Creating Custom Phonebooks

Modified on Thu, 30 Jun, 2022 at 2:03 PM

App Content -> Custom Phonebook


The home screen in the Custom Phonebook section will list all created phonebooks for that event. When you click into a phonebook you will be able to view all the entries of that phonebook and make any changes that are required


Click on App Content on the left side menu and select Custom Phonebook


 

Create


Click Add Phonebook - ( Import a Phonebook if one has been previously created or in file format to upload )



 

From the ‘General’ tab you need to give the phonebook a name (this name will appear in your ‘App Features’ when configuring your Event Brand). You will also need to specify who can view the phonebook – in most instances it will be the mobile app user role, however, if another role is created for you (Operational Staff Mobile App) you could target contact lists to these people only.




You will then be presented with your ‘Contacts’. Click the ‘Add Contact’ Button.



 


Complete the pop-out form to create the contact.  Please be aware you MUST add either a number or an email address when creating your contact.



 

Repeat the last 2 steps until your phonebook is complete.


 

Please Note! For each Phonebook to display in the app you will need to turn on the ‘App Feature’ when you configure your Event Brand as described earlier in this user guide. 



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