OE Biz Desktop App. Contacts Feature

Modified on Thu, 14 Mar 2024 at 01:32 PM

Description: This Feature offers intelligent access to your list of contacts, allowing you to dial, send a fax, or compose a message with ease.


Every time you launch the OE Biz Desktop App, the Contacts Feature is the default one that you will see.


When you access the Contacts feature of the OE Biz Desktop App, you will encounter an interface that resembles the following screenshot.


The contacts are categorized into three tabs:

  • The "All" tab encompasses contacts from both the Company and Personal tabs
  • The "Company" tab includes job-related contacts. 
  • The "Personal" tab comprises personal contacts not related to work. You can add personal contacts by synchronizing your Google or Microsoft account with your Ooma account.


To connect accounts, press one of the "Connect" links. Upon doing so, a new page will open in your internet browser, redirecting you to a form where you will be prompted to enter your work email.

Following that, you will be prompted to select your email provider which contact list and calendar you wish to integrate into the app.


After selecting your email provider, you will be prompted to input your credentials to complete the integration process.


When you choose a contact from any of the contact tabs' lists, the personal card of the selected contact will open.

In addition to the contact information of the selected contacts, you will find three action buttons available for interacting with the selected account.


  • Call button: when you click this button, a dropdown list of all numbers associated with the selected contact will appear. Upon selecting any of them, that number will be dialed.
  • Message button: when you press this button, the Messages feature tab will be opened and the process of creating a new message will be initiated. 


For further details on this process, please refer to the corresponding article accessible through this link.

  • Fax button: when you press this button, the Faxes feature tab will be opened and the process of creating a new fax will be initiated. 


For further details on this process, please refer to the corresponding article accessible through this link.


The top horizontal panel of the Contacts feature of the OE Biz Desktop App includes three functional elements: 

  • Search bar: you can use the search bar to locate a contact within any of the contact tabs' lists.
  • "Download personal contacts" button: by using this button, you can download the CSV file, which serves as a template for uploading contacts into the OE Biz Desktop App.

When you press this button, a file explorer will open, prompting you to select the location on your PC where you want to save the CSV file.


Upon pressing the "Save" button, you will receive a notification confirming that the downloading process has been completed.


The CSV file can be opened using any spreadsheet application similar to Excel. It contains a table with preset columns containing the basic information required by the OE Biz Desktop App to add a contact to the contact list.


  • "New contacts" button: you can use this button to add contacts.

When you press this button, a dropdown list will appear, presenting you with two main options for adding a contact:

  • Import contacts from CSV: when you select this option, a pop-up window will appear above the app, prompting you to choose one of two methods for uploading the CSV file you have already filled out with the information of the contacts you wish to add to the contact list.

  • Add to contacts: all important contacts will be added to your current contacts.
  • Replace contacts: all current contacts will be replaced. This cannot be undone. 


Regardless of the option you choose, the subsequent process remains the same: a new pop-up window will appear above the app, prompting you to upload the CSV file by pressing the "Attach CSV" button. In this window, you can also find the "Download CSV template" button, which allows you to download an empty CSV file for data population.


When you press the "Attach CSV" button, a file explorer will open, prompting you to select the location on your PC where the filled-out CSV file is stored.


The name of the uploaded file will appear in the pop-up window. You can cancel the uploading of the selected file by pressing the "Delete" button, or you can proceed with this file further by pressing the "Next" button.

Upon pressing the "Next" button, a new pop-up window will open, allowing you to preview the contacts stored in the uploaded file.


If everything is okay, press the "Next" button again. You will then be redirected to a new pop-up window that looks the same, prompting you to confirm the addition of the contacts you have just previewed. 

By pressing the "Add contacts" button, the contacts will be added to the contact list.


  • Connect Google or Outlook contacts: choosing this option will trigger the same process of synchronizing contacts with a Google or Microsoft account, as described above.

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