CounterPath X-Lite 3.0 User Manual
X–Lite 3.0
User Guide
CounterPath X-Lite 3.0
Copyright © 2006 CounterPath Solutions, Inc.
CounterPath Solutions, Inc.
Floor 8, 100 West Pender St.
Vancouver, BC Canada V6B 1R8
Tel: 1.604.878.0440
www .counterpath.com
sales@counterpath.com
This document contains information proprietary to CounterPath Solutions, Inc., and shall not be used for
engineering, design, procurement, or manufacture, in whole or in part, without the consent of CounterPath
Solutions, Inc.
CounterPath, X-Lite, and the logo are trademarks of CounterPath Solutions, Inc.
The content of this publication is intended to demonstrate typical uses and capabilities of the X-Lite softphone
application from CounterPath Solutions, Inc. Users of this mate rial must determine for th emselves wheth er the
information contained herein applies to a particular IP-based networking system.
CounterPath makes no warranty regarding the content of this docu ment, including—but not limit ed to—implied
warranties of fitness for any particular purpose.
In no case will CounterPath or persons invo lved in th e pr oduct ion of th is do cumente d ma teria l be lia ble for any
incidental, indirect or otherwise consequential damage or loss that may result after the use of this publication.
This document corresponds to X-Lite version 3.0.
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CounterPath X-Lite 3.0
1 Introduction
1.1 What is X-Lite?
X–Lite 3.0 is CounterPath’s next-generation softphone client, offering users all the productivity of a traditional
telephone with desktop and mobile computer enhancements. From a simple click of a mouse button or tap on
the keyboard users can dial, answer, or otherwise manage calls and personal availability. Whether over wired or
wireless connections, X-Lite supports a variety of headset devices to augment the modern telephony
experience, severing the restrictive tethers of traditional, limited telephone receivers.
Designed to work over IP-based systems, X-Lite provides endp oint VoIP solutions that use internet-based
telephony servers within an enterprise LAN (Local Area Network) or VoIP service provider network.
Standard Telephone Features
The X-Lite 3.0 softphone has all the standard telephone features, including:
•Two lines
• Call display and Message Waiting Indicator (MWI)
• Speakerphone
•Mute
•Redial
•Hold
• Do not disturb
•Call ignore
• Call history – list of received, missed, dialed and blocked calls
• Call forward
• Call record
• Three-way audio and video conferencing.
Enhanced Features and Functions
The X-Lite 3.0 softphone also supports the following VoIP features and functions:
• Instant messaging and presence using the SIMPLE protocol.
• Managed Contacts list—importing and exporting contacts between X-Lite and other applications.
• Support for Intel
service across both wired and wireless networks using industry standards such as 802.11e.
• “Zero touch” configuration of audio and video devices; no manual setup is required.
• “Zero touch” detection of the bandwidth that a user’s computer can access for communication.
• Acoustic echo cancellation, automatic gain control, voice activity detection.
• Support for the following audio codecs:
Broadvoice-32, Broadvoice-32 FEC, G.711aLaw, G.711uLaw, GSM, iLBC, L16 PCM Wideband. For
more information about audio codecs, see page 36.
• Support for the following video codecs:
H.263, H.263 1998. For more information about video codecs, see page 37.
• Automatic selection of the best codec based on the remote party’s capability, available bandwidth, and
network conditions. X-Lite switches codecs during a call in response to changing network conditions.
• Compliance with the RFC 3261 SIP standard.
• STUN and ICE NAT traversal. XTunnels for firewall traversal.
• Support for DTMF (RFC 2833, inband DTMF or SIP INFO messages).
