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Use Contact Manager

Contact Manager is the central directory for contacts that show up in UCP, on supported phones, and as inbound CID lookup sources. Different from User Management (which is internal staff) — Contact Manager is for external contacts (customers, vendors).

Steps

Create a contact group

  1. Go to System Admin → Contact Manager.
  2. Groups tab → + Add Group.
  3. Fill in:
    • Name — e.g. Customers, Vendors.
    • Type — External (typical) or Internal.
    • Permissions — which user groups can read/write this contact group.
  4. Submit.

Add a contact

  1. Contacts tab → + Add Contact.
  2. Fill in:
    • Group — pick the group.
    • Display Name / First Name / Last Name.
    • Title / Company / Department / Address / Notes.
    • Numbers — multiple, each tagged (Work, Mobile, Home, Fax). Used for CID lookup matching.
    • Email — multiple addresses with tags.
    • Photo — optional, displays on supported phones.
  3. Submit.

Bulk import

  1. Import tab → upload CSV.
  2. Same as Bulk Handler — export first to get the format, then add rows.

Use as a CID source

To have inbound calls show the contact name:

  1. Go to Trunk Attributes → CID Superfecta → edit your scheme.
  2. Add Contact Manager as a source.
  3. Submit → Apply Config.

Inbound calls now match against Contact Manager numbers and show the contact name.

Phone Directory Integration

Some phone families (Yealink, Sangoma, Polycom) can auto-pull Contact Manager as their phone directory:

  1. Endpoint Manager → phone template → enable Phonebook integration.
  2. Phones rebuild contact list on next provision.

Verify

  • Open UCP → Contacts widget — added contacts should appear.
  • Inbound call from a contact's number — CID should show the name (if Superfecta is wired up).

Common Issues

  • Contact added but doesn't appear in UCP. UCP user's permissions don't include Contact Manager. Edit User Management user → enable Contacts widget.
  • CID lookup not matching. Number format mismatch. Inbound carriers typically send 12075551234. Contact stored as (207) 555-1234 — Superfecta may not normalize. Test with one contact stored as raw 11-digit.
  • Phones don't pull directory. Endpoint template not configured, or phones haven't re-provisioned. Force provision from Endpoint Manager.
  • Hundreds of contacts → slow CID lookup. Use Cache in Superfecta and prefer indexed sources.