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PureCloud Directory view

The PureCloud Directory view is a directory that is optimized for display within the CIC client. Use it to communicate by phone with PureCloud users without leaving your familiar CIC client. You can:

  • Call PureCloud users.

  • Direct transfer calls

  • Consult transfer calls

  • Call conference

Display the PureCloud Directory view

Requirements: You need the Customize Client Security right to add views.

You add the PureCloud Directory view to your CIC client as you would any other view. For instructions, see Add or Close Views. As with any other view, you also control where the view appears in your CIC client. For more information, see Change View Layout.

Use the PureCloud Directory view

The streamlined PureCloud Directory view is slightly different from the full PureCloud Collaborate interface. It focuses on the controls for locating PureCloud users and making calls.

Note: The PureCloud Directory view will change and improve independently of CIC releases. This screen capture is just a guide to some of the available features.

1

Profile

Click your profile picture to:

  • View your status.

Important: When you first display the PureCloud Directory view, your CIC user status determines your PureCloud presence. However, you can change this in Preferences and enable your PureCloud presence to determine your CIC user status.

  • View your profile.

Tip: To edit your profile, use PureCloud Collaborate.

  • Click Preferences to

    • Set your default presence source to either CIC or PureCloud.

  • Click About to

    • Check the version number and build date for the PureCloud for CIC integration.

    • View our Privacy Policy.

    • Learn more about PureCloud.

    • Set the tracing level and filters for a log that displays diagnostic information about the PureCloud directory view.

2

Search

To find a PureCloud or CIC user, use the Search text box or the Search icon. Enter any keyword such as a name, title, department, skills, or anything else in the user’s profile.

3

Directory

Display the PureCloud directory.

4

Favorites

Display a list of your favorite PureCloud contacts. Favorites are the people and groups you contact most often.

Note: You designate favorites in PureCloud Collaborate.

5

Directory entry

Each directory entry displays a photo (if available), job title and department. The color of the presence indicator around the photo indicates the person's current status.

5

Call and Transfer/Conference

All of your PureCloud call operations are available from the directory entry Call and Transfer/Conference icons.

  • To call a PureCloud user, right-select PureCloud user, select the Call icon, and then select a phone number.

Tip: The icons indicate work, cell, and home phone numbers.

  • To transfer a call to a PureCloud user, select a connected call in My Interactions, select a PureCloud user, and then select the Transfer/Consult icon. Select Transfer or Consult Transfer and then select a phone number.

Tip: The CIC client handles the call transfer in the usual manner. For more information, see Transfer a Call After Consulting the Recipient or Transfer a Call Without Consulting the Recipient.

  • To create a call conference with a PureCloud user, select a connected call in My Interactions, select a PureCloud user, and then select the Transfer/Consult icon. Select Conference and then select a phone number.

Tip: You can add CIC users or other PureCloud users to this conference call. For more information about adding CIC users, see Making Conference Calls.