Nortel Bcm 2 0 Personal Call Manager Instructions Manual

							Setting up Enterprise Edge Personal Call Manager  21
P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide
I am dialing from
Use the I am dialing from list box to save different sets of dialing properties. You 
can use I am dialing from when you have a computer (such as a laptop) that you use 
at different locations. You can save the settings for the different locations under 
different names in the I am dialing from list box. You can then quickly change to 
the new settings when you switch locations.
For example, you can have a laptop computer that you use at both the north and 
south locations. If the north and south locations have different dialing requirements 
(such as call waiting in the north but not in the south), you can set up two different 
sets of dialing properties in the I am dialing from list box. Then, when you switch 
locations, you can change the dialing properties by changing the name that appears 
in the I am dialing from list box.
Creating a new location
When you create a new location, you are creating the name that is used to access the 
new set of dialing properties. After you create the location, any changes made to 
Dialing Properties dialog box are saved with this name.
To create a new location:
1. Click the New button.
A dialog box appears confirming that a new location was created.
2. Select the text in the I am dialing from list box.
3. Type the name of the new location.
4. Change the other parameters on the Dialing Properties dialog box to match 
the dialing properties required for this location.
These fields are described later in this section.
5. Click the Apply button to store the changes with the new location.
Selecting a location
When you select a location, all of the dialing properties are changed to the settings 
that are stored for that location. 
To select a location:
1. Click the button in the I am dialing from list box.
A list of locations appears. 
2. Click the location you are currently at.
The dialing properties are changed to the setting stored for this location. 
						

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Enterprise Edge 2.0 Personal Call Manager User Guide   P0911958 Issue 01Deleting a location
When you no longer need a location, you can delete it from the list of locations.
To delete a location:
1. Click the button in the I am dialing from list box. 
The list of locations appears. 
2. Click the location you want to delete.
3. Click the Remove button.
A confirm deletion dialog box appears.
4. Click the Yes button.
I am in this country
This field defines the country of the you are currently in.
To select a country:
1. Click the I am in this country list box.
2. Scroll through the list of countries. 
3. Click the country you are in. 
Tip:You can scroll quickly through the list of countries by typing the first few 
letters of the country’s name. As you type, the list finds the country that 
matches the letters you type.
Area Code
The Area Code box defines the area code you are currently in. Enterprise Edge 
Personal Call Manager uses the number in this field to determine if a call is a local 
call (to the same area code) or a long distance call.
To enter an area code:
1. Select the characters in the Area Code box and type the area code.
In some locations, the area code must always be added when dialing a telephone 
number. To make Enterprise Edge Personal Call Manager include the area code, 
select the I always have to dial the area code before the phone number check 
box.
Dialing Rules
In some locations, calls within the same area code are considered long distance 
calls. These calls require the country code and area code (e.g. 1-403) to be added to 
the front of the telephone number before they are dialed.
The Dialing Rules feature allows you to define the prefixes (e.g. 222
-xxxx) that are 
long distance calls in your area code. 
						

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To set the prefixes that are long distance:
1. Click the Dialing Rules button.
The Dialing Rules dialog box appears.
To add a prefix that is considered long distance
1. Click the New button located in the top half of the dialog box.
The New Area Code and Prefix dialog box appears.
2. Type the prefix and click the OK button.
To delete a prefix that is considered long distance
1. Click the prefix you want to delete.
2. Click the Remove button.
To add a prefix that is considered local
1. Click the New button located in the bottom half of the dialog box.
The New Area Code and Prefix dialog box appears.
2. Type the prefix and click the OK button.
To delete a prefix that is considered local
1. Click the prefix you want to delete.
2. Click the Remove button. 
						

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Use a calling card for long distance
Select this check box if you want to use a calling card for long distance telephone 
numbers. The Calling Card button lets you define which calling card you are using.
To use a calling card:
1. Select the Use calling card for long distance check box.
If you have previously set up a calling card, the settings for that calling card 
are used. 
If you have not set up a calling card, refer to Setting up a calling card
.
To stop using a calling card:
1. Clear the Use calling card for long distance check box.
Setting up a calling card
You must set up the calling card parameters before you can use a calling card. To 
set up a calling card:
1. Click the Calling Card button.
The Calling Card dialog box appears.
2. Click the list box at the top of the dialog box.
3. Scroll through the list to find the calling card you are using and then click the 
calling card.
Note:If the calling card you are using is not on this list, refer to Adding a 
custom calling card on page 25.
4. In the Calling Card Phone Number box, type the calling card telephone 
number. 
						

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5. In the PIN number box, type the calling card PIN number.
6. Click the OK button.
Adding a custom calling card
The dialing parameters for some calling cards are already configured in Enterprise 
Edge Personal Call Manager and appear in the list of calling cards. If the calling 
card you are using is not on the list of cards, you must set up how to use your calling 
card.
To add a custom calling card:
1. Click the Calling Card button.
The Calling Card dialog box appears.
2. Click the New button.
The Create New Calling Card dialog box appears.
3. Type the name of the calling card and click the OK button.
A message appears informing you that you must set up the dialing rules for 
the new calling card.
4. Click the OK button.
5. In the Calling Card Phone Number box, type the calling card number.
6. In the PIN number box, type your calling card PIN number. 
						

