Managing contacts

Bria team members are added to teams by the administrator. Team members can update their own contact information in the Bria User Dashboard. You can not add, edit, or remove team members in Bria.

Add, edit, and remove contacts in Bria.

Adding contacts

In addition to seeing your device contacts in Bria, you can add additional contacts. These contacts are also added to your external contact sources. You can add contacts in the Contacts tab or add a contact directly from History.

  1. Go to the Contacts tab on the resource panel.

  2. Tap Contacts and tap Add.

    "+" is on the "Contacts" header.

  3. Complete the contact details you want to include.

  4. Tap Save.

The contact is added to Bria’s Contacts and to the device's native contacts.

  1. Go to the Contacts tab on the resource panel.

  2. Tap Contacts and tap Add.

    The "Add" button appears in the "Contacts" header.

  3. Complete the contact details you want to include.

  4. Tap Save.

The contact is added to Bria’s Contacts and to the device's native contacts.

  1. Go to the History tab on the resource panel.

  2. Tap More Info beside the entry you want to add to Contacts.

    The "History" entry does not have a matching contact.

  3. Tap Create New Contact.

    "Create New Contact" is in History details.

  4. Complete the contact details. Bria populates the phone number automatically.

  5. Tap Save.

The contact appears in Bria’s Contacts and in the native iOS contacts and in the device's contacts.

  1. Go to the History tab on the resource panel.

  2. Tap the entry you want to add to Contacts.

    The "History" entry does not have a matching contact.

  3. Tap Create New Contact.

    "Create New Contact" is in "History" details.

  4. Complete the contact details. Bria populates the phone number automatically.

  5. Tap Save.

The contact appears in Bria’s Contacts and in the native iOS contacts and in the device's contacts.

  1. Go to the History tab on the resource panel.

  2. Tap More Info beside the entry with the information you want to add to an existing contact.

    The "History" entry does not have a matching contact.

  3. Tap Add to Existing Contact.

    "Add to Existing Contact" is in "History" details.

  4. Select the contact you want to add the phone number to. Contact Details opens.

  5. Edit any contact details you want to change. The number automatically populates in the contact.

  6. Tap Save.

The contact is updated in Bria’s Contacts and in the device's native contacts.

  1. Go to the History tab on the resource panel.

  2. Tap the entry with the information you want to add to an existing contact.

    The "History" entry does not have a matching contact.

  3. Tap Add to Existing Contact.

    "Add to Existing Contact" is in History details.

  4. Select the contact you want to add the phone number to. Contact Details opens.

The contact is updated in Bria’s Contacts and in the device's native contacts.

Adding or editing avatars

If the contact does not contain an avatar, you can add an image to the contact.

  1. Go to the Contacts tab on the resource panel.

  2. Tap Contacts.

  3. Select the contact you want to edit by tapping on the contact or typing their name in the Search bar and tapping on the contact.

    Contact with no avatar

    Contact Details opens.

  4. Tap Edit.

    Tap Edit on contact details

  5. Tap on the empty avatar or tap the avatar you want to replace and select Take Photo or Choose Photo.

    Contact details with no avatar

    If you tap Take Photo, take a picture to use as the avatar. Crop the image if desired. Tap Use Photo when the image is ready.

    If you tap Choose Photo, select an image on your device. Crop the image if desired. Tap Choose when the image is ready.

  6. Tap Save.

The avatar is added to the contact.

  1. Go to the Contacts tab on the resource panel.

  2. Tap Contacts.

  3. Select the contact you want to edit by tapping on the contact or typing their name in the Search bar and tapping on the contact.

    iPad Contact with no avatar

    Contact Details opens.

  4. Tap Edit.

    iPad Tap Edit on the contact details

  5. Tap on the empty avatar or tap the avatar you want to replace and select Take Photo or Choose Photo.

    iPad Tap the avatar

    If you tap Take Photo, take a picture to use as the avatar. Crop the image if desired. Tap Use Photo when the image is ready.

    If you tap Choose Photo, select an image on your device. Crop the image if desired. Tap Choose when the image is ready.

  6. Tap Save.

    iPad Tap Save on the contact details

The avatar is added to the contact.

Changing sort order or display order

You can customize the way contacts are displayed in Bria. For example, you can sort contacts by first name or last name, or change how names are shown.

Bria uses the iOS preferences that you set on your device.

  1. Go to iOS device Settings > Contacts.

  2. Select the order you want to use.

    Sort order controls the order of your contact list. First, Last sorts the list in alphabetical order of their first names.

    Display order controls each person's name. First, Last displays a name as James Smith while Last, First displays Smith James.

Editing contacts

You can update Bria contacts in the Contacts tab . The updates are also applied to your device contacts. You cannot update team member details. Some fields of a contact are read only in Bria; see Fields that must be updated in iOS for details.

  1. Go to the Contacts tab on the resource panel.

  2. Tap Contacts.

  3. Select the contact you want to edit by tapping on the contact or typing their name in the Search bar and tapping on the contact.

    Your contacts are shown in a list.The contact with no avatar shows a blank avatar.

    Contact Details opens.

  4. Tap Edit.

    The "Edit" button is on the "Contact" header.

  5. Complete the contact details.

  6. Tap Save.

The contact is updated in the Bria’s Contacts and in the device's native contacts.

The native iOS contact shows the information from Bria.

  1. Go to the Contacts tab on the resource panel.

  2. Tap Contacts.

  3. Select the contact you want to edit by tapping on the contact or typing their name in the Search bar and tapping on the contact.

    Your contacts display in a list.

    Contact Details opens.

  4. Tap Edit.

    The "Edit" button is in the "Contact" header.

  5. Complete the contact details.

  6. Tap Save.

The contact is updated in the Bria’s Contacts and in the device's native contacts. The softphone number will show beside Bria in the native iOS contacts.

The native iOS contact shows the information from Bria.

Deleting a contact

Delete your Bria contacts. This also deletes the contact in your device contacts. You cannot delete team members.

  1. Go to the Contacts tab on the resource panel.
  2. Swipe the contact to be deleted to the left.

  3. Tap Delete.

  4. Tap Delete Contact.

    "Delete Contact" is in the confirmation pop-up.

The contact is deleted and no longer shows in Bria's Contacts or in the device's native contacts.

  1. Go to the Contacts tab on the resource panel.
  2. Swipe the contact to be deleted to the left.

  3. Tap Delete.

  4. Tap Delete Contact.

    "Delete Contact" is in the confirmation pop-up.

The contact is deleted and no longer shows in Bria's Contacts or the device's native contacts.