Contacts

Settings | Contacts

Contact Groups

The default contact group is a list of Entra ID Users that are relevant to the user.

Each contact group can be either a dynamic group based on search terms, or users in a Teams team.

To rearrange the display order of the contact group tabs on the contact groups panel, select a shortcut from the list and use the up or down arrow to adjust its position.

Contact Group Types

Name	Description	Link
Search Group	Entra ID Users. Also known as Active Directory users or Microsoft 365 users.	https://learn.microsoft.com/en-us/graph/api/resources/user
Teams Team Group	Users in a Teams team. 100 Contact limit.	https://learn.microsoft.com/en-us/graph/api/team-list-members
Exchange Group	Personal Exchange contacts	https://learn.microsoft.com/en-us/graph/api/resources/contact
Global Exchange Contacts Group	Mail contacts. Also known as Active Directory contacts or organizational contacts.	https://learn.microsoft.com/en-us/graph/api/resources/orgcontact

Contact Groups Configuration Details

New Search Group

This group type can only show Entra ID users.

This is a search group: At least one filter parameter is required for contacts to appear in the group.

Column	Description
Display Name	Name of contact group
Max Contact Search Results	Max amount of contacts that will be displayed in the contact group.
Departments	Filter by Entra ID user departments.
Office Locations	Filter by Entra ID user office locations
Countries	Filter by Entra ID user countries.
Postal Codes	Filter by Entra ID user postal codes.
Company Names	Filter by Entra ID user company names.
Job Titles	Filter by Entra ID user job titles.
Given Names	Filter by Entra ID user given names.
Surnames	Filter by Entra ID user surnames.
Display Names	Filter by Entra ID user display names.
Emails	Filter by Entra ID user emails.
User Principle Names	Filter by Entra ID user principle names.

Multiple search terms can be entered in each field separated by a semicolon. For example: Sales;Information technology;Human resources

New Teams Team Group

This group type can only show the users in the specified Teams team.

Column	Description
Display Name	Name of contact group
Select a Teams team	The members of the Teams team will appear in the contact group.

New Exchange Group

This group type can only show Exchange contacts.

This is a search group: At least one filter parameter is required for contacts to appear in the group.

Column	Description
Display Name	Name of contact group
Max Contact Search Results	Max amount of contacts that will be displayed in the contact group.
Folder ID	The Exchange Mailbox contact folder ID.
User ID or UPN	The Azure active directory ID (GUID) or the user principle name of the mailbox. This can be a primary mailbox or a mailbox with delegated permissions.
Departments	Filter by user departments.
Office Locations	Filter by office locations.
Countries	Filter by user countries.
Postal Codes	Filter by user postal codes.
Company Names	Filter by company names.
Job Titles	Filter by user job titles.
Given Names	Filter by user given names.
Surnames	Filter by user surnames.
Display Names	Filter by user display names.
Emails	Filter by user emails.
User Principle Names	Filter by user principle names.

Multiple search terms can be entered in each field separated by a semicolon. For example: Sales;Information technology;Human resources

New Global Exchange Contacts Group

Additional permissions are required to enable global Exchange contacts. See Permissions

This group type can only show global Exchange contacts.

This is a search group: At least one filter parameter is required for contacts to appear in the group.

Column	Description
Display Name	Name of contact group
Max Contact Search Results	Max amount of contacts that will be displayed in the contact group.
Company Names	Filter by user company names.
Job Titles	Filter by user job titles.
Given Names	Filter by user given names.
Surnames	Filter by user surnames.
Display Names	Filter by user display names.
Emails	Filter by user emails.
User Principle Names	Filter by user principle names.

Multiple search terms can be entered in each field separated by a semicolon. For example: Sales;Information technology;Human resources

Default Selected Contact Group

This setting will configure the group that will automatically be selected when Attendant Console is loaded.

Contact Endpoint Order

This is the priority of contact methods evaluated when using the "CallDefault" button or double clicking a contact card. For example, if the first contact method listed is Teams, the Attendant Console will initiate a Teams call. If the user is not enabled for Teams, it will try the second contact method on the list and so on.

Customized Contact Layout Buttons

This setting will configure the buttons and order of buttons that are shown on contacts.

Customize Contact Layout Text

This setting will configure the text that is shown on contacts. There can be up to three lines of text on each contact. The text that is displayed on each line is configured by entering plain text and/or placeholders for the desired fields. A placeholder can be inserted by selecting a placeholder from the dropdown to the right of the field. The cursor position is saved and used for the insert.

Smart Separators and Labels

Smart separators and labels allow text to only show when needed.

• Smart separators are anything put inside curly braces that is not a recognized placeholder. Smart separators have the ability to intelligently be hidden when the placeholder to its left or right evaluates to an empty string. This only applies when the smart separator is directly against another curly braced item such as a placeholder.

• Labels are text put inside <> which is nested inside a curly braced field. In this case, the label will only show when the field accompanying it evaluates to text rather than an empty string.

• Plain text outside of curly braces will be displayed all the time.

Note: Multiple spaces will be ignored and treated as a single space

Example:

{<Dept: >Department}{ - }{<Job Title: >JobTitle}

In the example above, the "Dept: " label will only show if the department field is populated for the contact. The smart separator " - " will only show if the contact has both a department and a job title. The label "Job Title: " will only show if the job title field is populated for the contact.

Notes

Allow Saving Contact Notes

This setting is enabled by default. Disabling this setting will not allow users to save contact notes in the contact card panel or call details panel.

Contact Note Group Key

Contact and caller notes can be shared between multiple users by generating a group of characters (key) and entering the same characters in the Contact Note Group Key field for each user.