Difference between revisions of "PhoneBook"

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== Purpose ==
= Description =


PhoneBook has several purposes:
PhoneBook has several purposes:


# It changes CallerID Name if Caller is recognized from PhoneBook
# If it recognizes the Caller, PhoneBook changes the CallerID Name.
# [[Speed Dials]] are configured in PhoneBook
# [[Speed Dials]] are configured in PhoneBook.
<br><br>
===When is PhoneBook applied?===


PhoneBook is applied when user call is authenticated. This means you have to use either Authentication by [[Dial_Plans | PIN or ANI]] dial plan if call comes from outside.
<br><br>
=== Definitions ===


* There are two types of PhoneBook: Global and Simple.
* There’s only one Global PhoneBook.
* Each user has his own Simple PhoneBook, except for the admin user, who is the owner of Global PhoneBook.
* A User's Simple PhoneBook has higher priority than Global PhoneBook. If a record is found in both the Simple and the Global PhoneBook, the record from the Simple PhoneBook will be used.
<br><br>
= Global PhoneBook =


== Definitions ==
Go to '''ADDONS –> PBX functions > External DIDs > PhoneBook'''
 
<br><br>
* There’re two types PhoneBooks: Global and Simple
[[Image:phonebook_global_path.png]]
* There’s only 1 Global PhoneBook
<br><br>
* Each user has his own Simple PhoneBook except admin user - he is owner of Global PhoneBook
Here you will see list of all global contacts.
* Users' Simple PhoneBook has higher priority than Global PhoneBook e.g. if record is found in Global and in Simple PhoneBook the record from the Simple PhoneBook will be used
<br><br>
 
 
 
=== Global PhoneBook ===
 
[[Image:phonebook_global.png]]
[[Image:phonebook_global.png]]
<br><br>
'''NOTE that This PhoneBook is managed by System Admin and Accountant with [[Accountant_permissions | a '''Manage PBX functions''' permission]] and is applicable to all system Users (e.g. Global).'''


This PhoneBook is managed by System Admin and is applicable to all system Users (e.g. Global).
A good use for it is to create some short numbers for Users to call for Support/Emergency/etc.
 
Good use for it is to create some short numbers for Users to call for Support/Emergency/etc.
 
Speed Dial feature is explained [[Speed Dials for Users | here]].
 


=== Simple PhoneBook ===
The Speed Dial feature is explained [[Speed_Dials#Speed_Dials_for_Users | here]].
<br><br>


Each user has its own Simple PhoneBook which has higher priority than Global PhoneBook. E.g. if records match from Simple PhoneBook with Global PhoneBook - record from Simple PhoneBook will be used. (Again in other words - user can overwrite System Admins PhoneBook record.)
= Simple PhoneBook =


Each user has his own Simple PhoneBook, which has higher priority than Global PhoneBook. For example, if records from Simple PhoneBook match those of Global PhoneBook, the record from Simple PhoneBook will be used. (Again, in other words - the user can overwrite the System Admin's PhoneBook record.)
<br><br>
PhoneBook permission must be enabled in [[User Permissions]] to allow User this functionality.
<br><br>
Go to '''PERSONAL MENU –> Various –> PhoneBook
<br><br>
[[Image:personal_phonebook_path.png]]
<br><br>
Here you will see global and personal contacts list.
<br><br>
[[Image:speed_dial_for_user.png]]
[[Image:speed_dial_for_user.png]]
<br><br>
'''NOTE''' that Record '123'. It is Global - that is, created by System Admin. A User can use it, but he can't manage it.


NOTE: Record '22'. It is Global - e.g. created by System Admin. User can use it but he can't manage it.
The Speed Dial feature is explained [[Speed_Dials#Speed_Dials_for_Users | here]].
 
Speed Dial feature is explained [[Speed Dials for Users | here]].
 


== Using CallerID Name overwrite ==
== Using CallerID Name overwrite ==


When call with the number (CallerID Number) which is in PhoneBook calls-in, MOR checks this number and sets CallerID Name to the value from PhoneBook.  
When a number (CallerID Number) which is in PhoneBook calls in, MOR checks this number and sets the CallerID Name to the value from PhoneBook.  


It’s visible on phones which support CallerID Name:
It’s visible on phones which support CallerID Name:
 
<br><br>
[[Image:callerid_name_from_phonebook.png]]
[[Image:callerid_name_from_phonebook.png]]
<br><br>
== See also ==


 
* [[Speed Dials]]
 
* [[PhoneBook]] API: [[MOR_API_phonebooks_get|List]], [[MOR_API_phonebook_edit|Edit]]
== Using Speed Dials ==
<br><br>
 
Speed Dial feature is explained [[Speed Dials for Users | here]].

Latest revision as of 05:24, 26 July 2024

Description

PhoneBook has several purposes:

  1. If it recognizes the Caller, PhoneBook changes the CallerID Name.
  2. Speed Dials are configured in PhoneBook.



When is PhoneBook applied?

PhoneBook is applied when user call is authenticated. This means you have to use either Authentication by PIN or ANI dial plan if call comes from outside.

Definitions

  • There are two types of PhoneBook: Global and Simple.
  • There’s only one Global PhoneBook.
  • Each user has his own Simple PhoneBook, except for the admin user, who is the owner of Global PhoneBook.
  • A User's Simple PhoneBook has higher priority than Global PhoneBook. If a record is found in both the Simple and the Global PhoneBook, the record from the Simple PhoneBook will be used.



Global PhoneBook

Go to ADDONS –> PBX functions –> External DIDs –> PhoneBook

Phonebook global path.png

Here you will see list of all global contacts.

Phonebook global.png

NOTE that This PhoneBook is managed by System Admin and Accountant with a Manage PBX functions permission and is applicable to all system Users (e.g. Global).

A good use for it is to create some short numbers for Users to call for Support/Emergency/etc.

The Speed Dial feature is explained here.

Simple PhoneBook

Each user has his own Simple PhoneBook, which has higher priority than Global PhoneBook. For example, if records from Simple PhoneBook match those of Global PhoneBook, the record from Simple PhoneBook will be used. (Again, in other words - the user can overwrite the System Admin's PhoneBook record.)

PhoneBook permission must be enabled in User Permissions to allow User this functionality.

Go to PERSONAL MENU –> Various –> PhoneBook

Personal phonebook path.png

Here you will see global and personal contacts list.

Speed dial for user.png

NOTE that Record '123'. It is Global - that is, created by System Admin. A User can use it, but he can't manage it.

The Speed Dial feature is explained here.

Using CallerID Name overwrite

When a number (CallerID Number) which is in PhoneBook calls in, MOR checks this number and sets the CallerID Name to the value from PhoneBook.

It’s visible on phones which support CallerID Name:

Callerid name from phonebook.png

See also