Nortel Bcm 2 0 Personal Call Manager Instructions Manual
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Calls Log Window 51 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Calls Log Window The Calls Log consists of two parts: the Incoming Calls Log and the Outgoing Calls Log. The Incoming Calls Log shows all of the calls that were made to your telephone. The Outgoing Calls Log shows all of the calls you made from your telephone. Calls made or received while Enterprise Edge Personal Call Manager was not operating do not appear. The Calls Log shows the name and telephone number of the caller, if available. The Calls Log also shows the date and time the call was made and how long the call was. Viewing the Calls Log To view the Calls Log: 1. Click . or 1. Click the Tools menu and then click Show Call Log Window. The Calls Log window appears with either the Incoming Calls showing or the Outgoing Calls showing.
52 Calls Log Window Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Viewing the Incoming Calls To view the Incoming Calls: 1. Click . or 1. Click the View menu and then click Incoming Calls Log. Viewing the Outgoing Calls To view the Outgoing Calls: 1. Click . or 1. Click the View menu and then click Outgoing Calls Log. Updating the Calls Log If you make or answer a call while the Calls Log is open, the Calls Log is not updated. To update the Calls Log: 1. Click . or 1. Click the View menu and then click Refresh. Sorting the Calls Log You can sort the Calls Log by name, telephone number, duration, or date and time. • To sort the Calls Log by the name of the caller, click Name. • To sort the Calls Log by the telephone number of the caller, click Phone No. • To sort the Calls Log by the length of the call, click Duration. • To sort the Calls Log by time the call was made or received, click Date & Time.
Calls Log Window 53 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Making a call from the Calls Log You can call any of the numbers stored in the Incoming or Outgoing Call Log. To make a call: 1. Click the number you want to dial. 2. Click . or 1. Click the number you want to dial. 2. Click the Edit menu and then click Redial. Printing call information from the Calls Log You can print the Calls Log information for any call in the Calls Log. To print the Calls Log information: 1. Click the call you want to print. Note:You can select several calls to print by holding down the Control or Shift key and clicking other calls. 2. Click . or Click the Edit menu and then click Print. Deleting calls from the Calls Log To delete a call from the Calls Log: 1. Select the call you want to delete. 2. Click . or 1. Click the Edit menu and then click Delete. Closing the Calls Log Window To close the Calls Log Window: 1. Click the File menu and then click Exit. You can also close the Calls Log Window by clicking the Close Window button in the upper right corner of the window.
54 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Address Book The Address Book is the portion of Enterprise Edge Personal Call Manager where you store telephone numbers and addresses of the people and businesses you deal with. Each entry in the Address Book is called a contact. A contact is normally the telephone number of a person or business, but it can be any number you want to keep track of or store in Enterprise Edge Personal Call Manager. The Tree View of the Address Book When you view the Address Book, the left side shows the tree structure of the Address Book. The tree structure shows how the folders are organized. It also lets you select the folder you want to view. A sample tree view appears below. The contacts are stored in two main areas: • Quick Dials – Contacts added to the Quick Dials section appear on the Calls menu and the Enterprise Edge Personal Call Manager task tray menu. You can add contacts to the Quick Dials section, but not folders. • My Contacts – Contacts added to the My Contacts section do not appear in the Calls or Enterprise Edge Personal Call Manager task tray menu, but can easily be accessed from the Address Book. In the My Contacts section, you can add contacts and folders. Folders are added to help organize the contacts. By grouping the contacts into smaller groups of similar contacts, the contacts are easier to view on the screen and easier to find and access.
Address Book 55 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide You can change which folders appear by clicking certain portions of the Tree View. Clicking a box with “+” in it expands the folder and shows the folder’s contents. Clicking a box with “-” in it collapses the folder and hides the folder’s contents. Double-click a folder to open or close the folder. When a folder is open, the contents of the folder appear in the List view portion of the Address Book. The List View portion of the Address Book On the right side of the screen is the List View of the Address Book. The List View shows the contacts and folders stored in the folder selected in the Tree View. The List View of the Address Book can be viewed in four different formats: large icons, small icons, list, and detail. Displaying the Address Book in large icons If you select large icons, each contact appears with the last name of the contact below the icon. To view in large icons: • Click . or • Click the View menu and then click Large Icon. Displaying the Address Book in small icons If you select small icons, the contacts appear horizontally with the last name of each contact on the right of the icon. To view in small icons: • Click . or • Click the View menu and then click Small Icon. Displaying the Address Book in list view If you select list view, the contacts appear vertically with the last name of each contact on the right of the icon. To view in list view: • Click . or • Click the View menu and then click List.
