How to configure phone numbers inside of inventory

The Inventory page allows you to manage your phone numbers and phone hardware.

Topics:

  • Displaying the Inventory Page
  • Managing Phone Numbers

Displaying the Inventory Page

All inventory tasks are performed from the Inventory page. To display this page, click the Inventory icon on the menu bar. The following page has two tabs:


  • Phone Numbers allows you to filter, edit, and export phone numbers.
  • Phone Hardware allows you to filter, add, edit, and export information about phone hardware.

The refresh button at the top-right side of the page refreshes the information on the page.

Note: You may sometimes find helpful information within the "Notes" column that can be added or edited in the Number Settings Pop up Dialog or within the Inventory page via the pencil icon to the far right of the number selected.

 

From the Inventory, you can:

  • Manage phone numbers.

Managing Phone Numbers

The Phone Numbers tab allows you to filter, edit, and export phone numbers.

Filtering Phone Numbers

Using the Filter button, you can filter phone numbers and view only the numbers of interest to you.

  1. From the Phone Numbers tab, click the Filters button. The Phone Number Filters pop-up window appears.
  2. Complete the fields (see Table ‎1-1 below).
  3. Click Set Filters. The Phone Numbers tab shows only the phone numbers that match your criteria. If no phone numbers match your criteria, a message informs you that there are no matches to your filter.

Table ‎1-1.Phone Number Filter Settings

 

Editing Phone Numbers

To edit phone numbers:

  1. From the Phone Numbers tab, either:
    – Click a phone number
    OR
    – Hover over a phone number, and then click the edit icon at the far right of the Phone Numbers tab.
    Either step displays the Edit pop-up window.
  2. Complete the field (see Table 1-2 below).
  3. Click Save.

Table ‎1-2.Phone Number Edit Settings

 

Exporting Phone Numbers

You can export phone numbers in CSV format, and then open the phone numbers in Microsoft Excel for further manipulation.

  1. From the Phone Numbers tab, click the Export button.
  2. When prompted, click Save.