®
Centrino® Mobile technology, allowing X-Lite to provide more consistent quality of
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CounterPath X-Lite 3.0
2 Installation and Setup
2.1 Getting Ready
Obtaining Information from a VoIP Service Provider
After choosing a VoIP service provider, users will require specific account information to populate the
following X-Lite settings:
•User name
• Password
• Authorization Name
•Domain
• Proxy address and port*
• STUN server address and port*
• XTunnels server address and port*
* value not used by all VoIP service providers
System Requirements
Minimum Optimal
Processor
Memory 256 MB RAM 256 MB RAM
Hard Disk Space 30 MB 30 MB
Operating System
Connection IP network connection (e.g. broadband, LAN,
Sound Card Full-duplex, 16-bit
®
Pentium III
Intel
700 MHz or equivalent
®
Windows
Windows® XP
wireless)
2000
Intel®Pentium 4
2.0 GHz or equivalent
®
Multimedia Device Requirements
X-Lite requires users to have both speakers and a microphone for placing and accepting calls. Any of the
following configurations are acceptable:
• External speakers and microphone
• Built-in speakers and microphone
• Dual-jack multimedia headse t
• Bluetooth
• USB multimedia headset
• USB phone.
®
multimedia headset
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CounterPath X-Lite 3.0
Optimized Devices
X-Lite is optimized to work with the following devices:
• Actiontec Internet Phone Wizard
• Clarisys Claritel i750
• GN Netcom GN 8120 USB and GN Netcom 8110 USBXP
• Plantronics CS50-USB Wireless Office Headset System
• TigerJet RJ11 to USB Phone Adaptor (incorporating the Tiger560C)
• TigerJet USB Phone Set (incorporating the Tiger560C)
• VoIP Voice Cyberphone (V550MLR USB Phone)
• VoIP Voice Cyberphone K (V652VVMLR USB Phone)
• Legerity PhonePort™ PCI card
• Intel® 600SM PCI card.
Video Cameras
Calls made with X-Lite will work with out a v ideo came ra, althou gh a c amera is nece ssary for sen ding real-time
images to remote parties. X-Lite supports most USB video cameras.
2.2 Installing X-Lite
1. Run the X-Lite setup executable file and follow the prompts from the install wizard.
2. At the final step of the wizard, check the Launch X-Lite checkbox to start using the softphone.
3. Click Finish to complete the installation.
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Auto Update
Upon startup, X-Lite will check for updates and—if found—will prompt users for authorization to install them.
Uninstalling X-Lite
Uninstall X-Lite like any other program: launch the Windows Control Panel from the Start menu, then select
Add or Remove Programs. Follow the prompts.
2.3 Configuring X-Lite
1. Start X-Lite by using the Windows Start menu or by double-clicking the desktop icon.
2. The Call display shows Initializing, followed by Discovering network and Awaiting proxy login information.
Users must set up at least one account before using X-Lite to place or receive calls. For information about
account setup, see “Setting up Accounts” below.
3. To use an account for VoIP communication, the account must be enabled within the X-Lite client.To enable
an account, click at the top of the softphone, choose SIP Account Settings and select the Enable
checkbox for the desired account. For more information about enabling accounts, see page 42.
Setting up Accounts
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1. Create the account: click at the top of the softphone and choose SIP Account Settings. Click Add. The
Properties of Account window appears.
2. Under the Acco unt tab, complete the fields with in the User Details area.
3. For the remaining tabs, default settings are acceptable, or users can change them to suit a particular setup.
Settings that may need immediate changes include:
• Under the Account tab, fields within the Domain Proxy area.
• Under the Topology tab, settings to help X-Lite traverse NATs and firewalls.
For further details about the Account Settings window, see “SIP Account Settings” on page 42.
2.4 Setting up Voicemail
VoIP service providers may offer voicemail as a complement to their regular phone services. Users with access
to voicemail-enbaled accounts can set up certain voicemail features within the X-Lite softphone client (see
“Account Properties – Voicemail” on page 45). In particular:
• To enable connecting to voicemail by clicking
Voicemail tab of their SIP account’s properties dialog (see above) and then enter appropriate information
within the Number to dial for checking voicemail field.
