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Directory Management 

Directory Management is the area where you can view and manage the customer and contact records in your organization from a single place. From this screen you can add new contacts, update existing records, carry out blacklist actions and export records. 

  • To reach this screen, click Contacts in the left menu.
  • The directory list displays contact information such as Name, Phone Number and Blacklist.
  • You can customize the columns in the list to suit your needs. To do that, click the Column manager section and switch the columns you want to see on or off. 

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Add Contact 

  • To add a single contact to your directory, click the Add button at the top of the screen.

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  • On the screen that opens, enter the Name, Number and E-Mail details of the contact. Use the + icon to add more than one number to a contact. Once you have completed the required information, click the Save button. 

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Import Contacts in Bulk

  • To add several contacts to your directory at once, you can use the Import contacts button.

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  • Upload the file you want to import from the screen that opens. The file must be at most 20 MB in size and in CSV, TXT or XLSX format. 

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  • Once the file is uploaded, you move on to the Mapping step. In this step, map the columns in your file to the corresponding fields to be imported into Netsipp.
  • Once the mapping is complete, click the Run pre-check button. On the pre-check screen you can review the records to be imported and the rows with errors. Use the Back to mapping button to return to the previous step and make corrections, or, if there is no problem, click the Import records button to complete the import. 

Other Actions 

To act on a record in the directory, click the three dots icon at the far right of the relevant row.

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The menu that opens contains the following options: 

  • Edit: You can update the customer details of the contact, and from the Past Ticket Records section you can view the past ticket records of that contact.
  • Add to Blacklist: You can add the contact to the blacklist of your directory.
  • Delete: You can remove the record of the contact from your directory. 

Edit the Contact Form 

You can arrange the form fields used when adding a contact to the directory or viewing their details to suit your needs. 

  • To edit the form, click the Settings icon. 

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  • The Edit Contact Form screen that opens has two sections. On the left you can see the fields currently in your form, and on the right the fields you can add to the form.
  • Drag the fields you want to add from the right to the left to include them in the form. You can drag the fields you added to reorder them, copy them or delete them. To apply your changes, click the Save Changes button. 

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Filter and Search

  • Use the search bar at the top of the screen to quickly find a specific contact in the directory.
  • For a more detailed search, click the Filters icon. In the filter area that opens on the right side of the screen, you can filter by details such as Name, E-Mail, Phone Number and Blacklist. Once you have set the filters, click the Apply button. 

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Export the Directory 

You can export the records in your directory in Excel, PDF, CSV, XML and JSON formats. To do that, click the Export icon on the screen and select the file format you want. 

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