Perform A Quick Search; Perform An Advanced Search; Add Corporate Directory Contacts To The Local Directory - Polycom realpresence trio 8800 User Manual

Polycom RealPresence Trio Solution User Guide

Perform a Quick Search

A quick search enables you to search for contacts using either their first name, last name, or by typing a few
letters in their name.
To perform a quick search of the Corporate Directory:
1 Navigate to Contacts > Corporate Directory.
2 In the Search field, enter your contact's first or last name and tap Submit.
The screen displays a list of contacts, starting with the most successful matches.
3 Select a contact and tap View to see your contact's information.
The Contact screen is displayed.

Perform an Advanced Search

An advanced search enables you to choose to search for contacts by first name, last name, or number.
To perform an advanced search:
1 Navigate to Contacts > Corporate Directory.
By default, a blank search screen is displayed.
2 In the Corporate Directory, select AdvFind.
3 From the Advanced Find screen, enter your search criteria, and select Submit.
The screen displays a list of contacts, starting with the most successful matches.
4 Select a contact and tap View to see your contact's information.
The Contact screen is displayed.

Add Corporate Directory Contacts to the Local Directory

You can add contacts in the Corporate Directory to your Local Directory. When you choose to save a
Corporate Directory contact to the Local Directory, the first name, last name, and number of the contact are
automatically saved, and you can choose to add additional information before saving the contact. See the
section Managing the Local Directory
To add a contact to your Local Directory:
1 In the Corporate Directory, search for a contact.
2 From the search results, select the contact, and select View.
3 From the Contact screen, select Save.
4 Enter any additional contact information and tap Save.
Polycom, Inc.
for information on viewing and editing contacts.
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