• To enable sending incoming calls to voicemail by clicking on the Call display,
X-Lite users must complete the Number for sending calls to voicemail field under the Voicemail tab.
on the Call display, X-Lite users must access the
2.5 Setting up a Contacts List
Using a Contacts list is the most efficient way to place calls. Users can set up contacts in several ways:
• During a call, users can add a remote party to their Contacts list (see “Add to Contacts List” on page 11).
• Users can add entries to the Contacts list one by one (see “Adding a Contact” on page 17).
• Users can import a Contacts list from an existing file or from another application (see
“Importing Contacts” on page 19).
For general information about contacts (see “Contacts Tab” on page 16).
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3 Using the Softphone
3.1 The On-screen Display
Video Drawer
Adjust Camera
Display and Dialpad
Minimize
Menu Close
Calls & Contacts Drawer
Availability
Dial
Auto Answer, Auto Conference
Do Not Disturb, Conference
Hang up
Speaker ControlMicrophone Control
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Display
The following information and icons may appear on the Call display:
When the phone is ringing with an incoming call, click
here to ignore. X-Lite stops ringing, and a message
appears to the remote caller advising that the call could
not be established.
When the phone is ringing with an incoming
call, click here to send the call to voicemail.
VoIP service providers have details about
their voicemail options (i.e. voicemail is not
part of X-Lite’s inherent functionality).
If this icon does not appear for incoming
calls, X-Lite’s voicemail settings are not
configured properly (see “Account
Properties – Voicemail” on page 45).
Indicates that there are new
voicemail messages. Click this icon
to access voicemail.
If clicking this icon does not connect
to voicemail, X-Lite’s voicemail
settings are not configured properly
(see “Account Properties –
Voicemail” on page 45.
Indicates that the user has missed
an incoming call. T o clear the icon,
click on the call area within the
Missed Calls list of the Calls &
Contacts drawer.
The duration of the
current or last call.
Message area: During a call, this area may show
account balances (hours or currency). Contact
the appropriate VoIP service provider for details.
Click to add this
caller to the Contacts
list (see page 16 for
information about
Contacts lists).
When a call is in progress, this icon indicates that:
• – the user is talking
• – the user is not talking
• – MUTE is on
Video Drawer
To display the Video drawer, click the black button toward the extreme left edge of the softphone application.
Click the same black button to hide the drawer. Users can click the button to display the operating
system’s standard window for setting camera properties (this is not an X-Lite window).
To detach the drawer, click the button; to reattach the drawer, click the button.
The Video drawer has two panels. The top panel shows incoming video (video from the remote party ). The
lower panel shows outgoing video. The button starts and stops transmission of local video.
Advertisement Window
When users have the Video Drawer open but are not engaged in a video call, X-Lite displays advertisements
within the top half of the panel (i.e. where X-Lite displays remote video during a video call).
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CounterPath X-Lite 3.0
Calls & Contacts Drawer
To display the Contacts drawer, click the black button toward the extreme right edge of the softphone
application.
This drawer displays a user’s Contacts lists, lists of recent calls, and availability information (i.e. presence) for
both the user and contacts. For more information, see page 15.
3.2 Starting X-Lite
1. Start X-Lite by using the Windows Start menu or by double-clicking the desktop icon. Note that users can
have X-Lite running at the same time as they are running eyeBeam—CounterPath’s retail softphone available
for purchase at http://counterpath.com.
2. Take an appropriate action:
• If the user has enabled an account, the next message displayed will be Registering. X-Lite attempts to log
into every enabled account, and when login is complete, the Call display shows Ready. Your username is.
• If the user has not enabled an account, the SIP Accounts window will appear. Enable an account; X-Lite
will designate that account as the de fault. For information a bout enabling accounts , see “SIP Accounts” on
page 42.
• If the user has set up no account, the final message will be Awaiting proxy login information. For
information about setting up an account, see “Configuring X-Lite” on page 4.
