Create a List of Contacts

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As a Cisco Partner or Customer it is also possible to create your own Contact List and even group them in Contact Groups. For protection reasons there are some limitations on whom you can add to your list of contacts.

In this article we will focus on creating a simple list of contacts with the 'Other Individual Contacts' section in the Contact Management pane.

Next articles will explain how to group them and pin a contact-group to a (shared) workview.

 


Individual Contacts

In previous article we explained how to open the Contact Management pane. As explained, the Contacts Management pane consists of a left and right column. The left column has two sections- 'Contact Groups' and 'Other Individual Contacts'. The right column lists the contacts within the selected item from the left column.

Make sure to collapse the Contact Groups section in the left column.

 

Populating the 'Other Individual Contacts' section with your favorite contacts is the basic usage of the Contacts Management capabilities within DCP. Use this section if you don't have the need to group your contacts in several contact-groups. You can also use this section to manage your 'one-off' contacts, that is the ones that do not need to be a part of a contact group in the 'Contact Groups' section.

 

To search and add contacts to the 'Other Individual Contacts' section, follow these steps :

  • Type in a user id, email address or name in the search input field above the contacts listing in the right column. Hit enter to trigger the search. Search results are listed below in the right column.
  • Scroll through your search results, and select the appropriate one by checking the checkbox, left from the picture. Note that if the list becomes large, an alphabetic browser is added on top of the list for easy navigation to a specific letter (first letter of the contact name).
  • With the 'pencil' pencil2.PNG icon above the list of search results, 'copy' and 'paste' the user into the 'Other Individual Contacts' section. Before pasting, select the section by clicking on it. Alternatively you can also right-click and select 'Copy' and 'Paste'. Finally as a 3rd method, you can also drag & drop the selected user into the 'Other Individual Contacts' section.

 

contact search.png

 

To Delete a user again from the 'Other Individual Contacts' section, select the user in the right column and click the 'delete' delete.png icon.

 

Note: There are some limitations on whom you can search as a contact and add to your contact list :

  • Both you and the person you search need to have a valid Cisco.com user profile.
  • The Cisco.com profile need to have a valid identifier to which company, head-quarter or branch they belong to in the form of a (EF) Party ID.
  • The person you search for need to be related to the same Cisco Project(s) as you are. This is both valid if you search for a Cisco employee or a Cisco partner or customer contact.
    The above mentioned Party ID is used to define that relationship.


Below fictive example illustrates a valid relationship to add the searched users to a contact list :


external contact limitations.png

 

  • X-Corp (a Cisco partner) has a headquarter (party ID: 56789) that is set up to the Project 876543 as the 'primary' entity.
  • John Doe is in its Cisco.com profile identified (by way of party ID: 12345) to be part of a X-Corp branch under the headquarter mentioned here above.
  • Initech branch (party ID: 48193) is setup as 'end-customer' to the Project 876543
  • Joe Bloggs is part of another Initech branch (party ID: 13579) but that belongs to the same Initech headquarter (party id: 24975) of the branch mentioned here above.
  • For that a relation is defined via Project 876543.
  • John Doe can search and find Joe Bloggs and vice versa. Both John and Joe can search for Jane Roe, that is a Cisco engineer assigned to the Project 876543.

 

Company's structures are maintained within Cisco per the Dun & Bradstreet industry standard. It's important that your Cisco.com profile is accurately reflecting to which company you belong (branches and/or headquarters).

 


Related articles :

Create Contact Groups

Pin Contact Groups

 

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