Nortel Bcm 2 0 Personal Call Manager Instructions Manual

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P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide
Quick Dials
The Address Book is divided into two mains sections: My Contacts and Quick 
Dials. The My Contacts section stores your contacts. The Quick Dials section used 
stores contacts that you use frequently or need to access quickly.
The contacts you add to the Quick Dials section are automatically added to the 
Quick Dials menu. You can access the Quick Dials menu from the Calls menu or 
the Enterprise Edge Personal Call Manager task tray menu.
Adding Quick Dials
To add a Quick Dial, add the contact to the Quick Dials section of the Address 
Book. Any of the methods described earlier to add a contact can be used to add 
Quick Dials.
Displaying the information about Enterprise Edge 
Personal Call Manager
The About Enterprise Edge Personal Call Manager window shows the version 
number of the Enterprise Edge Personal Call Manager software you are using. 
To access the About Enterprise Edge Personal Call Manager window:
1. Click the Help menu and then click About Director.
or
1. Click .
Synchronization with the telephone
Common call control operations can be performed on either the telephone or on 
Enterprise Edge Personal Call Manager. For example, to end a call you can press 
the Rls (Release) key on the telephone or click Release in Enterprise Edge Personal 
Call Manager.
Any telephone programming you use to customize your telephone is not 
synchronized. For example, the personal speed dials programmed on the telephone 
are not automatically copied into Enterprise Edge Personal Call Manager. 
						

							82  Accessing Help
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Accessing Help
Accessing context-sensitive Help
You can access context-sensitive Help by pressing the F1 key. The Help 
information that appears is about the currently active window, dialog box or menu 
item.
Opening the Help contents screen
You can access Help from the Menu bar. To access the Help window:
1. Click the Help menu and then click Help topics.
The main Help window gives you access to all of the help information.
Use the Contents tab, to view the Help topics. To go to one of the topics, double-
click the topic.
Use the Index tab, to view an alphabetically sorted list of Help topics. The topics on 
the Index tab are more detailed than the topics on the Contents tab. To go to a topic, 
click the topic.
Use Find tab to enter a word or topic you need help information about. The Find 
feature searches through the Help information and displays information about the 
word or topic you enter.
Accessing the Tip of the Day
The Tip of the Day window shows helpful information about how to use Enterprise 
Edge Personal Call Manager.
To display the Tip of the Day window:
1. Click the Help menu and then click Tip of the Day.
Turning the Tip of the Day off
The Tip of the Day window appears when you start Enterprise Edge Personal Call 
Manager. 
To turn the Tip of the Day off:
1. Click the Help menu and then click Tip of the Day.
2. Clear the Show Tips at Startup check box.
When the Show Tips at Startup check box is empty, the Tip of the Day window does 
not appear when you start Enterprise Edge Personal Call Manager. 
						

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Turning the Tip of the Day on
To turn the Tip of the Day on:
1. Click the Help menu and then click Tip of the Day.
2. Select the Show Tips at Startup check box.
When the Show Tips at Startup check box contains a check mark, the Tip of the Day 
window appears when you start Enterprise Edge Personal Call Manager. 
						

							84  Enterprise Edge Personal Call Manager Preferences
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Enterprise Edge Personal Call Manager 
Preferences
Enterprise Edge Personal Call Manager preferences determine how the Address 
Book is searched, how Enterprise Edge Personal Call Manager appears when you 
start it up, and whether the dialing rules are used.
Changing the Search preferences
The Search feature operates in one of two different modes: Slow Search and Quick 
Search. In Slow Search mode, you type the characters you want to find and click the 
Find Now button. Enterprise Edge Personal Call Manager searches through the 
Address Book to find the contact. In Quick Search mode, Enterprise Edge Personal 
Call Manager starts searching through the contacts as soon as you type a character.
Tip:If you plan on using the Quick Search mode, your computer must have a 
Pentium processor or better. If you use a slower processor, Fast Search is 
slower.
To change the Search mode from the Menu bar:
1. Click the Tools menu and then click Options.
The Options dialog box appears.
2. Click the Search Option you want to use. 
						

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To change the Search mode from the task tray:
1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then 
click Options.
The Options dialog box appears.
2. Click the Search Option you want to use.
Changing the Startup Option
The Startup Option determines if the window is open or minimized when you start 
Enterprise Edge Personal Call Manager.
To change the Startup Option from the Menu bar:
1. Click the Tools menu and then click Options.
The Options dialog box appears.
2. Click the Startup Option you want to use.
To change the Startup Option from the task tray:
1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then 
click Options.
The Options dialog box appears.
2. Click the Startup Option you want to use.
Changing the Dialing Rule Setting
The Dialing Rule Setting determines if the dialing properties entered in the Dialing 
Properties dialog box are used. This feature is enabled by default. 
						

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When the Dialing Rule Setting is enabled, Enterprise Edge Personal Call Manager 
uses dialing properties, such as the local area code and the outside line access code, 
when making a call. When the Dialing Rule Setting is disabled, Enterprise Edge 
Personal Call Manager does not use the dialing properties and you must manually 
enter any additional dialing information, such as the outside line access code.
To change the Dialing Rule Setting from the Menu bar:
1. Click the Tools menu and then click Options.
The Options dialog box appears.
2. Click the Use Rules defined in the Dialing Property Dialog check box to 
change the setting.
To change the Dialing Rule Setting from the task tray:
1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then 
click Options.
The Options dialog box appears.
2. Click the Use Rules defined in the Dialing Property Dialog check box to 
change the setting.
Changing the Caller’s Record Display Setting
When the Caller’s Record Display Setting is on, Enterprise Edge Personal Call 
Manager compares the incoming telephone number to the entries in the Address 
Book. If a match is found, the Notes tab of the Address Properties dialog box 
appears showing the information for the caller. If a match is not found, a message 
appears asking if you want to add the caller to the Address Book. 
						

