AltiGen comm MAXCS 89 MaxCommunicator Manual

							MaxCommunicator Manual 5
Downgrade Procedure
1. Go to Control Panel > Add/Remove Programs and remove 
MaxCommunicator 8.0 and ALL OTHER 8.0 client applications 
(such as MaxAgent, MaxOutlook, MaxSupervisor, AltiConsole 
and CDR Search).
2. Reboot your system.
3. Install the earlier software. 
						

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							MaxCommunicator Manual 7
CHAPTER 3
Getting Started
Start MaxCommunicator from the Microsoft Windows Start menu, 
by choosing Start > All Programs > MaxCommunicator > 
MaxCommunicator.
Logging In
1. If this is your first login to this MAX Communication Server 
ACM system, enter the system server’s IP address or the name 
of the system server you will be using. To obtain the server 
name or IP address, ask your system administrator.
(Subsequently, when you log in, you’ll see the IP address in 
the Server Name field. You may use the drop-down list to 
select a different server, if more than one server is available.)
2. Enter your Extension number and Password assigned to 
your phone. (You can also log in as a workgroup or a 
huntgroup.)
If you want to store your login password and have it entered 
automatically the next time you log in to MaxCommunicator, 
check the Always save password check box.  
						

							8MaxCommunicator ManualNote:Up to eight unsuccessful login attempts are allowed, 
after which login will be disabled for from 1 to 24 hours 
(depending on the duration set by your system 
administrator).
3. If your extension is an IP extension and you will be using a 
headset, check the Enable IPTalk softphone option. (An 
AltiGen IPTalk license must be assigned to your extension.)
(Even if you do not have an IP phone, as long as your 
extension is set up as an IP extension by your system 
administrator, you can check the Enable IPTalk softphone 
check box.)
See “Logging In Remotely” on page 8 for more information on 
using IP extensions remotely.
4. Click Sign In or press the Enter key. To back out of signing in, 
click Cancel or press the Esc key.
Version Mismatch Dialog Box
If your version of MaxCommunicator doesn’t match the version of 
MAX Communication Server on the system server, you are 
prompted for upgrade permission when you try to log in. If you 
allow upgrade at this time, the MaxCommunicator startup is 
terminated and a software upgrade session is started. Restart 
MaxCommunicator to run the newer version. (See “Automatic 
Upgrade” on page 4 for more details.)
Logging In Remotely
You can use MaxCommunicator from a remote location if 
•MaxCommunicator is installed on your remote computer
•Your extension is configured as an IP or mobile extension by 
your system administrator
•You have an AltiGen-certified IP phone or are using IPTalk
Consult your system administrator or authorized AltiGen dealer for 
details on obtaining this equipment. 
All the call handling functions are the same as when you log in 
locally, with the exception of the ability to configure One Number 
Access. You can pick up voice mail, forward local business office 
phone calls to another site such as a home desktop PC, and even 
receive phone calls as you would at the office. 
						

							MaxCommunicator Manual 9 To log in from a remote location,
1. If you connect to the Internet through a modem connection, 
establish a connection to your internet service provider (ISP).
2. Log in using your Extension and Password as usual.
3. If you will be using a headset plugged into your PC, check the 
Enable IPTalk softphone check box. (An AltiGen IPTalk 
license must be assigned to your extension.)
4. Click OK.
IP Extensions Using IPTalk
An AltiGen-certified USB headset system is recommended for IP 
extensions using IPTalk (your phone system administrator or 
AltiGen dealer can recommend headsets).
Important!You can run only one instance of MaxCommunicator 
with IPTalk per system.
To make and receive calls using IPTalk,
1. Connect your headset to your PC. 
2. Use the MaxCommunicator dialing and call accepting functions 
as usual to make and receive calls.
When the Connection Is Lost
When the connection with the phone server is lost, a message asks 
if you want to connect again. Click Yes to restore the connection 
without having to go through the log-in process again.
If your system administrator has enabled the ‘Redirect’ feature for 
MAXCS, when MaxCommunicator detects that its connection with 
the MaxCS server has been lost, you will be offered two options:
•If you choose Reconnect to Main Server, then the client will 
try to re-establish its connection with the main server. If it 
cannot reconnect, it will prompt you to redirect the connection 
to the alternate server. 
•If you choose Redirect to Alternate Server, then the client 
will establish a connection with the alternate server. Once 
your administrator has brought the main server back up, you 
will be prompted to switch the clients connection back to the 
main server. 
						

