AltiGen comm MAXCS 85 AltiConsole Manual
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AltiConsole Manual 17 CHAPTER 4 Handling Calls In general, the steps in handling a call in AltiConsole are as follows: 1. Select the call. An incoming ringing call is already selected (highlighted) if it is the only call in the list. 2. Select the operation, such as Blind Transfer, Supervised Transfer, Voice Mail, and so on. 3. Select the destination (extension or outside number) you want to send the call to. 4. Click the Dial button or press Enter on the keyboard. Note:Double-clicking the destination number in step 3 completes the action and eliminates the need for step 4. Some actions, such as conferencing, are somewhat more complex, and some actions need only two steps, such as Park and Hold. Note:If you have configured AltiConsole to blind transfer using a single click, you need not select Blind Transfer. See “Unattended Transfer” on page 21. Hands Free Handling You can perform basic functions such as dialing and answering in AltiConsole without having to pick up the phone. To do so, you must enable the Hands Free Manual Answer Mode (#82 or #81) for your extension. There are two different hands-free methods: • The receiver can be off-hook and the speaker phone turned ON, or • You can use a headset with the speaker phone OFF. In the hands-free mode, you can answer calls using the Answer button or make a call using the Dial button, and you can use the keyboard shortcut equivalents. If the hands-free mode is off and you try to answer a call using the Answer button, or if you try to place a call using the Dial button, AltiConsole will display a failure message in the INFO line.
18 AltiConsole Manual Dialing In the AltiConsole main window, you can dial as follows: 1. Type a number using the keyboard number keys or the numeric keypad, or click numbers on the dial pad, or select a number in one of the view panels (BLF, ALL, or Speed). 2. Click the Dial button, or press Alt+d o r t h e Enter key on the keyboard. The Double-Click Shortcut I f y o u ’ r e c a l l i n g a n u m b e r i n one of the view panels (BLF, ALL, or Speed), just double-click the number. If t h e c a l l i s t o a n o u t s i d e n u m b e r, e n t e r t h e en t i r e p h o n e n u mber, including the trunk access code and area code if necessary. Answering Calls You can answer a call simply by picking up the receiver. Use the Answer button or double-click to answer calls without picking up the phone. (You cannot answer a hunt group call using AltiConsole.) Answering Calls without Using the Phone Hand Set If it isn’t already enabled, turn on the Hands Free Manual Answer Mode as discussed in “Hands Free Handling” on page 17. • When you get a ring, click the Answer button or press Alt+a on the keyboard or the + key on the numeric keypad to answer the call through the speaker phone or headset. • To answer a call with the Ringing status in the Active Calls list, double-click it. Answering Calls when You’re Already Connected If you take a Ringing call in the Active Calls list by double-clicking it while you are already connected to a call, that call is placed on hold while you connect to the new call.
AltiConsole Manual 19 Answering Calls to Other Extensions You can take calls that were going to another extension under certain conditions. You can’t take a call to another extension if you have calls other than Hold calls in the Active Calls list. You have to handle the pending calls first. You can take the call if it shows a Ringing status. Use the Answer button, A l t + a , and the numeric keypad + key can also pick up calls ringing to other extensions. To pick up a ringing call on another extension: 1. Select the extension call in the BLF/ALL/SPEED panel view. 2. Click the Answer button or press Alt+a on the keyboard; or, just double-click the extension call you want to pick up. Hanging Up Use the Hang-Up button, or alternatively, Alt+h, to disconnect a call without having to place the phone back on-hook. If you want to disconnect a call on hold, you must first select it in the Active Calls list and then click the Hang-Up button. Hold and Hold Pending You can place a call on hold in two different ways: • Click the Hold button to put the call on hold until you click Hold again. • Any time you use one of the other call handling functions such a s B l i n d Transfer or Park, the call is put on Hold Pending until the call handling action is completed. • A k e y d i ff e re n c e b e t w e e n t h e t y p e s o f H o l d i s t h at H a n g i n g u p will not disconnect a call on Hold but will disconnect a Hold Pending call. You can only put a call on hold if you are Connected to it, and not while it is Ringing. Also, you cannot put active conference calls on hold, even if you are participating in the conference. Calls on System Call Park will ring back on your extension if they are not picked up within the timeout period set by your system administrator.
