C H A P T E R

3

Contacts

•

Search for a Contact in the All Directories Screen, on page 55

•

Corporate Directory, on page 57

•

Personal Address Book, on page 64

•

Reverse Name Lookup for Incoming and Outgoing Calls, on page 67

Search for a Contact in the All Directories Screen

The All directories is the landing page of your contacts. Typically, it automatically retrieves the contacts from your personal address book and Bluetooth-paired phone.

If your target contact is not in the displayed directories, you can perform a manual search in the screen. The search scope covers the following directories (if enabled):

• Personal address book

• BroadSoft directory, including the following subdirectories:

• Enterprise

• Group

• Personal

• Enterprise Common

• Group Common

• LDAP directory

The manual search operation tries to retrieve the contacts from the directories in the following order:

• Personal address book

• BroadSoft directory

• LDAP directory

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Contacts

Search for a Contact in the All Directories Screen

Note Your administrator controls the directories that you can access. If the contact is in a disabled directory, the entry doesn't display in the search results.

From the search results, you can view the contact details, call the contact, or edit the number before making the call. If your administrator enables the personal directory on the phone, you can also add the contact to your personal directory.

Before you begin

Your administrator must enable the all directory search. Otherwise, the All directories screen doesn't display.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Step 8

Press Contacts .

Select the contact already displayed in the screen by using the Navigation cluster.

If you can't find the contact in the screen, proceed with the next step.

Enter the name of the contact that you want to find.

The phone searches for first or last names that include your search string anywhere in the name.

If you search contacts without any keywords, the phone retrieves all contacts.

Press Search .

The search results show both full and partial name matches.

By default, up to 50 records of the contacts display in the phone. Your administrator can set up the maximum number of the contacts.

(Optional) To view a contact's details, highlight the contact in the search results, and press Details .

(Optional) To add a contact to the target directory on the phone, follow these steps: a) While viewing the contact details, press Option .

b) Select Add contact .

The menu label shows the target directory to which you want to add the contact:

• If the menu Add personal address entry displays, you add the contact to the local personal address book.

• If the menu Add BroadSoft personal contact displays, you add the contact to the BroadSoft Personal directory.

Your administrator can change the target directory.

If you don't see the Add contact option, contact your administrator.

c) Enter the contact details and press Save .

(Optional) To call a contact, highlight the contact in the search results, and press Call .

(Optional) To change the number to be dialed and then make a call to a contact, follow these steps:

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Corporate Directory a) Highlight the contact in the search results, and press Edit call .

b) Edit the number as necessary.

c) Press Call .

Related Topics

Search for a Contact in Your Personal Address Book , on page 65

Search for a Contact in Your BroadSoft Directory , on page 57

Search for a Contact in Your LDAP Directory

, on page 63

Search Your Mobile Contacts on Your Desk Phone

Corporate Directory

You can look up a coworker's number from your phone, which makes it easier to give them a call. Your administrator sets up and maintains the directory.

Your phone supports three types of corporate directories—Lightweight Directory Access Protocol (LDAP)

Directory, Broadsoft Directory, and a Cisco XML Directory.

Broadsoft Directory

You can search and view your personal, group, and enterprise contacts in your Broadsoft Directory, which makes it easier to give them a call. Your administrator configures the Broadsoft Directory in your phone. This application feature uses BroadSoft's Extended Services Interface (XSI).

Search for a Contact in Your BroadSoft Directory

Before you begin

• Your administrator enables the BroadSoft XSI services.

• Your administrator enables the BroadSoft directories and sets up the directories properly.

• Your administrator enables the Browse Mode for the directories.

When this mode is enabled, a preload operation will start automatically to retrieve all the contacts from the directory.

Procedure

Step 1

Step 2

Step 3

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Select a BroadSoft directory. The default names are:

• Enterprise

• Group

• Personal

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Edit Your Contact Type in Your BroadSoft Directory

Step 4

Step 5

Step 6

Note

• Enterprise Common

• Group Common

When your administrator disables the directory individual mode, the phone only displays BroadSoft directory .

After you enter the directory, wait until the preload operation is complete. You can press Cancel to stop the preload operation.

Press Option , then select Search .

