Cisco Attendant Console 9 User Guide
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1-21 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 1 Getting Started Working in the Fields Working in the Fields Here are some procedures you can use while working in Cisco Unified Attendant Console, Dialling a Number Instead of selecting a contact from the directories and then making a call, you can dial a number using your keyboard. As you type, the digits appear in the Calling box under the Active Calls area. Ta b l e 1 - 1 5 lists the available keys that can be used to edit a dialled number. The following keys can be used, Finding Contacts in the Directories Cisco Unified Attendant Console’s search engine enables you to search for a specific person via configured criteria within the directories. This is useful if the console is extremely busy. To locate a person or number, perform the following steps: Step 1Select the directory that the required contact is in. This could be either the Full Directory, or a Personal Directory Group. To navigate between Personal Directories, you can either select the tab heading. You can also use Ctrl-Tab and Ctrl-Shift-Tab to select the next or previous directory. Alternatively, you can navigate directly to any of the first ten tabs by pressing Alt-, where is a whole number in the range 1 to 10. Step 2When the Directory Tab is selected the cursor will default to the first search box. Also if you start typing the cursor will automatically go to the first search box. Step 3You can select any search criteria. You can base your search on any of the following: Last Name First Name Department Number Step 4Press the Ta b key on the keyboard to jump between the search fields or point and click the mouse on the relevant search box. Step 5Enter a keyword. Table 1-15 Lists the keys used to edit the dialled number Key Function Backspace Clears digits when typing a contact number Space Bar Clears the number while dialling out. Enter Dials the entered number.
1-22 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 1 Getting Started Lateral Searching (Ctrl-F2) (Enterprise and Premium Editions only) NoteWith AND Searching enabled, either via Options > Preferences > Filter Searching and ticking I want to use AND Searching or Options > Filter Searching and tick Use AND Searching it is possible to enter keywords in two places. Example being John in the First Name and Smith in the Last Name field. The results will display all records that meet the criteria that has been entered in BOTH fields and would eliminate records that only meet one of the criteria. Step 6Press Enter. The selected directory will filter out any contacts that do not match the keyword that is entered. Once the required person has been located, either double click or press the Enter key twice to call the contact. Figure 1-12 shows an example of a search for people that have ‘John’ as a first name. Figure 1-12 Example Search Results NoteSearch will filter contacts that do not match the criteria if the Filter Search button is pressed. If this button is not pressed the application will only select the contact that match the given keyword. For instance, if the Filter Search button is pressed and you type “A” then the first contact that has its first letter “A” will be selected. Lateral Searching (Ctrl-F2) (Enterprise and Premium Editions only) Lateral Search provides a filter feature that allows you to search specific criteria, such as Department, First or Last Names). This feature can be used within any of the contact directories. To use the lateral search feature, select a contact from the directory either by using the mouse or keyboard. Then initiate a lateral search by pressing Ctrl-F2 which displays an extended search screen showing all contacts matching the lateral search field. Lateral Searching The extended search window height can be resized and the window can be moved. After you resize the window, the Cisco Unified Attendant Console memorizes the new size and position of the window.
1-23 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 1 Getting Started Lateral Searching (Ctrl-F2) (Enterprise and Premium Editions only) You can close the extended search window at any time using by pressing the ESC (Escape) key or by clicking on the close window icon (x). When you initiate a Lateral Search, you must complete the selection or close the extended window prior to continuing with other features within the Cisco Unified Attendant Console. To set the Preferred Lateral Search field you must specify the criteria within the Preferences. (Options > Preferences and then the Filter Search tab). Selecting None disables the feature.
