Setting up a contact list, Setting up for presence – CounterPath Bria 3.1 for Windows User Guide - Retail Deployments User Manual

Page 12

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CounterPath Corporation

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Setting up a Contact List

Typically, you will want to create contacts in order to easily make phone calls, send IMs and transfer files.

Selecting the Contact Storage Method

1.

From the Bria menu, choose Softphone > Preferences. Display the Contact Storage panel./

2.

Select the contact storage method: typically “local” or “Outlook Personal Contacts” (to use your
Microsoft® Outlook® address book directly from Bria). See page 34.

Populating the Contact List

You can set up contacts in several ways:

If you are using Outlook Personal Storage, your Bria contact list will automatically be populated with these
contacts.

If you are using local storage, you can import a contact list from a file or from another application. See
page 34.

In addition:

During a call that you place or receive, you can add the other party to your contact list. See “Handling an
Established Call” on page 19
.

You can add addresses to the Contact list one by one. See page 36 (if using local storage) or page 38 (if
using Outlook contacts).

For general information on contacts, see page 33.

Setting up for Presence

Presence allows your contacts to see your online status and also allows you to see their online status.

You can set up for presence if your VoIP service provider supports it; check if it is supported and if so, whether
it is supported over SIP (using SIP SIMPLE) or XMPP.

Presence is handled over one of your accounts. If you only have a SIP account, you can share presence
information over that account. If you have a SIP account and an XMPP account, you can share presence
information over the XMPP account, not the SIP account.

Using the SIP Account

1.

From the Bria menu, choose Softphone > Account Settings. Select the SIP account and click Edit.

2.

On the Account panel, make sure to check Allow this account for IM/Presence.

3.

On the Presence panel, set up the presence mode. Typically, the mode will be peer-to-peer (the default).

Using the XMPP Account

1.

Make sure the XMPP account is enabled (Softphone > Account Settings).

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