Lucent Technologies PassageWay Telephony Manager R2.0 For PARTNER Communications System Getting Started Manual

Using the Telephony Manager Applications
3-2
Using Telephony Manager
Telephony Manager is a software application that enables you to control
telephone calls (both incoming and outgoing) directly from your PC.
From the Telephony Manager window, you can:
„make calls
„answer calls
„view the calling/called party information for each call (referred to as
caller ID), if available
„place calls on hold
„hang up calls
„transfer calls
„set up and manage conference calls
„program speed dial buttons
„program call...

Using the Telephony Manager Applications
3-3 Starting Telephony Manager
If you specified that you wanted Telephony Manager to be added to your
Startup folder during installation, Telephony Manager is started automatically
when you start your system.
Depending on the selections you made when you installed Telephony
Manager, you can start Telephony Manager in the following ways:
„Double-click on the Telephony Manager desktop shortcut.
„Select PassageWay Telephony Manager from the Start menu.
„Perform the...

Using the Telephony Manager Applications
3-4
Using Phonebook
Phonebook is a card file application that serves as your phone book in which
you store names, addresses, and phone numbers. By clicking the mouse, you
can place calls directly from Phonebook.
To understand how Phonebook operates, it is helpful to recall how a card file
works. A card file is a unit that stores separate index cards, which are sorted
according to whatever method you want (usually alphabetical order) and
contain specific...

Using the Telephony Manager Applications
3-5
Unlike a card file, Phonebook enables you to perform the following tasks
quickly and easily:
„place calls directly from a card
„modify the card field labels for all the cards in all of the Phonebook
directories
„include notes for each card
You can convert your existing telephone number/address files (such as
AT&TCall files) into Phonebook files by selecting the Import command from
the File menu in Phonebook. Be sure to check the Phonebook online help for...

Using the Telephony Manager Applications
3-6
Using Log Manager
Log Manager is an application that stores information on incoming and
outgoing calls by automatically generating a call record. The information
stored includes the date, time and duration of the call, the number dialed or
the number received, the status of the call, the type of call, the subject of the
call, and the name of the person. Log Manager allows you to add and modify
the notes for a call record.
The Log Manager window displays a list...

Using the Telephony Manager Applications
3-7 Starting Log Manager
To start Log Manager:
  1.  Select the Start button.
   The Start menu appears.
 2. Select Programs.
  3.  Select the application folder that contains PassageWay Log Manager.
(The default application folder is PassageWay Telephony
Manager.)
 4. Select PassageWay Log Manager.
   The Log Manager window appears. Refer to the online help to use
Log Manager.
   If Telephony Manager is running, you can also start Log Manager by
choosing the Log...

Using the Telephony Manager Applications
3-8
Using Anywhere Dialer
Anywhere Dialer is an application that enables you to dial telephone numbers
from any Windows application via Telephony Manager.
Starting Anywhere Dialer
If you specified that you wanted Anywhere Dialer to be added to your Startup
folder during installation, Anywhere Dialer is started automatically when you
start your system. When running, the Anywhere Dialer icon appears in the
system tray on the Windows Taskbar. Figure 3-1 shows the...

Using the Telephony Manager Applications
3-9
 4. Select PassageWay Anywhere Dialer.
   The Anywhere Dialer icon appears in the system tray on the Windows
Taskbar.
Making Calls with Anywhere Dialer
To make a call with Anywhere Dialer:
  1.  Make sure Anywhere Dialer is running.
  2.  Open the application that has the telephone number you want to dial.
  3.  Highlight (that is, select) the telephone number you want to dial.
  4.  Perform one of the following steps:
 ¾ Double-click on the Anywhere Dialer...

Using the Telephony Manager Applications
3-10
   If you do not want the Confirm Double-Click Dialing dialog box to
appear every time you use Anywhere Dialer, select the Confirm
Before Dialing option in the Anywhere Dialer menu. A check next
to this option indicates that the dialog box will be displayed when you
try to place a call with Anywhere Dialer.
   When Anywhere Dialer places a call, the Telephony Manager window
becomes active if it is already open (that is, not minimized). If the
Telephony...

Using the Telephony Manager Applications
3-11
Using Script Editor
Script Editor is an application that enables you to automate routine tasks by
creating scripts that you can run with Telephony Manager. For example, using
Script Editor, you can program automatic “screen pops,” where your
database application searches your files to find a match with the information
for the incoming call (such as the caller ID number or caller ID name)
automatically. If a match is found, the record containing the matching...