Shared Contacts allow Office Managers within the Sonar Portal to create, edit, and maintain a single, centralized group of “off-net” (external) contacts. Once added to the Shared Contacts repository, these contacts become immediately visible to all users in your organization, regardless of their location or device.
Shared Contacts: Key Benefits
Centralized Management
Instead of having multiple employees manage their own separate address books, Office Managers can update one centralized shared contact list. This single source of truth ensures that changes to contact details—such as phone numbers, addresses, or job titles—are universally and instantly reflected across your entire organization.
Time and Resource Savings
Shared Contacts free up valuable time and reduces administrative overhead and helps prevent data inconsistencies and errors. No more repeated manual edits on multiple address books; when a contact’s information changes, it only needs to be updated once.
Consistent Company-Wide Directory
Whether it’s a trusted vendor, a key client, or a frequently called partner, having a consistent, universally accessible directory ensures everyone is on the same page. Contact consistency is especially valuable when onboarding new team members or managing a growing portfolio of clients and suppliers.
Broad Accessibility
Shared Contacts can be viewed in multiple areas of the Sonar ecosystem, including:
- Contacts Page and Dock in the Portal: Users can quickly find shared contacts without navigating away from the Sonar portal.
- Attendant Console: Enhance call handling by providing immediate access to receptionist with important contact details.
- Sonar Mobile and Sonar Phone for Desktop: Whether working remotely or on-site, users have the same contact information at their fingertips, boosting productivity and collaboration.
How to Add Shared Contacts
You must be in Manage Organization to access the Users tab.
- Click the Users tab, after logging in as an Office Manager in the Sonar portal.
- Click the Shared Contacts button, on the right side above the User table.
- Click the Add Shared Contact button, on the right side of the Shared Contacts page.
- Within the popup configuration menu, fill out the following fields:
- First Name
- Last Name
- (Optional) External number: work, mobile, or home.
- (Optional) Fax number.
- (Optional) Email address.
- Click Save, or click the up-arrow to Save and Add Another Contact.
Success: Find your Shared Contact
The new Shared Contact will appear in the Shared Contacts list and will immediately become accessible to all your organization's Sonar users, across all connected devices.
