CounterPath Bria 3.0 for Windows User Guide – Retail Deployments User Manual

Page 38

Advertising
background image

CounterPath Corporation

34

Sharing Online Status

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; see
page 43.

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 the Add to Contacts button in the call
panel.

On the History tab, select an entry that is not a contact. Right-click and choose Add as Contact.

The Contact Profile dialog appears. Complete the dialog as desired and press OK.

Changing Contact Information

To change the information for a contact, right-click the contact and choose Edit Profile. The Contact Profile
dialog appears (page 33).

Moving or Deleting a Contact

To drag one or more contacts to a different group, select them and drag to the title bar of the new group.

To delete one or more contacts, select them, right-click, and choose Delete Contact or Delete Selected. The
contacts are removed from this group. If a contact belongs to several groups, it is removed from all groups.

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.

Field

Description

Display as

First name

Last name

Only the “Display as” name is required. This is the name that will appear in the call panel and the
Call Alert when this person phones you.

Group

Click to show the list of groups and check each group to add this contact to.

Contact Methods

You must enter at least one contact method. Enter as many contact methods as you want. Softphone
entries, Jabber entries and e-mail entries must have the format <name>@<domain>.

See this person’s Softphone
online presence

This box becomes enabled only if you have entered a softphone or Jabber address.

If you check this box, you will share your online status with this person; see page 38.

Introduction Message

This button becomes enabled only if you have entered a softphone or Jabber address.

If you choose to see this person’s online status, you can enter a short message.

Double-click action

Choose the desired method. This method will be used when you double-click this contact.

For example, if you choose “IM:[email protected]”, then double-clicking this contact will
open an IM window using this address (rather than any of the other addresses that exist for this
contact).

Advertising