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CONTENTS
Chapter 16. Managing Contacts and Workgroups .......................16-1
About contact management and Strata CS.........................................16-2
The Contacts folder.............................................................................16-2
Using contacts folders..................................................................... 16-2
Private and public contacts ............................................................. 16-3
Changing double-click behavior...................................................... 16-3
Using the Index buttons for quick access ....................................... 16-3
Managing contacts..............................................................................16-4
Entering a new contact.................................................................... 16-4
Placing calls to your contacts.......................................................... 16-7
Sharing your contacts ..................................................................... 16-7
Teaching Strata CS to recognize your contacts..................................16-7
Identifying contacts by name........................................................... 16-8
Associating a call or Caller ID number with a contact .................... 16-9
Understanding name and number on Caller ID............................ 16-11
Using contact PINs for guaranteed recognition ............................ 16-11
Opening contacts from within other folders.......................................16-12
Using contacts in another contact manager......................................16-12
Using the Strata CS Contact Manager Assistant.......................... 16-13
Importing contacts from other contact managers into Strata CS.. 16-13
Using workgroups .............................................................................16-13
Personal and public workgroups................................................... 16-15
The Workgroups folder.................................................................. 16-15
Creating a workgroup.................................................................... 16-15
Having a workgroup appear as an Extensions tab....................... 16-16
Chapter 17. Using Call Rules..........................................................17-1
About call rules....................................................................................17-2
Call Rules overview......................................................................... 17-2
Examples of how you can use call rules......................................... 17-3
The Call Rules folder..........................................................................17-3
Creating a new call rule.......................................................................17-4
Combining caller and schedule conditions ..................................... 17-5
Setting caller conditions .................................................................. 17-5
Setting schedule conditions ............................................................ 17-6
Selecting how a call rule handles a call .......................................... 17-8
Enabling or disabling a call rule ..........................................................17-8
Choosing the priority of a call rule.......................................................17-9
How Strata CS resolves call rule setting conflicts........................... 17-9
Ignoring all call rules .........................................................................17-10