Customize and filter contact details in 8x8 Frontdesk

8x8 Frontdesk supports per-filter column customization, meaning you can configure columns differently for each filter tab. You can select from the available list of columns which contact details are displayed, to match your individual workflow needs.

This allows you to:

• Configure column visibility separately for each filter view.
• Tailor contact displays for different workflows or data needs.
• Quickly switch between contact views — each maintaining its own optimized column layout.

You can customize which contact details are displayed, such as name, extension, department, status, email, based on your workflow preferences. These options help you streamline communication and surface the most relevant information for your daily tasks.

Key Benefits

• Flexible configuration: Show or hide different columns in each filter view.
• Tailored displays: Customize contact views based on workflow or department needs.
• Reduced clutter: Display only the most relevant contact details for each type of view.
• Improved efficiency: Each filter tab retains its own optimized column setup for faster switching between views.

Customize column visibility individually for each filter

1. In the contacts table, click Display Columns in the upper-right corner.

2. In the Display Columns dialog:

   • Select or clear the checkboxes to show or hide specific contact details.
   • The updated configuration is applied instantly to the current filter view.
3. Repeat the steps for other filter tabs to set unique column preferences for each.

To learn about how to search, filter and customize contact details in 8x8 Frontdesk, see Customize and filter contact details in 8x8 Frontdesk.

To search contacts in your contact directory, type a name, department, or other identifying information available in 8x8 Frontdesk into the search bar. The search results filter as you type.

To filter contacts based on site, click Filter , click > next to Current Site, and select a site from the list.

Create custom filters and access contacts in your directory quickly and easily. Whether you are filtering ring groups, call queues, individual contacts, or accessing contacts by department, create a custom filter with a few clicks. You can filter by department, site, job title, and contact type such as call queues and ring groups. Once you create a filter, pin to access these filtered contacts for quick access.

Features

• 8x8 Frontdesk users can create up to six advanced custom directory filters.
• The Directory is always the first (left-to-right) tab and can’t be deleted.
• An advanced custom filter can combine multiple filter chips for Site, Department, Job title, Entry Type & Favorites fields.
• The Entry Type filter supports Contact, Personal Contact, Imported Contact, Ring Group, Call Queues, Auto Attendant, Park.
• Once created each pinned filter can be navigated with one click.

• Users can filter the Directory using custom field values from the Custom Fields column.

• Users can compose filters using any of the three custom fields with Contains or Is conditions, which are combinable in filter formulas. For example: Custom Field 1 contains QE AND Custom Field 2 is Development Team.

You can now locate contacts using custom field values, including custom fields.

To create a custom filter:

1. Click Add filter to add a new filter.
2. Enter a suitable name for the filter. For example, the Sales Department, or a Custom field filter.

3. Click in the Search box and choose a search criterion in the list. Add single or multiple criteria to filter.

   Examples:

   • Select contacts in the Sales department in the New York office: <Department is Sales> <Site is New York>.
   • Select contacts in the custom field filter to show contacts only from Romania: <Custom Field 1 is Romania>.
4. Click Finish > Save to save the search filter. The contacts matching the search filter get pinned under the new tab.
   

To remove a custom filter tab:

1. Select the filter tab to remove.
2. Click Edit tab filter .
3. Click Delete filter next to the filter.
4. At the prompt, click Delete to confirm.
   

Note: To edit the custom filter, simply click Edit tab filter and edit the search criteria as desired.

Exclude contact types via custom directory filters

With 8x8 Frontdesk, you can now create custom directory filters that exclude entries of a selected type. Let’s say you want to create a custom filter that doesn’t include personal contacts. Instead of including every type filter except Personal Contact, simply exclude it from the filter by selecting the Type > isn’t option from the list.

Entry Type filter supports:

• Contact
• Personal Contact
• Imported Contact
• Ring Group
• Call Queues
• Auto Attendant
• Contact Center Channel
• Park

Receptionists can attach notes to contacts indicating their preferences in regards to taking calls. If a contact is busy and wishes to forward all their calls to voicemail temporarily, the receptionist can enter a note for the contact and access it until removed.

The contact alert provides receptionists with useful information before answering a corporate forwarded call. To ensure there is a clear distinction between contact alerts and contact notes, the app now clearly indicates that the Alert field contains the alert message from the internal forwarded call, and the Notes field displays the notes attached to the contact in general.

To add a note and/or an alert to a contact:

1. Hover over the desired contact in the contact directory list.
2. Click button, next to the contact’s profile, to add a note and/or an alert.
3. Add notes and click Save. A notification banner will appear.

4. The highlighted note icon indicates an existing note.
5. To read a note, simply click next to the user status.
   

Display custom status in notes

When contacts set their custom status, it is not obvious to the receptionist that the contact is busy in a meeting, at lunch, on a break, etc. They would have to click the contact and check if a custom status is set. We have introduced a mechanism that detects the custom status set by a contact, and updates or adds a note to the contact, alerting the receptionist. Click to check the custom status message.