Using Company Contacts on the Mail Server

Here is how you configure Excendia to use the public contacts on your company mail server (instead of managing them on Web Portal):

• Click on Contacts  button in the Web Portal Toolbar to open the Company Contacts page.
• Click on I want to Keep Company Contacts on the Mail Server.  The Company Contacts on Mail Server window is displayed to enable you to specify the sub-folder and/or the category of the contacts to be used during your phone sessions.
• Fill in the fields as required (URL to access the public folder and sub-solder, category of contacts to download, and login credentials if needed). To learn more on how to fill these fields, go to Selecting the Location of your Company Contacts on the Mail Server
• Click Submit Changes to confirm and have the company contact access parameters validated.

If you prefer to Store and Manage your company contacts on Web Portal, go to Managing Company Contacts on Web Portal.

You can specify the Category and/or Sub-Folder of the company contacts to download from your mail server.By default Excendia uses All the contacts stored in the company Public Contacts folder including all categories and sub-folders. Here is how you can specify the sub-folder and/or the category of the company contacts to be used during your phone sessions:

• If your company contacts are in a sub-folder of your Public Contacts, enter the sub-folder name. By default, all the contacts in your Public Contacts folder and sub-folders will be used.
• If you have marked the contacts to be used with a specific category, enter the Category name. By default, all the contacts in your Public Contacts folder and/or sub-folder will be used regardless of their category.
• Click Submit Changes to validate the sub-folder and category of the contacts to be used by phone.

Web Portal checks that the information you entered is valid before saving your new contact access parameters. In case of errors, Web Portal displays the error message without changing the previously validated parameters.

The PSTN telephone numbers of your company contacts on the mail server must be formatted using the TAPI convention.  TAPI-compliant telephone numbers begin with a plus sign (+), followed by the country code, the area code and then the phone number and the extension if any. Go to How to Format the Phone Numbers of your Contacts in Outlook for more.

Excendia automatically refreshes your for more.company contact information after a certain cycle (usually every 48 hours). But you can also refresh your company contact information manually from Web Portal as follows:

• Click on Contacts  in the Web Portal Toolbar to display the Company Contacts page.
• Click on Synchronize my Company Contacts.
  A dialog box appears to confirm that your company contact information has been updated.
• Click OK.

This action will only update the company contacts available by phone. It will not import company contacts on Web Portal.

At anytime, you can switch modes to store and manage your company contacts on Web Portal. Here is how:

• Click on Contacts  in the Web Portal Toolbar to display the Company Contacts page.
• Click on "I want to Store and Manage my Company Contacts on Web Portal". 

The display changes to Company Contacts on Web Portal offering you the option to add, import and manage your company contacts on Web Portal.