56 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01Displaying the Address Book in details view If you select details view, the last name, first name, telephone numbers you can call and Email Address and Email type are shown for each contact. To view in details view: • Click . or • Click the View menu and then click Detail. Contacts A contact is any entry in the Address Book. A contact can be a person, business, or any number or address you want stored in Enterprise Edge Personal Call Manager. Adding a new contact to the Address Book You add contacts using the Address Properties dialog box. To add a contact using the toolbar: 1. Click . The Address Properties dialog box appears. 2. Enter the address information for this contact. For descriptions of the address fields, refer to Address Properties dialog box on page 57. 3. Click the OK button. Note:If a contact with the same name is in the Address Book, a message appears asking if you want to make a duplicate. If you want to make a duplicate of a contact, use the copy method described in Copying a contact on page 68. The contact is added to the folder shown in the List View of the Address Book. To add a contact using the right mouse button: 1. Right-click in an open area in the List view portion of the Address Book. 2. Point to New and then click Contact. The Address Properties dialog box appears. 3. Type the address information for this contact. For descriptions of the address fields, refer to Address Properties dialog box on page 57.
Address Book 57 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 4. Click the OK button. Note:If a contact with the same name is in the Address Book, a message appears asking if you want to make a duplicate. If you want to make a duplicate of a contact, use the copy method described in Copying a contact on page 68. The contact is added to the folder shown in the List View of the Address Book. To add a contact using the Menu bar: 1. Click the File menu, point to New and then click Contact. The Address Properties dialog box appears. 2. Type the address information for this contact. For descriptions of the address fields, refer to Address Properties dialog box on page 57. 3. Click the OK button. Note:If a contact with the same name is in the Address Book, a message appears asking if you want to make a duplicate. If you want to make a duplicate of a contact, use the copy method described in Copying a contact on page 68. The contact is added to the folder shown in the List View of the Address Book. Address Properties dialog box The Address Properties dialog box has four tabs. Use each tab to enter different types of contact information. •Business - Use this tab to enter the name, address, and telephone number of the contact. •EMail Address - Use this tab to enter the e-mail address and type. •Settings - Use this tab to enter the default telephone number. •Note - Use this tab to enter any other information about the contact.
58 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01Business Use the Business tab to enter the name, address, and telephone number of a contact. The first information you enter is the contact’s name. The contact’s name is divided into the first name and the last name. Both the first name and the last name must be entered before a contact can be added to the Address Book. The last name is used as the label for the contact in the Address Book. The first name is used as the label in the Calls box when you are on a call to the contact. When you search for a contact, you can search using the first name or the last name. After you enter the name you can enter the contact’s address. There are five different boxes for the address: Address, City, State, Zip code, and Country. After entering the address, you can enter the Title, Company, Department, Office, and Assistant of the contact. The final information to enter is the contact’s telephone numbers. The Phone number box has a list box that allows you to enter four different telephone numbers. You can enter the Business, Home, Mobile, and Fax telephone numbers for the contact. Either the Business, Home, or Mobile telephone number can be dialed from the task tray or the Enterprise Edge Personal Call Manager window.
Address Book 59 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User GuideE-Mail Address The E-Mail Address tab has two boxes: E-mail address and E-mail type. E-mail address specifies where the contact’s E-mail account is. E-mail type specifies which type of E-mail service the contact uses.
60 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01Settings Use the Settings tab to select the dialing default used for the contact and the picture displayed and voice announcement heard when this contact calls you. For the default telephone number dialed, you can choose Business, Home, or Mobile. The settings you specify define the telephone number automatically used for this contact only. Other contacts are not affected by the defaults you choose for this contact. You can choose to override these settings when making a call by selecting any other telephone number defined for the contact in the Address Book. You can select a voice announcement to play when you receive a call from this contact. This voice announcement allows you to identify who is calling without having to look at the computer screen or telephone display. To add or change the voice announcement for this contact: 1. Record the voice announcement message you want to play when this contact calls and save it in a .WAV file format. The message is typically the contact’s name, but can be any.WAV file. Note:You can record the voice announcement using the Sound Recorder accessory included with Windows 95 or any other sound editing application. 2. Click beside the Voice Announce File Path field. 3. Move to the folder where the voice announcement file is stored. 4. Double-click the voice announcement file you want to use.