1 managing contacts and groups, Managing contacts and groups, Adding a contact – CounterPath X-Lite 4.7 for Windows User Guide User Manual

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CounterPath Corporation

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1.1 Managing Contacts and Groups

Adding a Contact

Click

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

Field

Description

Contact Summary

Display as

If several display names are available, choose the one that you want to show in the contact list.

Group

Click to show the list of groups. Check each group this contact should belong to.

Primary presence

This field appears only the contact has more than one Softphone number. The primary presence is

used as follows:
• The presence icon on the contact list shows the online status for this address.
• The single-click and double-click actions for instant messaging use this address.

You can still send IMs to this person at their other addresses, but you must right-click and choose
from the context menu.

Primary phone number

If the contact has more than one number, select the primary number. This number will be used with
single-click calling and double-click calling.

Other Sections

Display name (required)

The display name for this source of information.

First name, Last name

Optional.

Contact Methods

Enter as many contact methods as you want.
Enter a person’s IM address by choosing Softphone as the type.

Presence

This field is automatically populated when you enter an address in the Softphone field. It indicates
that you are sharing online presence information using this address. The address is also shown in the

list in the Primary presence field, above.

To enter a phone number, select
the type, enter the number, and
click Add

The new number appears in
the list

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