If your administrator disables the directory browse mode, you can find the Search softkey displayed on the phone instead.

Select a search criteria.

• In BroadSoft Enterprise or Group directory, search a contact by Last Name, First Name, User ID, Number,

Extension, Mobile phone, Department, or Email address.

• In BroadSoft Enterprise Common, Group Common, or Personal directory, search a contact by Name or

Number.

Enter your search criteria, and press Search .

Edit Your Contact Type in Your BroadSoft Directory

Before you begin

Your administrator disables the directory individual mode for the BroadSoft XSI service.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Highlight the BroadSoft directory .

Press Option .

Select Edit settings .

Select the Type field.

You can select Enterprise, Group, Personal, Enterprise Common, or Group Common as your BroadSoft

Directory contact type.

Press Save to apply the change.

Manage Your Contacts in the BroadSoft Personal Directory

You can add, edit, or delete contacts in the BroadSoft Personal directory.

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Manage Your Contacts in the BroadSoft Personal Directory

Before you begin

• Your phone connects to the BroadSoft XSI service.

• Your administrator enables the BroadSoft Personal directory.

• Your administrator sets the BroadSoft Personal directory as the target directory to store new contacts.

• Your administrator enables the directory browse mode.

When this mode is enabled, a preload operation will start automatically to retrieve all the contacts from the directory.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

To add a contact in the BroadSoft Personal directory, do the following: a) Select the BroadSoft Personal directory. The default name is Personal .

Note If your administrator disables the directory individual mode, the phone displays the menu item

BroadSoft directory instead, select it.

b) Wait for the preload operation to be completed or press Cancel to stop the preload operation.

If your administrator disables the directory browse mode, the menu Search personal directory displays instead. Enter your search criteria, and press Search .

c) Press Option , and then select Add .

d) Enter details of the contact.

e) Press Save .

To add a contact from other directories (if enabled) to the BroadSoft Personal directory: a) Select the All directories, the BroadSoft directory, the LDAP directory, or the personal address book.

b) Search for a contact that you want to add.

c) Highlight the contact.

d) Press Option , and then select Add contact .

e) Enter details of the contact.

f) Press Save .

To edit a contact in the BroadSoft Personal directory, do the following: a) Select the BroadSoft Personal directory. The default name is Personal .

Note If your administrator disables the directory individual mode, the phone displays the menu item

BroadSoft directory instead, select it.

b) Wait for the preload operation to be completed or press Cancel to stop the preload operation.

If your administrator disables the directory browse mode, the menu Search personal directory displays instead. Enter your search criteria, and press Search .

c) Highlight the contact that you want to edit.

d) Press Option , and then select Edit .

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Edit Your BroadSoft Directory Name

Step 6

You can also press the Select button of the Navigation cluster to edit the contact.

e) Edit details of the contact.

f) Press Save .

To delete a contact from the BroadSoft Personal directory, do the following: a) Select the BroadSoft Personal directory. The default name is Personal .

Note If your administrator disables the directory individual mode, the phone displays the menu item

BroadSoft directory instead, select it.

b) Wait for the preload operation to be completed or press Cancel to stop the preload operation.

If your administrator disables the directory browse mode, the menu Search personal directory displays instead. Enter your search criteria, and press Search .

c) Highlight the contact that you want to delete.

d) Press Option , and then select Delete .

Edit Your BroadSoft Directory Name

When your administrator disables the directory individual mode, the phone only displays BroadSoft directory .

When your administrator enables the directory individual mode, the phone displays all enabled directories with default or customized names. The default names are:

• Enterprise

• Group

• Personal

• Enterprise Common

• Group Common

Note Only the directory that is enabled by your administrator can display in the Directories screen.

Procedure

Step 1

Step 2

Step 3

Step 4

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Do one of the following actions:

• Highlight the BroadSoft directory .

• Highlight one of the configured directories.

Press Option .

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Contacts

Edit the Server Name of Your BroadSoft Directory

Step 5

Step 6

Step 7

Select Edit Settings .

Edit the Directory Name field.

Press Save to apply the change.

Edit the Server Name of Your BroadSoft Directory

When your administrator disables the directory individual mode, the phone only displays BroadSoft directory .