When logged in to an account, the Call display will show Ready - Your username is.
For more information about accounts, see “Rules for Enabled Accounts and Default Account” on page 43.
Showing and Hiding the Softphone
After clicking to minimize the softphone application, users will still be able to receive calls.
After exiting the application while the softphon e is mi ni mize d, X-Lite will start minimized for the next session.
Users can specify that X-Lite should provide visual cues whenever a call arrives while the softphone is
minimized or covered by another application. See “Options – General – Alerts and Sounds” on page 32.
Receiving a New Contact Request
If local presence availability is enabled, users can receive a New Conta ct Request dialog box at any time while
X-Lite is running. For information about such requests, see “Availability” on page 22.
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3.3 Placing a Call
Users can place calls to a remote party using:
• A SIP address (e.g.
• A traditional phone number (if the VoIP service provider for the account supports PSTN gateways)
Method Description
Keying 1. Enter the SIP address or number in the Call display using the softphone keypad or the computer keyboard.
2. Click or press Enter to dial.
Partial keying After keying in part of a number, X-Lite may suggest additional text for completing the entry. Press Tab to
accept the suggestion or continue typing the desired number.
Click or press Enter to dial.
Drag-and-drop Drag an entry from the Contacts tab or any of the lists in the Calls tab to the Call display (for information
about the Calls & Contacts drawer, see page15).
If the Contacts list contains numerous contacts, use the field to filter the list, then drag the entry.
Right clicking Right-click an entry on the Contacts tab or any of the lists in the Calls tab, and choose Phone this Person (for
information about the Calls & Contacts drawer, see page 15).
kpereira@domainabc.com)
• Enter the entire SIP username (
• If the “Turn Letters Into Digits” feature is enabled, X-Lite converts letters that a user types into
corresponding numbers from the dialpad. Click Clear, then press the keyboard’s spacebar and try
typing again (see “Options – General – Application” on page 30 for details).
kpereira@domainabc.com) or just the name (kpereira).
If the Contacts list contains numerous contacts, use the field to filter the list, then right-click the entry.
Redialing Click Redial.
If users have Call Alerts turned on, the Call Alert box will appear at the
bottom of the screen to announce incoming calls. For information about
turning on alerts, see page 32.
Users will hear a ringing tone while X-Lite attempts to make a
connection.
Ending a Call
To hang up, click on the Call display or Call Alert box, or press Esc on the keyboard. Details of the call
remain on the Call display. To clear the Call display, click Clear.
Note that selecting another line puts an existing call on hold without hanging up.
3.4 Answering a Call
X-Lite must be running to answer incoming calls. (If X-Lite is not running, incoming calls may be directed to
voicemail).
The softphone rings and the line of the incoming call light s up. If Call Alerts are on , the Call Ale rt box ap pears.
If the Bring To Front feature is enabled, the phone comes to the front of the screen above all other running
applications. For information about alerts and bring-to-front functionality, see page 32.
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CounterPath X-Lite 3.0
X-Lite displays the SIP address of the person calling. If the SIP address for this person is also in the user’s
Contacts list, X-Lite converts the SIP address into the display name associated with that address.
Users can answer calls in any of three ways:
• Click on the softphone or on the Call Alert box.
• Click the appropriate line number on the softphon e.
• If X-Lite is the active application, press Enter on the keyboard.
Users can ignore calls in any of three ways:
• Click on the Call display or on the Call Alert box; a message app ears to the calle r
advising that the call could not be established. The phone stops ringing, and the call is added to the
Received Calls list.
• Click on the Call display to send the call to voicemail. Voicemail access is a VoIP
service provider option, not one of X-Lite’s integrated features.
• Ignore the ringing until X-Lite sends the call to voicemail.
Users can also ban any caller, as follows:
•Click on the Call display; X-Lite adds the call to the Received Calls list.
•Within the Received Calls list, right-click the entry X-Lite added and select Ban this Person.
