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Poly Trio 8300 - Add Corporate Directory Contacts to the Local Directory; Searching the Broadsoft Directory; Perform a Simple Search of the Broadsoft Directory; Perform an Advanced Search of the Broadsoft Directory

Poly Trio 8300
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2. In the Corporate Directory, select AdvFind.
3. In the search field, enter your search criteria and select Submit.
4. Select a contact and select View to view the contact's information.
Add Corporate Directory Contacts to the Local Directory
You can add contacts in the Corporate Directory to the Local Directory.
When you save a Corporate Directory contact to the Local Directory, the first name, last name, and phone
number of the contact are automatically saved to the directory. You can add additional contact information
after the contact is saved to the directory.
Procedure
1. In the Corporate Directory, search for a contact.
2. From the search results, select the contact and select View.
3. Select Save.
4. Enter any additional contact information and select Save.
Related Links
Local Directory on page 59
Searching the BroadSoft Directory
You can access and search the BroadSoft Directory on the phone, and you can choose to perform a
simple or advanced search for contacts.
After the system administrator configures the Enterprise directory, you can view a list of contacts by
default in the BroadSoft directory. The default contacts list is displayed even when no text is entered in
the search box of the directory.
Perform a Simple Search of the BroadSoft Directory
A simple search enables you to search for contacts using either their first name, last name, or by typing a
few letters of their name. A maximum of 50 contacts are available for viewing at one time.
Procedure
1. Navigate to Contacts > BroadSoft Directory.
A default list of contacts is displayed.
2. In the search field, enter your search criteria and select Submit.
Perform an Advanced Search of the BroadSoft Directory
An advanced search enables you to choose to search for contacts by first name, last name, or phone
number.
Procedure
1. Navigate to Contacts > BroadSoft Directory.
A default list of contacts is displayed.
2. Select Advanced Search in the BroadSoft Directory.
3. On the Advanced Search screen, choose to search for a contact by first name, last name, or a
contact number.
Call Lists and Directories
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