PhoneTray has a built-in advanced Contact Manager that you can use to organize your contacts. You can store the contact's name, company name, up to 5 phone numbers, 2 emails, website, 2 addresses, birthday, notes and other information for each contact.
To access the Contacts list, click Contacts on the left navigation panel:
Contacts are listed in the Contacts list:
Two rows are shown for each contact. The first row contains File As [Group], Name, Company fields. The second row shows Notes that you entered for the contact:
Phone numbers are displayed in the Phone Numbers column. The first two numbers are shown, if the contact has more than two phone numbers, you can hover your mouse over the number to see all of them:
You can sort contacts similar to sorting calls as described in the Filter, sort and search calls article. By default, contacts are sorted by File As field. To sort contacts by name, click the Name column header. Sort Arrow next to the column header indicates sort direction: ascending and descending . Click on the arrow to change the sort direction.
When you get a call from one of your contacts, the caller's name and number are highlighted in blue on the Calls list. This way you can easily distinguish between the calls from your contacts and regular calls:
Contacts can be organized into groups. PhoneTray has a number of predefined groups such as Family, Friends, Work, Businesses. You can also create any number of your own custom groups. To change a group for a contact, edit contact and select another group from the dropdown Contact Group list:
You can simply enter any group name when editing a contact to create a new group.
You can filter your contacts by the contact group. Click on the contact group such as Family, Friends, Work, Businesses or your custom group on the left panel:
To see all contacts again, click All on the left panel.
You can hide the Contacts left panel by clicking the symbol. You will have to click on it again to show the contact group selection filter.
What you can do with contacts
The Contacts ribbon menu shows the functions you can perform on selected contact(s):
You can also right-click on the selected contact to access the Contacts context menu:
The Contacts ribbon menu and the Contacts context menu have similar functionality. For example, to edit contact you can select a contact and then click the Edit button on the Contacts ribbon menu or right-click on the selected contact and select Edit from the Contacts context menu.
When a contact is selected, you can perform the following functions:
Click Edit Contact to quickly edit a contact from the Contacts List.
Call your contact
Click Dial on the Contacts context menu to dial one of the numbers associated with the contact. Please refer to the Making outgoing calls / dialing out article for more information about calling your contact.
Add a new contact
Click New Contact to add a new contact.
Delete, Select all, Copy contacts
You can select multiple contacts similar to selecting multiple calls as described in the Select, delete and copy calls article.
When a contact is selected, you can click the Delete button to delete the selected contact(s).
You can copy selected contacts to the clipboard and then paste that information into another program, for example Microsoft Excel or Microsoft Word. The process is the same as for calls. You can read more about it in the Select, delete and copy calls article.
Show calls from this contact
Click Show Calls From This Contact to find all incoming and outgoing calls for this contact. PhoneTray will search by the contact's name and display all incoming and outgoing calls from that contact regardless of the phone number the contact called from.
To search your contacts, simply click the Find button on the Contacts ribbon menu:
Clicking the Find button brings up the Find panel:
Enter your search criteria and click the Find button. All entries matching your search criteria will be displayed with the search term highlighted:
Search term is highlighted in yellow. To search for an exact phrase, enclose that phrase in double quotes, for example "John Smith".
To hide the Find panel, click the Close button in the left corner of the Find panel. To clear search criteria, simply click the Clear button in the right corner of the Find panel.
|Ctrl + Home||Move cursor to the first call on the Calls list|
|Ctrl + End||Move cursor to the last call on the Calls list|
|Enter||When a call is selected, you can press Enter to Edit a call|
|Del||Delete selected call(s)|
|Ctrl + A||Select All Calls|
|Ctrl + C||Copy selected call(s) to clipboard|
|Page Up||Scroll up through the Calls list|
|Page Down||Scroll down through the Calls list|