Searching The Broadsoft Directory; Perform A Simple Search; Perform An Advanced Search; Add Broadsoft Contacts To The Local Directory - Polycom realpresence trio 8800 User Manual

Polycom RealPresence Trio Solution User Guide

Searching the BroadSoft Directory

You can access and search the BroadSoft Directory on the system, and you can choose to perform a
standard or advanced search for contacts.

Perform a Simple Search

A simple 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 simple search:
1 Navigate to Contacts > BroadSoft Directory.
A search screen is displayed.
2 Enter your search criteria, and select Submit.
Your search results display. The number of records that match your search criteria is displayed for
one second above the soft keys. A maximum of 50 contacts are available for viewing at one time.
If the BroadSoft Directory cannot be reached, the message "Server Unavailable" is displayed. Contact
your system administrator.

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 > BroadSoft Directory.
A search screen is displayed.
2 Select Advanced Search in the BroadSoft Directory.
The Advanced Search screen is displayed.
3 In the Advance Search screen, choose to search for a contact by first name, last name, or a contact
number.
4 Enter your search criteria, and select Submit.
Your search results display.
5 Choose your contact.
The Details screen is displayed.

Add BroadSoft Contacts to the Local Directory

After you find your BroadSoft contact, you can add the contact to your Local Directory on the system. The
first name, last name, and number of the contact are saved to the Local Directory. You can go to the Local
Directory to see if the contact was saved correctly and to add additional contact information. See the section
Managing the Local Directory
Polycom, Inc.
for information on viewing and editing contacts.
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