Nortel Bcm 2 0 Personal Call Manager Instructions Manual

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Moving a contact
Contacts can be moved from one folder to another to help organize the Address 
Book. When you move a contact, the contact does not remain in the original folder.
To move a contact using drag and drop, the contact must be visible in the List View 
and the folder you are moving it to must be visible in the Tree View. To move a 
contact:
1. Drag the contact you want to copy to the new folder.
To move a contact using the toolbar:
1. Click the contact you want to move.
2. Click .
The icon for the contact dims.
3. Open the folder you want to move the contact into.
The contents of the folder appear in the List View box.
4. Click .
The contact is moved to the new folder.
To move a contact using the right mouse button:
1. Right-click the contact you want to move and then click Cut.
The icon for the contact dims.
2. Open the folder you want to move the contact into.
The contents of the folder appear in the List View box.
3. Right-click an open area in the folder and then click Paste.
The contact is moved to the new folder.
To move a contact using the Menu bar:
1. Click the contact you want to move.
2. Click the Edit menu and then click Cut.
The icon for the contact dims.
3. Open the folder you want to move the contact into.
The contents of the folder appears in the List View box.
4. Click the Edit menu and then click Paste.
The contact is moved to the new folder.
Tip:After you use the Cut command (indicated by the contact icon dimming), 
you must use the Paste command to move the contact before using the Cut or 
Copy commands again. If you use the Cut or Copy command before pasting 
the contact, the contact remains in the original folder and does not move. 
						

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Deleting a contact
To delete a contact using the right mouse button:
1. Right-click the contact you want to delete and then click Delete.
To delete a contact using the Menu bar:
1. Click the contact you want to delete.
2. Click the Edit menu and then click Delete.
To delete a contact using the keyboard:
1. Click the contact you want to delete.
2. Press the Delete key. 
						

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Printing Contacts
There are two printing formats you can use to print information about any of the 
contacts stored in the Address Book. You can print a contact list or contact details.
Printing a contact list
When you print a contact list, the name, company, and telephone numbers stored in 
the Address Book for the contact are printed. You can print contact list information 
for one or many contacts.
Tip:When printing a contact list, set your page orientation to landscape.
To print a contact list:
1. Click the contacts you want.
Note:Use the Control or Shift keys to select more than one contact.
2. Click the File menu and then click Print Contact List.
or
Click .
3. Click the OK button.
To print a contact list for all of the contacts in a folder:
1. Click the folder or folders that contain the contacts you want to print.
Note:Use the Control or Shift keys to select more than one folder.
2. Click the File menu and then click Print Contact List.
or
Click .
3. Click the OK button.
Print Contact Details
When you print the contact details, all the information in the Address Book for the 
selected contact is printed. You can print contact detail information for one or many 
contacts.
To print contact details:
1. Click the contact or contacts you want.
Note:Use the Control or Shift keys to select more than one contact.
2. Click the File menu and then click Print Contact Detail. 
						

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Folders
Folders can be added only to the My Contacts section and the folders in the My 
Contacts section. You cannot add folders to the Quick Dials section. For more 
information on, refer to Quick Dials
 on page 81.
Creating a new folder in the Address Book
To create a new folder using the right mouse button:
1. Click a folder in the Tree View of the Address Book.
The contents of the selected folder appear in the List View. The new folder is 
added to this folder.
2. Right-click an open area in the List View.
3. Point to New and then click Folder.
The Create New Folder dialog box appears.
4. Type the name of the new folder and then click the OK button.
The new folder is added to the selected folder.
When naming the new folder, you must use a name that does not already exist 
in the selected folder. 
To create a new folder using the toolbar:
1. Click a folder in the Tree View of the Address Book. The contents of the 
selected folder appear in the List View. The new folder is added to this folder.
2. Click .
The Create New Folder dialog box appears.
3. Type the name of the new folder and then click the OK button.
The new folder is added to the selected folder.
When naming the new folder, you must use a name that does not already exist 
in the selected folder. 
To create a new folder using the Menu bar:
1. Click a folder in the Tree View of the Address Book. The contents of the 
selected folder appear in the List View. The new folder is added to this folder.
2. Click the File menu, point to New and then click Folder.
The Create New Folder dialog box appears.
3. Type the name of the new folder and then click the OK button.
The new folder is added to the selected folder.
When naming the new folder, you must use a name that does not already exist 
in the selected folder.  
						

