Main Tabs

Contacts
Favorites
History
Messages
Address Book
Call Logs

Contacts

The Contacts tab displays your local contact list, stored on your computer (not your Phone.com Address Book). If the tab is not showing, select “View > Show Contacts” from the menu.

Your Phone.com Control Panel Address Book entries are not automatically carried over to Communicator; the two lists are maintained separately.

Contacts are typically organized into groups. Communicator includes a few example groups, which you can remove, edit, or add to as you see fit.

You can change the detail and layout of the contact list, using the options in the “Contacts” menu.

In order to easily make phone calls, you will typically want to create contacts. You can import contacts from other sources, such as a vCard or comma-separated-values (CSV) file. During an incoming or outgoing call, you can add the other party to your contact list, or you can add addresses to the Contact List individually.

Importing Contacts

You can add to the Communicator contact list by importing entries from an external file. The new entries will be
added to the existing contact list. You can import a contact list from the following file types:

• CSV: a comma-separated file.
• vCard: an electronic business card that is often attached to an e-mail (a *.vcf file).
• Mac users can import their Mac address book entries.

To import the contacts:

• From the main menu choose “Contacts > Import Contacts.”
• The wizard starts; follow all the steps required.
• Once you click “Finish” in the wizard, the Contacts tab is updated to show the imported entries.

Exporting Contacts

• You can export your contact list to a CSV or vCard file.
• From the main menu choose “Contacts > Export Contacts.” The wizard starts.
• Once you click “Next,” the export starts, and a new file of the specified type is created.

Managing Contacts and Groups

To add a new contact, click the “Add a New Contact” button (a person with a plus symbol), or right-click (Windows) or [Control]-click (Mac) a group and select “Add Contact to Group.” The Contact Profile window appears.

There are several fields available to edit:

• Picture: Select an image file to associate with this contact entry.
• Group: The group(s) you want the contact to be associated with. The group must already exist in order to add to it.
• Primary phone number: This field is only enabled if you have more than one number associated with a contact. Use it to select a primary number for single-click or double-click actions.
• Display name: The name, as you would like it to appear in your contact list (required).
• Last name, First name: Optional.
• Contact numbers list: Enter as many numbers for this contact entry as you wish.

You can add a contact by using existing information:

• If you are on a phone call with a non-contact, click the “Add to Contacts” button (a yellow plus symbol) in the call panel.
• In the History tab, select an entry that is not a contact. Right-click (Windows) or [Control]-click (Mac) and choose “Add as Contact.”

Using either of these methods brings up the Contact Profile dialog. Complete the dialog as desired and press “OK.”

Modifying Contacts

To change the information for a contact, right-click (Windows) or [Control]-click (Mac) the contact and choose “Edit Profile.” The Contact Profile window appears.

You can drag one or more contacts to a different group by selecting them and dragging them to the title bar of the new group.

To delete one or more contacts, select them, right-click (Windows) or [Control]-click (Mac), and then choose “Delete Contact” or “Delete Selected.” The contacts are removed from this group. If a contact belongs to several groups, it is removed from all groups.

To edit the groups, right-click (Windows) or [Control]-click (Mac) on any group and choose the appropriate menu item. Contacts that have no group appear under “Ungrouped Contacts.” You can delete this group, but not rename it.

Using Contacts

Single-click an entry in the contact list to show all the contact numbers for that entry. You may then select which number to dial.

Double-click an entry to place a call. If the entry has more than one number associated with it, the number you designated as the primary phone number will be dialed.

Right-click (Windows) or [Control]-click (Mac) an entry to bring up a menu of options, and select your desired action.

Finding a Contact

If the contact list is long, use the filter field at the top of the contact list to filter by name. To clear the filter and redisplay all contacts, clear the field by pressing the "X" button.

Favorites

You can create favorites from your contact list. They will be displayed in both the Contacts tab and in the
Favorites tab. If the tab is not showing, select “View > Show Favorites” from the menu.

Select the desired contact entries, then right-click (Windows) or [Control]-click (Mac) and choose “Add to Favorites.”

You can perform nearly all the same actions on the entry in the Favorites tab as you can in the Contacts tab.

You can “Remove [an entry] from Favorites;” this will remove it from the Favorites tab, but not your contact list. “Delete Contact” will remove the entry from both lists.

History

Use the History tab to view your recent calls. Even if you log out of Communicator or quit the program, this list will save all entries for the next time you use it. If the tab is not showing, select “View > Show History” from the menu.

Use the text box to filter entries by name or number, and use the drop-down box to filter by log type (All, Missed, Received, or Dialed).

Icons

• Red “X”: Incoming missed call.
• Green arrow: Received (incoming) call that was answered.
• Blue arrow: Dialed (outgoing) call, either attempted or established.

Managing the Lists of Calls

You can right-click (Windows) or [Control]-click (Mac) on an entry to bring up a list of actions, including:

• Delete the entry.
• Delete all entries in the list.
• Block this person so they cannot send you phone calls or instant messages, or see your online availability.
• Edit the profile if the entry is an existing contact.
• Add as a new contact. The Contact Profile window appears.

Phoning from History

You can:

• Right-click (Windows) or [Control]-click (Mac) on an entry to place a call to this person, using the contact method that was used for this call.
• Double-click to place an audio call.
• Place a call to this person and add them to a conference call that is in progress.

Messages

Allows you to view any messages you might have in the inbox of this extension. This includes:

• Voicemail messages
• SMS (text) messages
• Faxes

Click on a message to bring up the details, then select the desired action from that screen.

• Back: Navigate back a page.
• Send SMS: Send an SMS (text) message to that number.
• Call: Call the number.
• Play Message: Play a voicemail message file using your computer’s audio player.
• View Fax: View a fax message using your computer’s PDF reader.
• Delete: Delete the message from your inbox.
• Block Caller: Block future calls from that number. This is an account-wide block, and is not limited to just your Communicator extension.

Address Book

Allows you to view any Address Book entries for this extension, usually edited via your Phone.com Control Panel.

Click on an entry to bring up the details, where you can place a call or send an SMS (text) message to the number(s) listed.

This is different from the Contacts tab; the information in the Contacts tab is stored on your local computer, whereas the information in the Address Book tab is stored with Phone.com. There is not a method to synchronize the data at this time.

Also listed is your Conferencing information. Click this entry to see the details for your unique Conference Bridge Number. If you click the “Connect Now” button, Communicator will automatically call the number and join the Conference ID as the moderator. You can also provide the information to others if you wish.

Call Logs

Allows you to view the Call Logs for this extension. This tab will only reflect calls from the current billing cycle.

Click on an entry to bring up the details, such as the date and time, call duration, and amount billed for the call. You can also select other actions from that screen.

• Back: Navigate back a page.
• Send SMS: Send an SMS (text) message to that number.
• Call: Call the number.
• Block Caller: Block future calls from that number. This is an account-wide block, and is not limited to just your Communicator extension.

This is different from the History tab; the information in the History tab can be cleared, and also will show missed calls. The Phone.com Call Logs do not recognize the concept of missed calls.