User Guide for Cisco Unified Personal Communicator for Macintosh, Release 1.1
Managing Contacts
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Managing Contacts

Table Of Contents

Managing Contacts

About the Contact List

Working With Contacts

Searching for Contacts

Working With Search Results

Accessing Contact Details

Deleting Contacts from the Contact List

Working with Groups of Contacts

Adding Contacts to Groups

Deleting Groups


Managing Contacts


The following topics describe how to manage your contact list:

About the Contact List

Working With Contacts

Working with Groups of Contacts

About the Contact List

You can add up to 100 names to your personal contact list, from the following sources:

Other users of Cisco Unified Personal Communicator. These may be all or some of the people in your corporate directory.

If you use Cisco IP Phone Messenger on your Cisco Unified IP Phone, your buddy list from that application.

If you add contacts to either application, they also appear in the other application.

Only you can see the contacts in your contact list, and you can see your contact list when you log in from any computer.

Other applications on your computer or on the network cannot access information from this contact list.

Related Topics

Working With Contacts

Changing the View of the Console and Its Panes

Identifying Preferred Contact Methods

Working With Contacts

You can perform the following actions related to individual contacts:

To Do This
Do This

Add contacts

See the "Adding Contacts to Groups" section.

Search for contacts

See the "Searching for Contacts" section.

Determine the reachability of a contact

See the "Determining Callee Reachability" section.

Determine the preferred contact method of a contact

See the "Identifying Preferred Contact Methods" section.

View more information about a contact in the list

Hover your mouse pointer over an entry in any list in the console.

Perform one of the actions in the "Accessing Contact Details" section.

Modify contact information

To add a nickname:

Click the contact in the contact list; then choose Contacts > Edit Nickname.

Control-click a contact in the list, then choose Edit Nickname.

To remove a nickname, follow one of the steps to add a nickname, then:

Click Clear.

 

Delete contacts

See the "Deleting Contacts from the Contact List" section.


Searching for Contacts

You can search your corporate directory for a contact that matches your criteria.

Procedure


Step 1 Enter your search criteria in the field in the search pane.

Enter part or all of a full name, first name, last name, nickname, user ID, or phone number.

Searches are not case-sensitive, and the letters you enter can appear in any position in the name. For example, if you search for "and", you find "Anderson" and "Cassandra". Username is often the part of the e-mail address that precedes the "@" sign.

Step 2 Press the <Enter> key.

Step 3 (Optional) To stop the search, click the (x) button.

Step 4 To work with the results you found, see the "Working With Search Results" section.


Working With Search Results

To Do This
Do This

Sort the list of found results

Click a column heading in the Search pane.

Click again to reverse the sort order.

Change the view of the pane

See the "Changing the View of the Console and Its Panes" section

Clear the list of Search results

Click the (x) button in the Search field or delete the text you entered.

See and use more options for Search results

See the "Working With Items Listed in Panes" section


Accessing Contact Details

All information in the Contact Details window except the nickname comes from the corporate directory. To change a contact's nickname, see the table in the "Working With Contacts" section.

From Here
Do This

Any pane in the console

 

Contacts and Search panes:

Control-click a name > Get Info.

Click a name, then choose File > Get Info.

In the Recent Communications pane, contact details are available only for named entries. Control-click and choose Get Contact Info.

The roster of an active conversation

Control-click a name in the list > Get Info.


Deleting Contacts from the Contact List


Note If a contact appears more than once in your console, you must delete each instance separately.


To delete contacts, use any of the following methods:

Control-click a contact > Delete Contact.

Click an entry to select it. Then choose Edit > Delete.


NoteTo delete a group and all of its contacts, see the "Deleting Groups" section.

To delete Recent Communications entries, see the table in the "Working With the Recent Communications List and Its Entries" section on page 8-2.

You cannot delete entries in the Search pane. To clear the list, see the "Working With Search Results" section.


Working with Groups of Contacts

You can create groups to organize your contacts.

To Do This
Do This

Create a group

Control-click a group name > New Group.

Choose Contacts > New Group

 

Add contacts to a group

See the "Adding Contacts to Groups" section.

Rename a group

You cannot rename the General group.

Control-click a group name > Rename Group.

Choose Contacts > Rename Group > [choose a group to rename].

Hide the contacts in a group

Click the group name.

Show the contacts in a group

Click the group name.

Delete a group

See the "Deleting Groups" section.


Adding Contacts to Groups

The contact that you want to add must already exist in your corporate directory.

You can add a contact to one or more groups.

Procedure


Step 1 If the group does not yet exist, create it. For instructions, see the table in the "Working with Groups of Contacts" section.

Step 2 Do one of the following:

To Add a Contact From
Do This

The Contacts pane

Control-click a contact and choose Move Contact To or Copy Contact To, then choose a group.

Select a contact and choose Contacts > Add Contact To > [group name].

The Recent Communications or Search panes

 

Select a contact or contacts. Then choose Contacts > Add Contact To > [group name].

Control-click a contact and choose Add Contact To, then choose a group.

The roster

Right-click a name and choose Add Contact To, then choose the name of group.



Deleting Groups

When you delete a group, contacts in the group are also deleted. However, if the contact belongs to multiple groups, only the one instance is deleted.

You cannot delete the General group.

To delete groups, use any of the following methods:

Control-click a group name > Delete Group.

Choose Contacts > Delete Group > [choose a group to delete].

Related Topics

Deleting Contacts from the Contact List