--- title: "Viewing the Phone Book" slug: "viewing-the-phone-book" updated: 2026-07-24T13:38:50Z published: 2026-08-10T20:18:58Z canonical: "help.idibilling.com/viewing-the-phone-book" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.idibilling.com/llms.txt > Use this file to discover all available pages before exploring further. # Viewing the Phone Book If your company stores phone numbers for your customers, you can view the phone book associated with the service being activated. You can also add, delete, modify and change the order of the phone numbers in the phone book. See also: **Accessing the Phone Book** 1. On the Make Sale window, right-click a line item associated with a service.and select **View Phone Book**. This displays the the Phone Book window for that service. **(Show picture)** ![PhoneBookPageForServiceNumber](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/65963(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A44Z&se=2026-11-14T12%3A11%3A44Z&sr=c&sp=r&sig=G3WoZ8keCxoj9yZPXJV2OExEOB%2BjsCFKwxC0GusrblQ%3D) The Phone Book window lists the order of the entry as displayed in the Phone Book (**Rank**), the **Name** of the person and the **Phone Number** of that person. From this window, you can add, edit or delete an entry. **add, edit** To add (or edit) an entry to the Phone Book: 1. Right-click in the Phone Book window and select **New** (or **Edit**). This displays the New (or Edit) Phone Book Entry window. **(Show picture)** ![EditPhoneBookEntry](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/65968(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A44Z&se=2026-11-14T12%3A11%3A44Z&sr=c&sp=r&sig=G3WoZ8keCxoj9yZPXJV2OExEOB%2BjsCFKwxC0GusrblQ%3D) 2. Enter the **Name** to be associated with the phone book number. You can enter up to of 35 characters. 3. Enter the 10 digit **Phone Number**. 4. Click **Save**. The listing is added to the Phone Book window and the New Phone Book Entry window remains open for more entries. > [!NOTE] > Note > > Special phone book numbers are added by assigning the appropriate product to the service. See [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books). See also: [Arranging the Phone Book Entries](/v1/docs/arranging-the-phone-book-entries) **Deleting Phone Book Entries** To delete an entry from a phone book: 1. Open the service number's phone book. (See Accessing a Customer Phone Book) 2. Right-click the entry you want to remove and click **Delete**. This displays a confirmation message. 3. Click **Yes** to continue with the deletion. 4. Click **Save** to close the Phone Book window and remove the entry from the database. OR Click **Actions > Refresh** to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See [Synchronizing the Phone Book to Products Active on the Service](/v1/docs/synchronizing-the-phone-book-to-products-active-on-the-service).) See also: [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books) **delete** To delete an entry from a phone book: 1. Open the service number's phone book. (See Accessing a Customer Phone Book) 2. Right-click the entry you want to remove and click **Delete**. This displays a confirmation message. 3. Click **Yes** to continue with the deletion. 4. Click **Save** to close the Phone Book window and remove the entry from the database. OR Click **Actions > Refresh** to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See [Synchronizing the Phone Book to Products Active on the Service](/v1/docs/synchronizing-the-phone-book-to-products-active-on-the-service).) See also: [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books) See also: [Arranging the Phone Book Entries](/v1/docs/arranging-the-phone-book-entries) **Adding or Editing a Customer Phone Book entry** To add (or edit) an entry to the Phone Book: 1. Right-click in the Phone Book window and select **New** (or **Edit**). This displays the New (or Edit) Phone Book Entry window. **(Show picture)** ![EditPhoneBookEntry](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/65968(1).png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A11%3A44Z&se=2026-11-14T12%3A11%3A44Z&sr=c&sp=r&sig=G3WoZ8keCxoj9yZPXJV2OExEOB%2BjsCFKwxC0GusrblQ%3D) 2. Enter the **Name** to be associated with the phone book number. You can enter up to of 35 characters. 3. Enter the 10 digit **Phone Number**. 4. Click **Save**. The listing is added to the Phone Book window and the New Phone Book Entry window remains open for more entries. > [!NOTE] > Note > > Special phone book numbers are added by assigning the appropriate product to the service. See [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books). See also: [Arranging the Phone Book Entries](/v1/docs/arranging-the-phone-book-entries) **Deleting Phone Book Entries** To delete an entry from a phone book: 1. Open the service number's phone book. (See Accessing a Customer Phone Book) 2. Right-click the entry you want to remove and click **Delete**. This displays a confirmation message. 3. Click **Yes** to continue with the deletion. 4. Click **Save** to close the Phone Book window and remove the entry from the database. OR Click **Actions > Refresh** to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See [Synchronizing the Phone Book to Products Active on the Service](/v1/docs/synchronizing-the-phone-book-to-products-active-on-the-service).) See also: [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books) **Deleting Phone Book Entries** To delete an entry from a phone book: 1. Open the service number's phone book. (See Accessing a Customer Phone Book) 2. Right-click the entry you want to remove and click **Delete**. This displays a confirmation message. 3. Click **Yes** to continue with the deletion. 4. Click **Save** to close the Phone Book window and remove the entry from the database. OR Click **Actions > Refresh** to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See [Synchronizing the Phone Book to Products Active on the Service](/v1/docs/synchronizing-the-phone-book-to-products-active-on-the-service).) See also: [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books) **Arranging the Phone Book Entries** Once the Phone Book window contains a list of entries, you can arrange the order they will appear in the customer's phone book. 1. Select an entry and click the up or down arrows to move it higher or lower in the ranking. If an entry has a Rank of 0, it will appear first in the customer's phone book. This is often used as the emergency contact. 2. Click **Save** to update the database and close the window. OR Click **Close** to close the window without updating the database with your changes. > [!NOTE] > Note > > The **Actions > Refresh** button saves all the changes to the database, but leaves the window open for additional changes. See also: [Adding or Editing a Customer Phone Book entry](/v1/docs/adding-or-editing-a-customer-phone-book-entry) **Deleting Phone Book Entries** To delete an entry from a phone book: 1. Open the service number's phone book. (See Accessing a Customer Phone Book) 2. Right-click the entry you want to remove and click **Delete**. This displays a confirmation message. 3. Click **Yes** to continue with the deletion. 4. Click **Save** to close the Phone Book window and remove the entry from the database. OR Click **Actions > Refresh** to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See [Synchronizing the Phone Book to Products Active on the Service](/v1/docs/synchronizing-the-phone-book-to-products-active-on-the-service).) See also: [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books) [About Special Phone Numbers for Phone Books](/v1/docs/about-special-phone-numbers-for-phone-books)