Managing address book units in zoom app

In a consumer address book, the name of the consumer, the phone number and the location are all collected together. When Zoom desktop client is used to engage with an active customer, information from the address book will be displayed if the customer belongs to a contact in the address book if the customer is an active customer. A consumer who is not in the address book can be added to the address book by the agent if they are not yet in the address book, and the agent can choose which address book to add them to.

To organize multiple address books, administrators can use address book units in order to do so. The US address books can be stored in one unit, for example, which would contain all address books in the US.

Through the Zoom desktop client, administrators, supervisors, and agents of Zoom Contact Center can easily view the address books and contacts that they have created.

Prerequisites for managing address book units

• Ownership or administrative privileges of the account

• Whether you are a Business, Education, or Pro account holder

• License for Zoom Contact Center

How to create an address book unit

1. Zoom’s web portal can be accessed by logging in.

2. Click Contact Center Management from the navigation menu, and then select Address Books from the drop-down menu.

3. On the left-hand side of the screen, click the button that says Create Unit.

4. Here are the details you need to include:

   • Unit name: A unit’s internal display name can be entered here. Agents are not able to see the name of the unit.

   • Description (Optional): The unit description should be entered here.

5. Then click the Create button.

6. The address book can be created in the unit by following the instructions.

How to delete an address book unit

1. Zoom’s web portal can be accessed by logging in.

2. Click Contact Center Management from the navigation menu, and then select Address Books from the drop-down menu.

3. On the left-hand side of the window, hover your cursor over a unit or address book that has previously been created.

4. Choose one of the options below by clicking the ellipses icon (…) and then clicking the ellipses icon:

   • Edit Unit / Edit Address Book: You can change the display name and description of a unit or an address book.

   • Delete Unit / Delete Address Book: You can delete either the unit or the address book. This will also be the case for all information within the address book or unit (address books, or contacts) that has been saved.