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Microsoft Lync Server 2013 : Windows Client - Navigating in the Client - Managing Contacts, Managing Groups, Status View

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Managing Contacts

Most people are accustomed to the behaviors in Outlook, where you can quickly look up a user in the contacts or find the user by starting to type that person’s name. The Lync 2013 client follows this model by organizing contacts by groups and by enabling users to quickly search for contacts by simply typing the person’s name.

For example, on the Find Someone or a Room, or Dial a Number line, if you type a name, the client suggests names based on the contacts. From here, right-click on the contact, select Add to Contacts List, and select a group for the user. When this occurs, the person you added receives a notification of the addition and has the option to add you as well. After being added, the contacts appear in the group you selected and you are able to see their presence information at any time.


Note

The Lync 2013 client downloads the address book on a random interval after the first sign-in. It might take up to an hour before corporate search results appear. Creating a DWORD called GalDownloadInitialDelay with a value of 0 in the Windows registry at HKCU\Software\Policies\Microsoft\Office\15.0\Lync will force the address book to download immediately.


After a contact is added, you can move the contact from one contact group to another by simply left-clicking and dragging the contact from one group to another. You can also right-click and select Move to another group.

Managing Groups

The Lync 2013 client enables users to organize their contacts by placing them inside groups. The first tab in the Lync 2013 defaults to a view where contacts are organized by groups. By default, these are the groups:

• Favorites

• All Contacts

The Favorites group is automatically populated by the client based on how often particular contacts are used, or the user can manually pin certain contacts to the group. The All Contacts group becomes the Other Contacts group as soon as a user creates the first custom group. Groups can be deleted or renamed by way of the right-click function.


Note

Contacts can exist within multiple groups at a time. Right-click on any contact and select Copy Contact To in order to create a duplicate contact entry within another group.


A convenient use of groups is to organize members of a project or department. By right-clicking the group name, you can choose to launch a conference call that invites all members of that group. You can achieve similar functionality by selecting multiple contacts by Ctrl-clicking them and then right-clicking to choose Start a Conference Call. This call can use Lync’s PC-to-PC call features or the PSTN/PBX gateway.

You can organize groups within the client either by using the right-click-accessed Move Group Up and Move Group Down functions or by simply dragging them from one position to another. Right-click on any existing group and select Create New Group to manually build a new group.

Status View

The default view of the contact list is to organize the user’s contacts by groups, but users can also sort based on the current status of each contact. In this view, their group membership is irrelevant and only their current status affects where their contact appears. Statuses include these:

• Online

• Away

• Unknown

• Unavailable

The status view is a quick and easy way to determine which of your contacts are available at any time.

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