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How to Create Your Personal Directory
You can create a telephone directory for your own needs. CallCoordinator for Windows considers it to be
your Personal Directory. In your Personal Directory you can include, for example, the names and
numbers you call most frequently—personal numbers (such as for schools and doctors), and job-related
numbers (such as for other agents, certain customers, technicians that service equipment in your area,
and so on). Once created, your Personal Directory is easily maintained to reflect any changes and addi-
tions.
Your Personal Directory, like the system directory, gives you an easy way to “dial” calls and to locate
extensions for call transfers and conference calls.
When you want to call someone listed in your Personal Directory, you can “dial” the number simply
by double-clicking on the name; see “How to Make Calls” on page 35 for more information.
When you want to transfer or conference a call, you can use your Personal Directory to quickly
locate the number (if needed); see “Transferring Calls and Data” on page 46 and “Setting Up
Three-Way Conference Calls” on page 53 for more information.
Do the following to open the Personal Directory:
1. Click on Features on the CallCoordinator for Windows menu bar.
The Features pull-down menu appears.
2. Click on Update Personal Directory.
CallCoordinator for Windows displays the CCWin Personal Directory window (Figure 52 on page 88
shows the CCWin Personal Directory window with a sample entry).
Chapter 4. Using the Call Log and Creating Your Personal Directory 87