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 people to your Contacts list by copying them from the Directory or from your Recent Calls. When you add people whose systems support sharing presence, they receive an invitation to be on your Contacts list. You can also add 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 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 click Add to Contacts.
  5. Optionally, change the display name and choose a group for your new Contact.

  6. Click OK.

    If the person's system supports sharing presence, Polycom CMA Desktop sends them an invitation to be on your Contacts list. Some systems, such as those in conference rooms, may be configured to accept invitations automatically. If the person you invited is not configured to accept invitations automatically, the name on your contact list is identified with the Invite.bmp  Invited icon. When the person accepts your invitation, the icons on the Contacts list change to to show availability for video calls and to to show availability for chatting.

    If the person is registered with a video conferencing system as well as with Polycom CMA Desktop, all systems are 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.

  3. Change the display name, if you like, and click OK.

    If the person's system supports sharing presence, Polycom CMA Desktop sends them an invitation to be on your Contacts list. Some systems, such as those in conference rooms, may be configured to accept invitations automatically. If the person you invited is not configured to accept invitations automatically, the name on your contact list is identified with the Invite.bmp  Invited icon. When the person accepts your invitation, the icons on the Contacts list change to to show availability for video calls and to to show availability for 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:

>> Right-click the Contact and choose Delete Contact.

When you delete an entry for a Contact who has multiple systems that share presence, all of the Contact's entries are deleted. Systems that do not share presence must be deleted individually.

To change a Contact's display name:

  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, numbers 0 - 9, and the special characters space, dot, hyphen, backslash, and underscore.

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.