Phonebook

A global phone book can be defined in IPBX Service -> Phone book. The phone book can be used from the XiVO client, from the phones directory look key if the phone is compatible and are used to set the Caller ID for incoming calls.

You can add entries one by one or you can mass-import from a CSV file.

Note

This page describes how to use the Phonebook feature of XiVO, which is one specific source of contacts. For other sources of contacts, see Directories, and LDAP.

Mass-import contacts

Go in the IPBX Services -> Phonebook section and move your mouse cursor on the + button in the upper right corner. Select Import a file.

The file to be imported must be a CSV file, with a pipe character | as field delimiter. The file must be encoded in UTF-8 (without an initial BOM).

Mandatory headers are :

  • title (possible values : “mr”, “mrs”, “ms”)
  • displayname

Optional headers are :

  • firstname
  • lastname
  • society
  • mobilenumber [1]
  • email
  • url
  • description
  • officenumber [1]
  • faxnumber [1]
  • officeaddress1
  • officeaddress2
  • officecity
  • officestate
  • officezipcode
  • officecountry [2]
  • homenumber [1]
  • homeaddress1
  • homeaddress2
  • homecity
  • homestate
  • homezipcode
  • homecountry [2]
  • othernumber [1]
  • otheraddress1
  • otheraddress2
  • othercity
  • otherstate
  • otherzipcode
  • othercountry [2]
[1](1, 2, 3, 4, 5) These fields must contain only numeric characters, no space, point, etc.
[2](1, 2, 3) These fields must contain ISO country codes. The complete list is described here.

Displayed fields

It’s possible to add more fields to the display in the CTI client. The display can be customized in the web interface under Services -> CTI server -> Directories -> Display filter.

Fields that can be displayed are set in Directories -> Definitions -> xivodir

The field name will be used to refer to this field in the directory display.

The fields in definition can be used with the following syntax {db-[field-name]}

General phone book section

These fields are set in the General tab of the phone book.

  • phonebook.description
  • phonebook.displayname
  • phonebook.email
  • phonebook.firstname
  • phonebook.fullname (this value is automatically generated as “<firstname> <lastname>”, e.g. “John Doe”)
  • phonebook.lastname
  • phonebook.society
  • phonebook.title
  • phonebook.url

Phone numbers

These are the different phone numbers that are available

  • phonebooknumber.fax.number
  • phonebooknumber.home.number
  • phonebooknumber.mobile.number
  • phonebooknumber.office.number
  • phonebooknumber.other.number

Addresses

Each configured address can be accessed

Address uses the following syntax phonebookaddress.[location].[field], e.g. phonebookaddress.office.zipcode.

Locations

  • home
  • office
  • other

Fields

  • address1
  • address2
  • city
  • country
  • state
  • zipcode

Each line is a field that will be displayed in the Remote Directory xlet.

../_images/phone_book_display.png

Adding the fax to the directory display

  1. In the definition section, add a field name fax with the value phonebooknumber.fax.number.
  2. In the display filter section add a field with field title Fax and display format {db-fax}.
  3. Restart the CTI Server

Now the fax should be available displayed in the Remote Directory xlet.

Reverse lookup

It’s possible to do reverse lookups on incoming calls to show a better caller ID name when the caller is in one of our directories.

Reverse lookup will only be tried if at least one of the following conditions is true:

  • The caller ID name is the same as the caller ID number
  • The caller ID name is “unknown”

Also, reverse lookup is performed after caller ID number normalization (since XiVO 13.11).

Some configuration must be in place to enable reverse directory lookups.

Match reverse fields

The Match reverse directories field in Services ‣ CTI Server ‣ Directories ‣ Definitions should contains the fields that are used by the reverse lookup. The list is comma separated and each field that appears in this list must also appear in the Value column of the Mapped Fields section, or the reverse lookup won’t work.

Example:

phonebooknumber.office.number,phonebooknumber.mobile.number,phonebooknumber.home.number

This line would match office, home and mobile numbers on incoming calls.

../_images/phonebook_reverse.png

Displayed field

You have now to define which field should be used to display the result. This is done by defining a mapping between the field named reverse on the Mapped fields list and a database field.

Examples:

reverse => phonebook.society
or
reverse => phonebook.fullname

The first example would show the contact’s company name on the caller ID name, the second would show his full name.

Include the directory

To include a directory in reverse directory definition go to Services ‣ CTI Server ‣ Directories ‣ Reverse directories and add the directories to include to reverse lookups in the Related directories section.

Restart the CTI server and incoming caller IDs should be resolved using the specified directories.