CounterPath Bria 2.2 User Guide User Manual

Page 38

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CounterPath Solutions, Inc.

34

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 in the call panel.

If you are in an instant message session with a person who is not a contact, click the Add button.

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

The Add a Contact dialog appears.

If the user portion of the address matches the user portion of an existing address, the Update option is
automatically selected. For example, if the address is [email protected] and there is an existing contact
an address of [email protected]. Otherwise, the Create option is automatically selected.

Take the appropriate action:

Create a new contact: Click Create. Change the display name, contact method, and group if desired. Press
OK.

Update an existing contact. Click Update. Choose a different contact, if necessary. Change the contact
method and group, if desired. Press OK.

If the contact method is Softphone or Jabber, an online status request is sent to this person.

Importing Contacts

You can populate the Bria contact list by importing from an external file. The new contacts will be added to the
existing contacts.

You can import a contact list from:

A comma-separated file. Use this method to import from a Microsoft® Excel® file. You will first have to
set up the file; see below.

A Microsoft® Outlook® or Microsoft® Exchange contact list (a *.pst file).

A vCard file (*.vcf file). A vCard is an electronic business card that is often attached to an email.

1.

From the main menu, click the Contacts menu and choose Import Contacts. The Import Contacts wizard
starts.

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