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Phone MAX
User Guide
 

Chapter 3


Managing your call logs 
The Multimedia PC Client keeps a record of all incoming and outgoing calls. It stores these call log entries into an inbox (for incoming calls) and an outbox (for outgoing calls).

Checking your inbox
To check your inbox for your incoming calls

  1. Click the Call Logs button from the Multimedia PC Client main toolbar, or select View > Call Logs from the main menu. The main GUI window expands to show the Call Logs display panel.


  2. Select the Inbox tab in the Call Logs display panel to view your inbox entries.

Tip: Sort the entries in your inbox by any of the displayed columns by clicking the column name. To sort in reverse, click on the column name again.

Note: Your missed calls are highlighted in bold and blue color.

The Call Logs display panel can be separated from the Multimedia PC Client main GUI to display a separate Call Logs window. To separate the Call Logs display panel from the main GUI.

    1. Click and drag the Call Logs display panel title bar away from the Multimedia PC Client main GUI.
    2. Release the mouse button and the Call Logs display panel becomes its own Call Logs window.

Tip: You can re-attach the Call Logs window to the Multimedia PC Client main GUI by dragging the Call Logs window back to the bottom display area of the Multimedia PC Client main GUI and releasing the mouse button.

Returning a missed call
In the inbox, your missed calls are colored blue and bold highlighted. To return a missed call

  1. Double-click on a missed inbox entry. The Multimedia PC Client initiates a call to the address of the selected call log entry.

Tip: An alternate method for returning a call in the Call Logs is to right-click on a call log entry and select Call from the shortcut menu.

Acknowledging missed call log entries
To acknowledge a missed call log entry

  1. Click on a missed call log entry. The Multimedia PC Client removes the blue and bold highlighting of the missed call log entry. Checking your outbox

Tip: To acknowledge all missed calls at one time, right-click on any call log entry and select Clear Missed Calls from the shortcut menu. To check your outbox for a list of your outgoing calls.

  1. Click the Call Logs button from the Multimedia PC Client main toolbar, or select View > Call Logs from the main menu. The main GUI window will expand to include the Call Logs display panel.
  2. Select the Outbox tab in the Call Logs display panel to view your outbox entries.

Tip: Sort the entries in your outbox by any of the displayed columns by clicking the column name To reverse the sort, click on the column name again.

Deleting call log entries
To permanently delete a call log entry

  1. Select the call log entry you wish to delete.
  2. Click the Delete Entry button on the Call Logs display panel (or Call Logs window). A delete confirmation dialog box appears.
  3. Select Yes to delete the call log entry.

Tip: You can remove multiple call log entries from the inbox (or outbox) at the same time. Select a range of multiple entries (using either shift-click or ctrl-click) and then click the Delete Entry button.

Managing your personal address book
Your Multimedia PC Client personal address book helps you manage, track, and access information about all of your key contacts. You can choose how the Multimedia PC Client displays your contacts. When you sign-in, your personal address book is downloaded and synchronized from the network.

Viewing your personal address book – List View
To display your personal address book in list view

  1. Click the Directory button on the Multimedia PC Client main toolbar, or select View > Directory from the main menu. The main GUI window expands to show the Directory display panel.
  2. Select the List View tab in the Directory display panel to view your personal address book entries in a list view.

Tip: Sort the entries in your personal address book by any of the displayed columns by clicking the column name. To sort in reverse, click on the column name again.

Viewing your personal address book – Card View
To display your personal address book in card view

  1. Click the Directory button on the Multimedia PC Client main toolbar, or select View > Directory from the main menu. The main GUI window expands to show the Directory display panel.
  2. Select the Card View tab in the Directory display panel to view your personal address book entries in a card view.

Personal address book entry commands
From a selected Directory entry, the Multimedia PC Client allows you to access many commands. To see what commands are available for a selected personal address book entry

  1. Select the Directory entry.
  2. Right-click on the Directory entry to display a shortcut menu of available actions.

  3. Select the action you wish to perform on the entry. These actions include:
    — Call - Calls the user using their primary contact address
    — Call at... - Call the user a specified a PSTN number
    — Email - Send an email to the user
    — Send Instant Message - Send an instant message to the user
    — Send File - Send a file to the user
    — Sharing - Start a sharing conversation with the user
    — View Details - Display detailed information about the user
    — Friend - Add or remove the user to your Friends Online list
    — Edit - Edit the contact information for the user
    — Delete - Remove the user from your personal address book

Note: The list of available shortcut actions depends on how much information is available for the address book entry. For example, if the selected address book entry has a home phone number, then an option to call the user at that home phone number also appear on the action menu.

