Managing contacts and groups when using outlook – 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

35

Managing Contacts and Groups when Using Outlook

The following information applies if you are using your Microsoft® Outlook® address book from within Bria.

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 70.

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; 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 Outlook contact 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 Outlook contact
dialog appears.

Deleting a Contact

Delete contacts from within Outlook.

Managing Groups

Bria uses the groups that are set up in Outlook. If no groups are set up, all contacts are added to a group called
“Unwrapped Contacts”. You cannot rename or delete this group.

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