Visible permission
To access Phone Dialer & Call Queues settings and My Account > Phone > Phone Book, you must be assigned to a Security Group with the Sales Enablement Visible permission.