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CHAPTER 16. MANAGING CONTACTS AND WORKGROUPS 16-5
Entering a contact's name and basic information
1. Choose File > New > Contact. The Contact dialog box opens to the General tab.
2. Select which folder to create the contact in, using the Create new contact in folder
dropdown list.
If you have permission to create public contacts, you can make this contact a public
contact by choosing
Contacts (Public). Public contacts can be seen and used by all
Strata CS users. All other selections create a private contact, which only you can see
and use.
3. Enter the appropriate information about the contact in the First Name, Last Name,
Company
, and Title fields. The first and last names are displayed in the Call Monitor
folder when this contact calls you.
Either a first name or a last name is required. To create a contact that has the name of
a company only, enter the company name into one of these fields.
4. If your office uses account codes, you can enter an Account code for the contact.
Strata CS automatically uses the account code for the call when it identifies the contact
on an incoming call or when you dial one of the contact’s numbers on an outgoing call.
If you are prompted to enter account codes when you place calls, you will hear a
double beep instead of a single beep to indicate you are dialing a contact who has an
account code already entered. When you hear the double beep, you can press
# on your
phone to accept the contact’s existing account code, or you can enter another account
code.
For more information, see “Entering account codes when placing calls” on page 3-3.