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Caller groups contain multiple entries from your address book and corporate directory.
Caller groups allow you to apply one rule to multiple callers without requiring you to recreate the rule multiple times.
The following sections can help you set up caller groups with Cisco Personal Assistant:
Grouping callers can help you organize callers by priority, rather than simply dividing them between the personal address book and corporate directory.
For example, assume that you want calls from your top-priority clients or co-workers to reach you on your mobile phone when you are in meetings, but you want all other incoming calls to go to your voice mail when you are in meetings. Create a caller group that contains your top-priority clients and co-workers (a blend of personal address book and corporate directory entries) and label the group "Top Priority," for example. Then build a rule telling your Personal Assistant: "If someone from the group called `Top Priority' calls when I am in a meeting, send the call to my mobile phone."
You can add and remove the members of a caller group any time.
Use this procedure to create a new caller group.
Personal Assistant opens the Caller Groups page.
Step 2 In the Caller Group Name field, enter a name for the new group, as shown in Figure 5-1. If a name is already showing in the Name field, you can overwrite it.
Step 3 Click Add.
Personal Assistant creates the caller group and adds it to the list of existing groups.
You can add callers to the new caller group now or later.
Because caller groups are designed to help you organize callers according to priority, choose caller group names that reflect the priority level of one group of callers relative to another group of callers. For example, Group A, Group B, and Group C—or "Friends," "Top Customers," and "Colleagues."
Use this procedure to add callers to a new or existing caller group.
If the Select Callers button does not appear, click the plus or minus icon to open it.
Personal Assistant opens the Caller Search window, as shown in Figure 5-3.
Step 2 In the Caller Search window, choose Corporate Directory or Personal Address Book.
Step 3 Fill in the remaining fields.
Personal Assistant allows you to search by partial name. When searching the corporate directory, however, you cannot leave both fields entirely blank. Wildcards (*) are implicit and do not need to be entered.
Step 4 Click the Search button.
Personal Assistant displays a list of callers based on the information you entered, as shown in Figure 5-4.
Step 5 Select the callers whom you want to include in the caller group by checking the Select check box at the end of the row.
Step 6 Click Add Selected.
Personal Assistant adds the callers to the caller group and returns to the Caller Groups page, as shown in Figure 5-5.
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Note The asterisk in Figure 5-5 denotes that caller information for this particular caller comes from the personal address book rather than from the corporate directory. |
Use this procedure to create a copy of an existing caller group. The copy includes caller information contained within the original group.
In the Caller Groups page, click the copy icon that corresponds to the caller group you want to copy.
Step 2 Enter the name of the new caller group in the pop-up field and click OK.
The pop-up field disappears and Personal Assistant adds the new caller group to the List of Caller Groups.
You can add or remove callers from the new caller group now or later.
If you want to delete a caller group, click the delete icon to the right of the group. To remove an individual caller from a caller group, click the plus or minus icon, if necessary, to open the group, then click the delete icon.To rename a caller group, copy the group under a new name and delete the original group.
Posted: Thu Apr 24 14:14:22 PDT 2003
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