Editing Contacts

You can edit contact information from two places:

Editing a Contact in the Contact list

  1. Open the Contacts list by doing one of the following:

  1. Select the contact that you want to edit by doing one of the following:

  1. To edit the e-mail address, do one of the following:

  1. Enter the new information in the Value and Description boxes.

  2. Press the Enter key; or press the ESC key to leave the e-mail address unchanged.

  3. Proceed as above if you want to edit the phone number in the lower part of the form.

  4. To edit the title, first name, or last name of the contact, double-click the entry, or select the entry and click the Edit button.

  5. Enter the new information.

  6. Click the Save button to save your edits. Press the ESC key to cancel.

To delete an e-mail address or phone number:

  1. Select the e-mail address or phone number from the corresponding list on the Contact tab.

  2. Click Delete (at the top of the pane, above the Parameters list).

Warning: There is no Action Confirmation dialog box for these actions. Be sure that you have the correct address or phone number selected before you click the Delete button.

Deleting a Contact

To delete a contact:

  1. Click the Contacts icon.

  2. Do one of the following:

  1. In the bottom-left corner of the Contact tab, click Delete Contact. An Action Confirmation dialog box appears.

  2. Click Yes to permanently delete the contact and all the Contact History from the Contact list; or click No keep the Contact History in the contact list.

The Mark Default Button

The Mark Default button enables you to specify which e-mail address or phone number, out of several, Genesys Desktop should use when corresponding with a particular contact.

Note: The Mark Default function applies to contacts who have more than one e-mail address or phone number. If a contact has only one e-mail address or phone number, that address or number is automatically the default.

To create a default e-mail address or phone number:

  1. Access the list of e-mail addresses or phone numbers for a particular contact. The current default address and phone number are marked with a check mark.

  2. Select the e-mail address or phone number that you want to become the default.

  3. Click Mark Default.

The selected address or number is now designated by a check mark.