Managing Your Contacts

Your Contacts list is your personal space for storing information about the people and systems you communicate with most frequently. You can add entries to your Contacts list by copying them from the Directory or from your Recent Calls. When you add entries that support sharing presence, they receive an invitation to be on your Contacts list. You can also create entries for people and systems outside the network by entering the information manually.

From your Contacts list, you can place calls and chat with just a click. Sharing presence lets you each quickly see whether the other is available and what type of call is possible.

Contacts who are available for calls are displayed at the top of your Contacts list.

To invite a person or system in the Directory to your Contacts list:

  1. Click and start typing the name you want to find.

  2. If your system is configured for automatic searching, the system shows you all entries that contain the characters you enter as you type. If your system is configured for manual searching, click the search button to start the search.

    For example, if you type and, your search may find entries such as Andrew Jones, Christine Anderson, or Andover Conference Room.

    Tip: For faster searches in large Directories, click and choose the Group that contains the person you're looking for, if you know it.

  3. From the list of names the system finds, click a name.
  4. Click Add to Contacts to add the person or system to your Contacts list.
  5. Change the display name, if you like, and click OK.

    If the person's system supports sharing presence, Polycom CMA Desktop sends an invitation to be on your Contacts list. The name on your Contacts list is identified with the Invited icon. When the person accepts your invitation, the icon on the Contacts list changes to show availability for calls or chatting.

    If the person is registered with a video conferencing system as well as Polycom CMA Desktop, all systems will be added to your Contacts list.

To invite a recent caller to your Contacts list:

  1. From the Recent Calls group in your Contacts list, find the person or system to add.
  2. Right-click and choose Add to Contacts to add the person or system to your Contacts list.

    If the person's system supports sharing presence, Polycom CMA Desktop sends an invitation to be on your Contacts list. The name on your Contacts list is identified with the Invited icon. When the person accepts your invitation, the icon on the Contacts list changes to show availability for calls or chatting.

To create a new Contact: 

  1. Right-click a Contact or a group, and choose Create Contact.
  2. Enter the display name and address, and click OK.

To delete a Contact:

To rename a person on your Contacts list:

  1. Right-click the Contact, and choose Edit Contact.
  2. In the New Display Name field, type the new name using uppercase and lowercase letters, the numbers 0-9, '  ', ' . ', ' - , ' \ ', and ' _ '.

The display name appears only on your computer, so it can be any name that's meaningful to you. For example, you might add your friend, whose address is mypresenceID. You might then choose "Christine" as a display name to help you more easily identify her in your Contacts list.