Nortel Bcm 2 0 Attendant Console Instructions Manual
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Getting started 21 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide Setting up other attendant features Call notification There are two ways Enterprise Edge Attendant Console can notify an attendant of incoming calls: • If an attendant keeps the Attendant Console window minimized and works on other tasks, they are notified of incoming calls with a Call Notification dialog box. The attendant can answer the call by clicking the Take button or they can ignore the call and let another attendant answer it. • If the Attendant Console window is not minimized, the attendant is notified of an incoming call by a Ringing Loop button. To activate call notification: 1. On the Tools menu click Options. The Options dialog box appears. 2. In the Pop “Call Notification” dialog box when list, select either check box: Assigned extension rings - The attendant is notified of calls to the assigned extensions. or My extension rings -The attendant is notified if their extension has an incoming call. If both check boxes are clear, the attendant is not notified of calls when the window is minimized. 3. Click the OK button. When an outside call arrives for an assigned extension, a Call Notification dialog box appears to inform the assistant attendant of the call. Internal calls from an extension to an assigned extension are not displayed on the assistant attendant’s window.
22 Getting started Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02Automatically restoring the Attendant Console window when a call comes in Part-time attendants can have the Attendant Console window minimized or under another window. The attendant can restore the Attendant Console window from the taskbar by clicking the Enterprise Edge Attendant Console taskbar button. A quicker method is to set the Attendant Console window to restore automatically. The Client component can automatically restore the window when the attendant’s extension goes off-hook (“active”). To set the Attendant Console window to restore automatically: 1. On the Tools menu click Options. The Options dialog box appears with the Options tab open. 2. In the Restore minimized Attendant screen when option, click the Call Answered on Attendant extension check box. 3. Click the OK button. When an outside call arrives for an assigned extension, a Call Notification dialog box appears to inform the assistant attendant of the call. Internal calls from an extension to an assigned extension are not displayed on the assistant attendant’s window. Setting the Attendant Selected option The Selected tab lets the attendant view a selected subset of the full directory. This is useful if the attendant’s incoming calls are directed to a limited number of extensions. To display selected extensions in the Directory list of the Attendant Console window: 1. On the To o l s menu click Options. The Options dialog box appears with the Options tab open. 2. Click the Selected tab. 3. To add an extension, click the extension you want in the All extensions list and click >> to copy it to the Selected extensions list. To remove an extension from the Selected extensions list, click the extension number in the Selected extensions list and click
Getting started 23 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User GuideSetting Transfer options for the voice message mailbox and linking If your Enterprise Edge server is not connected to a Centrex switch or is not connected to Enterprise Edge Voice Messaging, you can disable the Link Transfer or VM Transfer buttons on the Attendant Console window. To disable the Transfer Options: 1. On the Tools menu click Options. The Options dialog box appears with the Options tab open. The Transfer Options are in the bottom right of the dialog box. 2. Select the Disable VM Transfer check box to disable the VM Transfer button or select the Disable Link Transfer check box to disable the Link Transfer button. If they are disabled the buttons appear dimmed on the Attendant Console window. You can re-enable the buttons by clearing the check mark from the appropriate check box.
24 Getting started Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide Using the Attendant Console window This section explains how to use the components of the Enterprise Edge Attendant Console window. Components of the Attendant Console window The Enterprise Edge Attendant Console window contains: Components of the Attendant Console window Title bar The title bar is at the top of the Attendant Console window. At the top right side are the Windows standard Minimize, Maximize and Close buttons. Menu bar The menu bar is under the title bar and contains the File, Edit, View, Tools, Transfer, Caller, Target, Attendant and Help menus. Use these menus to access Attendant functions. 4 title barmenu bar Loop buttonstoolbar Caller Information Directory optionsCall processing area Status bar Directory list
26 Using the Attendant Console window Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Toolbar The toolbar is under the menu bar and contains several buttons that provide quick and easy access to some Enterprise Edge Attendant Console functions. Loop buttons The Loop buttons on the left of the Attendant Console window are labeled F1 to F6. You use the Loop buttons to answer calls. Each Loop button can handle a single call. The Loop buttons have colors and words that represent call activities. For example, a yellow Loop button with the word Ringing represents an incoming call at the attendant’s extension. For information on how to hide or display the Loop buttons, except for those that indicate call activity, refer to View menu on page 29. Caller Information options The Caller Information options is in the top center of the Attendant Console window and displays information about the caller that is stored in the Enterprise Edge server database. Call processing area Use the Target list box and the Call Processing buttons at the top right of the Attendant Console window to make and transfer calls.