Ending a Call
To hang up, click on the Call display or Call Alert box, or press Esc on the keyboard. Details of the call
remain on the Call display. To clear the Call display, click Clear.
Note that selecting another line puts an existing call on hold without hanging up.
3.5 Handling a Call
While the Call Is in Progress
Video
Click Start on the Video drawer to transmit video to the remote party. If the remo te party has enabled video at
their end, users will see them in the top half of the video panel.
Adjusting Volume
Use the microphone slider to adjust the volume of outgoing voice. Use the speaker slider to adjust the volume
of incoming sound.
Mute
Click on the dial pad to mute local sounds and prevent them from reaching remote parties. The icon
will appear within the Call display. While sound is muted, users may wish to stop any local video feed as well.
Speakerphone
Click on the dial pad to put a caller (or callers within a conference call) on the speaker phone. Note that
users must have a speakerphone device configured before accessing this feature.
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Call Record
Click REC at any time to record a call. Click REC again to stop recording. X-Lite saves recordings as .wav
files for audio and
Call Information
T o view information suc h as the current codecs in use, hover ov er the line bu tton (e.g. Line 1) on which th e call
is being made. Information appears as a tool tip.
Add to Contacts List
At any time during a call, users can click on the Call display to add the remote party to their Contac ts list. For
information about the fields within the dialog box and about the Contacts list in general, see page 17.
.avi files for video, placing them in the location specified under Options → Application.
Placing a Call on Hold
Click Hold or click any line.
To resume a call, click the line that is on hold.
AA – Auto Answer
Click AA on the dialpad to automatically answer calls as they come in.
Flash
The Flash button on X-Lite works the same way as Flash or Link works on a traditional telephone.
Click Flash on the dialpad.
• If a call is active, clicking Flash will provide a new line and place the active call on hold.
• If a new incoming call is ringing, clicking Flash will answer the call.
• If a line is on hold, clicking Flash will pick up the line.
Note: exact functionality depends on VoIP service provider support for Flash.
Sending to Voicemail, DND, and Call Forwarding
Sending to Voicemail
Users can send any incoming call to voicemail by clicking on the Call display.
Users can access voicemail messages by clicking the on the Call display (X-Lite displa ys this icon only
when there are new messages).
For important information about voicemail functionality, see “Setting up Voicemail” on page 5.
DND – Do Not Disturb
Click DND on the dialpad. X-Lite will either send all subsequent incoming calls to voicemail or provide an
audible “busy” indication to remote parties, depending on VoIP service provider support for this feature.
Call Forwarding
Users can enable or disable call forwarding. When enabled, X-Lite will forward incoming calls to another
phone number (other than voicemail). To enable call forwarding, click at the top of the phone and choose
SIP Account Settings. Select the desired account, then click Properties, then the Voicemail tab, then complete
the Forwarding section. For details, see “Account Properties – Voicemail” on page 45.
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3.6 Conference Calls
There are three ways to set up a conference call:
• “Manual Setup: AA Off and AC Off”, below
• “AA Off and AC On” on page 13
• “Conference Server Mode: AA on and AC On” on page 13.
Manual Setup: AA Off and AC Off
Users can host a conference by calling the other parties involved, or by allowing them to call in to the local
softphone.
Starting a Conference Call
To host a conference between several callers:
1. With one active call, place the call on hold by either:
• selecting the other line and dialing a third party, or
• clicking an incoming call.
2. To add all existing calls to a conference, click CONF. All lines will become participants in the conference.
3. To suspend a conference, click CONF to place all remote parties on hold. The other participants will not be
able to speak to one another.
With a conference on hold, users can talk privately to one party by clicking the appropriate line.
4. To restart the conference, click CONF again.
Note that users can become a conference host even if they did not initiate the original call. For example, one
person could phone in, after which the local user could place and accept other calls and establish a conference.