1-24 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 1 Getting Started Lateral Searching (Ctrl-F2) (Enterprise and Premium Editions only)
CH A P T E R 2-1 Cisco Unified Attendant Console User Guide OL-27294-01 2 Customizing Cisco Unified Attendant Console Cisco Unified Attendant Console provides the ability to customize both the appearance and functionality of the application. To access the console settings, choose Options > Preferences in the main menu. This will open the Preferences window. NoteYou can change the size of the font used in the interface from either the Preferences window, or by choosing Options > Font Size from the main menu. For the sizes available, see Display, page 2-3 The tabs in the Preferences window are explained below. General The following settings are available in this tab: Popup Application When Cisco Unified Attendant Console provides you the options to pop up the application when: –Queued calls are waiting to be answered –My local device rings (if this is the device you are logged in with) –Minimize when not in use If either or both of the first two options are checked, the application will pop up on your desktop if it is minimized. The third option will minimize the application when there are no calls active or queuing. Internal Contacts Number Priority You need to set a priority so that if a contact doesn’t have the first number in the list, the next number will be substituted instead. This table shows the possible contact numbers that are available, and the sequence which they will populate the Number field within the directory. If the contact does not have a Main Extension then the number that will be used is Business 1, then Business 2, then Mobile and so on. To change the sequence of the order that the numbers will be substituted, select the number type that you want to move and use the Up and Down arrows to move it to the correct location. NoteNote the following:
2-2 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 2 Customizing Cisco Unified Attendant Console General If a directory is created that uses the parameter Number to filter by, the criteria entered will be measured against all of the number fields that are indexed (Main Extension, Business 1, Business 2, and Mobile etc, etc) and all results will be displayed that meet the criteria. With the directory displaying only the Main Extension number, or the substitute number (defined in Preferences Tab > General and Internal Contacts Number Priority) it may appear that the directory is showing an inconsistent result. This is not the case and will point to the fact that the contact has another of the numbered fields that matches the criteria set (eg. Business 1, Business 2, and Mobile etc, etc). Example: A contact has its primary number as a mobile 22222, yet has a buiness1 number set as 1111. So the directory would always show 22222 as that is its primary number based on the priority. If, however, business1 is an indexed field and an Attendant Operator creates a personal directory group where Number Is equal to 1111, then our example contact would be displayed (because the mobile met the criteria) yet the number displayed would be the primary number which is 22222. Figure 2-1 displays the options that can be configured from the General tab. Figure 2-1 Preferences Section General Tab
2-3 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 2 Customizing Cisco Unified Attendant Console Display Display The Display tab enables you to set the following: Queues Order (Cisco Unified Attendant Console Premium Edition only) – if you do not want the queues sorted in the order they were created, check Sort queues alphabetically. When a section becomes selected – The Change font Colour setting allows you to change the font colors of the labels in Cisco Unified Attendant Console for the selected area. This makes it easy to see which area you have selected when operating the console. The default is that the text becomes red. Display Call Information –Show Routing Tag allows you to display the intended destination of each call as well as the standard details with each call such as Caller ID and internal/external notification. This is set by default. –Show Time-out Conditions allows you to display details of why a call has returned to the operator. When making calls – This controls whether the BLF/Presence prompt is displayed. By default Prompt if Presence Status is set is not selected. When dragging and dropping – The Display a drag image option allows you to see a complete image on screen of the call you are dragging across the screen.
2-4 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 2 Customizing Cisco Unified Attendant Console Display Font Size – Use this to change the size of the font in the Cisco Unified Attendant Console interface to help make it easier to use. Select from Default, Medium, Large or Extra Large. You can also set this parameter from the main application menu by choosing Options > Font Size. Resilience (Cisco Unified Attendant Console Premium Edition only) – Check Prompt when switching servers (the default) to be prompted when servers switch during server failure or recovery. Figure 2-2 displays the options that can be configured from the Display tab. Figure 2-2 Preferences Section Display Tab
2-5 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 2 Customizing Cisco Unified Attendant Console Presence Presence This tab provides the Operator with the facility to set the preferences for the Presence information. Default Presence Display – Select between either Microsoft Presence Status, Cisco Presence Status or None. Enable Microsoft Presence Information – To display the Microsoft Presence Information tick this box and select which field will be used to retrieve the information. The selection is made via a drop down selection with the choices being: Email, Email 2, Email 3, User Field 1, User Field 2, User Field 3 or User Profile. Enable Cisco Presence Information – To display the Cisco Presence Information tick this box and select which field will be used to retrieve the information. The selection is made via a drop down selection with the choices being: Email, Email 2, Email 3, User Field 1, User Field 2, User Field 3 or User Profile. Figure 2-3 displays the options that can be configured from the Presence tab. Figure 2-3 Preferences Section Presence Tab
2-6 Cisco Unified Attendant Console User Guide OL-27294-01 Chapter 2 Customizing Cisco Unified Attendant Console Dialling Dialling The following option is available in this tab, Voicemail Prefix –This option allows you to enter a prefix that will send the call directly to a voicemail extension. Au t o D i al – This option allows you to automatically dial an internal or external number after a defined time. You can set the duration of time for Auto Dial. The desired number is entered in the area below Active Calls. Figure 2-4 displays the options that can be configured from the Dialling tab. Figure 2-4 Preferences Section Dialling Tab Call Transfers The following options are available in this tab: When Dragging and Dropping or Double Clicking (All Editions) This section allows you to choose the type of transfer you would like to perform when dragging and dropping or double clicking a call. You can click a radio button to choose one of the following options: –Perform consultation transfer –Perform blind transfer (this is selected by default) When Blind Transferring (Cisco Unified Attendant Console Enterprise and Premium Editions only) When Blind Transferring a call, you can select Automatically Campon if busy. This automatically stacks the call on to the extension until it becomes available and increases the speed of call handling. When Re-establishing a Call (Cisco Unified Attendant Console Enterprise and Premium Editions only) When re-establishing a call, you can select Automatically Campon if busy. This automatically stacks the call on to the extension until it becomes available and increases the speed of call handling.