Browse by Category
  
Search  

Address Book

The Address Book allows you to electronically store and manage contacts.  In addition to your company account, all standard users and department have address books included with the extension. 

Access your personal address book:
  • Log in to your Aptela User account.  Log in as the Account Operator to manage company contacts.
  • Select People from the Navigation Bar
  • Click the Address Book tab
Add New Contacts:
Note: If using Internet Explorer 8 (IE8), you will need to add "aptela.com" to the compatibility settings to save the new contact.  Click 'Tools' from the toolbar > select 'Compatibility View Settings' > add 'aptela.com' to the list > make sure 'Compatibility View' is checked.

  • From the Address Book tab, choose "New Contact" under Address Book Commands
    • General Information: Enter the contact's name and company information
    • Phone Numbers: Choose the phone number type ("Home," "Work," add a "New" label type) and enter the 10-digit phone Number and Extension number (if applicable).  To use multiple label types, enter the phone number information for the first label then pick the alternative label type and enter the number information for it.  By default, the phone number to the first label displays as the "Primary" phone number.
    • (Optional) Addresses: Choose the address type ("Work," "Home," "Cell," or or click "Add Label" to add a new label type) and enter the the Street, City , State, ZIP/Postal Code, and Country.
    • (Optional) Fax Numbers: Enter the 10-digit fax Number and Extension (if applicable).  Click "Add Label" to add a new label type), enter the Label name, and enter the fax number information.
    • (Optional) Email: Choose the email type ("Home," "Work, or or click "Add Label" to add a new label type) and enter the email Address.
    • (Optional) General Notes: Enter notes about the contact.
    • Click Save at the bottom of the page.

Delete Contacts
  • From the Address Book tab, click the boxes for the contacts you wish to delete. Note the "Select All" option at the bottom of the list to quickly delete all contacts shown on the current page.
  • Select the trash can icon to delete

Edit Existing Contacts
  • From the Address Book tab, click on the contact (or the Edit icon in the pop-up window)
  • Make changes and click Save at the bottom of the page

Import Contacts from an external Address Book using a standard CSV file. This can be used to import from another email client, such as Outlook or gmail, or to import an Aptela Address Book that has been exported from another user
  • From the Address Book tab, choose "Import" under Address Book Commands

Export Contacts to an external Address Book using a standard CSV file. This can be used to import into some other Address Book application, or to have a printed version of your Address Book.
  • From the Address Book tab, choose "Export" under Address Book Commands

Access Company or Department Address Books
  • From the Address Book tab, select the company or department name from the Groups pick list (lower right).  Only users who are part of a department will see department names
  • Click on the contact (or the Edit icon in the pop-up window)
  • Account Operators and Department Managers have editing rights to department settings


More about the Options in the Pop-up Window
When you hover the mouse over an address book entry, a pop-up window will appear to present additional options.



Email    Print


How helpful was this article to you?

Related Articles

article Tips for Importing into the Aptela Address Book

The Aptela Address Book imports and exports in the CSV (Comma Separated Values) format. The most common import problem is that many common email...
  2008.01.17    Views: 6054   

article User Navigation - About the People Page on the Web Portal

The People page is the second segment on the Navigation Bar. It displays your company directory and address book.  This section is useful if you...
(No rating)  2009.04.17    Views: 4997   

article How can I see my Polycom phone's IP address?

On the Polycom phone, press the menu button and then 2, 2, 1. The screen will show ...IP Address DHCP status Subnet Mask IP Gateway SNTP Address...
(No rating)  2006.09.12    Views: 7305   

article How to Edit an E911 Address

As an account administrator, you are required to keep your Aptela account updated with an accurate E911 address. Additionally, you are...
(No rating)  2009.02.23    Views: 7533   

article How to Add an E911 Address

As an account administrator, you are required to register your physical location (where Aptela services are used) with the national database by...
  2009.03.05    Views: 8308