Switchboard Directory Panel User Training

Directory Panel

This article is a companion document for the SwitchboardDirectory 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. 
 

Includes all available contacts that you have access to, as well as a complete internal company directory that is easily searchable.

If you need to find someone, type their name (or part of their name) into the search bar and their contact will appear.

  • TagsYou also have the option to organize the directory by tags. This allows you to search employees through their department.

 

  • StatusYou can see who is and isn't on the phone, as well as employee's individual statuses. 

 

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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