Vertical TeleVantage 7.5 Using Instructions page 233

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Entering a contact's name and basic information
1.
2.
3.
4.
C
16. M
HAPTER
ANAGING
Choose
File > New > Contact
Select which folder to create the contact in, using the
dropdown list.
If you have permission to create public contacts, you can make this contact a public
contact by choosing
Contacts (Public)
TeleVantage users. All other selections create a private contact, which only you can
see and use.
Enter the appropriate information about the contact in the
, and
fields. The first and last names are displayed in the Call Monitor
Company
Title
folder when this contact calls you.
Either a first name or a last name is required. To create a contact that has the name of
a company only, enter the company name into one of these fields.
If your office uses account codes, you can enter an
TeleVantage automatically uses the account code for the call when it identifies the
contact on an incoming call or when you dial one of the contact's numbers on an
outgoing call.
If you are prompted to enter account codes when you place calls, you will hear a
double beep instead of a single beep to indicate you are dialing a contact who has an
account code already entered. When you hear the double beep, you can press
phone to accept the contact's existing account code, or you can enter another account
code.
For more information, see "Entering account codes when placing calls" on page 3-3.
C
W
ONTACTS AND
. The Contact dialog box opens to the General tab.
. Public contacts can be seen and used by all
ORKGROUPS
Create new contact in folder
,
First Name
Last Name
for the contact.
Account code
,
on your
#
16-5

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