Contact sharing has always been one of the most important features of CallPlease. While we don’t want the thankless task of being a contact management system, we do love being able to help our users access each others contact information is a controlled way.

Execs and Assistants

CallPlease allows an Assistant to use the personal address book of an Executive to add calls to the log. For basic accounts, this means having access to the contacts that are imported into the Executive’s CallPlease address book and the contacts added when adding new contacts to the log. For Enterprise accounts, this includes the connected address book of Microsoft Office or Google Contacts. In the Add a Call screen, contacts from the Exec’s personal address book in CallPlease appear without a suffix. Contacts from Google and Microsoft have a suffix that makes it clear where they are coming from ([Google] or [Microsoft]). Contacts from the shared Department address book or the company-wide Global also appear in this search.

Department & Company-wide Address Books

All accounts include a Company-wide Address Book. Contacts can be added to this address book one at a time or up-loaded using CSV or vCard files. Currently, there is no way to automatically write to this Address Book. All contacts in the Company-wide address book appear in Add a Call searches with the suffix [Global]. Department features are part of the Enterprise Edition of CallPlease and work identically to the Company-wide/Global Address Book with the exception that a use must be added to the Department to see those contacts. Users can be part of multiple Departments so they can have access to many address books.

On-Line Contact Sharing

CallPlease makes it easy to connect an Executive’s Google or Microsoft contacts to CallPlease so they can be used by the Exec and their Assistants. We don’t, however, provide functionality that would sync contacts amongst Executives.
For organizations or departments looking for collaborative on-line sharing, you will want to consider a third-party tool that sync everyone’s contacts in the cloud. These are two examples that we have heard good things about:

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