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2 managing contacts and groups, Managing contacts and groups, Adding a contact – CounterPath Bria 3.3 for Mac User Guide - Retail Deployments User Manual

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CounterPath Corporation

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5.2 Managing Contacts and Groups

Adding a Contact

Click

, or control-click a group and choose Add Contact to Group. The Contact dialog appears.

Field

Description

Contact Summary

Group

Click to show the list of groups. Check each group this contact should belong to.

Primary Call

If the contact has more than one number, select the primary number. This number will be used with
single-click calling.

Primary Presence

This field appears only the contact has more than one Softphone number or Instant Message address.
The primary presence is used as follows:

• The presence icon on the contact list shows the online status for this address.

• The single-click action for instant messaging uses this address.

You can still send IMs to this person at their other addresses, but you must right-click and choose
from the context menu.

Other Sections

Display Name (required)

The display name for this source of information. For example, the display name from the XMPP
contact list.

First Name, Last Name

Optional.

Contact Methods

Enter as many contact methods as you want.

Enter a person’s IM address as follows:

• If you use the SIP account for IM and presence, choose Softphone.

• If you use a XMPP account for IM and presence, choose Instant Message.

If you have more than one account of a given type, include the domain (for example,
[email protected]) to ensure that the number or address gets associated with the correct account.

Presence

This field is automatically populated when you enter an address in the Softphone or Instant Message
field. It indicates that you are sharing online presence information using this address. The address is
also shown in the list in the Primary presence field, above.

The new number appears
in the list

To enter a phone number, select
the type, enter the number, and
click +