Here is how you configure Excendia to use the public contacts on your company mail server (instead of managing them on Web Portal):
- Click on Contacts button in the Web Portal Toolbar to open the Company Contacts page.
- Click on I want to Keep Company Contacts on the Mail Server. The Company Contacts on Mail Server window is displayed to enable you to specify the sub-folder and/or the category of the contacts to be used during your phone sessions.
- Fill in the fields as required (URL to access the public folder and sub-solder, category of contacts to download, and login credentials if needed).
- Click Submit Changes to confirm and have the company contact access parameters validated.
If you prefer to Store and Manage your company contacts on Web Portal, go to Managing Company Contacts on Web Portal.