Adding a Party to an Active Conference
1. Place the conference on hold by clicking CONF.
2. Invite another party to the conference by either:
• Selecting the line of an incoming call.
• Selecting an available line to initiate a call to an outside party.
• Right-clicking a name in the Calls & Contacts tab.
Users can speak to new parties while the conference is on hold.
3. To add all active lines to the conference, click CONF.
Removing a Party during an Active Conference
1. Suspend the conference by clicking CONF.
2. Select the line of the participant who will be leaving the conference.
3. Say goodbye to the party, then click .
4. Click CONF to ree stablish the conference.
A party can also leave a conference on their own by simply hangi ng up.
Removing all Parties
If a conference call is in progress (not on hold), users can hang up on all parties and t hu s en d t he co nferen ce by
clicking .
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Manual Answering & Automatic Conferencing: AA Off and AC On
“Users answer calls manually and X-Lite adds each to the conference aut omat ica ll y.”
1. Click AC to enable auto-conferencing.
2. Answer the first call. There is no need to put the call on hold.
3. Answer the next call that comes in on the second line. X-Lite will create an automatic conference for the
local user and both remote parties.
• The conference gets established even if one line was on hold.
• X-Lite includes all lines in the conference call, including those that were on hold.
Automatic Conference Server Mode: AA on and AC On
“X-Lite acts as a fully-automated conference server.”
1. Click AC and AA to enable auto-answering and auto-conferencing.
2. When the first call comes in, X-Lite will answer automatically. Local users can speak to this remote party.
3. When another call arrives, X-Lite will answer automatically and add the remote party to a conference call.
While the Call Is in Progress
Changing the Mode
While a conference call is in progress, users can change between any of the modes described above by enabling
the desired combination of AA and AC.
Video in Conference Mode
Click Start on the Video dra wer to transmit video to the othe r parties in a conference. If the remote parties have
enabled video transmission at their end as well, local users will see the other parties in the top half of X-Lite’s
video panel.
Adjusting Volume
Use the microphone slider to adjust the volume of outgoing voice. Use the speaker slider to adjust the volume
of incoming sound.
Mute
Click on the dial pad to mute local sounds and prevent them from reaching remote parties. The icon
will appear on the Call display. When sound is muted, users may wish to stop any local video feed as well.
Speakerphone
Click on the dial pad to put a caller (or callers within a conference call) on the speaker phone. Note that
users must have a speakerphone device configured before accessing this feature.
Call Record
Click REC at any time to record a call. Click REC again to stop recording. X-Lite saves recordings as .wav
files for audio and
Call Information
.avi files for video, placing them in the location specified under Options → Application.
T o view information suc h as the current codecs in use, hover ov er the line bu tton (e.g. Line 1) on which th e call
is being made. Information appears as a tool tip.
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Add to Contacts List
At any time during a call, users can click on the Call display to add the remote party to their Contac ts list. For
information about the fields within the dialog box and about the Contacts list in general, see page 17.
Multiple Conference Hosts
An X-Lite conference call may include up to three individuals—the conference host plus a participant on each
of the two available lines. Users can establish multiple conference hosts to “daisy c hain” a conferen ce call with
more than three participants using the X-Lite client.
For example, one person may host two other parties (to occupy all available lines) with one of those parties
being a conference of their own containing two other parties. This would bring the total number in the
aggregate conference call to four.
In theory , such “daisy chai ns” would allow for an unlimited number of parties in a conference call. In a real
scenario, however, the number of participants is limited by bandwidth constraints at each of the conference
host’s computers, causing audio quality to degrade more and more as new participants arrive.
X-Lite will switch automatically to the best codecs available as required (i.e. as participants are added). For
information about codecs, see “Options – Advanced – Audio Codecs” on page 36. If conference call audio is of
poor quality, the conference is probably beyond the limits of users’ very best codec—the conference is too big.