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Copying a folder
When you copy a folder, the folder and all of the contacts and folders contained in 
the folder are copied to the new folder.
To copy a folder using drag and drop, the folder must be visible in the List View 
and the folder you are moving it to must be visible in the Tree View. To copy a 
folder:
1. Press and hold the Control key on your PC keyboard.
2. Drag the folder you want to copy to the folder you want it copied to.
The folder must be in the List View box to use the right mouse button. To copy a 
folder using the right mouse button:
1. Right-click the folder you want to copy and then click Copy.
2. Open the folder you want to copy the folder to.
The contents of the folder appear in the List View box.
3. Right-click an open area in the List View box and then click Paste.
To copy a folder using the toolbar:
1. Click the folder you want to copy.
2. Click .
3. Open the folder you want to copy the folder to.
The contents of the folder appear in the List View box.
4. Click .
To copy a folder using the Menu bar:
1. Click the folder you want to copy.
2. Click the Edit menu and then click Copy.
3. Open the folder you want to copy the folder to.
The contents of the folder appear in the List View box.
4. Click the Edit menu and then click Paste. 
						

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Moving a folder
Folders can be moved from one enclosing folder to another. When you move a 
folder, you move the folder and all of the contacts and folders that it contains.
To move a folder using drag and drop, the folder must be visible in the List View 
and the folder you are moving it to must be visible in the Tree View. To move a 
folder:
1. Drag the folder you are moving to the folder you want it moved to.
To move a folder using the toolbar:
1. Click the folder you want to move.
2. Click .
3. Open the folder you want to move the folder to.
The contents of the folder appear in the List View box.
4. Click .
The folder must be in the List View box to use the right mouse button. To move a 
folder using the right mouse button:
1. Right-click the folder you want to move and then click Cut.
2. Open the folder you want to move the folder to.
The contents of the folder appear in the List View box.
3. Right-click an open area in the folder and then click Paste.
To move a folder using the Menu bar:
1. Click the folder you want to move.
2. Click the Edit menu and then click Cut.
3. Open the folder you want to move the folder to.
The contents of the folder appear in the List View box.
4. Click the Edit menu and then click Paste. 
						

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Renaming a folder
To change the name of a folder using the right mouse button:
1. Right-click the folder you want to rename and then click Properties.
The Folder Property dialog box appears.
2. Type the new name of the folder and then click the OK button.
To change the name of a folder using the toolbar:
1. Click the folder you want to rename.
2. Click .
The Folder Property dialog box appears.
3. Type the new name of the folder and then click the OK button.
To change the name of a folder using the Menu bar:
1. Click the folder you want to rename.
2. Click the File menu and then click Properties.
The Folder Property dialog box appears.
3. Type the new name of the folder and then click the OK button.
Deleting a folder
When you delete a folder, the folder and all the contacts and folders contained in 
the folder are deleted.
To delete a folder using the right mouse button:
1. Right-click the folder you want to delete and then click Delete.
2. Click the OK button to confirm deleting the folder and its contents.
To delete a folder using the Menu bar:
1. Click the folder you want to delete.
2. Click the Edit menu and then click Delete.
3. Click the OK button to confirm deleting the folder and its contents. 
						

							78  Importing Contacts
Enterprise Edge 2.0 Personal Call Manager User Guide   P0911958 Issue 01
Importing Contacts
If you have a list of contacts in another application, you can save your list of 
contacts as a text file and then import those contacts into Enterprise Edge Personal 
Call Manager.
To import addresses:
1. Open the application that contains your existing contact list and save the list 
as a comma delimited text file. Make a note of the order of the information 
fields in the existing file.
Note:Refer to the documentation that came with the application for 
instructions on how to save the contact list as a comma delimited text 
file.
2. Open the Enterprise Edge Personal Call Manager window.
3. Click the File menu and then click Import Address.
The Import address from text file dialog box appears.
4. Click   to choose the file you want to import.
The Open dialog box appears.
5. Move to the folder that contains the file you want to import. 
						

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6. Double-click the file you want to import.
The Import address from text file dialog box appears with the path and file 
name in the Source Text File field.
7. Click the Last Name list box and then click the text field number that 
contains the last name information.
Note:The text field number is determined by the order the information is in 
when you save the file in step 1.
8. Repeat step 7 for each of the information fields. Choose None if the 
information for the field is not in the file you are importing.
9. Click the Import button.
The contacts from the text file are added to your Address Book. You can now move 
the new contacts into their folders. 
						

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Enterprise Edge 2.0 Personal Call Manager User Guide   P0911958 Issue 01
Exporting Contacts
You can save all of the contacts in your Address Book into a comma delimited text 
file. You can use this file in other applications. For example, you can add your 
contacts to a customer database or use the contacts to create a mailing list.
To export contacts:
1. Click the File menu and then click Export Address.
The Export address into a text file dialog box appears.
2. Click   to enter the name of the text file.
The Save as dialog box appears.
3. Move to the folder you want to store the text file in.
4. In the File name box type the file name.
5. Click the Save button.
The Export address into text file dialog box appears with the path and file 
name in the Destination Text File field.
6. In the Field 1 list box select the information you want to appear in the first 
field of the text file (e.g. Last Name).
Repeat step 6 until all of the fields show the information you want. For any 
field you do not want information in, click None.
Note:Only one type of information can appear in each box.
7. Click the Export button.
All the contacts in the Address Book are saved to a comma delimited text file.