Nortel Bcm 2 0 Personal Call Manager Instructions Manual
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www.nortelnetworks.com © 2000 Nortel Networks P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide
P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Contents Enterprise Edge Personal Call Manager 9 Using a handsfree telephone with Enterprise Edge Personal Call Manager 9 About this guide 9 Installing Enterprise Edge Personal Call Manager 10 Starting Enterprise Edge Personal Call Manager 10 Enterprise Edge Personal Call Manager icons 11 Enterprise Edge Personal Call Manager task tray icon 11 Enterprise Edge Personal Call Manager task tray menu 12 Enterprise Edge Personal Call Manager window 13 Opening the window 13 Components of the window 13 Menu bar 14 Toolbar 14 Address Book 16 Current Calls 16 Status bar 18 Closing the window 18 Setting up Enterprise Edge Personal Call Manager 19 Defining the line used 19 Changing the dialing properties 20 I am dialing from 21 I am in this country 22 Area Code 22 Use a calling card for long distance 24 Disable call waiting by dialing 27 To access outside lines 27 Dial using 27 Defining long distance numbers in your area code 28
4 Contents Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Making a call 29 Making a call using the Address Book 29 Making a call using the task tray or Calls menu 30 Making a call using the toolbar 31 Redialing a number 32 Returning a call 32 Calling from the Quick Dial list 33 Answering a call 34 Knowing when someone is calling 34 Knowing who is calling 34 Displaying who is calling from the task tray 34 Answering a call using the You Have a New Call dialog box 35 Answering a call from the window 35 Answering a call from the task tray or Calls menu 35 Accessing the Notes tab 36 Putting a call on hold 37 Putting a call on hold using the window 37 Putting a call on hold using the task tray or Calls menu 37 Answering a held call using the window 37 Answering a held call using the task tray or Calls menu 37 Multiple calls 38 Switching between calls using the window 38 Switching between calls using the task tray and Call menus 38 Transferring a call 39 Transferring a call without an announcement 39 Transferring a call using the window 39 Transferring a call using the right mouse button 39 Transferring a call using the task tray or Calls menu 41 Transferring a call using the keyboard 42 Transferring a call with an announcement 43 Transferring a call with an announcement using the window 43 Transferring a call with an announcement using the right mouse button 43 Transferring a call with an announcement using the task tray or Calls menu 43
Contents 5 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Conferencing a call 44 Creating a conference 44 Creating a conference using the Conference box 44 Creating a conference using the Calls box 44 Creating a conference using the task tray or Calls menu 44 Putting conferences call on hold 45 Putting the conference calls on hold using the window 45 Putting conference calls on hold using the task tray or Calls menu 45 Taking a conference off hold 45 Restoring a held conference using the window 45 Restoring a held conference using the task tray or Calls menu 45 Splitting a conference 45 Splitting a conference using the window 46 Splitting a conference using the task tray or Calls menu 46 Ending a conference 47 Ending a conference using the release button 47 Ending a conference using the window 47 Ending a conference using the keyboard 47 Ending a conference using the task tray or Calls menu 47 Ending a call 48 Ending a call using the release button 48 Ending a call using the window 48 Ending a call using the task tray or Calls menu 48 Ending a call using the keyboard 48 Calling features 49 Do Not Disturb (DND) 49 Turning DND on or off 49 Call Forward 50 Calls Log Window 51 Viewing the Calls Log 51 Viewing the Incoming Calls 52 Viewing the Outgoing Calls 52 Updating the Calls Log 52 Sorting the Calls Log 52 Making a call from the Calls Log 53 Printing call information from the Calls Log 53 Deleting calls from the Calls Log 53 Closing the Calls Log Window 53
6 Contents Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 54 The Tree View of the Address Book 54 The List View portion of the Address Book 55 Contacts 56 Adding a new contact to the Address Book 56 Address Properties dialog box 57 Adding a caller to the Address Book 62 Finding a contact in the Address Book 63 Editing the properties of a contact 66 Organizing the Address book 67 Copying a contact 68 Copying a contact using the linked copy method 69 Copying a contact using the template copy method 70 Moving a contact 71 Deleting a contact 72 Printing Contacts 73 Folders 74 Creating a new folder in the Address Book 74 Copying a folder 75 Moving a folder 76 Renaming a folder 77 Deleting a folder 77 Importing Contacts 78 Exporting Contacts 80 Quick Dials 81 Adding Quick Dials 81 Displaying the information about Enterprise Edge Personal Call Manager 81 Synchronization with the telephone 81 Accessing Help 82 Accessing context-sensitive Help 82 Opening the Help contents screen 82 Accessing the Tip of the Day 82 Turning the Tip of the Day off 82 Turning the Tip of the Day on 83
Contents 7 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Enterprise Edge Personal Call Manager Preferences 84 Changing the Search preferences 84 Changing the Startup Option 85 Changing the Dialing Rule Setting 85 Changing the Caller’s Record Display Setting 86 Quitting Enterprise Edge Personal Call Manager 88 Removing Enterprise Edge Personal Call Manager 88 Glossary 89 Index 91
8 Contents Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01
P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager is a TAPI-based (Telephony Application Programming Interface) application that provides an easy to use computer interface for your telephone. With Enterprise Edge Personal Call Manager you can: • make calls • redial telephone numbers • return calls • answer calls • put calls on and off hold • manage multiple calls • transfer calls • conference calls • activate and de-activate Do Not Disturb • call forward your telephone Enterprise Edge Personal Call Manager also has an Address Book that allows you to store the names, addresses, and telephone numbers of your contacts on your computer where they are easy to find and use. Using a handsfree telephone with Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager is a tool designed to accompany your telephone. It provides tools to make processing calls easier, but you must still use your telephone to speak with the caller. For this reason, we recommend that you use a telephone equipped with handsfree. When using a handsfree telephone, you can perform all of the Enterprise Edge Personal Call Manager functions without picking up the telephone handset. About this guide Enterprise Edge Personal Call Manager provides several ways to perform each task. Although this document describes all of the possible methods, you only need to use one of the methods to perform the task.
10 Installing Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Installing Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager must be installed on your computer before you can use it. The files required to install Enterprise Edge Personal Call Manager are on the Enterprise Edge server. To install Enterprise Edge Personal Call Manager: 1. Exit any Windows programs that are running. 2. Click the Start button, point to Find and then click Computer. The Find: Computer dialog box appears. 3. Type the name of the Enterprise Edge server, or select the Enterprise Edge server from the list. If you do not know the name of the Enterprise Edge server, ask your System Administrator. 4. Click the Find Now button. The Enterprise Edge server icon appears in the list below. 5. Double-click the Enterprise Edge server icon. The Enterprise Edge server window opens. 6. Double-click the NortelDT folder. 7. Double-click the Voice Director folder. 8. Double-click the Setup.exe file. 9. Follow the instructions on the display to complete the installation. Starting Enterprise Edge Personal Call Manager You can start Enterprise Edge Personal Call Manager from the shortcut icon on the desktop or from the Windows Start button. To start Enterprise Edge Personal Call Manager from the shortcut icon: 1. Double-click . To start Enterprise Edge Personal Call Manager using the Start button: 1. Click the Start button, point to Programs, point to Enterprise Edge Personal Call Manager and then click Enterprise Edge Personal Call Manager.