DTA Version 2 Help
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  2. General Tasks for All Users >
  3. Personal Configuration >
  4. Create Personal and External Contacts

 

Create Personal and External Contacts

You can create your own personal contacts for display on the Comms Panel - Contacts Tab. These are visible to you only. Your administrator may also have allowed you to create external contacts in a preconfigured external directory, which are visible to all users in your organisation.

Procedure

  1. In the Toolbar at the left of the DTA main application window, click the Toolbar Settings button to display the Settings Window.
  2. In the Settings window, select My DTA.
  3. Select Add to Contacts.

  1. In the Directory field, select 'Personal' if you are creating a personal contact. Or, if you are allowed to create external contacts, select the name of the target external directory.

Complete the remaining fields as required. International telephone numbers can be entered in E.164 format (for example, +447700900782).

  1. If required, use the 'Extra Numbers' section at the bottom of the form to add further numbers for the contact. Entering a description, a number, and then clicking the Add button adds one extra number, which is listed below the fields.

Repeat this for every extra number that you want to add.

  1. Click the Save button at the bottom of the panel.
  2. Close the Settings window by clicking its  button, or by clicking anywhere outside the window within the main application window.

The contact now appears in your Comms Panel - Contacts Tab, where they can be searched for and marked as a favourite like any other contact. You can use the 'Personal Contacts' filter (or an external directory filter) to see all of your personal or external contacts together. Shown below are a user's personal contacts:

Edit or Delete a Personal or External Contact

  1. Ensure that the Comms Panel is displayed. If it is not, click the Toolbar phone button button on the Toolbar.
  2. In the Comms Panel, select the Comms panel tab, history button Contacts Tab.
  3. Identify the contact you want to edit or delete by using the panel's Search or filter controls. Click the contact's button to reveal their details in an expanded panel.
  4. In the expanded panel, click the  button. This opens the Settings Window.
  5. To edit the contact, change the values in the desired fields and then click the Save button at the bottom of the window. Or, to delete the contact, click the Delete Contact button and then click OK to confirm.

  1. Close the Settings window by clicking its  button, or by clicking anywhere outside the window within the main application window.