User guide

Teaching Wave to recognize your contacts 9-10
Chapter 9: Managing Contacts and Workgroups
Wave ViewPoint User Guide
To associate a call with a contact:
1. Click one of the following:
• An active call in the Call Monitor folder
• An entry for a call in the Call Log folder
• A voice message in any Messages folder
2. Click on the toolbar. The Associate dialog opens.
3. To associate this call with a contact, select the
Associate the following contact with this
call
checkbox. Then, identify the contact to associate with the call in any of the following
ways:
• Type all or part of the contact’s first, last or company name in the
Search field and
then click .
• Scroll to the contact in the list, and then select it.
• Create a new contact directly from this dialog. To do so, click . (See “Entering a
new contact” on page 9-3 for instructions.) When you finish creating the contact
and return to this dialog, the new contact is displayed in the list.
4. To cancel an association and revert the call to its original identification, click
“<Unknown>” in the list.
Note: If a call was originally identified as being from a contact, de-selecting the
Associate the following contact with this call checkbox reverts it to being identified as
from that contact.