Contacts and call history in the Webphone

The Contacts tab shows the phonebooks your administrator shares with you, and History lists your calls. This page covers what you can do in each, in the browser and desktop Webphone.

Contacts

Find a contact

1. Open Contacts.
2. Choose a phonebook from the list above the contacts, or All phonebooks.
3. Type a name or number in Search.

Wherever a contact appears in the Webphone, such as on a call or in history, the phonebook it belongs to is shown with it. To choose which phonebook Contacts opens on, go to Settings › Defaults › Default phonebook.

The phonebooks you see are set by your administrator in your User settings. See Phonebooks.

Add or edit a contact

1. Click New contact, or the pencil icon next to a contact to edit it.
2. Enter the Phone number, choose the Phonebook and enter the Name. Email is optional. Click Upload new avatar to add a picture.
3. Optionally, choose Which caller ID to use when calling this contact. This caller ID is used only when you call the contact from a phonebook. Leave it as Selected on the dialpad to use your usual caller ID.
4. Click Create (or Update when editing).

To delete a contact, click the bin icon next to it and confirm with Delete.

You can’t add, change or delete contacts in a read-only phonebook. Only a PBX administrator can.

Contact actions

Next to each contact you can:

• call them;
• send an SMS (not available for internal numbers);
• send an email, if the contact has an email address;
• see the contact in your CRM, if your account has a CRM integration. See Integrations overview.

Colleagues in your contacts also show their status, and you can answer their incoming calls. See Answer a colleague’s call in the Webphone.

Call history

Find a call

History lists your calls with their Type, Line used, Duration and Time.

• Search: type a name or number.
• Filters: choose a date range, the Type of calls (All, Incoming, Outgoing or Missed), or turn on Show internal calls only. Click Apply. Reset clears the filters.

Line used is the number the call came in on, or the caller ID you used for an outgoing call. When you call back from history, the Webphone uses this number as your caller ID if it can, unless you’ve chosen Confirm for each call.

From a call you can call back, send an SMS, send an email, or add the number to your contacts with the add-contact icon.

Play a call recording

If your administrator saves your recordings in cloud storage, calls with a recording have a play button. Click it to open Call recording:

• If the call has more than one recording, choose it from the tabs, for example Recording #1.
• Use the player to listen, or download the recording.
• If your account has Speech-to-text, click Transcribe recording to get a written transcript. Transcripts can contain mistakes, including the wrong speaker, so check important details against the recording.

Recordings need call recording storage and recording turned on for your user. Administrators can also find them in Call recordings.

Block a number

You can block an outside number from History, SMS or Voicemail:

1. Hover over the call or message and click the block icon.
2. Optionally, enter a Reason for blocking.
3. Click Block.

Calls and SMS from the number are then rejected for your whole PBX. The number is added to your Global blocklist. To unblock it, click the red block icon and confirm with Unblock.

Internal numbers can’t be blocked. If you don’t see the block icon for an outside number, your administrator hasn’t allowed you to block numbers.

Next steps

• Send and receive SMS in the Webphone
• Voicemail in the Webphone
• Webphone overview