Edit contact data window

The Edit contact data window opens if you click the icon next to the Contact data field.

Click this button to delete all entries in that row.

This icon, next to a phone/fax number indicates that the number does not match the DIN 5008 format. When you click the icon, the number is formatted accordingly.

These entries are shown in red in the Contact data field in the address data record window. The entries can only be formatted automatically by clicking the icon in the Edit contact data window.

Click one of the corresponding symbols in the Edit contact data window to dial the phone number, open the Send new email window, or open the desired website in your Web browser.

Default option

You can activate the Default option for up to 3 telephone numbers. If you choose to do so, you will see 3 buttons displayed next to each other under Default. For fax numbers and e-mail addresses, you can activate the Default option for 1 entry in each category.

The Default option has multiple effects

• The entries marked as Default are displayed in the upper part of the Contact data field.
• This first phone number, marked on the left as Default, is selected automatically when you click the Telephone icon without having selected a specific telephone number from the drop-down list. This applies for the address data record window as well as for corresponding list views or dossiers in which the Phone icon is displayed. The telephony connection must be set up and active.
• The first entered phone number is automatically marked as default. Check this setting if you want to enter more phone numbers or if you want to change entries.
• The Default e-mail address is the one that is always used when you, for example, click the icon to send an e-mail. This is also the e-mail address that is used in an e-mail campaign.
• When using the SmartSearch for addresses, any telephone numbers and e-mail addresses which are marked as Default in the search results are displayed in a drop-down list.

  With the SmartSearch, you search simultaneously in all text fields which are included in specific data record types.

  Using this button you can start the SmartSearch.

• SmartSearch

• If not already set, the Default options are set automatically when opening an address in the Desktop Client. A prompt may appear if you open an address and then close it without saving. In this case, it is safe to presume that the Default options have been entered.
• When working with list views, you can define in the view format whether you want Default contact data fields to be displayed in bold in the list.

• View format tab

• When importing addresses, the Default option is set automatically if there are no corresponding fields in the import file. This automatic function works for up to 3 telephone numbers as well as one fax number and one e-mail address respectively.

Formatting phone and fax numbers

Phone numbers are entered and displayed in the DIN 5008 format

You can enter phone or fax numbers in the format you are used to. You can only enter numbers and hyphens.

If your entry does not correspond with the standard for phone numbers, this icon is displayed.

If you click the icon, the phone number is formatted in DIN 5008 format.

Phone and fax numbers that have not been specially formatted are saved with "+", for example, "+49." The "+" or "+49" values are included in a Microsoft Word data source, these values are used if you send a fax from CAS genesisWorld. You cannot change this setting.

The system will only be able to find phone numbers entered in the international format if you have deleted the leading zero.

Use a wildcard character such as %72196380.

Skype integration

CAS genesisWorld supports Microsoft Skype and Microsoft Skype for Business.

You can use the functions if you have installed Microsoft Skype or Microsoft Skype for Business. If you have set Skype for Business as your telephony driver, all calls from CAS genesisWorld are made via Skype for Business.

• Telephony settings

• Enter your Skype ID in the Skype fields.

When selecting participants or using the SmartSearch actions for addresses in the address data record, you can communicate via call or chat.