031 — Guide for managing Contacts on Windows

1 Contacts

The Contacts tab displays your contacts. Each contact is shown with presence information and
icons for single- click phoning and IMing.

If the Contacts tab is not showing, go to the main menu and choose View > Show Contacts.

Contacts are typically organized into groups. Ubity UC Desktop includes built-in groups. You can add more groups, as desired.

You can change the detail and layout of the contact list: from the main menu choose Contacts and set the desired options.

2 Adding a contact

Adding a Contact Using an Existing Address

You can add a contact by capturing existing information:

If you are on a phone call with a non-contact, click the Add to Contacts button in the Call panel.
On the History tab, select an entry that is not a contact. Right-click and choose Add as Contact.

The Contact Profile dialog appears. Complete the dialog as desired and press OK.

Manually Adding a Contact

Click , or right-click a group and choose Add Contact to Group. The Contact Profile dialog appears.

Contact Profile Summary

Field	Description
Display as	If several display names are available, choose the one that you want to show in the contact list.
Group	Click to show the list of groups. Check each group this contact should belong to.
Primary presence	The primary presence is used as follows: The presence icon on the contact list shows the online status for this address. The single-click and double-click actions for instant messaging use this address. You can still send IMs to this person at their other addresses, but you must right-click and choose from the context menu.
Primary phone number	If the contact has more than one number, select the primary number. This number will be used with single-click calling and double-click calling.

Other Sections

Field	Description
Display name (required)	The display name for this source of information.
First name, Last name	Optional.

Changing Contact Information

To change the information for a contact, right-click the contact and choose Edit Profile. The Contact Profile dialog appears.

Merging and Splitting Contacts

To merge contacts, you can drag one or more contacts to a contact. The dialog appears confirming that you want to merge contacts.

Moving or Deleting a Contact

To drag one or more contacts to a different group, select them and drag to the title bar of the new group.
To delete one or more contacts, select them, right-click, and 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.

3 Managing groups

Ubity UC Desktop has built-in groups. A contact must belong to at least one group.

Adding, Deleting or Renaming Groups

Select any group, right-click, and choose the appropriate menu item.

4 Using contacts

In the Contacts tab, you can:

Double-click a contact to phone or IM (depending on how double-clicking is configured in Preferences > Application).
Click a contact to view the flyout
Right-click to show the menu, or
Hover over a contact to revel icons for single-click phoning or IMing.

5 Sharing online status

Setting your Online Status

Changing your Status

Click the down arrow beside the online status indicator on Ubity UC Desktop, and select the desired online status.

Status Indicators

Indicator	Meaning for your Status	Meaning for Others’ Status
Available	Either: You have set your status to this value. Ubity UC Desktop has determined that you are logged on but not On the phone or Idle. When you have this status, Ubity UC Desktop will automatically detect when you are idle or on the phone, and change the status to match.	You can contact this person.
Busy	You have set your status to this value. Ubity UC Desktop will never automatically switch you out of this status; you must switch yourself.	You can contact this person.
Away	You have set your status to this value. Ubity UC Desktop will never automatically switch you out of this status; you must switch yourself.	You can contact this person.
On the phone	Either: You have set your status to this value. In this case, Ubity UC Desktop will never automatically switch you out of this status; you must switch yourself. You started a phone call when your status was “Available”. When your call finishes, your status reverts to “Available”.	You can contact this person.
Do not disturb	You have set your status to this value. Ubity UC Desktop will never automatically switch you out of this status; you must switch yourself.	You cannot contact this person.
Not available for calls	You have set your status to this value. Ubity UC Desktop will never automatically switch you out of this status; you must switch yourself.	You cannot contact this person.
Appear offline	You have set your status to this value. The other person sees you as offline, even though you are actually online. The other person cannot tell the difference between this status and you really being offline.	The contact is either not logged on or does not want to share online status.
No icon	Not applicable	You are not watching the other person’s status.