Read on to learn how to set up your contacts list. 

Overview

• The MultiLine app provides you a separate contact list to use to make your business calls. We offer three options for starting your Contacts list: Exchange Contacts, Native Contacts, and Local Contacts, described below.
• Once you set up your Contacts list, any contacts will appear on the Contacts screen. You can:
  • Tap a contact to see options for calling and messaging them.
  • View, add, and update contacts.

Before you start

• If your organization chooses to restrict the type of Contacts setting you can use, you may not see certain Contact Source options.
• MultiLine for Intune and Movius for BlackBerry users will use Exchange Contacts.
• We recommend Exchange Contacts for the best experience with MultiLine Desktop.

Choose your Contact Settings

You have options for sourcing, sorting, and displaying contacts. You'll need to choose your Contact Source in Contact Settings before you begin adding contacts. 

1. Tap the menu icon ⋮ in the bottom right (iOS) or upper right-hand corner (Android).
2. Tap Settings.
3. Tap Contact Settings.
   
   Example: Contact Settings in the Settings menu

Select your chosen contact source:

Add a contact

It's easy to add contacts in the MultiLine application. Just make sure you've selected your Contact Source first to avoid any data loss.

iOS

1. Go to Contacts.
   
2. Tap Add Contact. 
3. Fill out as many details as desired:
   • First name 
   • Last name 
   • Phone
   • Email
   • Address
   • Clicking "Add Phone field", "Add Email field", or "Add Address field" will let you associate multiple phone numbers, email addresses, and addresses for the contact. You can choose labels for each field.

Android

1. Go to the Contacts tab.
   
2. Tap the Add Contact button.

1. Fill out as many details as desired:
   • Photo
   • First name 
   • Last name 
   • Phone
   • Email
   • Address
   • Tapping "Add Phone field", "Add Email field", or "Add Address field" will let you associate multiple phone numbers, email addresses, and addresses for the contact. You can choose labels for each field.
     
2. Tap Save.
   

About Adding Contacts

During onboarding, you should have chosen your Contact Settings, your contacts will either be sourced from an Exchange server, your native device, or locally in MultiLine. 

See below for details on how adding contacts works for the different settings. 

Add a contact - Using Exchange Contacts

• Using the Exchange Contacts option means MultiLine gets your contacts from a corporate exchange database.
• Any changes made to the corporate exchange (adding, renaming, deleting, etc.) will automatically be reflected in the MultiLine app and vice versa.
• You'll be able to search for any contact from the Global Address List (GAL), your company’s list of all employees. However, the full GAL will not show up in the list of contacts for performance reasons.

Add a contact - Using Native Contacts

• Using the Native Contacts option means MultiLine uses the same contacts list as your native phone.
• Any changes made to your native Contact List (adding, renaming, deleting, etc.) will be reflected in MultiLine and vice versa.

Add a contact - Using Local Contacts

• This is the default contact setting.
• Using the Local Contacts option means your contacts exist within the MultiLine app only.
• You can choose to do a one-time import from your native device and/or manually add contacts yourself.
  • Changes made in MultiLine (adding, renaming, deleting, etc.) will NOT be reflected in your native contact list, and vice versa.
  •  There is no automated syncing between the Native and Local Contact Lists.

View a contact

To view, edit, delete, or message contacts, you must have at least one contact. The Contacts tab displays all contacts in alphabetical order by default. Note: You can change this if you like.

iOS

1. Go to Contacts.

2. Tap on the contact to go to the Contact Details page.

Edit

1. Tap on the Edit button in the top right-hand corner.

2. Tap in a field to change any information or tap the green + icons to add additional fields. 

3. Tap Done to complete. 

Call or Message

You can call or message contacts from the Contact Details screen:

A) If you have social messaging enabled, you may see Social Messaging icons

B) Send SMS

C) Call the contact

Delete

1. Tap Delete Contact. 

Android

1. Go to Contacts.

2. Tap on the contact to go to the Contact Details screen.

Edit

1. Tap the  Settings menu.

2. Tap Edit.

3. Tap in a field to change any information or tap the Grey buttons (example: Add Phone Field) to add additional fields.

3. Tap Save. 

Delete

1. Tap the  Settings menu.

2. Tap Delete.

Set the Contacts list display and order

1. Tap the menu icon ⋮ in the bottom right (iOS) or upper right-hand corner (Android).
2. Tap Settings.
3. Tap Contact Settings.
   • You can sort by first or last name
   • You can display first name or last name first
     
4. When complete, you can exit the menu and your Contacts list will be in the chosen Sort by and Display order settings selected.

Update contact with a new number

If you have a contact that calls you from a new number you can update that contact with the new number.

iOS

1. Go to Calls.
2. Tap the blue information icon for the unknown number.
3. Tap Update. 
4. Enter the name or number of the existing contact you want to update. 
5. The new number will be added. 
   • From this screen you can change the label, if desired. 
   • If you need to delete the previous number, tap the x and confirm.
6. Tap Save.

Android

1. Go to Calls.
2. Tap the down arrow for the unknown number.
3. Tap Update. 
4. Enter the name or number of the existing contact you want to update. Note for Exchange Contacts users: this does not search the entire GAL.
5. The new number will be added. 
   • From this screen you can change the label, if desired. 
   • If you need to delete the previous number, tap the x and confirm.
6. Tap Save.

Add a Favorite contact

You may want to add contacts that you're in touch with more frequently to your favorite contacts. This makes it easier to start new calls or messages with them.

iOS

1. Go to Contacts.
   
2. Tap the blue info icon.
   
3. Click Add to Favorites.
   

Android

1. Go to the Contacts tab.
   
2. Tap on your contact to open the Contact details.
   
3. Tap the Star in the upper right-hand corner.