> ## Documentation Index
> Fetch the complete documentation index at: https://onextel-09023014.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Phonebook

> Manage contact groups and contacts in the OneXtel platform phonebook, shared across every channel.

The phonebook stores and manages contacts within the platform. It simplifies communication by providing quick access to contact information and eliminates the need to switch between applications. The phonebook supports adding, editing, deleting, and grouping contacts for organized messaging, and also supports importing contacts from external sources.

The phonebook has two tabs:

| Tab | Purpose |
| - | - |
| Groups | Categorize your contacts by creating groups. Each group can contain one or more contacts. |
| Contacts | Maintain a list of individual records with details such as name, mobile number, and associated group. |

## Groups

### Add a group

<Steps>
  <Step title="Open the Groups tab">
    In the left pane, click **Phonebook**, then click the **Groups** tab.
  </Step>

  <Step title="Add group">
    Click **+Add Group**.
  </Step>

  <Step title="Enter group details">
    In the pop-up window, enter the appropriate name for the group and provide a brief description in the **Description** field.
  </Step>

  <Step title="Save">
    Click **Add**. The platform creates the group.
  </Step>
</Steps>

### View groups

<Steps>
  <Step title="Open the Groups tab">
    In the left pane, click **Phonebook**, then click the **Groups** tab.
  </Step>

  <Step title="Show groups">
    Click **Show Group**. The platform displays groups and their details.
  </Step>
</Steps>

### Edit a group

<Steps>
  <Step title="Open the group list">
    In the left pane, click **Phonebook**, then click the **Groups** tab and click **Show Group** to display groups and their details.
  </Step>

  <Step title="Open the edit action">
    In the **Action** column, click the ellipsis (**...**) icon.
  </Step>

  <Step title="Save changes">
    Make the changes and click **Update**. The platform updates the group.
  </Step>
</Steps>

### Delete a group

<Steps>
  <Step title="Open the group list">
    In the left pane, click **Phonebook**, then click the **Groups** tab and click **Show Group** to display groups and their details.
  </Step>

  <Step title="Delete">
    In the **Action** column, click the **Delete** icon.
  </Step>

  <Step title="Confirm">
    In the warning pop-up, click **Delete** to confirm deletion. The platform deletes the group.
  </Step>
</Steps>

## Contacts

### Add a contact

<Steps>
  <Step title="Open the Contact tab">
    In the left pane, click **Phonebook**, then click the **Contact** tab.
  </Step>

  <Step title="Add contacts">
    Click **+Add Contacts**.
  </Step>

  <Step title="Choose an add method">
    In the pop-up window, select **Add Single Contact** to add one contact, or **Upload Bulk Contact** to upload multiple contacts.
  </Step>
</Steps>

<Tabs>
  <Tab title="Add Single Contact">
    <Steps>
      <Step title="Enter contact details">
        Enter the **Name** and **Number** of the contact.
      </Step>

      <Step title="Select a group">
        Click the **Select Group** field and select the group you want to associate this contact with.
      </Step>

      <Step title="Save">
        Click **Add**.
      </Step>
    </Steps>
  </Tab>

  <Tab title="Upload Bulk Contact">
    <Steps>
      <Step title="Choose a file">
        Click **Choose File**, select the file, and click **Open**. The file of bulk contacts is uploaded.
      </Step>

      <Step title="Select a group and save">
        Select the **Group** and click **Add**.
      </Step>
    </Steps>
  </Tab>
</Tabs>

The platform adds the contact to the phonebook.

### View contacts

<Steps>
  <Step title="Open the Contact tab">
    In the left pane, select **Phonebook**, then click the **Contact** tab.
  </Step>

  <Step title="Select a group">
    In the **Select Group** field, choose the group.
  </Step>

  <Step title="Enter a mobile number (optional)">
    Enter the mobile number of the required contact in the **Mobile** field.
  </Step>

  <Step title="Search">
    Click **Search**. The platform displays contacts and their details.
  </Step>
</Steps>

<Note>
  If you select **All** in the **Select Group** field, you must specify the mobile number of the
  required contact.
</Note>

### Edit a contact

<Steps>
  <Step title="Open the Contact tab">
    In the left pane, click **Phonebook**, then click the **Contact** tab.
  </Step>

  <Step title="Select the group and search">
    Select the **Group** from the dropdown list and click **Search**. The platform displays a list of contacts.
  </Step>

  <Step title="Open the edit action">
    In the **Action** column, click the ellipsis (**...**) icon.
  </Step>

  <Step title="Save changes">
    Make the changes and click **Update**. The platform updates the contact.
  </Step>
</Steps>

### Delete a contact

<Steps>
  <Step title="Open the Contact tab">
    In the left pane, click **Phonebook**, then click the **Contact** tab.
  </Step>

  <Step title="Select the group and search">
    Select the **Group** to be deleted from the dropdown list and click **Search**. The platform displays the list of contacts.
  </Step>

  <Step title="Delete">
    In the **Action** column, click the **Delete** icon, then click **Delete** in the warning pop-up to confirm.
  </Step>

  <Step title="Bulk delete (optional)">
    Alternatively, click **Delete All**, or select specific contacts and click **Delete Selected** to delete them at once.
  </Step>
</Steps>


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