Nortel Networks AS 5300 manual Calling a contact in your personal address book

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3Enter a search string in the text box and click Search.

Tip: You can enter a wildcard symbol (*) at the beginning or middle of a search string. For example, searching for J*n returns all contacts named John, Jon, and Jen. Use quotation marks (") before and after a search string to specify an exact match. For a complete list of the search criteria, see “Address Book Search Criteria” on page 81.

Viewing details about a contact

To view details about a contact, perform the following steps.

1Click on the Nickname link. A new window appears listing details about the contact, including an icon that indicates their presence status on the network.

2Click the Back button to return to the contact list.

Calling a contact in your personal address book

To call a contact in your personal address book from List view, perform the following steps.

1In the Call column, click the Call link to make a call.

2The Click to Call page appears. For more information on using Click to Call, see AUTHOR NOTE: add link.

Viewing your contacts in Card view

To view your personal address book contacts in Card view, perform the following steps.

1Click the Directory icon on the Personal Agent Quick Start page or on the top navigation menu.

NN42040-105

Personal Agent User Guide

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Contents Nortel AS Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Contents Customizing your Personal Agent Using your directories Address Book Search Criteria Revision history New in this releaseOther changes NN42040-105 Nortel AS 5300 Release 1.0 Standard June Text conventions Getting startedAudience Related publications How to get helpAcronyms Understanding your Personal Agent Using your Personal AgentBefore you begin Personal Agent services and featuresRecommended hardware and software requirements Minimum hardware and software requirementsUseful terms to know Service packageGlobal address book AddressPersonal address book FriendsPresence Following table describes the different Presence states Accessing the Personal Agent for the first timeLogging on to the Personal Agent takes three steps Acknowledging the pre-login bannerPersonal Agent log on Logging on to the Personal Agent Acknowledging the post-login banner Navigating the Personal Agent interface Navigating the Personal Agent Quick Start Service/Feature DescriptionExiting the Personal Agent Using the online HelpNN42040-105 Nortel AS 5300 Release 1.0 Standard June Customizing your Personal Agent Field Description Modifying your contact informationChanging your password Selecting a picture Specifying a new reason Specify reasonsReordering the list of reasons Adding a new day and time range Configure My TimesModifying a day and time range Renaming a day and time range Creating a subject list for your IP Phone calls Modifying your Nortel IP Phone settingsPersonalizing your presence Changing the order of the subject listLogging off from your active phones Viewing and modifying your available servicesViewing your service package information Service Package option Description NN42040-105 Personal Agent User Guide Viewing and modifying your Watchers List Modifying your Auto presence service Setting up a Banned watchers listViewing and modifying your Unified Communications details Configuring your greeting messageChanging your PIN Modifying your current greeting settingsConfiguring your email preferences Configuring recording time for incoming voicemail messages Controlling your automatic loginViewing and modifying your Meet Me conferencing details Configuring Calling Line Identification NN42040-105 Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Understanding Personal Agent address books Using your directoriesUsing your personal address book Sorting your contacts Viewing your contacts in List viewField Search criteria Nickname Searching for a contactViewing details about a contact Calling a contact in your personal address bookViewing your contacts in Card view Adding a contact to your personal address book Managing your contacts in your personal address bookEditing a contact-List view Editing a contactEditing a contact-Card view Deleting a contactAdding a new group Rename Designating a contact as a FriendAccessing the global address book Using the global address bookField Search criteria Searching for users in the global address bookSorting users Working with the global address book-List viewViewing details about a user Initiating a call to a global address book userWorking with the global address book-Card view Message Adding address book entries appears Adding global address users to your personal address bookViewing call logs Using your call logsSaving contacts from the call log information Calling contacts in the call logClearing call log information NN42040-105 Nortel AS 5300 Release 1.0 Standard June Using your Personal Agent Routes Wizard Understanding the Personal Agent Route wizard Understanding RoutingNavigating the Route wizard Using the Personal Agent Route wizardUnderstanding the Route wizard steps Conditions Initiate actionSpecifying users from the global address book Specifying contacts from your personal address bookSpecifying telephone numbers Specifying groupsSpecifying a condition for Unavailable Busy Specifying a condition for an anonymous incoming callSpecifying day and time ranges Actions Specifying an ordered list Specifying ordered listsNN42040-105 Personal Agent User Guide Specifying an e-mail request ExceptionsSpecifying a rejection message Click the Make this route active check box FinishNN42040-105 Nortel AS 5300 Release 1.0 Standard June Address Book Search Criteria Field Example search criteria Results Personal address book search criteriaNN42040-105 Personal Agent User Guide Global Address Book search criteria Starting with last name appends * to NN42040-105 Nortel AS 5300 Release 1.0 Standard June Index Searching for a contact NN42040-105 Personal Agent User Guide NN42040-105 Nortel AS 5300 Release 1.0 Standard June Page Nortel AS

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