Switchboard Directory Panel User Training
This article is a companion document for the Switchboard Directory Panel video. The Directory Panel is a centralized place to access anyone in the organization. It can be expanded or hidden to give you more Switchboard.Â
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The Directory
Includes all available contacts that you have access to, as well as a complete internal company directory that is easily searchable.
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Search Bar
If you need to find someone, type their name (or part of their name) into the search bar and their contact will appear.
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Tags
You also have the option to organize the directory by tags. This allows you to search employees through their department.
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Status
You can see who is and isn't on the phone, as well as employee's individual statuses.Â
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Contact Card
You have the option to click on an employee's name to view their contact card, allowing you to Dial, Transfer, Chat, or Email them.
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