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Nortel Norstar Personal Call Manager User Guide

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Page 61

Contacts  61
P0871316 Issue 03 Norstar Personal Call Manager User GuideQuick Search
To find a contact:
1. Click the Tools menu and then click the Find Person menu item.
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.
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 area of the Search...

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62  Contacts
Norstar Personal Call Manager User Guide P0871316 Issue 03Entering names or numbers
There are times when you know only part of the name or telephone number of the 
contact you want to find. When this happens, you can enter the letters or digits you 
know and the Search feature will find all of the contacts that match the information 
you entered. You can then select the contact you were looking for. 
If the portion of the name or number you know is at the beginning, simply enter the 
portion...

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
3. Click the Properties menu item.
The Address Properties dialog box appears.
4. Move to the tab which has the information you want to change and then 
change it.
“Adding a new contact to the Address Book
” on page 53 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 Personal Call Manager...

Page 64

64  Contacts
Norstar Personal Call Manager User Guide P0871316 Issue 03
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 Personal Call Manager Search 
feature.
2. Click the contact.
3. Click the File menu.
4. Click the Properties menu item.
The Address Properties dialog box appears.
5. Move to the tab which has the information you want to change and then 
change it.
“Adding a new contact to the Address Book
”...

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
In a template copy, Personal Call Manager does not link the new contact to the 
original contact. The most common use of the template copy feature is to create a 
new contact that is similar, but not identical to, an existing contact. For example, a 
new person joins a company you deal with. The address and telephone number of 
the new contact is the same, but the name is different. For information about how 
to make a template copy...

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66  Contacts
Norstar Personal Call Manager User Guide P0871316 Issue 03
To copy a contact using the menu bar:
1. Click the contact you want to copy.
2. Click the Edit menu. 
3. Click the Copy menu item.
4. Open the folder you want to copy the contact into.
The contents of the folder appear in the List View box.
5. Click the Edit menu. 
6. Click the Paste menu item.
The contact is copied to the new folder.
Copying a contact using the template copy method
Use this method of copying a contact when you want...

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
5. Click the Edit menu. 
6. Click the Paste Special menu item.
You are prompted to enter a name.
7. Enter 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 that are required.
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...

Page 68

68  Contacts
Norstar Personal Call Manager User Guide P0871316 Issue 03
To move a contact using the menu bar:
1. Click the contact you want to move.
2. Click the Edit menu. 
3. Click the Cut menu item.
The icon for the contact dims.
4. Open the folder you want to move the contact into.
The contents of the folder appears in the List View box.
5. Click the Edit menu. 
6. Click the Paste menu item.
The contact is moved to the new folder.
Tip:After you have used the Cut command (indicated by the contact icon...

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Printing Contacts
There are two printing formats you can us 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 contact or many contacts. 
Note:When printing a...

Page 70

70  Folders
Norstar Personal Call Manager User Guide P0871316 Issue 03
Folders
Folders can only be added to the My Contacts section and the folders within this 
section. You cannot add folders to the Quick Dials
 section.
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 the 
contents of the folder shown in the List...
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