User Guide for Cisco Unified Personal Communicator for Macintosh, Release 7.0
Managing Contacts in Cisco Unified Personal Communicator
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Managing Contacts in Cisco Unified Personal Communicator

Table Of Contents

Managing Contacts in Cisco Unified Personal Communicator

Contact List

How to Search for Contacts

Searching for Contacts

Working With Search Results

How to Add Contacts To Your List

Adding Contacts from Your Corporate Directory

Adding External Contacts for Instant Messaging

Adding Unaffiliated Contacts

Viewing More Information About Contacts

Modifying Contact Information

Deleting Contacts From Your List

Working with Groups of Contacts


Managing Contacts in Cisco Unified Personal Communicator


Contact List

How to Search for Contacts

How to Add Contacts To Your List

Viewing More Information About Contacts

Modifying Contact Information

Deleting Contacts From Your List

Working with Groups of Contacts

Contact List

You can see your contact list when you log in to Cisco Unified Personal Communicator from any computer. Only you can see the contacts in your contact list. Other applications on your computer or on the network cannot access information from your contact list. If you add contacts from your corporate directory to the contact lists of Cisco Unified Communications applications such as the IP Phone Messenger service on your Cisco Unified IP Phone, they appear in your Cisco Unified Personal Communicator contact list, and vice versa.

You can add up to 200 contacts.

To identify icons in the contact list, roll your mouse over each icon.

You can drag contact information from Cisco Unified Personal Communicator to other locations, such as:

Your Address Book

A text area of another application

A folder or your desktop (this action creates a VCard)

Related Topics

Managing Contacts in Cisco Unified Personal Communicator

How to Search for Contacts

Searching for Contacts

Working With Search Results

Searching for Contacts

You can search your corporate directory.

Procedure


Step 1 Enter your search criteria in the search field.

Step 2 Enter the first few characters or all of a full name, first name, last name, user ID, or phone number.

Your configuration determines if searches are case-sensitive. The alphanumeric characters you enter are shown in the leading position of the search results. For example, if you search for "den" the search results could include "Denice" and "Denzel", but not "Arden" or "Hayden".

Step 3 Press Return.


Related Topics

Working With Search Results

How to Solve Search Problems, page 9-20

Working With Search Results

Procedure

To
Do This

Sort the results list

Click a column heading in the Search pane.

Click again to reverse the sort order.

Clear the results list

Delete the text you entered in the Search field.


How to Add Contacts To Your List

Adding Contacts from Your Corporate Directory

Adding External Contacts for Instant Messaging

Adding Unaffiliated Contacts

Adding Contacts from Your Corporate Directory

Procedure


Step 1 Search for the person you want to add.

Step 2 Drag the name into the desired group.

If you have not created any groups, the only available group is the General group.


Related Topics

Contact List

How to Search for Contacts

Working with Groups of Contacts

Adding External Contacts for Instant Messaging

If this feature is available at your company, you can add contacts from other companies in a way that enables you to see their availability status and initiate instant messages through Cisco Unified Personal Communicator.

Before You Begin

Obtain the User ID of the contact you want to add.

Procedure


Step 1 Choose Contacts > New Contact.

Step 2 Click Create New Contact.

Step 3 Enter contact information, including the Domain (usually the company name) and User ID.

If you do not see the company name in the Instant Message section, you can add this person as an unaffiliated contact instead. However, you will not be able to exchange availability status or instant messages with this person through Cisco Unified Personal Communicator.

If you enter an incorrect User ID, you will not receive an error message. This is for privacy purposes.

Step 4 Click Add.


Troubleshooting Tip

Contacts that you add using this method can automatically see your availability status.

Related Topics

Incorrect or No Availability Status, page 9-6

Choosing Access Permissions for Employees at Other Companies, page 2-12

Adding Unaffiliated Contacts

Adding Unaffiliated Contacts

This feature may not be available at your company.

An unaffiliated contact is a contact who is neither in the corporate directory nor an external contact (an employee of another company that you are set up to exchange instant messages with through Cisco Unified Personal Communicator).

Procedure


Step 1 Choose Contacts > New Contact.

Step 2 Click Create New Contact.

Step 3 Click the placeholder text to replace it with new information.

We recommend entering complete phone numbers, including the + and the country code, as well as the area code, even for local contacts.

Step 4 Click the + button to add additional phone numbers.


Related Topics

Modifying Contact Information

Viewing More Information About Contacts

Procedure

To View
Do This

A name and availability status for each contact in the list.

Choose View > Minimal Contacts View.

Basic information

Hover your mouse pointer over a name in the console.

Details

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

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


Related Topics

Availability Status and Privacy in Cisco Unified Personal Communicator, page 2-1

Modifying Contact Information

Modifying Contact Information

You can make changes to entries in your contact list. The changes are only displayed to you. When information is populated by your corporate directory, you can only modify the picture, the display name, and add two phone numbers.

Procedure

To
Do This

Add or change a custom phone number or other information.

This feature may not be available at your company.

If you add a phone number, we recommend entering complete phone numbers, including the + and the country code, as well as the area code, even for local contacts.

1. Control-click a contact and choose Get Info.

2. Click Edit.

3. Click the placeholder or existing text to change.

4. Change the text.

5. Click the label and make changes.

6. (Optional) Click the + button to add a new number or email address.

7. (Optional) Click the - button to delete a number or email address.

8. Click Save.

Change the picture

This feature may not be available at your company.

Images can be any standard file type and approximately the size and shape of the existing image.

Drag and drop the new picture onto the contact card.

Add a display name, such as a nickname

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

Remove a display name

1. Control-click a contact in the list and choose Edit Contact.

2. Click Clear.

Modify instant messaging information for external contacts

Add a new external contact for instant messaging, then delete the original contact.


Related Topics

Adding External Contacts for Instant Messaging

Deleting Contacts From Your List


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


Procedure


Step 1 Control-click an entry.

Step 2 Choose Delete Contact.


Related Topics

Working with Groups of Contacts

Working With the Recent Communications List, page 8-2

Working With Search Results

Working with Groups of Contacts

You can create groups to organize your contacts.

Procedure

To
Do This
Notes

Create a group

Choose Contacts > New Group

 

List a name at the beginning of a group

1. Control-click the name and choose Edit Contact.

2. Enter a display name that begins with an underscore.

For example, use _Joe Smith.

Move or copy contacts to groups

1. Create the group if it does not yet exist.

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

You can add a contact to multiple groups.

Rename a group

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

Depending on the system at your company, you may not be able to rename the General group.

Hide or show the contacts in a group

Click the group name to collapse or expand the list.

Reverse the sort order of names in all groups

Click the Name bar at the top of the contact list.

Delete a group

Control-click a group name and choose Delete Group.

When you delete a group, contacts in the group are also deleted.

If the contact belongs to multiple groups, only the one instance is deleted.

You cannot delete the last group.


Related Topics

How to Add Contacts To Your List

Deleting Contacts From Your List