User guide

Managing contacts 10-5
Chapter 10: Managing Contacts and Groups
Wave ViewPoint User Guide
Managing contacts
You can manage your contacts using Wave ViewPoint, or you can use another contact manager
application or customer relationship management program with Wave if you prefer. You can
also import contacts from other contact managers into Wave. See “Importing contacts from
other contact managers into Wave” on page 10-16.
Entering a new contact
Entering a new contact involves the following tasks, which are explained in detail in the three
procedures that follow:
•
Entering a contact's name and basic information. Other basic information includes the
contact’s company, any account code, and the language used for prompts for this contact.
You can also enter up to 5,000 characters in the Notes Pane of the Contact dialog. See
page 10-6.
•
Entering a contact's phone numbers and addresses. When you enter a contact’s phone
numbers, you can specify the number used for Caller ID and the number that is the
default number to dial when you call the contact. You can also specify a contact's e-mail
and instant messaging addresses for reference. See page 10-7.
•
Recording a voice title for a contact. Like your own voice title, a contact’s voice title is a
short recording that you create of the contact's name. See page 10-8.
Note: You have a limited amount of space for all voice files, including voice titles. Therefore,
if you have many contacts, you can save space by recording voice titles for the most important
ones only. Ask your Wave system administrator how much space you have been allocated and
how much you have used.
Release 3.0
October 2012