Phone book

The phone book holds the people your pixies call and who call them. It is shared by everyone in the workspace, so a pixie can call someone by name and recognize them when they ring.

Every number is checked and saved with its country code, so a pixie can dial it.

Before you begin

Everyone in the workspace can see the phone book.
Owners, admins and editors can add, edit and import contacts.
Only owners and admins can delete a contact.

Open the phone book

Select Pixies in the rail, then Phone book at the top of the column. Use Search names, companies or numbers to find someone, and select a contact to see their numbers, notes and recent calls.

Add a contact

In the phone book, select New contact.
Type the Name, and optionally the Company.
Under Phone numbers, type a number and choose its Label: Mobile, Work, Home or Other. Select Add phone for each extra number, up to 10.
Optionally, upload a photo. It shows in the phone book and on their calls. Without one, the contact shows the name’s initials.
Add any Notes a pixie should know, such as “Prefers a call after 10am”.
Select Save.

A contact without a number cannot be called until one is added.

To change a contact, open it and select Edit contact.

Import contacts

You can bring contacts in from your phone, Google or Outlook.

Export your contacts as a CSV or vCard file. In Google Contacts or Outlook, use their own export, then come back with the file.
In the phone book, select Import contacts.
Drop the file in, or choose it. It can be a CSV, vCard or VCF file of up to 5 MB and 5,000 contacts.
Under Country for numbers without a country code, pick the country your local numbers belong to.
Check the tabs: To add, Already in the book and Refused. Refused rows say why they cannot be added.
Select Import. The button shows how many contacts it adds.

What pixies remember

When Remember people between calls is on for a pixie, it keeps a short summary of each call, with facts and to-dos, and brings it up the next time it speaks to that person.

To see or change what pixies remember about someone, open a pixie, select Pixie details, then Contacts, and select the person. On their page:

What pixies remember lists the facts, to-dos and call summaries kept about them, each marked as written by a person or by a pixie. You can correct an entry, mark a to-do done, or delete it.
Remember this person: turn it off and pixies keep what they already know but learn nothing new from their calls.
Do not call: pixies will not ring this person. Their calls in are still answered.
Calls lists their calls that you can see.

Owners, admins and editors can change these. Select Edit to set the person’s time zone: pixies only ring within calling hours in that time zone.

Delete a contact

Deleting a contact erases the person and everything pixies remember about them. Only owners and admins can do it, and it cannot be undone.

Open the contact and select Delete contact.
Read what will go: the contact with its name, company, notes and picture, its phone numbers, and every memory pixies hold about them. Any calls still booked to them are listed, because they will be cancelled.
Type the person’s name to confirm, then select Delete for good.

Their past calls stay in the call history, with the transcript and recording, but are no longer linked to a person. You cannot delete someone while they are on a call: wait until it ends.