##### USING the COMMON TOOLS > Using Contact HISTORY

# Editing Contacts

You can edit contact information from two places:

- The Contacts icon—You can select the contact in the Directory tab, or use the Find tab to find a contact based on criteria that you specify.

- The current interaction—

- For an incoming interaction, the contact is already selected. You can edit it in the Contact pane. See Step 3.

- For an outgoing interaction, you can select the contact by clicking the To button (see Step 1), and then either selecting the contact in the Directory list, or using the search tools on the Find tab.

- For information on Change Contact and Set Contact, see Common Interaction Panes.

## Editing a Contact in the Contact list

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

- Click the Contacts icon.

- Click the To button in the current interaction pane, and then edit the contact information for the current interaction by selecting the Contact tab.

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

- On the Directory tab (left pane), select the contact that you want to edit.

- Use the Find tab to enter some or all of the contact's name, and then, from the search results list, select the contact that you want to edit.

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

- Double click the e-mail address from the Contacts list to open the Edit E-mail Item text box.

- Select the e-mail address on the E-mail addresses list on the Contact tab (right pane), and then click Edit to open the Edit E-mail Item text box.

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

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

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

7. 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.

8. Enter the new information.

9. 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:

- On the Directory tab (left pane), select the contact that you want to delete.

- Use the Find tab to enter some or all of the contact's name, and then, from the search results list select the contact that you want to delete.

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

4. 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.