CounterPath Bria 3.1 for Windows User Guide - Enterprise Deployments - Manual (Page 42)

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5.3 Managing Contacts when Using Outlook
The following information applies only if you have set up your Microsoft® Outlook® address book as your
contact storage method and are therefore using this address book from within Bria.
Viewing a Contact
The flyout is a handy way to view the information you have for a
contact without opening (editing) the Outlook contact dialog. Click
once on the contact; the flyout appears.
Adding a Contact
Click , or right-click a group and choose Add Contact to Group. The Outlook Contact dialog appears.
Complete the fields and save the information. The new contact will automatically appear in your Bria contact
list.
One of the fields in this dialog is mapped to the Softphone field in Bria; Bria will assume that the phone number
you put in this dialog can be used to place phone calls, send instant messages, and shared online status
information.
To check which field is mapped, choose Softphone > Preferences > Storage. See page 66.
Sharing Online Status
To share online information with a newly added contact, select the contact and right-click and choose Subscribe
to presence. Online status information is handled by the account specified in the Accounts Settings window. To
see which account is currently being used for online status information, choose Softphone > Account Settings.
Adding a Contact using an Existing Address
You can add a contact by capturing existing information:
• If you are on a phone call with a person who is not a contact, click Add to Contacts in the call panel
• On the History tab, select an entry that is not a contact. Right-click and choose Add as Contact.
The Outlook contact dialog appears. Complete the dialog as desired and press OK.
Updating Contacts from the Directory
If you have created a contact from the directory, you can right-click the contact and choose Update from
Directory in order to bring the latest directory information (if any) into the contact. Any key data you had added
or changed in the contact may be overwritten. Non-key data (such as the display name) will not be overwritten.
Modifying the Contact List
Changing Contact Information
To change the information, right-click the contact and choose Edit Profile. The Outlook contact dialog appears.