Create and Manage Contact Lists

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Presentation transcript:

Create and Manage Contact Lists Skype for Business

Create and Manage Contact Lists Course Objectives The Presence Indicator Viewing a Contact Card Create a Contact Groups Change View Federated Contacts Managing Privacy

Create and Manage Contact Lists The Presence Indicator By default, Skype for Business shows the availability status of yourself and of your contacts, based on information from each person's Outlook calendar. You can quickly see from the icon next to each contact's name whether he or she is available for a conversation, busy, or away. You can also modify your own status manually. For example, if you are busy and do not want to be contacted, you can set your status to Do Not Disturb. You can also type a personal note that provides additional information about your status, if necessary. To Manually set Presence From the main Client window Select the drop down alongside you current Presence Status and choose your preferred Availability. To Reset Presence Status Select ‘Reset Status’ to reset Presence in both Skype for Business and Exchange

Create and Manage Contact Lists The Presence Indicator - Contact Presence Alongside the photo next to a contact's name in your contact list indicates their status.  If you hover the mouse pointer over the picture, Quick Links appear From here select the desired icon to either send an instant message, start a phone or video call, or display the contact card If you do not use your computer for some time, your status changes automatically. You can change the default period of time that must pass before your status automatically changes to Inactive or Away. Your status is indicated by the colour on the left-hand site of your profile photo; for example, Away looks like this:

Create and Manage Contact Lists The Presence Indicator - Additional Settings To change the length of time before you are shown as Away. Go to Options from the main Client Window. Make changes to the settings according to your preference in minutes You may also want to choose whether you are shown as Do Not Disturb when Presenting your Desktop or when your Monitor is Duplicated Once you have made the changes Click OK to save Select Status from the left-hand menu

Create and Manage Contact Lists Presence Indicators Explained It is good to have an understanding of the different types of Presence indicators. This way you are able to assess prior to making contact with someone what the preferred method of communication should be. For Example, should a contact be showing as Busy, they may have time scheduled in their diary to perform a task and therefore are still able to reply to an IM where as a contact showing as ‘In a Meeting’ has specifically been invited to attend a meeting which may indicate that they have physically gone to attend a meeting

Create and Manage Contact Lists Viewing a Contact Card Should you require detailed information about a contact, you can view the Contact Card. This may include a contact's job title, telephone numbers and company information, for example. Hover your mouse over your contacts Photo and select the Contact Card from the Quick Link The contact Card will display the contacts availability based on their Calendar Activity Telephone Numbers and Location *Note that not all details may be available depending on the organisations configuration and privacy

Create and Manage Contact Lists Create a Contact Group Many of us prefer to organise our contacts into Working Groups. For example all your colleagues who work in the Finance Department would be associated with a Group called ‘Finance Team’ To Create a New Group From your Group Contact View, Right-Click on an existing Group Header And Choose New Contact Group Create your Group Name. Simply add contacts by dragging from another Group or by adding from the search. Its useful to have groups created when you need to IM or Call a group of people at the same time.

Create and Manage Contact Lists Search for and add Contacts to your Contact List To search for a contact that you may want to add to your contact list. In the Search box type the last name, first name or email address of the person you want to add as a contact. As soon as you start typing the search will start Search Results are then listed. Hold the mouse over contact name result, right-click and choose ‘Add to Contact List’ If you already have Contact groups created you can allocate your new contact to one of our existing groups.

Create and Manage Contact Lists Change View You can view your contact list in several different ways: by group, by status, by relationship, or by new contacts. You can also change the view options for each group. Click the preferred view for the contact list from the headings GROUPS - Display by Groups STATUS - Displayed by Status e.g. Offline, Away, Online RELATIONSHIPS - Workgroup, External Contacts, Colleagues NEW - Contacts who have added you to their contact list Example of Status View

Create and Manage Contact Lists Federated Contacts Your Organisation may decide to create a federated relationship with other organisations. This allows you to communicate faster and more effectively with others outside of your organisation such as partners, suppliers, customer or vendors. When Federation is enabled it allows you to: Add users from other organisations to your Contact List Send instant messages your federated contacts Invite contacts to Skype audio calls, video calls or conferences Exchange presence information Escalate person to person instant messages to multi person conferences Connectivity with Skype Accounts To use an external contact simply enter their email address into a contact search. If required, you can right click on their name, and select add to favourites or contact list. Note that depending on the type of federation enabled will depend on the level of information/contact available. Also Skype-Not all functionality available at this stage. Audio only

Create and Manage Contact Lists Managing Privacy When you add a new contact, you can also define your privacy relationship with that contact. This defines the amount of your information which I available for that the contact to view and is based upon the privacy relationship that you have granted to them. For example, a contact to whom you have granted the Workgroup privacy relationship can see the details of meetings that you attend. To View the Privacy Relationship of a contact, right click the contacts and select Change Privacy Relationship the current privacy setting is indicated by the icon.