Nortel Enterprise Edge Personal Call Manager Instructions Manual

							Contacts  61
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
If you decide you no longer want a voice announcement for this contact, you can 
remove the voice announcement from the contact. 
To remove the voice announcement:
1. Click   beside the Voice Announce File Path field.
The voice announcement no longer plays for this contact.
Note:The .WAV file you delete from the contact is not deleted from the computer 
hard drive and can be used again later.
You can select a bitmap image that displays on the You Have a New Call dialog box 
when you receive a call from this contact. The image gives you a visual reminder 
of who the caller is. The image is typically a bitmap picture (.BMP file) of the 
contact, but can be any .BMP file that reminds you of the contact.
To add or change the bitmap image:
1. Create or find the image you want to display when this contact calls. You can 
create this file with any graphics application that saves the image as a .BMP 
file.
2. Click   beside the Image File Path field.
3. Move to the folder where the image file is stored.
4. Double-click the image file you want to use.
If you decide you no longer want Enterprise Edge Personal Call Manager to display 
an image when this contact calls, you can remove the image file from the contact. 
To remove the image file:
1. Click   beside the Image File Path field.
The image file no longer appears for this contact.
Note:The .BMP file you delete from the contact is not deleted from the computer 
hard drive and can be used again later. 
						

							62  Contacts
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01Note
Use the Note tab to record miscellaneous information about the contact. You can 
enter significant dates, recent orders, meeting locations or any information you 
want handy when you call the contact.
Adding a caller to the Address Book
When you receive a call, you can add the caller to your Address Book. You must 
open the Enterprise Edge Personal Call Manager main window before you add a 
caller.
To add a caller:
1. Click the caller’s icon in the Calls box.
2. Click .
A dialog box appears asking you if you want to create a new contact.
3. Click the Yes button.
The Address Properties dialog box appears.
4. Enter the address information for this contact.
For descriptions of the address fields refer to Address Properties dialog box on 
page 57.
5. Click the OK button.
The contact is added to the folder shown in the List View of the Address 
Book.
Tip:If you subscribe to Caller ID service, the telephone number, and name if 
available, are automatically entered into the dialog box. 
						

							Contacts  63
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Finding a contact in the Address Book
The Address Book has a search feature to help you find a contact. You can search 
for a contact using the contact’s name or telephone number.
The Search feature operates in two different modes: Slow Search and Quick Search. 
In Slow Search mode, you enter the characters you want to find and click the Find 
Now button. Enterprise Edge Personal Call Manager searches the Address Book to 
find the contact. In Quick Search mode, Enterprise Edge Personal Call Manager 
starts searching through contacts as soon as you type a character.
To change the Search mode used, refer to Changing the Search preferences on page 
84.
Slow Search
To find a contact:
1. Click the Tools menu and then click Find Person.
or 
Click .
The Search dialog box appears.
2. Type the name or telephone number of the contact you want to find.
3. Click the Find Now button.
A list of the contacts that match the name or number you entered appears in 
the Search dialog box.
4. Click the last name of the contact you want.
5. Click the OK button.
The folder containing the contact opens and the selected contact is 
highlighted. 
						

							64  Contacts
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01Quick Search
To find a contact:
1. Click the Tools menu and then click Find Person.
or 
Click .
The Search dialog box appears.
2. Enter the first character of the name or telephone number of the contact you 
want to find.
Enterprise Edge Personal Call Manager compares the letter or number you 
entered to the contacts stored in the Address Book. Any contacts that match 
the character you entered appear in the bottom of the Search dialog box.
If you have several contacts starting with that character, enter the next 
character in the name or telephone number. Enterprise Edge Personal Call 
Manager then displays only the contacts that match both of those characters.
3. Continue entering characters scroll to find the contact in the Search dialog 
box.
4. Click the last name of the contact you want.
5. Click the OK button.
The folder containing the contact opens and the selected contact is 
highlighted. 
						

							Contacts  65
P0908542 Issue 01 Enterprise Edge Personal Call Manager User GuideEntering names or numbers
If you know only part of the name or telephone number of the contact you want to 
find, you can type the letters or digits you know and the Search feature finds any 
contacts that match the information you enter.
If the portion of the name or number you know is at the beginning, type the portion 
you know and click the Find Now button. Enterprise Edge Personal Call Manager 
finds any contacts that start with the letters or digits you enter.
If you remember the contact’s first name, but not last name, type a comma followed 
by the contact’s first name. For example, if you are looking for a contact named 
Tom, type “,Tom”. All of the contacts whose first name is Tom are found.
If the portion you know is not at the start, you can use “wild card” characters at the 
start of the name or number. There are two wild card characters you can use:
?Use the question mark to represent any single character.
*Use the asterisk to represent any characters that precede the characters you 
entered.
For example, the following names are in the Address Book:
Chatterton Jones Mason Smith Stanley Steward Washington 
• If you enter “S” the names found are Smith, Stanley and Steward.
• If you enter “Ste” the only name found is Stewart.
• If you enter “?a” the names found are Mason and Washington.
• If you enter “??a” the names found are Chatterton and Stanley.
• If you enter “*a” the names found are Chatterton, Mason, Stanley, Steward, and 
Washington.
Tip:You can also enter a comma (,) as a special character. This special character 
adds a pause between the numbers dialed. 
						

							66  Contacts
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Editing the properties of a contact
The information stored with a contact can be changed whenever required. A typical 
example is when a contact moves or changes telephone numbers.
To change the properties of a contact using the right mouse button:
1. Find the contact in the Address Book.
You can find the contact manually or use the Enterprise Edge Personal Call 
Manager Search feature
.
2. Right-click the contact and then click Properties.
The Address Properties dialog box appears.
3. Click the tab that has the information you want to change and then make the 
changes.
Adding a new contact to the Address Book on page 56
 describes the information 
that can be entered.
To change the properties of a contact using the toolbar:
1. Find the contact in the Address Book. 
You can find the contact manually or use the Enterprise Edge Personal Call 
Manager Search feature
.
2. Click the contact.
3. Click .
The Address Properties dialog box appears. 
						