20 AltiConsole Manual To place a call on hold: While connected to a call, click the Hold button or press Alt+o on the keyboard. The call is placed on hold, and the caller will hear music or recorded greetings (if it is configured by the system administrator) until it is picked up or you get a ring back. To pick-up a call on hold: The call must have a Hold status in the Active Calls list. To pick up the call, double-click it in the Active Calls list, or select it and click the Hold button, or select it and press Alt+o. Transferring Calls Important:When the R e l e a s e I P T r u n k T i e L i n k A u t o m a t i c a l l y check box is selected in the AltiConsole General setup, the Blind Transfer and Supervised Transfer buttons will send “FLASH *” to release a tie trunk if the incoming call is through an IP tie trunk. See “Setting AltiConsole Behavior, Overhead Paging, Auto Attendant” on page 31 for more details. Note:Agents using Polycom VVX model phones, refer to the MAXCS Polycom user guides for instructions on additional ways that you can transfer calls. The user guides for the various Polycom models can be found on AltiGen’s MAXCS web site, at: http://maxcs.com/ support/current-manuals. Click here to open that page. When You Can and Can’t Transfer Calls Transfer functions include blind and supervised transfers, transferring to an auto attendant, transferring to voice mail, and parking calls. These functions follow simple rules: • With the exception of transferring to voice mail or auto attendant, the call being transferred must be Connected in the Active Calls list. If it’s Ringing, double-click it, to connect to it. If there is no selection and there is no currently connected call, the first ringing call is selected. • You can transfer Connected calls to voice mail or to an auto attendant.
AltiConsole Manual 21 • You cannot transfer calls with a Hold or Hold Pending status. • You cannot transfer calls involved in a conference call, even if you are participating in the conference call. Unattended Transfer An unattended (blind) transfer transfers an incoming call to an extension without your having to wait for the called party to answer. For limitations on this transfer, see the discussion, . “When You Can and Can’t Transfer Calls” on page 20. If you have selected Single Click to Transfer in the Setup > General tab (see “Setting AltiConsole Behavior, Overhead Paging, Auto Attendant” on page 31), you can select the extension to which you want to blind transfer a call, and then single-click the selected call. The call is transferred to the selected extension. If this feature is not enabled, follow the directions below. 1.Click the Blind Transfer button or press Alt+b on the keyboard. 2. Select the destination extension from one of the view panels (BLF/ ALL/SPEED) by clicking it, or just enter the destination extension number in the Dial Pad. If the transfer is to an outside number, enter the trunk access code and the full number. To use Centrex Transfer, transfer the call using your desk set dial pad, or: a. Click the Blind Transfer button OR press Alt+b on the keyboard. b. Type “*”; then type the second party’s full outside number in the number field on the AltiConsole screen; then press the Enter key on the keyboard or the dial button on the AltiConsole screen. c. Now either click the hang-up button or wait to announce the caller and then click the hang-up button. Supervised Transfer Supervised Transfer allows you to transfer a call to another extension after checking if the called party at that extension wants to receive the call. For limitations on this transfer, see the discussion, “When You Can and Can’t Transfer Calls” on page 20.
22 AltiConsole Manual 1. Click the Supervisor Transfer button or press Alt+s on the keyboard. 2. Select the destination extension from one of the view panels (BLF/ ALL/SPEED) by clicking it, or simply enter the destination extension number in the Dial Pad. If the transfer is to an outside number, enter the trunk access code and the full number. To use Centrex Transfer, transfer the call using your desk set dial pad. 3. Click the Dial button or press Enter on the keyboard. Note:Double-clicking the destination extension number at step 2 eliminates step 3. 4. After connecting to the destination party, verify that the person wants to accept the call, and depending on their response, do one of the following: •If yes, click the Supervised Transfer button or press Alt+s on the keyboard again to complete the transfer. •If no, click the Roll Back button or press Alt+r on the keyboard to cancel the transfer and return to the original caller. Transfer to Auto Attendant You can transfer a connected call to any auto attendant as follows. This function can make use of the default auto attendant, which is described in “Configuring AltiConsole Settings” on page 31. 1. Select the Connected call in the Active Calls list. 2. Click the Auto Attendant button or press Alt+u. 3. If you want to transfer the call to the default auto attendant, skip to the next step. If the auto attendant ID you want is different from the default, enter it in the Dial Pad. 4. Click Dial or press Enter on the keyboard. Transfer to Voice Mail You can transfer a connected call to the voice mail of any extension. If you do not select an extension, the caller is transferred to your own voice mail.
