Sometimes you need to get quick answers to urgent questions about a contact: How can I find out when they’ll get out of their meeting? Can I block out time on their calendar now so I can talk to them as soon as they’re available? How do I reach someone else in this person’s work group? Who’s their manager? Can I connect with this person some other way—maybe on a social networking website?
You’ll find answers to these and other questions in one place: the contact card. That’s where you’ll go to find out who someone works with and works for, whether they’ll be around later in the day to talk to, whether they’ve got a non-work phone number or a second email address, and so on.
Let’s start by explaining how to view a contact card, and then we’ll talk about what you can do with it.
Open a contact card from the Lync Contacts list
- Find the contact in your Contacts list, then pause on the contact’s picture (or presence icon if pictures aren’t shown in the Contacts list), and then click the See Contact Card button.
Open a contact card from Office applications
The contact card can be opened from anywhere within Office applications where you see a person’s picture, or a person’s name with a presence icon.
- Pause on the contact’s picture (or presence icon next to a person’s name), and then click the down arrow to open the card.
Send an instant message, start an audio or video call, or send email
Open the person’s contact card (as described above), and do one of the following:
- To send an instant message, either click the instant message button in the Quick Start toolbar (to right of the picture) or click the IM link (at bottom of the contact card).
- To start an audio call, either click the audio call button to call the person at their work number, or click the drop-down arrow next to the call button to select a different phone number.
- To start a video call, click the video call button in the Quick Start toolbar.
- To send an email message, either click the email button in the Quick Start toolbar or click the contact’s email address below the Send Email label.
Schedule a meeting with a contact
- Open the person’s contact card.
- On the Contact tab, under Calendar, click Schedule a meeting.
- Complete the meeting request information in the Outlook meeting invitation, and then click Send.
View a contact’s organization
- Open the person’s contact card and click Organization (located directly under the Call button). You can click the listing for anyone in the organization to view the contact card for that person.
Edit your copy of someone’s contact information
You can add information to your copy of someone’s contact card, such as the person’s birthday, work address, additional phone numbers, and/or email addresses. This information is stored in Outlook. You can also change the name of the person so it appears in your Contacts list as a nickname or other personalized name.
- On the person’s contact card, click the Contact tab, and do one of the following:
- For a contact in your organization, click Edit.
- For a contact outside your organization, click Add, and then click Edit.
- If you have more than one profile for this contact, a dialog box will open asking you which profile you want to change, and whether you’ll want to save the changed profile as the default once you have revised it. Make your selections, and then click OK.
- On the replica version of the contact card that opens, to change the contact’s name as it will appear in your Lync display, type an alternate name for the contact in the Name field.
- Click the plus-sign (+) next to the Email, Phone, Address, and/or Birthday heading(s), then type the information you want to add into any of these fields. (You can’t change or add to the information listed under the Work heading.)
- Click Save.
Your changes should appear in Lync and Outlook within several minutes.
Pin or unpin a contact card on your desktop
When you pin someone’s contact card to your desktop, the card remains open so that you can quickly view the person’s information or contact them.
- To pin a contact card to your display, open the person’s contact card and click the Pin button in the upper right corner of the contact card.
- To unpin the card, click the pin button again, or, to unpin and close the card, click the Close contact card button (X).
Use other contact card options
The contact card gives you these additional options for interacting with or learning more about a contact:
- To hear the contact’s name pronounced (available if the contact has recorded their name in Outlook for voice mail), click the sound button next to the contact’s name.
- To add the contact to your Lync Favorites list, click the More Options button (… ), and then click Add to Favorites.
- To add the contact to one or more of your Lync contact groups, click Add to Instant Messaging Contacts, and then select from the drop-down menu the groups you want to add the contact to.
- To display the contact’s social network updates (if you’re friends with them on a shared social network or if their updates are public), click the What’s New tab.
- To display the distribution lists the contact belongs to, click the Membership tab.
- To see recent updates to the contact’s information, click the Notes tab.
- To request that Lync notify you when the contact becomes available, click the More Options button (… ), and then click Tag for Status Change Alerts.
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