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4 Managing Calls and Contacts
4.1 Calls & Contacts Drawer
To display the X-Lite Calls & Contacts drawer, click the black button toward the extreme right edge of the
softphone application. Users can open (display) and close (hide) this drawer at any time using the same button.
User availability. See page 22
Contacts. See page 16
Calls: received, dialed and blocked calls. See page 20.
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4.2 Contacts Tab
Availability of the local user. See page22.
The Contacts menu
The search field
Availability of remote parties (color-coded). See page 25.
The Contacts tab displays a user’s contacts and allows multiple contact methods for them, including:
• SIP address (softphone)
• Home phone number
• Cellphone number
• E-mail.
Users can identify one of these contacts as the primary contact method.
Users can phone any contact. If the contact has a SIP address, users can also send the m inst ant messages, watch
their availability, and let them watch the local us er’s availability. If the contact has an e-mail address, users can
send an e-mail from X-Lite.
Typically, X-Lite organizes contacts into one of three built-in groups: Family, Friends, and Work. Users can
create more groups as desired (see “Adding, Deleting or Renaming Groups” on page 17).
Changing the Contacts List View
To display the drawer in a realizable window, detach the Calls & Contacts drawer.
To show contacts organized into groups, click the Contacts menu and select Show Categorized.
To show only those contacts who have designated themselves as “available” and are currently online, click the
Contacts menu and select Show only contacts with availability.
To sort contacts, click the Conta cts me nu and select a desired Sort By rule.
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Using Contacts
Call a contact To use the person’s primary number, double-click or drag the contact to
the Call display.
To choose a specific number to use, right-click the contact and select
Call, then click the desired number.
E-mail a contact for whom the
user has designated a valid
email address
Right-click and select Send E-mail.
Send an IM to a contact who
Right-click and select Instant Message.
has a SIP address
Watch the availability of a
contact who has a SIP address
See Table 2 on page 25 for definitions of the availability icons.
See “Availability” on page 22 for information about obtaining
availability information for remote parties.
Managing Contacts
Adding, Deleting or Renaming Groups
Click the Contacts menu and select Manage Groups. The Manage Groups dialog will appear.
• To create a new group, click New Group, type a name, then press Enter.
• To delete a group, highlight the group and select Remove. X-Lite moves contacts that were in that group
to a catch-all “No Group” group.
• To rename a group, highlight the group and select Edit. Type the new name and press Enter.
Adding a Contact
Click the Contacts menu and select Add Contact. The Contact Properties dialog box appears (see below).
Finding a Contact
If the Contacts list is long, use the field to filter for the desired contact. To clear the filter and re-display all
contacts, clear the field.
Changing Contact Information
To change information for a contact, right-click the contact and select Edit. The Contact Properties dialog box
will appear (see below). Changes that users can make to contact information include:
• Any contact details.
• Adding, deleting or changing one or more contact methods.
• Switching the primary contact method.
• Moving a contact to a different.
• Adding an existing contact to additional groups by selecting one or more extra groups.
• Changing the Show this contact’s Availability checkbox to enable or disable availability information for
the contact. For information about Availability, see page 22.
Moving or Deleting a Contact
• To move a contact to a different group, select the contact and drag it to the desired group’s name.
• To delete a contact, right-click the contact and select Delete. X-Lite removes the contact from the group.
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CounterPath X-Lite 3.0
Contact Properties Dialog Box
1. Enter the desired information under the two tabs.
2. After clicking OK, X-Lite adds the contact to the group or groups specified and displays the designated
primary contact method in the list.
Table 1: Contact Properties Dialog Box
Field Description
Name Complete as desired.
Display as Required. This is the name that will appear in the Call display and the Call Alert when this
person phones.
Group(s) Either:
• Choose one group.
• Click Select More and select several groups. The new contact will be added to each group.
• Create a new group by clearing the field and typing in a new name. The new contact will be
added to the newly-named group.
• Clear the displayed group in order to add the contact to “No Group”
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