One Contact List for the Whole Business
Add a supplier or a regular customer once and everyone on your team can find them. The list shows up in myCloudPBX Connect and on supported desk phones, so you see who's calling before you answer.
No More Everyone Keeping Their Own List
Most businesses have the same contacts saved five different ways: in someone's mobile, a spreadsheet, a notebook by the phone. When the person with the right number is out, everyone else is stuck, and when a number changes, only one of those lists ever gets updated.
With myCloudPBX, the business keeps one contact list that the whole team shares.
Add Them Once
Add a contact once and everyone can find them. Add people one at a time, or import a list you already keep, such as a spreadsheet or contact cards saved from your phone or email. Numbers are stored in one consistent format however they're typed, including 13, 1300 and 1800 numbers.
You can search by name, company, part of a phone number or a note you've added, so "the electrician from the Brisbane job" is easy to find again.
When you need the list somewhere else, export it to a spreadsheet in one click.
Shared and Personal Contacts
Not every number belongs in the business list. Alongside the shared contacts everyone can see, each person can keep personal contacts that only they can see.
Your colleagues are there too, with their extensions, so the whole team sits in one directory with your customers and suppliers.
See Who's Calling
On supported desk phones (Yealink included), the shared list appears in the phone's own directory, and the caller's name shows on incoming calls. Your team knows it's your biggest customer before they pick up, and can greet them by name.
Where to Find It
Your team manages the list in myCloudPBX Connect, under Contacts. Anyone who texts a customer can save that number to the list from the conversation, so it keeps growing as you work. Read more about Connect.
New to myCloudPBX?
myCloudPBX is the business phone system we run for Cadiz3 customers. Your numbers, call menus, queues and voicemail live with us instead of a box in your office, your team takes calls on desk phones or a softphone app, and you manage it all in the Cadiz3 portal alongside your other services with us. Get in touch and we'll show you how it would work for your business.