Searching for a Contact

You can quickly find someone in your Contacts list, the Directory, or your Recent Calls, even when these lists contain many names. Once you find the person you want, simply click to place a call or chat.

Each person listed in the Directory can be registered with a Polycom CMA Desktop account and one or more video conferencing systems. When you place a call from the Directory, you are prompted to choose which system to call. When you invite a person to your Contacts list and they accept, you see separate entries in your Contacts list for each of the person's systems.

To search for a name in your Contacts or Recent Calls lists:

  1. Type the calling information in the manual dial box at the bottom of the main window. As you type, the system finds matching Contacts from your Contacts list and your recent calls. If the system finds the person you want, you can click to select it.
  2.  Click Active.bmp Call to start the call.

To search for a name in the Directory:

  1. Click to open the Directory.

  2. Start typing a name:

  3. For example, if you type and, your search may find Contacts 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.

  4. Click a name and then do one of the following:
  5. Optionally, change the display name and choose a group for your new Contact.

  6. Click Close to return to the main window.