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This article assumes you are logged into the Manager Portal.
If you do not know your login name or password, please click here or contact CallHarbor Support.
Portal - Your Extension
This section of the article assumes you are logged into the Manager Portal.
If you do not know your login name or password, please click here or contact CallHarbor Support.
1. Select the Contacts tab
If you are a Call Center Supervisor or higher, you may need to switch the view of the portal from the entire phone system to your extension only. To do this, click on your name in the upper right-hand corner, then select My Account
2. Click Add Contact
3. Enter the contact's information
4. Click Save
Portal - Another Extension
This section of the article assumes you are logged into the Manager Portal as an Office Manager.
If you do not know your login name or password, please click here or contact CallHarbor Support.
1. Select the Users tab
2. Locate the extension to add the contact to. You can use the search function to search: Extension Number, First Name, Last Name, Site, or Department
3. Once located, click the Mask icon
4. Confirm to masquerade as the extension
5. Select the Contacts tab
6. Click Add Contact
7. Enter the contact's information
8. Click Save
Shared Contacts
What are Shared Contacts?
Shared Contacts are contacts that are available for all extensions across your phone system.
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.
To learn more about Shared Contacts, please click here.
Mobile App
Contacts cannot be added with CallHarborUC at this time. Contacts added through the portal or the web softphone will appear in your mobile app.
Web Softphone
This section of the article assumes you are logged into the Web Softphone or using the Progressive Web App (PWA)
Adding contacts through the web softphone will add the contact for your extension only.
1. Select the Contacts tab
2. Click the Plus icon
3. Enter the contact information
4. Click Save
