Search Contacts

Search Contacts

The Contacts section of the CommPortal Dashboard displays all of your contacts and allows you to search them:

1. Log into CommPortal at www.grid4.com/commportal

2. Click the Contacts page along the top menu bar:

Search Contacts is located to the far left of the page:

3. To search, enter the letters you want to search for in the text box. CommPortal will narrow down the contacts displayed as you type, and the text that matches your search will be highlighted in yellow:

To cancel the search and view all of your contacts, delete the search text you entered.

Add Dialed Number to Contacts

Add Dialed Number to Contacts

To add the number of someone you called to your Contacts, follow these steps:

1. Log into CommPortal at www.grid4.com/commportal

2. Click the Messages and Calls tab at the top bar.

3. Click on Dialed in the sub navigation bar.

4. Click on the name or number of the missed caller and select Add to Contacts

5. This will now take you to the Contacts page. Enter the details for your new contact and click on Save.

Contacts Overview

Contacts Overview

The Contacts page consists of your contact list, groups, extensions, and short codes.

To access Contacts:

1. Log into CommPortal at www.grid4.com/commportal

2. Click the Contacts page along the top menu bar:

Contact List: Allows you to manage your personal contact list.

Extensions: Shows you the extension numbers within your business.

Short Codes: Shows you your business’s numeric speed dials.

Add a New Contact

Add a New Contact

1. Log into CommPortal at www.grid4.com/commportal

2. Click the Contacts page along the top menu bar

2. Click on New Contact

3. Enter the details for your new contact in the text boxes provided

4. You can select the radio button to the right of a number to indicate that it is the preferred number for this Contact.

5. Hit Save

The maximum number of contacts is 1,000.

Edit a Contact

Edit a Contact

1. Log into CommPortal www.grid4.com/commportal

2. Click the Contacts page along the top menu bar.

3. Select the contact you wish to edit from the list on the left hand side of the screen

4. Click Edit (which will appear after selecting a contact)

5. Modify or add any details

6. Click Save

Delete a Contact

Delete a Contact

1. Log into CommPortal at www.grid4.com/commportal

2. Click the Contacts page in the top menu bar.

3. Select the contact you wish to delete from the list on the left hand side of the screen

4. Click Delete on the top right (it will appear after you select a contact).

Groups

Groups

You can manage your contacts by assigning them to groups. For example you might have a group for “Work” contacts and another group for “Personal” contacts. You may also make your calls behave differently when different groups contact you.

To access Groups do the following:

1. Log into CommPortal at www.grid4.com/commportal

2. Click the Contacts page in the top menu bar.

3. This tab will display the Contact List page which includes contacts and groups.

To Add a New Group, follow these steps:

1. Click on New Group

2. Enter a name for the group in Group Name

3. Enter an ID for the group in Telephone ID

4. Select any contacts you want to be in the group from the list on the right hand side.

5. Click on Save

To Edit a Group, follow these steps:

1. Select the group on the left hand side

2. Click on Edit

3. Change the group settings, or members

4. Click on Save

To Delete a Group, follow these steps:

1. Select the group on the left hand side

2. Click on Delete

User Extensions

Extensions

The Extensions section lists of all the extensions in your business group.

To access the Extensions page:

1. Log into your CommPortal at www.grid4.com/commportal

2. Click the Contacts page in the top menu bar.

3. Click the Extensions tab in the submenu below the top menu bar:

To use Click To Dial to call any of these extensions, follow these steps:

1. Click on the number of the extension you wish to call

2. Select the Dial option

Short Codes

Short Codes

The Short Codes section shows you all of the speed dials set up for all the phones in your business group.

To access your Short Codes:

  1. Log into your CommPortal at www.grid4.com/commportal
  2. Click the Contacts page on the top menu bar.
  3. Click the Short Codes tab in the submenu below the top menu bar:

You can dial these short codes from any phone in the business group to reach the destination.

Your administrator sets these Short Codes.

Administrator: Adding Short Codes

  1. Log into Admin Portal https://commportal.grid4.com/bg/
  1. Select Short Codes from the left column.

  2.  Short Codes can be assigned by Department.
  3. To add a short code, click Add. Enter the short code you wish to use and the telephone number you would like associated with that code and department (optional). Click Add again.
  4. Confirm the new short code and number in the refreshed screen.