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Enterprise Edge 2.0 Personal Call Manager User Guide   P0911958 Issue 01
7. Click the Long Distance Usage button.
A second Calling Card dialog box appears.
8. Click the first Dial list box and then click the first set of numbers that must be 
dialed.
9. Click the next Dial list box and then click the next set of numbers to be dialed.
Repeat step 9 until you have completed all of the steps needed to make a call 
using your calling card.
Note:Refer to the documentation that came with your calling card for the 
sequence of steps that are required with your card.
10. When all of the required steps are added, click the OK button.
11. Click the International Usage button.
12. Repeat steps 8 to 11 to add the steps required to make an international call.
13. Click the OK button to return to the Dialing Properties dialog box. 
						

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P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide
Disable call waiting by dialing
If call waiting is available for the current location, use this field to define the 
numbers required to disable call waiting. Your telephony application uses these 
numbers to disable call waiting when required.
To enter the numbers required to disable call waiting:
1. Select the Disable call waiting by dialing check box.
2. From the Disable call waiting by dialing list box select the appropriate 
disable call waiting code.
If the appropriate code does not appear in the list, type the disable call waiting 
code in the list box.
To identify that call waiting is not used, clear the Disable call waiting by dialing 
check box.
To access outside lines
There are two boxes for accessing outside lines. The first box is for the digits 
required to access local numbers and the second box is for the digits required to 
access long distance lines. These access numbers are required if you are using a line 
pool or call routing to make calls. These numbers are the same numbers you dial if 
you are making an outside call from your telephone.
If you do not dial an extra number (e.g. 9) when making a call from your telephone, 
leave these boxes blank.
To change the outside line access numbers:
1. In the for long distance box, type the number required to access an outside 
line for a long distance call.
2. In the for local box, type the number required to access an outside line for a 
local call.
Dial using
Use these options to choose tone dialing signals or pulse dialing signals when 
making a call. To select pulse dialing, click the Pulse dial option. To select tone 
dialing, click the Tone dial option. 
						

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Enterprise Edge 2.0 Personal Call Manager User Guide   P0911958 Issue 01
Defining long distance numbers in your area code
In some locations, calls within the same area code are considered long distance 
calls. These calls require the country code and area code (e.g. 1-403) to be added to 
the front of the telephone number before they can be dialed.
The Toll Prefixes feature allows you to define the prefixes (e.g. 222
-xxxx) that are 
long distance calls in your area code.
To define toll prefixes:
1. Click the Tools menu and then click Toll Prefixes. 
The Toll Prefixes dialog box appears.
2. From the list of prefixes in the Local phone numbers select the prefix that 
requires an area code added.
3. Click the Add-> button.
4. Repeat steps 3 and 4 for each prefix that requires an area code added.
Note:If you add a prefix to the Dial first list that does not require an area 
code, remove it by clicking the prefix and clicking the 
						

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P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide
Making a call
Using Enterprise Edge Personal Call Manager, you can make a call using the Calls 
menu, the Enterprise Edge Personal Call Manager task tray menu, the toolbar, or 
the Address Book. When you make a call, the Ringing icon appears in the Calls box, 
the Enterprise Edge Personal Call Manager task tray menu and the Calls menu. 
When the call is answered, the icon changes to the Active Call icon. Both the 
Ringing and the Active icons have a label that is used to identify the call.
If you make a call using the Address Book, the name in the Address Book is used 
as the label for the call.
If you manually dial the telephone number, Enterprise Edge Personal Call Manager 
compares the number dialed to the numbers stored in the Address Book. If a match 
is found, the name from the Address Book is used as the label. If no match is found, 
the number dialed is used as the label.
Making a call using the Address Book
Before you can call a number from the Address Book, you must add the number to 
the Address Book. For more information about adding numbers to the Address 
Book, refer to Adding a new contact to the Address Book
 on page 56.
To make a call using the right mouse button:
1. Look in the Address Book to find the icon of the person you want to call.
2. Right-click the icon. point to Dial and click the telephone number you want to 
dial for the person (e.g. the contact’s Business number).
You can use the drag and drop feature to make a call. To make a call using the drag 
and drop method:
1. Look in the Address Book to find the icon of the person you want to call.
2. Use the right mouse button to drag the icon into the Calls box.
3. Click the telephone number you want to dial for the person (e.g. the contact’s 
Business number).
To call the prime telephone number using the Address Book:
1. Look in the Address Book to find the icon of the person you want to call.
2. Make the call by double-clicking on the icon or dragging the icon to the Calls 
box.
Note:When you add a contact, you define one of the telephone numbers as the 
prime number.  
						

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Making a call using the task tray or Calls menu
To make a call:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls 
menu and then click Manual Dial.
The Dial dialog box appears.
2. Type the telephone number you want to dial.
If you have the Search Option set to Fast Search, Enterprise Edge Personal 
Call Manager compares the number you are entering to the contacts stored in 
the Address Book. Any contacts that match the numbers you are entering 
appear in the bottom of the dialog box. To dial one of these contacts, click the 
contact you want to call. The default number appears in the Phone Number 
Type list box. To choose a different number, from the Phone Number Type 
list box select Business, Home, or Mobile.
3. Click the Dial button.
If you want to call a contact in the Address Book and you remember only the 
contact’s name, enter the contact’s name in the Enter Phone Number or Name 
box. If you are using Fast Search, any contacts that match the name you are entering 
appear in the bottom of the dialog box. If you are using Slow Search you must click 
the Find Now button to find the contacts.
For more information about Search Options, refer to Changing the Search 
preferences on page 84.
Tip:You can open the Dial dialog box using two other methods:
1. Press the F3 key.
or
1. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls 
menu, point to Quick Dials and then click Other.