Working with Inventory
The Inventory page allows you to manage your phone numbers and phone hardware.
Topics:
Displaying the Inventory Page
Managing Phone Numbers
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.
The Phone Numbers tab allows you to filter, edit, and export 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.
Complete the fields (see Table 1-1 below).
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.
To edit phone numbers:
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.
Complete the field (see Table 1-2 below).
Click Save.
You can export phone numbers in CSV format, and then open the phone numbers in Microsoft Excel for further manipulation.
From the Phone Numbers tab, click the Export button.
When prompted, click Save.
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.
Complete the fields (see Table 1-1 below).
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:
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.
Complete the field (see Table 1-2 below).
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.
From the Phone Numbers tab, click the Export button.
When prompted, click Save.
Updated on: 02/23/2024
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