When your administrator enables the directory individual mode, the phone displays all enabled directories with default or customized names. The default names are:

• Enterprise

• Group

• Personal

• Enterprise Common

• Group Common

Note Only the directory that is enabled by your administrator can display in the Directories screen.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Do one of the following actions:

• Highlight the BroadSoft directory .

• Highlight one of the configured directories.

Press Option .

Select Edit Settings .

Edit the Host Server field.

Press Save to apply the change.

Edit Credentials of Your BroadSoft Directory

When your administrator disables the directory individual mode, the phone only displays BroadSoft directory .

When your administrator enables the directory individual mode, the phone displays all enabled directories with default or customized names. The default names are:

• Enterprise

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Contacts

LDAP Directory

• Group

• Personal

• Enterprise Common

• Group Common

Note Only the directory that is enabled by your administrator can display in the Directories screen.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Step 7

Step 8

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Do one of the following actions:

• Highlight the BroadSoft directory .

• Highlight one of the configured directories.

Press Option .

Select Edit Settings .

(Optional) Set the Authentication type to Login credentials or SIP credentials .

Enter the user credentials based on the authentication type.

• Login credentials: edit the User ID and Password fields.

• SIP credentials: edit the SIP auth ID and SIP password fields.

Press Save to apply the change.

LDAP Directory

The Cisco IP Phone supports Lightweight Directory Access Protocol (LDAP) v3. You can search for a specified

LDAP directory for a name, phone number, or both. LDAP-based directories, such as Microsoft Active

Directory 2003 and OpenLDAP-based databases, are supported.

To access the LDAP directory on the phone, enter your user credentials at least once. Your administrator can set up your user credentials on the phone administration web page. Once you successfully access the LDAP directory, the phone saves the user credentials. Next time, you can skip the user login procedure. The phone can save the user credentials for the host users or guest users. These users normally sign in to the phone through the Flexible Seating or the Extension Mobility feature.

Edit Credentials of Your LDAP Directory

When you access the LDAP directory on the phone, you might be prompted to enter your user credentials.

You can edit the credentials in advance to bypass the sign-in procedure. You can also change the LDAP account by editing the user credentials.

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Search for a Contact in Your LDAP Directory

The phone saves the credentials for different types of users. For example, the users who sign into the phone with the Flexible Seating or Extension Mobility feature. After you switch a user on the phone, the phone retains the user's credentials. Therefore, you can still access the LDAP directory without the need to sign in.

Before you begin

Your administrator enables the LDAP directory.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Press Contacts .

(Optional) Press Category .

If your administrator disables the directory browse mode, the softkey doesn't display on the phone.

Highlight the LDAP directory.

By default, the directory name is “Corporate directory (LDAP)”.

Press Option , then select Edit settings .

Enter the user credentials.

The displayed fields are different according to the authentication method selected by your administrator:

• If the authentication method is “Simple”, the phone prompts the Client DN and Password credentials.

• If the authentication method is “DIGEST-MD5”, the phone prompts Username and Password credentials.

Press Save to save the credentials.

Search for a Contact in Your LDAP Directory

Before you begin

Your administrator enables the LDAP directory.

Procedure

Step 1

Step 2

Step 3

Step 4

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Select the LDAP directory.

By default, the directory name is “Corporate directory (LDAP)”.

(Optional) If prompted, sign in with your user credentials.

The phone prompts one of the following credentials to access the LDAP directory:

• Client DN and Password

• Username and Password

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Personal Address Book

Step 5

Step 6

Step 7

For more information, contact your administrator.

If the local cache on the phone contains the user credentials, you skip the user sign-in procedure automatically.

When you enter the directory, the phone might start to retrieve all the contacts from the directory.

(Optional) Press Cancel to stop the auto loading.

Press Option , and then select one of the following methods:

• Simple search : You can search by last name and first name of a contact.

• Advanced search : You can search by last name, first name, and telephone number of a contact.

Enter your search criteria, and then press Search .

Personal Address Book

Add a New Contact to Your Personal Address Book

Before you begin

Your administrator must enable the personal address book on the phone. Otherwise, the menu item Personal address book doesn't display.

