Nortel Networks 2 manual Copying a contact

Page 68

68Address Book

Copying a contact

When you copy a contact, you create a new contact in the Address Book based on the original contact. Enterprise Edge Personal Call Manager provides two ways to copy a contact: a linked copy and a template copy. In the linked copy, all of the information about the contact is copied. In a template copy, all of the information about the contact except the contact name is copied. In both methods of copying, the original contact remains in the original folder.

Deciding which copy method to use

The copy method you choose depends on what you want to do. Refer to the table below to decide which copy method to use.

Copy Methods

 

Linked Copy

Template Copy

 

 

 

Information

The new contact contains the exact

The new contact has a different name

copied

same information as the original

than the original contact. The other

contact.

contact information is the same.

 

 

 

 

 

Yes.

 

 

When you change one of the

No.

Changes

properties of the contact, Enterprise

When you change one of the

Edge Personal Call Manager

are linked

properties of the contact, the other

automatically updates the original

 

copies are not changed.

 

contact and all of the copies of the

 

 

 

contact.

 

 

 

 

 

Use a linked copy when you want to

Use a template copy to create a new

Purpose

have identical copies of a single

contact in several different folders. You

contact that is similar, but not identical

 

do this to make the contact easier to

to, an existing contact.

 

find and organize.

 

 

 

 

 

You know a person who is your sales

 

 

representative and a member of your

 

 

baseball team. Put the original contact

A new person joins a company you

 

in your Business folder and make a

that you already have a contact for.

 

linked copy of the contact in your

 

The address and telephone number of

 

Personal folder. You can then find

Example

the new contact is the same as the

contact information for this person

existing contact, but the name is

 

when you are looking for sales

 

different. To make a contact for the

 

representatives or baseball players. If

 

new person, make a copy of the

 

this person’s telephone number

 

existing contact and change the name.

 

changes, you can change either copy

 

 

 

of the contact and both copies are

 

 

updated.

 

 

 

 

For information about how to make a linked copy of a contact, refer to Copying a contact using the linked copy method on page 69.

For information about how to make a template copy of a contact, refer to Copying a contact using the template copy method on page 70.

Enterprise Edge 2.0 Personal Call Manager User Guide

P0911958 Issue 01

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Contents Enterprise Edge 2.0 Personal Call Manager User Guide Page Contents Making a call Answering a callPutting a call on hold Multiple callsCalling features Conferencing a callEnding a call Calls Log WindowAddress Book Importing Contacts Exporting Contacts Quick DialsGlossary Index Enterprise Edge Personal Call Manager PreferencesQuitting Enterprise Edge Personal Call Manager P0911958 Issue Enterprise Edge Personal Call Manager About this guideInstalling Enterprise Edge Personal Call Manager Starting Enterprise Edge Personal Call ManagerEnterprise Edge Personal Call Manager icons Enterprise Edge Personal Call Manager task tray iconEnterprise Edge Personal Call Manager task tray menu Components of the window Enterprise Edge Personal Call Manager windowOpening the window Menu bar ToolbarToolbar buttons provide access to commonly used features Current Calls Active Call Appears beside the call you are on Held Call Closing the window Status barSetting up Enterprise Edge Personal Call Manager Defining the line usedChanging the dialing properties Am dialing from Am in this country Area CodeClick the prefix you want to delete Click the Remove button Use a calling card for long distance Select the Use calling card for long distance check boxAdding a custom calling card Click the Long Distance Usage button Dial using Disable call waiting by dialingTo access outside lines Defining long distance numbers in your area code Making a call using the Address Book Making a callMaking a call using the task tray or Calls menu Making a call using the toolbar Redialing a number Returning a callCalling from the Quick Dial list Knowing when someone is calling Answering a callKnowing who is calling Displaying who is calling from the task trayAnswering a call from the task tray or Calls menu Answering a call using the You Have a New Call dialog boxAnswering a call from the window Accessing the Notes tab Putting a call on hold using the window Putting a call on hold using the task tray or Calls menuAnswering a held call using the window Answering a held call using the task tray or Calls menuMultiple calls Switching between calls using the windowSwitching between calls using the task tray and Call menus Transferring a call using the window Transferring a call using the right mouse buttonTransferring a call Transferring a call without an announcementTransferring a call Transferring a call using the task tray or Calls menu Transferring a call using the keyboard Transferring a call with an announcement using the window Transferring a call with an announcementCreating a conference using the Conference box Creating a conference using the Calls boxCreating a conference using the task tray or Calls menu Conferencing a callPutting the conference calls on hold using the window Restoring a held conference using the windowPutting conferences call on hold Taking a conference off holdSplitting a conference using the window Splitting a conference using the task tray or Calls menuEnding a conference using the release button Ending a conference using the windowEnding a conference using the keyboard Ending a conference using the task tray or Calls menuEnding a call using the release button Ending a call using the windowEnding a call using the task tray or Calls menu Ending a call using the keyboardTurning DND on or off Calling featuresDo Not Disturb DND Call Forward Calls Log Window Viewing the Calls LogViewing the Incoming Calls Viewing the Outgoing CallsUpdating the Calls Log Sorting the Calls LogMaking a call from the Calls Log Printing call information from the Calls LogDeleting calls from the Calls Log Closing the Calls Log WindowAddress Book Tree View of the Address BookList View portion of the Address Book Contacts Adding a new contact to the Address BookAddress Properties dialog box Address Book Business Address Book Mail Address Click beside the Voice Announce File Path field Address Book Adding a caller to the Address Book Finding a contact in the Address Book Address Book Quick Search Address Book Entering names or numbers Editing the properties of a contact Organizing the Address book Copying a contact Copying a contact using the linked copy method Copying a contact using the template copy method Click Paste SpecialMoving a contact Deleting a contact Printing Contacts Folders Creating a new folder in the Address BookCopying a folder Moving a folder Renaming a folder Deleting a folderImporting Contacts Importing Contacts Exporting Contacts Adding Quick Dials Quick DialsSynchronization with the telephone Accessing Help Accessing context-sensitive HelpOpening the Help contents screen Accessing the Tip of the DayTurning the Tip of the Day on Enterprise Edge Personal Call Manager Preferences Changing the Search preferencesChanging the Dialing Rule Setting Changing the Startup OptionChanging the Caller’s Record Display Setting Enterprise Edge Personal Call Manager Preferences Quitting Enterprise Edge Personal Call Manager Removing Enterprise Edge Personal Call ManagerGlossary Menu bar shows the menus available from the main window Index P0911958 Issue Index Index Enterprise Edge Personal Call Manager User Guide