Introduction

Directories in the DC provide a convenient way to store and access internal contacts for advisors, such as parts vendors, dealerships, car rental companies, and more. This article will guide you through the process of creating and managing directory entries, as well as exploring additional features available for DC phone system users.

Creating a Directory Entry

To create a directory entry for an internal contact, follow these steps:

1. Navigate to the "Directory" section.

2. Click on "New"

3. Fill in the following fields for the contact:

   Company Name: Enter the name of the company or organization.

   Contact Name: Provide the name of the specific person to contact within the company.

   Address: Add the address details of the company or contact.

   Group (Optional): Group the contact based on its type, such as parts, dealerships, etc.

   Site (Optional): If applicable, specify a particular site for which the contact is relevant.

   Phone: Enter the phone number for the contact.

   Extension: If applicable, provide the phone extension for direct dialing.

   Fax: If available, include the fax number of the company or contact.

   Email: Enter the email address for electronic correspondence.

   Notes: Use the freeform text field to add any additional notes or details about the contact.
   
   

4. Once all the necessary information is filled, click "Save"  to save the directory entry.

Using Additional Directory Features

For customers using DC as their phone system, there are two additional directory features available:

Click-to-Call:

Click-to-call functionality simplifies dialing a phone number within the DC phone system. To use click-to-call, follow these steps:

1. Locate the desired contact in the directory.
2. Simply click on the phone number associated with the contact.
3. The DC phone system will automatically initiate the call, connecting you to the contact.

Yealink Phone Directory:

The DC phone system comes with an accessible directory on Yealink phones. To access this directory, use the following steps:

1. Navigate to the phone's directory menu.
2. Select Remote Phone Book and Look for the "Digital Concierge".
3. The directory entries will be displayed on the phone screen, providing easy access to the stored contacts.

Important Note

For users of Yealink phones, please be aware that the phone refreshes the remote directory entries on initial startup and every hour thereafter. This ensures that the directory remains up-to-date with the latest information.