Instant Messaging:
IM initiation sources	Ability to initiate an IM session using the  following forms of identity and indicators:
· Caller ID in incoming call	Information on caller such as phone number or contact information.
· Person's presence/media/contact indicator in UC client	Person's name in contact list or information on presence and/or media availability.
· Presence/contact indicator in e-mail message	Person's name in an e-mail address list, or e-mail contents or person's e-mail address.
· Presence/contact indicator in office documents/applications	Person's name in a document such as Word, Excel, PowerPoint, Outlook, Project, Lotus Notes, etc.
· Presence/contact indicator in corporate directory/profile	Person's name or information on person's presence in a contact list or directory.
· Calendar entry	Person's name or other contact information in a calendar entry.
· Presence/contact indicator in other applications	Any application which provides the capability to launch an IM message to an individual based on content in the application.
Paste objects, files, pictures, URLs into IM	Ability to paste information into IM's.
Set preferences for IM Format (font, size, color, bold, italic, etc.)	Ability to set default preferences for IM formatting.
Format IM contents as to font, size, color, bold, italic, etc.	Ability to dynamically format IM's as to font type, font size, bold, italic style or other formats.
Spell checker	Spell checker function included in IM client.
Preset emoticons	Ability to select and insert emoticons in IM messages.
User determined unique IM name	User ability to create a name used only for IM.
User determined avatar	User ability to create and use an image to represent them in IMs.
Time/date stamp	Ability to automatically include time and date in IM messages.
Use IM ID's or e-mail ID's of others	Ability to identify recipients of IM messages by both IM ID and e-mail ID.
Send IM to group	Ability to send an IM to a group of users in one action.
· Predetermined groupings	Ability to send an IM message to a preset group.
· Dynamic creation of group	Ability to dynamically create a group of recipients and send an IM in one action.
Consolidate multiple separate chats into chat conference	Ability to combine multiple separate chat sessions into one chat conference without having to restart each session.
Conduct multi-party IM chat sessions	Can set up and conduct a multi-party chat session.
IM to group opens group chat window	An IM sent to a group automatically opens a chat room window.
Chat rooms	Ability to set up persistent chat rooms which users can attend intermittently.  Often includes alerts to new content/people in the chat room, ability to search for relevant chat rooms and relevant chat room content, storage of chat room transcripts, creation of chat room FAQs, etc.
Send SMS (text) message via IM client	Ability to send a text message via the IM client.
Receive SMS (text) message via IM client	Ability to receive a text message via the IM client.
PC to PC voice call connection via IM client	IM client can establish a voice connection between computers using computer microphones and speakers (or auxiliary equipment).
Video point to point call connection via IM client	IM client can establish a point to point video call.
Convert mode to and from IM	Ability to start a connection/conversation in one mode and convert to or add another media without having to disconnect.
· IM to/from voice call
· IM to/from video call
· IM to/from web conference
Incoming IM alerts	Ability to alert users when an IM is received.
· Audio (tone)	Ability to sound an audible alert such as ring tones.
· Visual (flashing/pop up)	Ability to show a visible alert such as a pop up window or a flashing icon.
Alerts are user changeable	Users can determine the types of alerts they prefer.
Alerts are user controllable (on or off by type)	Users can turn alerts on or off.
IM contents create calendar entry	User can have calendar entry automatically created from IM contents.
Other-user-typing-response indication	IM client indicates when another IM user in the group is typing a message.
Message size limit	Limit, if any, on number of characters or size of message (bytes).
Number of simultaneous active IM conversations	Limit, if any, on number of separate simultaneous IM conversations.
Rules template/wizard to control allow/disallow IM's from specific individuals	Ability of users to specify time periods during which they do not wish to be disturbed by IM's from specific individuals. May include rules for treating IM's such as forward to others, autorespond indicating unavailability, etc.
Web client for IM functionality	Existence of web client that allows users to perform the same functions as UC client including rules management when UC client is not accessible.
Business application software program initiation of IM	Ability to develop (or existence of) a software program to interface with the IM client and create and launch an IM to any user based on software application criteria (such as notification when two parties are available).
Report on time spent in IM mode and number of IM's per day/week	Predefined reports on IM user activity per various time periods.
Security protocols supported for IM	List of security protocols supported for IM conversations.
IM spam protection	Services that prevent and protect against IM spam.
IM conversation save to file	Ability to create a document file containing the IM conversation without the need for copy and paste.
Chat history - user controlled	User ability to save and view their previous IM conversations including time stamps, participants, etc.
IM conversation archive - system archive	System capability to automatically archive IM conversations.
IM Archiving rules template	System contains a template to set rules to determine which users will be archived.
Search and retrieve IM content from archive	Administrator ability to search and retrieve content from archive database using date, sender/recipient or content key words.