User guide

Managing contacts 9-3
Chapter 9: Managing Contacts and Workgroups
Wave ViewPoint User Guide
Public contacts contained in the Public\Contacts folder and can also be accessed via the
Phonebook pane's Contacts tab, and by choosing
Actions > Place Call. To enter or edit a public
contact, you must have public contact editing permissions. If you do not have those permissions,
you can view and place a call to public contacts, but you cannot edit them.
Viewing shared contacts
To view contacts that another user has shared with you, click that user’s name under
Public
Folders
in the Folder List and click the Contacts folder.
Changing double-click behavior
You can choose whether double-clicking a contact opens the contact for editing or places a call
to the contact.
Searching for contacts
To search for a contact, start typing the contact’s name into the Search field. As you type, the
folder jumps to the contacts matching those letters.
Managing contacts
You can manage your contacts using Wave ViewPoint, or you can use another contact manager
application or customer relationship management program with Wave if you prefer. You can
also import contacts from other contact managers into Wave. See “Importing contacts from
other contact managers into Wave” on page 9-13.
Entering a new contact
Entering a new contact involves the following tasks, which are explained in detail in the three
procedures that follow:
• Entering a contact's name and basic information. Other basic information includes the
contact’s company, any account code, and the language used for prompts for this contact.
You can also enter up to 5,000 characters in the Notes Pane of the Contact dialog.
• Entering a contact's phone numbers and addresses. When you enter a contact’s phone
numbers, you can specify the number used for Caller ID and the number that is the
default number to dial when you call the contact. You can also specify a contact's e-mail
and instant messaging addresses for reference.