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This article assumes you are logged into the Manager Portal as a Call Center Supervisor, Site Manager, or Office Manager.
If you do not know your login name or password, please click here or contact CallHarbor Support.
What are Shared Contacts?
Shared Contacts are contacts that are available for all extensions in the domain.
Shared Contacts will be displayed in the Contacts tab of the Manager Portal, Web Soft phone, and Mobile App.
Who can manage Shared Contacts?
Only Call Center Supervisors, Site Managers, or Office Managers can add, edit, or delete Shared Contacts.
Accessing Shared Contacts
1. Call Center Supervisor: Select the Agents Tab
Office/Site Manager: Select the Users Tab
2. Click Shared Contacts
3. All Shared Contacts will be displayed
Add a Shared Contact
1. Click Add Shared Contact
2. The 'Add Shared Contact' popup window opens
3. Enter the necessary information for the contact. FIrst and Last Name is required
4. Click Save, or use the up arrow to Save and add another. Cancel will disregard the contact.
Edit a Shared Contact
1. Locate the contact to be edited. Use the search bar to search if necessary
2. Click the pencil icon to edit
3. The 'Edit Contact' popup window will open with the current information for the contact
4. Enter all necessary changes then click Save. Cancel will disregard the changes.
Delete a Shared Contact
1. Locate the contact to be edited. Use the search bar to search if necessary
2. Click the X icon to delete
3. The contact is removed
The portal does not ask you to confirm the deletion, please ensure the correct contact is deleted. A deleted contact must be readded to Shared Contacts if deleted by accident.
Import Shared Contacts
1. Click Import
2. Upload Outlook, Google, or Apple vCard file.
To get the file, please export your contacts from Outlook, Google, or Apple
For instructions on exporting contacts from:
Outlook - please click here.
Google - please click here.
Apple - please click here.
Export Shared Contacts
1. Click Export
2. Select the export format
Export Formats: Outlook, Google, and vCard (Apple)
Contacts to export will only have All as a selection, as the type (Shared) is already automatically selected
For instructions on importing contacts to:
Outlook - please click here.
Google - please click here.
Apple - please click here.