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Enterprise Edge Personal Call Manager receives the incoming telephone number 
only if:
• You subscribe to a Caller ID (CLID) service.
or
• You are receiving an internal call through Enterprise Edge.
To change Caller’s Record Display Setting from the Menu bar:
1. Click the Tools menu and then click Options.
The Options dialog box appears.
2. Click the Auto display contact’s notes page upon answering the call check 
box to change the setting.
To change the Dialing Rule Setting from the task tray:
1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then 
click Options.
The Options dialog box appears.
2. Click the Auto display contact’s notes page upon answering the call check 
box to change the setting. 
						

							88  Quitting Enterprise Edge Personal Call Manager
Enterprise Edge 2.0 Personal Call Manager User Guide   P0911958 Issue 01
Quitting Enterprise Edge Personal Call Manager
You can quit Enterprise Edge Personal Call Manager from the task tray or the 
window.
To quit Enterprise Edge Personal Call Manager using the task tray:
1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then 
click Exit.
To quit Enterprise Edge Personal Call Manager using the window:
1. Click the File menu and then click Exit.
You can also quit Enterprise Edge Personal Call Manager by clicking the close 
button in the upper right corner of the Enterprise Edge Personal Call Manager 
window.
Removing Enterprise Edge Personal Call Manager
You can remove Enterprise Edge Personal Call Manager from your computer. For 
example, if you get a new computer you want to move Enterprise Edge Personal 
Call Manager to the new computer. The Uninstall program makes sure all of the 
files that comprise Enterprise Edge Personal Call Manager are removed from the 
computer hard disk.
Tip:If you are moving Enterprise Edge Personal Call Manager to a new 
computer, make a copy of the PCMAddressBook.mdb file before you 
remove Enterprise Edge Personal Call Manager. You can then copy this file 
to the new computer where Enterprise Edge Personal Call Manager is 
installed. This copies all of the contacts you have added to the Address Book 
to the new computer.
To remove the Enterprise Edge Personal Call Manager software:
1. Make sure you have quit Enterprise Edge Personal Call Manager.
2. Click the Windows Start button, point to Settings and then click Control 
Panel.
3. Double-click the Add/Remove Programs icon.
4. Click Enterprise Edge Personal Call Manager.
5. Click the Add/Remove button.
All of the files associated with Enterprise Edge Personal Call Manager are removed 
from your computer hard drive. 
						

							P0911958 Issue 01 Enterprise Edge Personal Call Manager User Guide
Glossar y
Address Book
The portion of Enterprise Edge Personal Call Manager where you store the 
telephone numbers and addresses of people and businesses.
Call Forward
A feature that forwards all the calls arriving at your telephone to another telephone.
Calling Line Identification (CLID)
A service provided by the telephone company that allows you to see the caller’s 
telephone number and in some cases the caller’s name. If you subscribe to this 
service, Enterprise Edge Personal Call Manager can then show you the caller’s 
name or telephone number on the computer screen.
Contact
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.
Dialing properties
The dialing properties define where you are situated and what is required to dial 
from this location.
Do Not Disturb
A feature that stops calls from ringing at your telephone. The You Have a New Call 
dialog box still appears.
Enterprise Edge TSP
The application that provides Enterprise Edge Personal Call Manager with access 
to the TAPI functions.
Extension name
The name used to identify your telephone on the Enterprise Edge system.
Handsfree
A feature you can use to make calls without using the telephone handset.
Icon
A graphic symbol used to represent an object (such a contact or call) or a task (such 
as manual dialing) in Enterprise Edge Personal Call Manager.
List View
The portion of the Address Book that shows the contacts and folders stored in the 
selected folder. 
						

							90  
Enterprise Edge Personal Call Manager User Guide   P0911958 Issue 01Menu bar 
The menu bar shows the menus available from the main window.
PC (Personal Computer)
A Windows® compatible computer that runs the Enterprise Edge Personal Call 
Manager software.
Quick dials
A group of telephone numbers that you can call by selecting a menu item.
Status bar
An area at the bottom of the computer screen which provides information messages 
about Enterprise Edge Personal Call Manager.
TAPI
TAPI stands for Telephony Application Programming Interface. It is a set of 
programming tools that allows Enterprise Edge Personal Call Manager to 
communicate with the telephone system.
TAPI line
The telephone line that Enterprise Edge Personal Call Manager uses to make a call.
Task tray
An area in the bottom right hand corner of the PC screen. It contains the Enterprise 
Edge Personal Call Manager task tray icon which is used to perform several 
common call control functions.
Taskbar
An area at the bottom of the computer screen. It contains the Enterprise Edge 
Personal Call Manager taskbar icon that is used to maximize the Enterprise Edge 
Personal Call Manager Window or bring it to the foreground.
Tool bar
The tool bar contains several buttons that provide quick and easy access to 
Enterprise Edge Personal Call Manager functions.
Tree View
The portion of the Address Book that shows how the folders used to store the 
contacts are organized.
Wild card character
A special character that can be used represent any letter or number.