Using MultiLine 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: connect to an Exchange server, such as Outlook or BlackBerry Exchange; two-way sync means contacts added or updated in MultiLine or Exchange server will update both lists.
    • Local Contacts: manually add contacts in a list that exists only within the MultiLine app. 
    • Native Contacts: sync with the Contacts app on your personal device or within the EMM container; two-way sync means contacts added or updated in MultiLine or Contacts app will update both lists.
  • 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.

How to choose your Contact Setting

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.

Select your chosen contact source:

  • Native Contacts
  • Local Contacts
  • Exchange Contacts

If you select Exchange Contacts...

If you're a MultiLine for Intune or Movius for BlackBerry user it may autodetect. Otherwise, you will see a screen to enter the Exchange server details. 

View a contact

To view, edit, delete, or message contacts, you must have at least one contact. 

1. The Contacts tab displays all contacts in alphabetical order by default.

2. Clicking on any contact will bring you to that contact's information page, where you can call, message, favorite, or block the contact.

3. Clicking on the edit button in the top right-hand corner allows you to choose to delete or edit, the selected contact.

Add a contact

It's easy to add contacts in the MultiLine application. 

  1. Go to the Contacts tab.
  2. Click the Add Contact button. 
    • 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.

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 server

  • 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 device

  • 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.

NOTICE: Local Contacts aren't backed up or stored outside the application, so they can be lost if you lose your device or need to reinstall MultiLine.

NOTICE: if you create your Contact List using Local Contacts, and then switch your source to Native or Exchange, the contacts you created will be deleted

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.

To add a contact to your favorites

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

After you've added a contact to your contacts, you will see the Star on their icon.