User Guide for Cisco Unified Personal Communicator for Windows, 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.

The contact list is automatically alphabetized by first name within each group. You can add up to 200 contacts.

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

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 Enter. To stop the search, press Esc.


Related Topics

Working With Search Results

How to Solve Search Problems, page 9-25

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

Right-click any name in the list of search results, then choose Clear All.

 

Instantly resize a column
to display the complete text of the longest item in the column

1. Right-click an item in the column to resize.

2. Choose Best Fit.

Jump to a name

1. Click any name in the list.

2. Enter the first letter of the name, or the first few letters.


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.

Drop the name onto a group name or another name in the group, not into the empty space at the bottom of the list.

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 > Add New Contact.

Step 2 Click Create a New Contact.

Step 3 Enter contact information, including the Domain and User ID.

If you do not see the company name, 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 Save.

After the person you added approves your request, the availability status for that person is displayed and you can exchange instant messages.


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 > Add New Contact.

Step 2 Click Create a New Contact.

Step 3 Enter contact 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 Save.


Related Topics

Modifying Contact Information

Viewing More Information About Contacts

Procedure

To View
Do This

Basic information

Hover your mouse pointer over a name in the console.

Details

Right-click a name in a list and choose Contact Details.

In the Recent communications pane, contact details are available only for named entries.



Tip The Contact Details card lists all available contact information for an individual. Click the icon beside each contact method to initiate. For example, click the icon beside a telephone number to place a call.


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.

1. If you add a phone number, Right-click a contact and choose Contact Details.

2. Enter or modify information.

3. 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

Right-click the contact name and choose Edit Display Name.

 

Remove a display name

1. Right-click the contact name and choose Edit Display Name.

2. Delete the text

3. Click Save.

 

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 Right-click an entry.

Step 2 Choose Delete.


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 > Add New Group from the menu bar at the top of the console.

List a name at the beginning of a group

1. Right-click the name and choose Edit Display Name.

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. Drag a name to move it, or control-drag the name to copy it to the desired group.

 

You can add a contact to multiple groups.

Rename a group

Right-click the name of a group, then choose Rename Group.

 

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.

Delete a group

Right-click a group name and choose Delete.

 

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