							Contacts  67
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
4. Move to the tab that has the information you want to change and then make 
the changes.
Adding a new contact to the Address Book on page 56
 describes the information 
that can be entered.
To change the properties of a contact using the Menu bar:
1. Find the contact in the Address Book. 
You can find the contact manually or use the Enterprise Edge Personal Call 
Manager Search feature
.
2. Click the contact.
3. Click the File menu and then click Properties.
The Address Properties dialog box appears.
4. Click the tab that has the information you want to change and then make the 
changes.
Adding a new contact to the Address Book on page 56
 describes the information 
that can be entered.
Organizing the Address book
As you add contacts to the Address Book, divide the contacts into logical groups. 
This makes it easier for you to find the contacts you enter.
You group the contacts together by adding folders to the Address Book and moving 
your contacts into the appropriate folders. A simple example is to add two folders, 
one named Personal and one named Business. All of your business contacts are then 
stored in the Business folder and all of your personal contacts are stored in the 
Personal folder. For more information, refer to Creating a new folder in the Address 
Book on page 74. 
						

							68  Contacts
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Copying a contact
When you copy a contact, you create a new contact in the Address Book based on 
the original contact. Enterprise Edge Personal Call Manager provides two ways to 
copy a contact: a linked copy and a template copy. In the linked copy, all of the 
information about the contact is copied. In a template copy, all of the information 
about the contact except the contact name is copied. In both methods of copying, 
the original contact remains in the original folder.
Deciding which copy method to use
The copy method you choose depends on what you want to do. Refer to the table 
below to decide which copy method to use.
Copy Methods
For information about how to make a linked copy of a contact, refer to Copying a 
contact using the linked copy method on page 69.
For information about how to make a template copy of a contact, refer to Copying 
a contact using the template copy method on page 70.
Linked Copy Template Copy
Information 
copiedThe new contact contains the exact 
same information as the original 
contact.The new contact has a different name 
than the original contact. The other 
contact information is the same.
Changes 
are linkedYes.
When you change one of the 
properties of the contact, Enterprise 
Edge Personal Call Manager 
automatically updates the original 
contact and all of the copies of the 
contact. No.
When you change one of the 
properties of the contact, the other 
copies are not changed. 
PurposeUse a linked copy when you want to 
have identical copies of a single 
contact in several different folders. You 
do this to make the contact easier to 
find and organize.Use a template copy to create a new 
contact that is similar, but not identical 
to, an existing contact. 
ExampleYou know a person who is your sales 
representative and a member of your 
baseball team. Put the original contact 
in your Business folder and make a 
linked copy of the contact in your 
Personal folder. You can then find 
contact information for this person 
when you are looking for sales 
representatives or baseball players. If 
this person’s telephone number 
changes, you can change either copy 
of the contact and both copies are 
updated.A new person joins a company you 
that you already have a contact for. 
The address and telephone number of 
the new contact is the same as the 
existing contact, but the name is 
different. To make a contact for the 
new person, make a copy of the 
existing contact and change the name. 
						

							Contacts  69
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Copying a contact using the linked copy method
Use this method of copying a contact when you want to create a copy that is linked 
to the original contact. For information about the two different methods of copying 
a contact, refer to Deciding which copy method to use on page 68
.
To copy a contact using drag and drop, the contact must be visible in the List View 
and the folder you are copying it to must be visible in the Tree View. To copy a 
contact:
1. Press and hold the Control key on your PC keyboard.
2. Drag the contact you want to copy to the new folder.
To copy a contact using the toolbar:
1. Click the contact you want to copy.
2. Click .
3. Open the folder you want to copy the contact into.
The contents of the folder appear in the List View box.
4. Click .
The contact is copied to the new folder.
To copy a contact using the right mouse button:
1. Right-click the contact you want to copy and then click Copy.
2. Open the folder you want to copy 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 copied to the new folder.
To copy a contact using the Menu bar:
1. Click the contact you want to copy.
2. Click the Edit menu and then click Copy.
3. Open the folder you want to copy the contact into.
The contents of the folder appear in the List View box.
4. Click the Edit menu and then click Paste.
The contact is copied to the new folder. 
						

							70  Contacts
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Copying a contact using the template copy method
Use this method of copying a contact when you want to create a new contact that is 
based on an existing contact. All of the contact information except the contact name 
is copied to the new contact. This feature allows you to quickly add contacts that 
are similar to existing contacts. For information about the two different methods of 
copying a contact, refer to Deciding which copy method to use on page 68
.
To copy a contact using the right mouse button:
1. Right-click the contact you want to copy and then click Copy.
2. Open the folder you want to copy the contact into.
The contents of the folder appear in the List View box.
3. Right-click one of the contacts in the folder.
The contact click is not affected by the pasting procedure.
4. Click Paste Special.
You are prompted to enter a name.
5. Type the name of the contact and click the OK button.
After the contact is copied into the folder, you can open the contact properties and 
change any properties.
To copy a contact using the Menu bar:
1. Click the contact you want to copy.
2. Click the Edit menu and then click Copy.
3. Open the folder you want to copy the contact into.
The contents of the folder appear in the List View box.
4. Click the Edit menu and then click Paste Special.
You are prompted to enter a name.
5. Type the name of the contact and click the OK button.
After the contact is copied into the folder, you can open the contact properties and 
change any properties.