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Your personal address book is a place to store contact information about the people who are not included in your corporate directory, such as clients, suppliers, friends, and family members.
These sections will help you set up and use your personal address book:
You need a personal address book to supplement the information in the corporate directory.
The corporate directory is internal to your company and maintained by your company's system administrators, whereas your personal address book is set up and maintained by you.
Use the personal address book to store names and numbers of people outside of the company, including customers, suppliers, corporate partners, service providers, family members and friends. Cisco Personal Assistant uses information from your address book to forward your incoming calls and to help you place out-going calls. Personal Assistant also uses your personal address book to identify the people who call you.
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Note The personal address book is designed to supplement the corporate directory; however, use of the personal address book is not required. You can set up call forwarding and screening rules using only the corporate directory. |
See the "Using Your Personal Address Book" section for detailed instructions.
These sections will help you set up and use the personal address book:
Use this procedure to add a new entry to your personal address book.
Personal Assistant displays the Address Book page, as shown in Figure 4-1.
Step 2 Click the Add Caller button.
Personal Assistant opens the Add New Caller window, as shown in Figure 4-2.
Step 3 Fill in the personal information fields and click Save.
You must enter information in both the First Name and Last Name fields. The remaining fields, including the Nickname field, are optional.
The caller is added to the address book in the List of Callers, as shown in Figure 4-3.
In addition to creating new entries in your personal address book, you can copy caller information from the corporate directory into your address book. For information about why you might want to do this, see the "Copying a Corporate Directory Entry Into Your Personal Address Book" section
Use this procedure to update information on an existing entry in your personal address book.
Personal Assistant opens the Address Book page.
Step 2 Click on the first name or last name of the caller whose information you want to change.
Personal Assistant opens the Update Caller Information window.
Step 3 Change the caller information as required. For example, you might want to change a person's name or number or assign a nickname.
Step 4 Click Save.
Personal Assistant returns to the Address Book page and the address book entry reflects the changes you made to the caller information.
To delete an address book entry, click the delete icon to right of the caller's name in the Address Book page.
You can copy caller information from the corporate directory into your personal address book. There are several advantages to doing this:
Use the following procedure to copy a corporate entry into your personal address book.
Personal Assistant opens the Caller Search window.
Step 2 Fill in the fields.
Personal Assistant allows you to search by partial name, as shown in Figure 4-4. Wildcards (*) are implicit and do not need to be entered.
Step 3 Click Search.
Personal Assistant displays a list of callers based on the information you entered, as shown in Figure 4-5.
Step 4 Select the caller or callers that you want to copy by checking the Select check box or boxes.
Step 5 Click the Add Selected button.
Personal Assistant adds the copied callers to the list of callers in the Address Book page.
You can search by partial name, but you cannot leave the search fields entirely blank when searching the corporate directory. Wildcards (*) are implicit and do not need to be entered.
Posted: Thu Apr 24 11:48:10 PDT 2003
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