AltiConsole Manual 23 1. Select the Connecting call in the Active Calls list. If you do not select a call and then proceed with these steps, the currently connected call is selected by default. 2. Click the Voice Mail button or press Alt+v. 3. Select the voice mailbox of the extension you want to transfer to. You can select the extension number from the BLF or ALL panel views or enter the number using the Dial Pad. 4. Click the Dial button or press Enter on the keyboard. Double-clicking the extension in step 3 eliminates this step. To transfer users to their own Voice Mail System mailboxes If a user calls in and wants to be transferred to his or her own voice mailbox, follow the steps detailed above. System Call Park System Call Park allows you to park a call at a public location. The system announces where the call is parked—a location number for an extension. After a timeout period expires without the call being answered, your extension is rung to let you know the call is still parked. The timeout period is set by your system administrator. Up to 100 calls can be parked simultaneously using System Call Park. On the phone set, System Call Park is performed by entering FLASH #41. For limitations, see the discussion, “When You Can and Can’t Transfer Calls” on page 20. To park a connected call: • When you have a connected call, double-click the Park button. The call will be parked. OR • When you have a connected call, click the Park button (or Alt+P on the keyboard), then double-click on an extension in the panel at the right of the main window. The call will be parked and will show Park for the extension.
24 AltiConsole Manual Parked calls ring back to you after a timeout period if a user does not pick up the call. The timeout period is set by your system administrator. Remember to notify users of their parked calls periodically. To pick up a parked call: You cannot be currently connected to any other call when you pick up a parked call. 1. Select the parked call from the Parked Calls list. 2. Click the Park button or press Alt+P on the keyboard. Note:Double-click the parked call in the Parked Calls list to immediately take the parked call. Line Park Line Park allows you to park a call at a Line Park group. Line Park groups are configured in MaxAdministrator, where they are also assigned to Groups. All Line Park groups, including available park lines and occupied park lines where an extension has parked a call, are shown in the Line Park panel. In the Line Park panel, each line displays the Group, Caller ID, Line Park name, DNIS, Duration and Line Park group status. The dots at the left have the following meanings: • A solid green dot means an available Park Line. • A solid red dot means the Park Line currently has a parked call.
AltiConsole Manual 25 To line park a connected call: • When you have a connected call, double-click a green Line Park group. The call will be parked. Parked calls ring back to you after a timeout period if a user does not pick up the call. The timeout period is enabled and set by your system administrator. Remember to notify users of their parked calls periodically. To pick up a line parked call: You cannot be currently connected to any other call when you pick up a line parked call. 1. Select the parked call from the Line Park list. 2. Click the Park button or press Alt+P on the keyboard. Note:Double-click the parked call in the Line Park list to immediately take the line parked call. Conference Calls Note:Agents using Polycom VVX model phones, refer to the MAXCS Polycom user guides for instructions on additional ways that you can work with conference calls. The user guides for the various Polycom models can be found on AltiGen Communication’s MAXCS web siteat: http://maxcs.com/support/current-manuals. Click here to open that page. AltiConsole can provide for a connection of up to six parties into a conference call. While you are participating in a conference call, you cannot handle other incoming calls. You cannot mix AltiConsole conferencing with phone set conferencing in the same conference session. To conference an outgoing call: While connected to the first conference participant other than yourself: 1. Click the Conference button or press Alt+c to call the second party. 2. Select the second party’s extension number from the BLF/ALL/ SPEED tab or enter the extension number using the Dial Pad. To add an outside caller to the conference call, enter the full phone number, including trunk access code and area code, if necessary, using the Dial Pad.
26 AltiConsole Manual 3. Click Dial or press Enter on the keyboard. Note:You can also add a party to the conference by double-clicking its extension in the BLF/ALL/SPEED tab. You don’t need Steps 2 and 3. 4. After connecting with the second party and announcing the conference call, click the Conference button or press Alt+c to add the call to the conference. If the party does not want to join the conference call or is not available, click the Roll Back button or press Alt+r to cancel the operation. 5. Repeat the above steps for each party you want to add. To conference an incoming call: To add an incoming call to the conference call, click the Conference button or press Alt+c to add the call to the conference. When conference members are reduced to two When conference members are reduced to two, the conference bridge is released. The displayed state changes from “Conference” to “Connected” in AltiConsole. The call can then be transferred, parked, and otherwise handled as a regular two-party call. Note:With Polycom phones, if the conference initiator hangs up and there are only two parties left on the conference call, then the call reverts to a direct call. However, if the conference initiator is one of the two remaining call- ers, the call will remain a conference call. In this scenario, neither party can transfer the call to another party. If the conference initiator wants to transfer the call, the initiator must conference in the other party and then drop off. Overhead Paging If your system is set up with an overhead paging system, you can connect to it by clicking the Overhead Paging button. If your system is not set up with this function, the Overhead Paging button is dimmed. You cannot answer a call while engaged in an overhead page, nor can you place the overhead page session on hold. Also, you cannot use overhead page during a conference call or during a supervised transfer.