Address book search

Enter a contact name, company name or telephone number to search for, then click "Go".

Tray Mode Address Book Search

Matching entries are displayed from any integrated CRM business application or the Telephone system User list.

Hovering over the displayed results will present a slide out menu offering click to dial, or click to "Show Contact" (in Edit mode, if authorized).

Advanced Search

Select the Advanced search option to use more specific filters or search on alternative contact details such as contact notes or address details, if supported by the source address book:

New Contact

Select "New contact" to add a new entry to CRM Integration:

Fill in the contact details and select "Save":