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Overview of the Main Window
Once you log in to MaxCommunicator, the main window appears, 
providing tools to manage and monitor calls, and to facilitate 
management of your personal contacts.
You can customize the MaxCommunicator display: select the 
theme; the toolbar buttons, tabs, and columns you need and their 
order of appearance; the sort order; and so on. See “Customizing 
the Display” on page 18.
If you checked Enable IPTalk when you logged in, the right side 
of the toolbar looks a little different: 
Click the Down arrow to access the Mute button, the Volume 
button, and the Arrange Window button that lets you shrink the 
window.
Call control tool bar See call Information here Configure
Set your activity stateStatus bar
Tabbed pagesShrink window
Dialer box 
						

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Click a Number to Make a Call
All phone numbers become underlined when you pass the cursor 
over them. Click an underlined number to make a call to that 
number.
Right-click a call to see a context menu.
Status Bar
From the status bar you can do the following:
•Change your activity state from the drop-down list (see 
“Changing Activity Status and Recording Activity Greetings” 
on page 15).
•If you have configured Call Handling to forward all calls, see 
the target destination. For example:
 
•See the number of unopened voicemail messages.
•Turn Do Not Disturb (DND) on and off (see “Turning Do Not 
Disturb On and Off” on page 16).
•If you’re using IPTalk, you can mute the call (using the Mute 
toggle button) and control the volume using the volume 
control.
•Shrink MaxCommunicator to a single tool bar and restore it to 
normal size by selecting from the drop-down menu.
•Configure MaxCommunicator (see “Configuring 
MaxCommunicator” on page 51).
•Open help.
Mute button (toggle)Volume control 
						

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Toolbar Buttons
Toolbar buttons provide single-click functions to connect, hang up, 
transfer, send to voicemail, hold, conference, send calls to AA 
(auto attendant), flash, record, redial, intercom, and enter 
account code. 
You can choose the buttons you want and the order in which you 
want them. See “Customizing the Display” on page 18.
The Dialer field and Dial button are also in the toolbar. Click the 
Dial button to pop up the dial pad.
Call Information Panel
The call information panel displays several columns of information 
about calls: 
Record — shows when a call is being recorded
State — the state of the currently active call:
•AA — the call is being transferred to an auto attendant
•Busy — callee is busy or not available
•Call Pending — the call is placed into a workgroup queue
•Conference — the call is in conference
•Connect — the call is connected
Click the x to 
clear the dial 
field or close 
the dial padDialer fieldDial 
button 
opens 
dial 
pad 
						

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•Dial Tone — a dial tone is present, and MaxCommunicator is 
ready to dial out
•Error — receipt of an error tone
•Hold — the call is on hold
•Hold Pending — the call is being transferred or conferenced
•Idle — the extension is not in use
•Play VM — playing voice mail (The Duration field displays the 
duration of the voice mail as it plays. The duration display does 
not reflect fast forward or fast backward.)
•Record — recording an introductory message
•Ringback — caller sees this state while the callee’s phone is 
ringing
•Ringing — an outgoing call is ringing another phone or an 
incoming call is ringing your phone
Name — the name of the person on the other end of the call, if 
available
Number — the phone number at the other end of the call
Group — your workgroup number for this call
DNIS — the DNIS number, if appropriate
Duration — duration of the call
Conference — indicates the conference host
To hide a column you don’t want to see, right-click a column 
heading and uncheck the column. 
To rearrange columns, click and drag a column heading to 
where you want it.
Accessing a Context Menu for a Call
You can right-click a call to access a context menu for that call. 
Then select from commands available for that call. 
						

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Tabbed Pages
Nine tabbed pages are available on the bottom half of the 
MaxCommunicator screen: Directory, History, Contacts, 
Voicemail, Monitor, Line Park, Speed Dial, MeetMe, and Greeting. 
(If you have enabled MaxCall, the MaxCall tab is available also. 
MaxCall requires a license and is discussed in “Using MaxCall” on 
page 73.)
Directory — Lists the extensions of people at the company. 
Columns include: Type (local, remote), Extension, Name, Activity, 
Department, Location.
Note:In order to see activity for remote extensions on the 
Directory tab, you must add those remote extensions to 
your Monitor list by following the steps described in 
“Choosing Extensions to Monitor” on page 47.
History — A history of your incoming, outgoing, and missed calls. 
Columns include: Direction (incoming, outgoing, missed), 
Number, Name, Date/Time, Duration, DNIS, Group, and Note. 
Contacts — A list of contacts you have added to your 
MaxCommunicator. Columns include: Name, Company, Business 
Phone, Mobile Phone, Email Address, IM Address, Home Phone. 
Voicemail — A log of unopened and opened voice mails left at 
your extension. Columns include: Type, Number, Caller Name (if 
available from extension information or from an external 
database), Date/Time, Duration, and Note. See “Dealing with 
Voice Mail” on page 44.
Monitor — A list of extensions you have chosen to monitor. 
Columns include: State, Extension, Name, Activity, DND/FWD, 
Caller Name, Number, Department, Location, DNIS, and Duration. 
See “Monitoring the Activity of Other Extensions” on page 47.
Line Park — Shows calls parked for line park groups that you are 
a member of. You can pick up a parked call from the LinePark tab. 
Columns include: Park (the Park ID), Extension, Caller Name, 
Number, DNIS, and Duration.