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Contacts & Presence

The Contacts tab Address Book Contacts tab shows all the contacts you have in the app which are synced across the Cymbus devices you are logged in.

  • Company displays each of your colleagues and their online presence. This list is read-only and managed by your system administrator.

  • Personal allows you to add a contact to the app. Your system administrators do not see or have any access to your personal contacts.

  • Device shows the contacts you have on your mobile device. The app needs your permission to access your contacts. These device contacts do not appear across other Cymbus devices until you add them to the personal contacts.

  • Favorites gives you a quick access to the people you often engage with. You can mark any Company and Personal contact as favorite.

Search for a Contact

To search for a contact in the Contacts tab Address Book Contacts tab, select the list (Company or Personal) before typing a name. The app searches the first and last names on the selected list. For example, to locate a colleague, select the Company list, then enter the person's name in the Search field.

Contacts-Search.png

Searching Across All Types

When searching for a contact to make a phone call on the desktop, use the dial pad which searches all contact types.

Presence

At first login, presence is set to Active and automatically switches to Inactive at logout. Change presence status, or add a custom message alongside it.

  • Active. Colleagues see you as available for calls and messages. The app automatically changes presence to On the phone during an active call.

  • Not available for calls. All incoming calls go directly to voicemail, and colleagues see you as unavailable. Outgoing calls and messages still work, and the app silently displays a badge for new voicemail and missed calls.

    When Do Not Disturb is enabled or disabled in the Voice Portal, the app automatically goes into or out of Not available for calls.

  • Inactive. Colleagues see you offline. Calls and messages still work, but presence does not change to On the phone during an active call. Notifications behave in the same as when presence is Active.

To change presence or add a custom message, select your initials in the bottom left corner. Once saved, changes are synced to all your Cymbus app devices.

Presence.png

Personal Contacts

You can add contacts manually one by one to the Personal list on the Contacts tab Address Book Contacts tab. Up to four phone numbers and three email addresses can be saved for a personal contact.

  • Add from Contacts. Add a new contact from the Contacts tab Address Book Contacts tab. On the desktop app, select create-personal-contact.png Create Personal Contact. On the mobile app, select + in the top right corner.

  • Add from Call History. Add a number to a new or existing contact from the Calls tab. On the desktop app, hover over the number you want to add, and select More > Create New Contact or Add to Existing Contact. On the mobile app, select the Info icon to open the call entry, then select either option.

  • Edit. In the Contacts tab Address Book Contacts tab, select a contact, then select Edit. When you're done, select Save Changes.

  • Delete. In the Contacts tab Address Book Contacts tab, select a contact, select Edit, then scroll down and select Delete Contact. The contact will be deleted from the Personal and Favorites lists on all your devices.

Device Contacts (On Mobile Phones)

With the mobile app, you can call a contact saved on your phone. Give the app a permission to access your contacts, then the Device list appears on the Contacts tab Address Book Contacts tab. To do so, open the app, select your initials, go to Privacy then enable Show phone contacts. It takes you to the OS's app permission screen.

Editing a Device Contact

To edit a device contact, use your native Contacts app on your phone. Your changes soon appear in the Device list of the mobile app.

You also can add your mobile contact to the Personal list, so the contact appears on all of your devices. Remember, this creates a duplicate entry in the Personal list, so you will see the same person both on Personal and Device lists.

  • When you change the contact information in your native Contacts app, the changes will only be reflected on the contact in the Device list, but not in Personal.

  • Deleting the contact in Personal does not delete the contact in Device nor in your native Contacts app.

Favorites

To add a contact to the Favorites list, locate and select a contact, then select fav-contact.pngFavorite. The contact appears under the Favorites list.

To remove a contact from the Favorites list, select a contact, and select the blue Favorite icon. The contact disappears from the Favorites list but remains on the other list.