Adding a personal address book entry
The Multimedia PC Client allows you to add entries to your personal address book. The maximum number of personal address book entries you can add is dependent on your service package.

To add a new personal address book entry

  1. Click the Directory button on the Multimedia PC Client main toolbar, or select View > Directory from the main menu. The main GUI window expands to show the Directory display panel.
  2. Click on the Add Contact button in the Directory display panel. The Multimedia PC Client displays a new Contact Details> Add window.
  3. Enter the data for the new address book entry in the appropriate text field.

    Note: You must provide values for the Nickname and SIP text fields. All other fields are optional. It is recommended that you provide as much information as possible.

  4. If you want to place this entry in a directory group, use the Group pull-down menu to select the group for the entry.
  5. If you want to receive presence information about this user, select the Friend check box.

    Note: If presence is not in your service package, then you cannot access the Friend check box.

  6. Click Save to save your changes or Cancel to exit without saving.

Viewing a personal address book entry
To view the details of a personal address book entry

  1. Select the Directory entry.
  2. Right-click on the Directory entry and select View Details from the shortcut menu of available actions. The Multimedia PC Client displays a Contact Details window for the selected entry.

Tip: You can initiate a call to a specific number (or address) shown in the Contact Details window by clicking on the highlighted field.

Editing a personal address book entry
To edit the details of a personal address book entry

  1. Select the Directory entry.Right-click on the Directory entry and select Edit from the shortcut menu of available actions. The Multimedia PC Client displays a Contact Details> Edit window for the selected entry.

    Enter any data you wish to change in the appropriate text field. If you want to place this entry in a different directory group, use the Group pull-down menu to select the group for the entry. If you want to receive presence information about this user, select the Friend check box.

    Note: If presence is not in your service package, then you cannot access the Friend check box.

  2. Click Save to save your changes or Cancel to exit without saving.

Deleting a personal address book entry
The Multimedia PC Client allows you to remove personal address book entries.

Note: Your personal address book is stored on the network and shared by all clients where you are logged in. When you delete an address book entry, it no longer appears on any of your clients (including the Personal Agent). If you remove an address book entry using the Personal Agent, that entry is also removed from the Multimedia PC Client personal address book. To delete a personal address book entry

  1. Click the Directory button on the Multimedia PC Client main toolbar, or select View > Directory from the main menu. The main GUI window expands to show the Directory display panel.
  2. Click on the Delete Contact button in the Directory display panel. A delete confirmation dialog box appears.
  3. Select Yes to delete the address book entry.

Tip: You can remove multiple address book entries from your personal address book at the same time. Select a range of multiple entries (using either shift-click or ctrl-click) and then click the Delete Contact button.

Adding a new group to your personal address book
The Multimedia PC Client allows you to organize your personal address book entries into address book groups. For example, you can group contacts for a major project into one category, personal contacts in another, and administrative contacts in another. To add a new directory group

  1. Bring up the Directory display panel or the Directory window by selecting View > Directory from the main menu or by clicking the Directory button on the main toolbar.
  2. Click the Edit Groups button in the Directory display panel. The Multimedia PC Client displays the Groups window.
  3. Select the <Add New Group> label, type in the name of the new group, and press <Enter>. The group name is added to the list of groups.
  4. Tip: Additional groups can be created without closing the Groups window. Repeat Step 3 for each new group name you wish to create.

  5. Click the Close button when you are done adding new group names.

Renaming a group in your personal address book
The Multimedia PC Client allows you to rename groups in your personal address book.

Note: If a group that contains address book entries is renamed, then all the entries are automatically moved to the renamed group. To rename a personal address book group

  1. Bring up the Directory display panel or the Directory window by selecting View > Directory from the main menu or by clicking the Directory button on the main toolbar.Click on the Edit Groups button in the Directory display panel. The Multimedia PC Client displays the Groups window. Double-click on the group you wish to rename to activate edit mode on the group.

    Type in the new name of the group, and press <Enter>. The group has now been renamed.

    Tip: Additional groups can be renamed without closing the Groups window. Repeat Step 3 and Step 4 for each group you wish to rename.

  2. Click Close when you are done renaming groups.

Removing a group in your personal address book
The Multimedia PC Client allows you to remove groups in your personal address book.

Note: If a group that contains address book entries is removed, the entries are not removed. Those address book entries remain in your personal address book, but are not associated with a group.

To remove a personal address book group

  1. Bring up the Directory display panel or the Directory window by selecting View > Directory from the main menu or by clicking the Directory button on the main toolbar. Click on the Edit Groups button in the Directory display panel. The Multimedia PC Client displays the Groups window. Select the group you wish to remove.
  2. Click Remove to remove the group.