Using the Attendant Console window 27 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide Directory list The Directory list is at the bottom of the Attendant Console window and contains: Status Bar To display the Status Bar: 1. Click View and then click Status Bar. The Status Bar contains: Directory list displays the Name, Extension, Notes and Department of extensions. From the directory list you can select a name and number to appear in the Target list box. The Directory list also shows the telephone status icon and the person status icon for extensions. Note and Status list boxes let you change the status of the employee and include a note for an extension. Find and Department boxes Show All and Edit buttonssearch for extensions and edit employee information and extension records. Displays the functions of the toolbar button when you point to it. The Loop Overflow icon appears if there are more calls waiting to be answered than available Loop buttons. Appears if the Num Lock key is on. Shows the date and time.
28 Using the Attendant Console window Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Using the menu bar The menu bar contains the menus on the Enterprise Edge Attendant Console window. Help tips appear in the Status bar at the bottom of the Attendant Console window if you move the mouse pointer over the commands in the menu. File menu The File menu contains: Edit menu The Edit menu contains: Exit closes the Client component. Cut cuts selected text and moves it to the Clipboard. Copy copies a selection of text and moves it to the Clipboard. Paste inserts the Clipboard contents at the insertion point. Dial Paste dials the number in the Clipboard. The number can include special characters such as hyphen, parenthesis, space or period. Note: The Clipboard contents are added to any characters already in the Target list box. This lets you type a routing code in the Target list box and then click the Dial Paste button. Transfer Paste transfers a call to the number in the Clipboard. Caller Information opens the Edit Caller Information dialog box. The Edit button in the Caller Information list performs the same function. Refer to The Edit Caller Information dialog box on page 36 and Maintaining caller information on page 63. Employee Information opens the Edit Employee Information dialog box. The Edit button in the Directory list performs the same function. Refer to The Edit Employee Information dialog box on page 40 and Maintaining employee information on page 67.
Using the Attendant Console window 29 P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide View menu The View menu contains: Tools menu The Tools menu contains: Toolbar shows or hides the toolbar. Status Bar shows or hides the Status Bar. Hide Loop Buttons shows or hides the inactive Loop buttons. When selected, only the active Loop buttons appear on the Attendant window. Reports starts the Reports component. Attendant Monitor opens the Attendant Monitor dialog box that displays diagnostic information sent by the Client component and received back from the Server component. The Attendant Monitor helps in troubleshooting. Log to File writes Client component activity and Server messaging to a log file. This is used for troubleshooting. Options opens the Options dialog box, which has three tabs: • the Options tab: lets you specify the Server ID, enter the Attendant extension, set the conditions for making the Enterprise Edge Attendant Console Attendant window appear, and set call redirection. • The Assigned tab: lets you choose extensions to appear in the Directory List’s Assigned tab. • The Selected tab: lets you select which extensions appear in the Directory List’s Selected tab. For more information, refer to Using the Directory options on page 38.
30 Using the Attendant Console window Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 Transfer menu The Transfer menu contains: 1st Contact transfers the active call to the caller’s first contact. 1st Contact is enabled if there is an active call and a contact in the first box of the Contacts list. 2nd Contact transfers the active call to the caller’s second contact. 2nd Contact is enabled if there is an active call and a contact in the second box of the Contacts list. 3rd Contact transfers the active call to the caller’s third contact. 3rd Contact is enabled if there is an active call and a contact in the third box of the Contacts list. Transfer to Target transfers the active call to the extension in the Target list box. The Transfer button performs the same function. Screen Transfer screens a call transfer of an active call to the extension number in the Target list box. The caller is put on hold when you click Screen Transfer. The caller is connected when you click Transfer Now in the Screen Transfer dialog box. The Screen button performs the same function. Refer to Parking, holding and screening calls on page 51. Transfer to VMail transfers the active call to the voice message mailbox of the extension in the Target list box. The VMTransfer button performs the same function.