CounterPath X-Lite 4 for Mac User Guide - Manual (Page 22)

CounterPath Corporation
18
Managing Contacts and Groups
Adding a Contact
Click , or control-click a group and choose Add Contact to Group. The Contact dialog appears. See the
table.
Adding a Contact using an Existing Address
You can add a contact by capturing existing information. On the History tab, select an entry that is not a contact.
Control-click and choose Add as Contact. The Contact dialog appears. Complete the dialog as desired and press
OK.
If the contact method is Softphone, an online status request is sent to this person. See “Sharing Availability” on
page 21.
Table 1: Contact Fields
Field Description
Group Click to show the list of groups and check each group to add this contact to.
Contact name Only the “Display as” name is required. This is the name that will appear in the call panel and the Call
Alert when this person phones you.
Primary Call If the contact has more than one number, select the primary number. This number will be used with the
single-click calling and control-click calling.
Primary Presence If the contact has more than one Softphone or IM address, choose one entry as the primary presence. The
primary presence is used as follows:
• The presence icon on the contact list shows the online status for this address.
• The single-click and control-click actions for instant messaging use this address.
Softphone Enter as many contact methods as you want. Use Softphone for somone who has a phone number that can
also be used for presence and IM; you will be able to IM this person and view their presence. Otherwise,
use Work, Home or another applicable method; X-Lite will not show a presence icon for this type of
phone number.
Click to change the type of phone number:
“Softphone”, “Home”, “Work” and so on Click + to add another phone number field
Click - to delete the selected entry