Introduction
Adding contacts to your Pilot Voice portal is a great way to keep track of your contact list and ensure quick, easy dialing access to those that you interact with frequently.
As a basic user, you can add contacts manually, import them from Google, Outlook or Apple, or export them.
Click through the tabs below to learn about the different ways to add and export your contacts.
How to add a single contact
Step 1: Log in to the Pilot Voice portal. Your Login Name will be in the format of extension@domain.
Step 2: Click on the contacts icon on the top navigation bar
Step 3: Click “Add a contact”
Step 4: Fill out the contact info and click save
How to mass upload a contact
Step 1: In the contacts tab, navigate to the upper right corner and click “import”
Step 2: The portal enables contact uploading from Outlook, Google and Apple vCard. To access or create these contacts do the following:
Accessing your contacts from Google
Step A: Login to your Gmail
Step B: click the 9 dots in the upper right-hand corner and click contacts
Step C: here you will see your existing contacts, and if you don’t click create contact to make one
Step D: Enter contact info and click save
Step E: Click the 3 dots to the right of the contact and export.
Accessing your contacts from Outlook
Step A: Open Outlook and click File.
Step B: Click Open & Export > Import/Export.
Step C: Select "Export to a file."
Step D: Click Next.
Step E: Select "Comma Separated Values."
Step F: Click Next.
Step G: Select Contacts option under Personal Folders.
Step H: Click Next.
Step I: Click Browse and choose both a name and location for the exported file.
Step J: Click Next.
Step K: Click Finish.
For more information on exporting contacts out of Outlook click here.
Accessing your contacts from Apple vCard
Step A: Navigate to the contacts app on your mac
Step B: Click on an existing contact, or create a new one by clicking the + sign and then new contact
Step C: Once a contact is selected, you can drag it right to your desktop or click file in the upper left hand corner of your laptop screen and then export → export vcard
For more information about accessing contacts from Apple vCard click here.
Step 4: Click on my contacts from the upper left drop down menu and you should see your new contact in this list.
How to export a contact
Step 1: Click export in the upper right hand corner of the contacts tab
Step 2: Choose contacts you want to export from the “contacts to export” dropdown menu. For example, to export individual contacts, choose the “my contacts” option. Choose the form you’d like to export as, and then click export.
Conclusion
Whether you just added one contact or added a few, you’re all set for speedy dialing now.
Does your team work with many of the same contacts? Share this article with your phone admin to add shared contacts for the whole company.
