CounterPath Bria Professional 2.4 User Guide - Manual (Page 43)

Bria Professional 2.4 for Windows User Guide
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For a complete list of headings, see “Contact List Headings” on page 64.
3. Save the file as *.csv.
External Storage of the Contact List
Each time Bria Professional is started, the contact list is retrieved from the external storage. Each time a contact
is added to the contact list, it is immediately copied to external storage.
The list is always stored on the local computer. In addition, if you have access to a remote storage server, you
can configure Bria Professional so that the contact list is also stored remotely using XCap or WebDAV.
Exporting Contacts
You can export a contact list to a comma-separated file, a pst file or a vcf file.
1. From the main menu, click the Contacts menu and choose Export Contacts. The Export Contacts wizard
starts.
2. When you click Next, the export starts. The result is:
• For an Outlook export, the existing .pst file is updated to include the entries from the Bria Professional
contact list. If Outlook is open, the entries immediately appear in the contact list.
All information in the Bria Professional contact list is exported to Microsoft Outlook. Only information
that can be displayed in Outlook actually appears in the Outlook Contacts window. Typically this
means that all softphone addresses are exported (and stored in custom fields) but not displayed in
Outlook.
• For other formats, a new file of the specified type is created.
Managing Contacts
Changing Contact Information
To change the information for a contact, right-click the contact and choose View Profile. The Contact Profile
dialog box appears (see page 36). Some of the changes you can make are:
• Change any contact details.
• Add, delete or change a contact method.
• Move a contact to another group by selecting a different group.
• Add an existing contact to more groups by selecting one or more extra groups.
• Display the Advanced dialog to enable or disable availability information for this contact; see “Contact
Profile — Advanced Dialog” on page 37.
Moving or Deleting a Contact
• To drag one or more contacts to a different group, select them and drag to the new group.
• To delete one or more contacts, select them, right-click, and choose Delete. The contacts are removed from
this group.
Adding, Deleting or Renaming Groups
Select any group, right-click, and choose the appropriate menu item.
Contacts that have no group appear under “Ungrouped Contacts.” You can delete, but not rename, this group.