Using the Cisco Unified Personal Communicator



Logging In to Communicator

  1. Launch the Communicator from the shortcut on your desktop.
  2. Enter your Connections user name.
  3. Enter the password you were given by the system administrator.
  4. Login Server: Presence
  5. Click Sign in.

Setting Preferences

Before you begin using the Personal Communicator client, you should set a few preferences. You only need to set these once.

  1. In the log in window, enter your Connections ID & password, then select Automatically sign in.

    Cisco Log In

  2. Select File > Options from the menu bar at the top of the console.

    Cisco Options

  3. In the General category, make sure the first box is selected.

    General Options

Adding Contacts

You may search for people and add them to your contact list so that you can easily call or instant message them.

  1. In the Search box, enter the last name (or first name, extension, etc.) of the person you wish to add and press Enter. Matching names and numbers are listed as search results.

    Cisco Search

  2. Add the contact(s) you want in one of two ways:
    • Click and drag a name into any of your contact groups.
    • Right-click on a contact's name, select Add Contact to Group, and choose the group to which you wish to add them.

Next to each contact in your list, you'll find an icon indicating the person's current availability:

Cisco Status

Unavailable iconUnavailable - Contact isn't logged in to Communicator

Adding Contact Groups

Create groups to organize your contacts. For example, you can create a group for a specific department and add all the contacts who work in the department to it.

  1. Select Contacts > Create New Group.

    Cisco Add Contacts
  2. Type a name for the group.

  3. Click Save.

Phone, Email, or IM a Contact

  1. Locate the person you want to contact in the Communicator console. Find the person's name in your contact list, or
    Type a name in Search to find the person in the directory.
  2. Click the person's name.
  3. Choose a communication method:
    • To place a call, click Place a Call or select Actions > Place a Call and choose the phone number to call.
    • To send an email, click Send Emailor select Actions > Send E-mail.
    • To send an IM (instant message), click Send Instant Message or select Actions > Send an Instant Message.

Sending an Instant Message

  1. Start an instant message using one of the methods above.

    Cisco IM
  2. Type your message in the bottom pane of the window.
  3. Press Enter on your keyboard to send the message.

Messages exchanged between you and the contact are logged as a conversation in the top pane of the IM window. However, they will be lost when you close the window. From the IM window, you may also choose to call or email the contact.

Recent Communications

Your calls and voicemail communications are summarized in the Recent list. Each item is labeled with an icon.

Unread Voice Mail icon
Unread Voice Mail

Read Voice Mail icon
Read Voice Mail
Received Call icon
Received Call

Placed Call icon
Placed Call
Missed Call iconMissed Call


New items, also known as "unread" items, are shown in bold type. You can sort the list by clicking a column header or filter it by selecting an option from the drop-down list.
Filter drop-down list

You can use the Missed Calls directory on your phone to easily dial back a call that you missed. Long distance calls, however, will need to be edited first because the saved number will not include the 91 necessary for outgoing long-distance calls. For example, if you missed a call from 800-435-7270, it will show up as 8004357270 in your missed call directory. If you select that call from the directory and press the Dial softkey, you will get a message that your call cannot be completed as dialed. Instead, press the EditDial softkey and enter 91 in front of the number. Then, press the Dial softkey, and your call will go through. Or, you can simply double-click on this missed call from the "Recent" section in your Personal Communicator client to place the call without editing the number.

Outlook Toolbar

The Cisco Unified Personal Communicator installs a toolbar in Microsoft Outlook. If you are using Office 2007, this toolbar can cause problems editing your address book. If you are using Outlook 2007 and having trouble editing your address book, try turning the Cisco Unified Personal Communicator toolbar OFF: select View > Toolbars > Cisco Unified Personal Communicator.