Creating Contacts in the Web Console
This document describes how to create individual contacts and how to import multiple contacts at once using a CSV template in the new web console.
Step 1: Access the Contact Management Screen
When you first log into the new web console, you will see the main dashboard.
From here, open the contact management area. Click on Contact Management and then select Contacts.
Step 2: Start Creating an Individual Contact
On the Contacts page, begin by creating a single contact. Click Create Contact to open the individual contact form.
Step 3: Enter Basic Contact Information
In the contact form, enter a unique ID for the contact (for example, testing2002).
Enter the First Name (e.g., Testing Contact).
Enter the Last Name.
Enter the Email address for the contact (e.g., [email protected]).
Enter the Phone Number for the contact.
Step 4: (Optional) Assign the Contact to a Group and Save
For Groups, you are not required to select any. This could always be changed later.
However, for this demonstration, assign the new contact to the After-Hour On-Call Team group.
Once all required fields are completed, click Save to create the contact.
Step 5: Open the Import Contacts Function
After successfully creating an individual contact, proceed to import multiple contacts.
Open the Import Contacts option from the Contacts page.
Step 6: Download and Prepare the CSV Template
In the import dialog, you can either choose an existing file or download the provided CSV template.
Download the template and fill in all required fields for each contact you want to create.
You may delete any sample contacts that come pre-filled in the template.
For this demonstration, the provided Excel/CSV sheet is used as-is.
Step 7: Upload the Completed File
Click Choose File, then select the completed template you just downloaded and edited.
Step 8: Resolve or Ignore Errors and Confirm Import
If the system flags any errors, choose to ignore the row with errors and proceed with the import for this demo.
Confirm and start the import.
Step 9: Review Import Summary and Finish
The system will show how many contacts are being imported.
In this case, four contacts are being imported.
After the import completes, review the summary of the imported contacts, then click Done.
The newly imported contacts will now appear and populate the Contacts page.