CHAPTER 15. MANAGING CONTACTS AND WORKGROUPS 15-3
BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL
Private and public contacts
In Strata CS, contacts can be private or public, as follows:
n Private contacts are your own personal contacts. These contacts appear
only in the Contacts view of your Client on your computer. Other users
cannot see your contacts unless you explicitly share your Contacts folder
with them.
n Public contacts are contacts that are available to all users in your office
in their Client applications. Public contacts appear only in the folder
named Contacts under Public Folders in the Folder List. Anyone in your
office can see these contacts as a view by clicking the folder. Strata CS
uses this folder to identify these callers throughout your office.
To view public contacts, select Public Folders in the folder list, and then select
the Contacts view within that folder. See “Using the Folder List” on page 7-16.
You can also view public contacts by choosing
Actions > Place Call.
To enter or edit a public contact, you must have public contact editing
permissions. If you do not have those permissions, you can view and place a call
to public contacts, but you cannot edit them.
Changing double-click behavior
You can choose whether double-clicking a contact opens the contact for editing
or places a call to the contact. See “Defining double-click behavior in the Contacts
view” on page 18-10 for more information.
Managing contacts in the Client __________________________
You can manage your contacts using the Strata CS Client, or you can use another
contact manager application or customer relationship management program with
Strata CS if you prefer.
Note: You can also import contacts from other contact managers into Strata CS.
Using Strata CS Client contacts
You can enter or import your contacts in the Contacts view of the Client (see
“Entering a new contact” on page 15-4 and “Importing and exporting contacts”
on page 7-23). Working with your contacts in the Contacts view lets you take full
advantage of Strata CS’s automated call-handling features.
Using contacts in another contact manager
If you make extensive use of another TAPI-compatible contact manager or
customer relationship management application such as Microsoft Outlook,
GoldMine, FrontOffice 2000, or Act!, you can place calls to your contacts from
