If you register the customer information to Contacts in MiiTel Analytics, you will be able to see the company name and other information on your MiiTel Phone when you receive a call. The call history from the next call will include the customer's information.
You can also use a CSV file exported from spreadsheet software or CRM (Customer Relationship Management) to register your clients' company names and contacts in Contacts.
If you wish to delete the information in Contacts, please refer to How to delete a contact.
- Log in to MiiTel Analytics.
-
Click
> Create a contact.
- Fill in the necessary information in Create a contact form.
1Account name (required field): Enter the name of the organization (Name of company, department, group, etc.)
2Contact person name (required field): Enter the name of the person of the phone number to be registered.
3Phone number (required field): Enter the phone number to be registered.
4Account category: Click + Add category and set the category of the contact to be registered. You can set up multiple categories.
NOTE
- To delete a category, click the trash button located on the right of the category.
- Click Save.
Importing a CSV file will allow you to add multiple contacts at once to your contact data in MiiTel Analytics.
- Log in to MiiTel Analytics
- Click Contacts > Import.
-
Click Choose File in Import contacts from the file and set the CSV file you wish to import.
- Select the character code (Encoding) of the CSV file to be imported.
NOTE
- If the automatic detection of the Encoding fails and an error message is displayed, please try uploading the file again by selecting the specific character code in the Encoding setting. Also, if the file includes platform-dependent characters, convert the character encoding of the original file to UTF-8, then select UTF-8 in the Encoding setting.
- Set the Delimiter used in the CSV file to import.
The CSV file should be configured as the following (in comma-separated format).
Format
Account name 1, Contact person name 1, Phone number 1, Category 1-1|Category 1-2
Account name 2, Contact person name 2, Phone number 2, Category 2
Account name 3, Contact person name 3, Phone number 3
...
Example
IMPORTANT
- If the phone number is already in your contacts, the data will be overwritten.
- Since the contact information is imported from the first row, please enter the contact information from the first row without including the header row.
- To enter multiple categories, separate each category name with the "|" symbol.
- Do not use double quotation marks (") or single quotation marks (').
- The maximum size that can be uploaded with one file is approximately 2 MB or 10,000 rows.
- The maximum number of contacts that can be registered is 500,000 per organization.
- Phone numbers can be uploaded with or without hyphens, but we recommend customers use hyphens (string type), because some spreadsheet software may lose the 0 digits for phone numbers starting with 0.
- Please enter one contact per row.
When you make a call to an unregistered phone number or receive a call from an unregistered phone number, Unknown company or Unknown contact will be displayed in the Call History. If you know the company name or the contact person's name, we recommend you register the information by following the instructions. When you receive a call from the same company or same person, the name of the company or person will be displayed for the next call.
- Click the contact information you wish to add to the history list in Call History
. - Click Account name unregistered or Contact person name unregistered displayed in blue color on the screen.
- Fill in the Account name unregistered or Contact person name unregistered with the correct information and click Save.
1Account name (required field): Enter the name of the organization (Name of company, department, group, etc.)
2Contact person name (required field): Enter the name of the person of the phone number to be registered.
3Phone Number (required field): Enter the phone number to be registered.
4Account category: Click + Add Category and set the category of the contact to be registered. You can set up multiple categories.
- Click Save.