Toshiba Strata CS manual Managing contacts in the Client, Private and public contacts

Private and public contacts

In Strata CS, contacts can be private or public, as follows:

nPrivate contacts are your own personal contacts. These contacts appear only in the Contacts view of your Client on your computer. Other users cannot see your contacts unless you explicitly share your Contacts folder with them.

nPublic contacts are contacts that are available to all users in your office in their Client applications. Public contacts appear only in the folder named Contacts under Public Folders in the Folder List. Anyone in your office can see these contacts as a view by clicking the folder. Strata CS uses this folder to identify these callers throughout your office.

To view public contacts, select Public Folders in the folder list, and then select the Contacts view within that folder. See “Using the Folder List” on page 7-16. You can also view public contacts 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.

Changing double-click behavior

You can choose whether double-clicking a contact opens the contact for editing or places a call to the contact. See “Defining double-click behavior in the Contacts view” on page 18-10 for more information.

Managing contacts in the Client __________________________

You can manage your contacts using the Strata CS Client, or you can use another contact manager application or customer relationship management program with Strata CS if you prefer.

Note: You can also import contacts from other contact managers into Strata CS.

Using Strata CS Client contacts

You can enter or import your contacts in the Contacts view of the Client (see “Entering a new contact” on page 15-4 and “Importing and exporting contacts” on page 7-23). Working with your contacts in the Contacts view lets you take full advantage of Strata CS’s automated call-handling features.

Using contacts in another contact manager

If you make extensive use of another TAPI-compatible contact manager or customer relationship management application such as Microsoft Outlook, GoldMine, FrontOffice 2000, or Act!, you can place calls to your contacts from

CHAPTER 15. MANAGING CONTACTS AND WORKGROUPS 15-3

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