Use the contact card
The contact card displays detailed information about people and provides one-click access to several ways of communicating with someone. For example, you can send an instant message, start a call, or send an email message directly from someone’s contact card. You can also check free/busy information from the person’s Microsoft Outlook calendar, schedule a meeting, and use the Organization tab to determine where the person fits into his or her organization. And, you can pin a person’s contact card to your desktop to keep it open for easy access.
In addition, you can use the Distribution group card for information about specific groups of people. In the search field, type the name of a Distribution group, and hover over the name of the Distribution group in the search results. The group card will be displayed.
- Open a contact card
- View a contact’s organizational chart
- Send an instant or email message, or start a call
- View more options for interacting with a contact
- Pin and unpin a contact card to your desktop
- Schedule a meeting with a contact
Open a contact card
Open a contact car by doing the following.
- Open Lync, and, in your Contacts list, click a person’s name or picture to open his or her contact card.
- To see more details from your company directory about the person, such as office location, phone numbers, Outlook calendar free/busy information, and time zone, click the Expand contact card arrow in the lower right corner of the contact card.
View a contact’s organizational chart
View a contact’s organizational chart by doing the following.
- Open the person’s contact card, and click the Expand contact card arrow in the lower right corner of a person’s contact card.
- Click the Organization tab.
Click anyone in the hierarchy to view the contact card for that person.
Send an instant or email message, or start a call
Send an instant or email message, or start a call by doing the following.
- Open the person’s contact card.
- To send an email message, click the Send an email message (envelope) icon.
- To send an instant message, click the Send an instant message (balloon) icon.
- To call the person, either click the Call (phone) icon to call the person at their work number, or click the menu arrow next to the Call icon to select a different phone number.do one of the following:
View more options for interacting with a contact
In a contact card, the View more options menu, to the right of the Call menu provides the following additional activities for interactions with a contact.
- Start a Video
- Schedule a Meeting
- Share (a monitor)
- Pin to Frequent Contacts
- Add to Contacts List
- Tag for Status Change Alerts
- View MySite
- Open Outlook Contact
Pin and unpin a contact card to your desktop
When you pin a contact card to your desktop, the person’s contact card remains open so that you can quickly view the person’s information or contact him or her. Pinning a contact card also puts a button in the taskbar for easy access.
- Open the person’s contact card, and click the pin button, in the upper right corner of the contact card.
- Click the pin button again to unpin the contact card, or click the Close contact card (X) to unpin and close it.
Schedule a meeting with a contact
- Open the person’s contact card.
- To check the person’s calendar free/busy information, click the Expand contact card arrow in the lower right corner of the contact card.
- To send a meeting request, click the View more options menu, and then click Schedule a meeting. An Outlook meeting invitation opens.