The following content only applies to FreePBX and PBXact platforms
How to Set Up Favorite Contacts
- Kelli Higdon
The Favorite lists will be shown when Sangoma Phone desktop client users view the Contacts panel. Favorite contacts can be configured by the admin, or by users through UCP.
To use Favorites properly, make sure you are on the correct versions of the modules listed in the Sangoma Phone setup documentation.
The panel will list all the favorite contact lists created from the Contact Manager as well as the user's own favorite list (labeled as My Favorites). The user can add/remove contacts from his favorite list by clicking the star icon shown on the side of the Contact's card. The favorite lists created by admin can not be edited by the user.
Admin Configuration
Advanced Settings:
One can enable/disable the Favorite Contacts option from Settings → Advanced Settings. By default Enable Favorite Contacts will be set to NO in systems without Sangoma Connect license and will be set to YES by default in the systems which has Sangoma Connect license. This can be modified manually whenever required.
Contact Manager:
Once Favorite Contacts option from Advanced Settings is set to yes, administrators will be able to create global lists of Favorites that can be assigned to specific user groups/users. This is done through the Contact Manager. In Contact Manager, a new section called Favorites will be found.
When creating a new list, the admin will be able to set a name and choose which contacts to include in the new list.
User Management:
Admins will also need to select the favorites contact list allowed for Users, or Groups through User Management in the Contact Manager tab.
Favorite Contact List - The lists created by the admin from the Contact Manager as shown above will be available here. Choosing a list here is a good way for the admin to assign a consistent list of favorites to users.
User Configuration (UCP)
With "Favorite Contacts" enabled, the user will see a "Favorites" group in their Contacts widget. The user will also see controls to manage their Favorites list by Including and Excluding contacts. Contacts can also be reordered by dragging and dropping them to a different position on the list. After changes are saved, the Sangoma Phone desktop client will show the Favorites in the Contacts panel.