Managing address book collection

An address book is a collection of consumer information like display names, phone numbers, and locations. During an active engagement, the Zoom desktop app will display information from the address book if that customer is a contact in the address book. If the consumer is not in the address book, agents can add a new contact and choose which address book the contact belongs to.

Admins can create address book collection to organize several address books. For example, you can create a collection for the US which contains all address books in the US.

Zoom Contact Center admins, supervisors, and agents can view address books and contacts using the Zoom desktop app.

Requirements for managing address book collection

Table of Contents

How to create an address book collection

  1. Sign in to the Zoom web portal as an admin with the privilege to edit address books settings.
  2. In the navigation menu, click Contact Center Management then Address Books.
  3. In the left-side panel, click Create address book collection.
  4. Specify the following information:
  5. Click Create.
  6. Follow the instructions to create an address book in the address book collection.

How to delete an address book collection

  1. Sign in to the Zoom web portal as an admin with the privilege to edit address books settings.
  2. In the navigation menu, click Contact Center Management then Address Books.
  3. In the left-side panel, hover over a previously-created address book collection.
  4. Click the ellipses icon (...) and click one of these options: