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 handling features such as Call Forward and Do Not
Disturb to Function buttons. You can also program Function buttons
with scripts that you created with Script Editor.
Using Telephony Manager, you can place calls from Phonebook and Log
Manager.
You can also set Telephony Manager to match the telephone numbers of
incoming calls with entries in Phonebook. If the telephone number matches an
entry in Phonebook (and no caller name is provided with call), Telephony
Manager displays the name of the caller, enabling you to know who is calling
before you answer your telephone. This feature is useful if you subscribe to a
caller ID service. 
						

							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 following steps:
  1.  Select the Start button.
   The Start menu appears.
 2. Select Programs.
  3.  Select the application folder that contains PassageWay Telephony
Manager. (The default application folder is PassageWay Telephony
Manager.)
 4. Select PassageWay Telephony Manager.
   The Telephony Manager window appears. Refer to the online help to
use Telephony Manager. 
						

							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 information you enter. When you obtain a new card file, it is
usually empty. You must then enter data on a card and add the card to the
card file. Eventually, the card file contains a “bank” of cards. If you want to
modify a card in the card file, you must find the card in the card file, remove
it, make your changes, and then place it back to its position in the bank. If you
want to delete a card, you must locate the card in the card file and remove it
(usually, you throw it away).
Each Phonebook directory can be thought of as being a separate card file
unit. Each Phonebook directory contains separate data entries, which are
referred to as “cards.” Each Phonebook directory can contain a maximum of
20,000 cards. These cards contain specific information that you enter. When
you create a new Phonebook directory, it does not contain any cards. The
card list box, which lists the cards present in the directory, is empty, and the
Card Contents form displays a blank card. As with a card file, you must then
access a new, blank card (via the Add button), enter data on the blank card,
and add the new card to the Phonebook (via the Save button).
If you want to modify a card in the Phonebook directory, you must find the
card that you wish to modify, remove it from the card list box, make your
changes to the card (via the Edit button), and then place it back in the card
list box (via the Save button). If you want to delete a card, you must locate the
card in the card list box and delete it (via the Delete button) from the
directory. 
						

							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
complete instructions on importing existing files into Phonebook. (See the
“Import files into a Phonebook directory” topic, which is located under
“Exporting/Importing Information” in the online help.)
Starting Phonebook
To start Phonebook:
  1.  Select the Start button.
   The Start menu appears.
 2. Select Programs.
  3.  Select the application folder that contains PassageWay Phonebook.
(The default application folder is PassageWay Telephony
Manager.)
 4. Select PassageWay Phonebook.
   The PassageWay Phonebook window appears. Refer to the online
help to use Phonebook.
   If Telephony Manager is running, you can also start Phonebook by
choosing the Phonebook button in the Telephony Manager window. 
						

							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 of all call records in the call log.  The
list contains a one-line summary of each call. You can select a record from the
list to review a detailed record for that call, to add or modify notes in the
record, or to delete the call record.  You can also dial the selected number
from the record.
Each call record consists of the following components:
„the name of the caller or called party
„the telephone number of the incoming or outgoing call
„the time the call started
„the duration of the call
„the status of the call
„the type of call including direction
„the subject of the call
„any notes you took about the call 
						

							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 button in the Telephony Manager window. 
						

							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 Anywhere Dialer
icon in the system tray.
Figure 3-1.  Anywhere Dialer Icon in the System Tray
To start Anywhere Dialer manually:
  1.  Select the Start button.
   The Start menu appears.
 2. Select Programs.
  3.  Select the application folder that contains PassageWay Anywhere
Dialer. (The default application folder is PassageWay Telephony
Manager.) 
						

							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 icon in the system tray on the
Windows Taskbar.
 ¾ Right-click the mouse on the Anywhere Dialer icon in the system tray
on the Windows Taskbar. A menu appears. Select Dial
Highlighted Text from the menu.
   If the Confirm Before Dialing option is not selected in the menu,
a call appearance appears in the Telephony Manager window, and
the call is placed on the line that is selected in the on Line box in the
Telephony Manager window.
   If the Confirm Before Dialing option is selected in the menu, the
Confirm Double-Click Dialing dialog box appears, displaying the
number that will be dialed. Choose the Yes button to dial the number.
A call appearance appears in the Telephony Manager window, and
the call is placed on the line that is selected in the on Line box in the
Telephony Manager window. 
						

							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 Manager window is minimized, it “pops” open
automatically when Anywhere Dialer places a call. You can set
whether the Telephony Manager window “pops” open if it is
minimized when you make calls using Anywhere Dialer. See “Set
Telephony Manager to pop on dialing” in the Anywhere Dialer online
help.
   If Telephony Manager is not running and you place a call from
Anywhere Dialer, Telephony Manager will start automatically if it is
your default TAPI application. 
						

							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
information in your database application is displayed without you having to
perform any actions.
When you start Script Editor, the Script Editor window is empty. At this point,
you can create a new script or modify an existing script. You can create your
scripts by recording the movements of your mouse or by entering the
keystrokes that you want the script to perform. If you create a script by
entering keystrokes instead of recording the movements of your mouse, the
script will be much more reliable.
Once you create scripts, you can associate them with Function buttons in the
Telephony Manager window or incorporate them into auto-tasks using Auto-
Task Manager.
For example, suppose you have all of your contact information (that is, names
and telephone numbers) in the ACT!
Ò application. You can create a script that
will perform the following actions to give you screen pops on incoming calls:
  1.  Start the ACT! application.
  2.  Take the caller ID name or caller ID number for the call and search for
matching information in ACT!.
  3.  Display the matching record in ACT! (if there is a match).