Vertical Communications TeleVantage 7.5 manual Private and public contacts, Searching for contacts

Private and public contacts

In TeleVantage, contacts can be private or public, as follows:

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

QPublic contacts are available to all users in your office. When public contacts call your office, TeleVantage identifies them no matter which extension or user they are calling.

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. See “Defining double-click behavior in the Contacts folder” on page 18-22 for more information.

Using the Index buttons for quick access

Use the Index buttons on the right side of the Contacts folder to quickly move to a letter of the alphabet. The buttons alphabetize your contacts according to the column by which the folder is currently sorted. Choose View > Index Buttons to hide or show them.

Searching for contacts

To search for one or more contacts, do the following:

1.Click Tools > Find from any view, and click the Contact tab.

2.Check each field that you want to search by, and enter the search term. Click New Search to clear the fields and checkboxes.

3.Click Find Now.

CHAPTER 16. MANAGING CONTACTS AND WORKGROUPS 16-3