Personal List

Documentation

Table of Contents



The personal list displays the various personal contacts that have been created.

Filtering and Display


Use the filtering section to determine exactly what personal contacts you wish to view and how you wish to sort them on the list.

List Table


Number

The number for the personal contact.

Name

The name of the personal contact.

Phone

The primary phone number of the personal contact.

NOTE: For each workstation you can change the default columns that are displayed on the list. Click on "File" at the top of the list screen. From the drop down menu select "Configure...". Use the list configuration screen to configure the columns to view on your list.

Action Icons


- Select the "New" icon to create a new personal contact.

- Select the "Edit" icon to edit an existing high-lighted personal contact.

- Select the "Delete" icon to delete an existing high-lighted personal contact.

- Select the "Print" icon to print the contents of the personal list to a printer.

- Select the "Export" icon to export the contents of the personal list to a CSV or Excel file.

- Select the "Refresh" icon to refresh and re-display the contents of the personal list.

- Select the "Close" icon to close the personal list.

Auto Refresh

You can choose to update or refresh the data in the list automatically, as it is changed, or alternatively, you can choose to have the data refresh only when you click on the "Refresh" button. If speed is not an issue, you will probably choose to always auto refresh. Toggle on to auto refresh. Toggle off to refresh only on command.