Webex Teams: Add and Update a Contact

This article details how to add and update contacts in the Clearspan Webex Teams (formerly Webex Engage) application. Webex Teams is the application used for accessing the Voice over IP (VoIP) softphone system.

After creating a contact, to call your contact you can double click on the number in Contacts and your communicator will automatically dial the line.

Note: VoIP callers should be aware of certain restrictions to 911 calls. Visit z.umn.edu/voip911 for more information.

Creating a New Contact

  1. Select the Make a call or add a contact button  in the toolbar.
  2. In the drop-down menu, select Add a contact. An Add a Contact window will appear.
    Webex Engage window. "Make a call or add a contact" button selected. Dropdown open with Add a contact selected. 
    1. If you have already made a call to or received a call from the person:
      1.  You can use the Add people by name or email textbox to search for the person. Select their name from the auto-fill options.
        Add a contact window. Message "Select a group and then search for one of more people to add them as a new contact." Link to Create a custom contact. Textbox with an example name typed in and that contact option auto-filled.
      2. Select Add
        Add a contact window with an example contact that was added by name. Add button selected.
    2. If you have not previously made or received a call from the person:
      1. Select Create a custom contact.
        Add a contact window. Message "Select a group and then search for one of more people to add them as a new contact." Link to "Create a custom contact" selected.
  3. Fill out the contact's information.
    • Note: Display name and Contact group are required fields. The Display name field will autofill what's in the First name and Last name fields but you can type in a new Display name if you want to override the autofill. The Contact group defaults to Other contacts.
  4. Click Save.

Adding a Contact from Call History

  1. Click the Calling button  in the left navigation menu.
  2. Right click on the name/number of the person you want to add as a contact. This opens a drop-down.
  3. Select Create new contact to create a new contact.
    1. Select Add to existing contact to add the phone number to a previously created contact
      Dropdown menu expanded with options for Audio call, Video call, Delete, Delete all, Create new contact, and Add to existing contact. Create new contact highlighted

Updating a Contact

  1. Click the Contacts button  in the left navigation menu.
  2. Expand the drop-down for the group the contact is in.
    1. In this example, the Other contacts group is expanded.
      Webex Engage application. In the Contacts menu. Two dropdowns are shown: Top contacts, Other contacts. Other contacts is expanded and a Test contact is shown.
  3. Hover your mouse over the contact you wish to edit, and select the More information button . A window will appear with the contact's profile information.
  4. Click the pencil icon  to edit the contact. 
  5. When you are finished making edits, click Save.


 

Last modified

TDX ID

6191