You administrator has set the personal address book as the target directory that stores the new contacts.

Procedure

Step 1

Step 2

Step 3

Step 4

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

To add a contact in your personal address book.

a) Select Personal address book .

b) Press Add .

c) Enter a name and at least one phone number.

d) (Optional) Select a custom ringtone for the contact.

e) Press Save to add the contact.

To add a contact from other directories to your personal address book.

a) Select the All directories, the BroadSoft directory, or the LDAP directory.

b) Search for a contact that you want to add.

c) Highlight the contact.

d) Press Option , and then select Add contact .

e) Enter a name and at least one phone number.

f) (Optional) Select a custom ringtone for the contact.

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Add a New Contact to Your Personal Address Book with Phone Web Page g) Press Save to add the contact.

Related Topics

Search for a Contact in the All Directories Screen , on page 55

Search for a Contact in Your BroadSoft Directory , on page 57

Search for a Contact in Your LDAP Directory

, on page 63

Search Your Mobile Contacts on Your Desk Phone

Add a New Contact to Your Personal Address Book with Phone Web Page

Before you begin

Your administrator must enable the personal address book on the phone. Otherwise, the Personal address book menu doesn't display.

Procedure

Step 1

Step 2

Step 3

Step 4

On the phone web page, select User Login > Personal Directory .

Click Add to Personal Directory .

Add name and related number or numbers. The number contains work number, mobile number, and home number.

Click Submit All Changes .

Search for a Contact in Your Personal Address Book

Before you begin

You administrator must enable the personal directory feature on the phone. Otherwise, the Personal address book menu doesn't display.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Press Contacts .

Press Category , if it displays. Otherwise, skip the step.

Select Personal address book .

Select Option > Search .

Enter the address entry to search for. The matched contacts will display on the phone.

You can only search by name (case insensitive). Search by number is not supported.

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Contacts

Call a Contact in Your Personal Address Book

Call a Contact in Your Personal Address Book

Before you begin

Your administrator must enable the personal directory feature on the phone. Otherwise, the Personal address book menu doesn't display.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Press Contacts .

Press Category , if it displays. Otherwise, skip the step.

Select Personal address book and search for an entry.

Highlight the personal address book entry that you want to dial.

Press Call .

Related Topics

Search for a Contact in Your Personal Address Book

, on page 65

Edit a Contact in Your Personal Address Book

Before you begin

Your administrator must enable the personal directory feature on the phone. Otherwise, the Personal address book menu doesn't display.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Press Contacts .

Press Category , if it displays on the phone. Otherwise, skip the step.

Select Personal address book and search for an entry.

Highlight the entry you want to change.

Modify the entry information.

Press Save .

Related Topics

Search for a Contact in Your Personal Address Book

, on page 65

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Remove a Contact from Your Personal Address Book

Remove a Contact from Your Personal Address Book

Before you begin

Your administrator must enable the personal directory feature on the phone. Otherwise, the Personal address book menu doesn't display.

Procedure

Step 1

Step 2

Step 3

Step 4

Step 5

Press Contacts .

Press Category , if it displays. Otherwise, skip the step.

Select Personal address book .

Search for the contact that you want to remove.

Highlight the address entry of the contact and press Option > Delete to delete the entry.

Related Topics

Search for a Contact in Your Personal Address Book , on page 65

Reverse Name Lookup for Incoming and Outgoing Calls

Reverse name lookup searches for the name of a number in an incoming, outgoing, conference, or transferred call. The reverse name lookup acts when the phone cannot find a name using the service provider directory,

Call History, or your contacts. Reverse name lookup needs a valid LDAP Directory or XML Directory configuration.

The reverse name lookup searches the phone's external directories. When a search succeeds, the name is placed in the call session and in the call history. For simultaneous, multiple phone calls, reverse name lookup searches for a name to match the first call number. When the second call connects or is placed on hold, reverse name lookup searches for a name to match the second call.

Reverse name lookup is enabled by default.

Reverse name lookup searches the directories in the following order:

1.

Phone contacts

2.

Call History

3.

LDAP Directory

4.

XML Directory

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Reverse Name Lookup for Incoming and Outgoing Calls

Contacts

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