Managing contacts and groups – CounterPath Bria 3.0 for Windows User Guide – Retail Deployments User Manual

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Bria 3.0 for Windows User Guide – Retail Deployments

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3.

Save the file as *.csv.

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 contact list.
If Outlook is open, the entries immediately appear in the contact list.

All information in the Bria 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 and Groups

The following information does not apply if you are using your Microsoft® Outlook® address book from
within Bria. Instead, read “Managing Contacts and Groups when Using Outlook” on page 35.

Adding a Contact

Click

, or right-click a group and choose Add Contact to Group. The Contact Profile dialog appears. See the

table.

On a new contact, this checkbox and the Introduction Message button
become enabled once you enter a softphone address. On an existing
contact, they become enabled if you enter another softphone address.

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