Tip: Additional groups can be removed without closing the Groups window. Repeat Step 3 and Step 4 for each group you wish to remove.

Importing contacts from Microsoft® Outlook® 2000
The Multimedia PC Client allows you to import contacts from your Outlook® email application main contact list to your personal address book. Accessing the Import Contacts command To start the Import Contacts command

  1. Bring up the Directory display panel or the Directory window by selecting View > Directory from the main menu or by clicking the Directory button on the main toolbar.Click on the Import Contacts button in the Directory display panel. Outlook® displays a security window when the Multimedia PC Client attempts to access the contacts list in Outlook®.

    Select the Allow access for check box and select 1 minute from the pull-down list. There may be a short delay while the Multimedia PC Client retrieves the information from Outlook®.
  2. Note: Depending on your security settings, the Microsoft Outlook security window may not display on your computer.

  3. After the Multimedia PC Client retrieves the information, the Multimedia PC Client main GUI expands to show the Outlook Contacts Import display panel.

Tip: Sort the entries in your outbox by any of the displayed columns by clicking the column name. To reverse the sort, click on the column name again.

Importing the results of the Import Contacts command
Once the Multimedia PC Client has obtained the contact information from Outlook®, the Import Outlook Contacts panel displays a list of all the contacts that you can now add to your personal address book. To import Outlook® contacts into your personal address book

  1. Select an entry in the Import Outlook Contacts display panel list. Select a group you from the Group pull-down menu. Select <none> if you do not want the contact to be added into a group. Click the Add Contacts button and the contact is added to you personal address book.
  2. Note: If the entry you select is missing a required field, an error message appears and allows you to enter the missing field data.

  3. Repeat Step 1 through Step 3 for each Outlook® contact you wish to add to your personal address book.
  4. Tip: You can import multiple contacts at the same time. Select a range of multiple entries (using either shift-click or ctrl-click), select the directory group, and then click the Add Contacts button. These contacts are added to your personal address book to the group you selected.

Managing your Friends
The Multimedia PC Client allows you to mark personal address book entries as Friends and displays the presence information for these Friends.

Note: Friends have the ability to prevent you from seeing their presence information. Refer to the Personal Agent User Guide for more information about the how to ban users from seeing presence information.Note: Your service package determines the maximum size of your personal

address book and the maximum number of entries that you can have as Friends.Viewing your Friends Online To see the presence information for your Friends

  1. Click the Friends Online button on the main toolbar, or select View > Friends from the main menu. The main GUI window expands to show the Friends Online display panel.

Friends Online entry commands
From a selected Friends entry, the Multimedia PC Client allows you to access many commands. To see what commands are available for a selected personal address book entry

  1. Select the Friends entry. Right-click on the Friends entry to display a shortcut menu of available actions.

  2. Select the action you wish to perform on the entry. These actions include:
    — Call - Calls the Friend using their primary contact address
    — Call at... - Call the Friend a specified a PSTN number
    — Email - Send an email to the Friend
    — Send Instant Message - Send an instant message to the Friend
    — Send File - Send a file to the Friend
    — Sharing - Start a sharing conversation with the Friend
    — View Details - Display detailed information about the Friend
    — Friend - Add or remove the user to your Friends Online list
    — Edit - Edit the contact information for the Friend

Note: The list of available actions depends on how much information is available in the address book entry for the Friend. For example, if the selected Friend has a home phone number in its address book entry, then an option to call the Friend at that home phone number also appears on the action menu.

Adding a Friend to the Friends Online display
To mark a personal address book entry as a Friend

  1. Click the Directory button from the Multimedia PC Client main toolbar, or select View > Directory from the main menu. The main GUI window expands to show the Directory display panel. Right-click on the Directory entry, and select Friend to mark this entry as a Friend.

    The selected entry is now marked as a Friend and appears in your Friends Online display panel.

  2. Click the Friends Online button on the main toolbar, or select View > Friends from the main menu. The main GUI window expands to include the Friends Online display panel. The newly added Friend now appears in the Friends Online display panel.

Removing a Friend
To remove a Friend from your Friends Online list

  1. Select the Friends entry.
  2. Right-click on the Friends entry, and select Friend to mark this entry as not Friend.

The selected entry is now no longer marked as a Friend and no longer appears in your Friends Online display panel.

Tip: To remove a Friend from the Directory display panel, right-click on an address book entry, and select Friend to unmark the entry as a Friend.

  

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