Nortel Business Communications Manager Personal Call Manager Instructions Manual

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Chapter 1
Personal Call Manager
Business Communications Manager Personal Call Manager is a Telephony Application 
Programming Interface (TAPI)-based application that provides an easy to use computer interface 
for your telephone.
With 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
...

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2On the Unified Manager front page, click on Install Client. The Client Install Application 
page appears. 
3Click on Personal Call Manager. The Personal Call Manager page appears.
4Click on Install Personal Call Manager. A file download window appears.
5Select Save this program to disk and click OK. The SaveAs dialog appears.
6Choose a location to save this file to. Click Save. The file begins downloading.
7When the file is finished downloading,...

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Personal Call Manager task tray icon
The Personal Call Manager icon   appears on the right side of the task tray.
When you move the mouse pointer over the Personal Call Manager icon, the number of current 
calls is displayed. The number displayed includes the active call, conference calls and calls on 
hold.
When you right-click the Personal Call Manager icon, a menu appears that allows you to exit...

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Personal Call Manager window
From the Personal Call Manager window you can perform all of the functions of the Personal Call 
Manager task tray icon as well as access the Address Book, the Help files and Personal Call 
Manager setup.
Opening the window
When you start Personal Call Manager, the window appears. If you do not want the window to 
appear when you start Personal Call Manager, refer to “
Changing the Startup Option” on page  80. 
When you change...

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Menu bar
The Menu bar shows the menus available from the window. From these menus you can access all 
of the features available from Personal Call Manager. The Menu bar is always visible on the 
window.
One of the menus on the Menu bar is the Calls menu. The items on the Calls menu are identical to 
the items on the Personal Call Manager task tray menu.
Toolbar
The toolbar contains several buttons...

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Using the toolbar
The toolbar buttons provide access to commonly used features. 
Address Book
The Address Book is a list of all the contacts stored in Personal Call Manager. The Address Book 
consists of two parts: 
 the Tree View which shows the structure of your folders
 the List View which shows the folders and contacts stored in the currently selected folder
For more information about the Address Book, refer to “
Address Book” on page  51.
Displaying...

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1 Click the  View menu and then click  Both Address Book and Calls  to display both the 
Address Book and the Current Calls.
The symbol  appears beside the current selection.
Current Calls
The Current Calls section of the screen shows which calls are active. The Current Calls section 
consists of two parts:
 the Calls box which shows the calls that are currently on your telephone
 the Conference...

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Status bar
The Status bar is at the bottom of the screen and provides four information message areas:
 Help messages – Shows a help message, if available, for the area the mouse pointer is pointing 
on. For example, if the pointer is on one of the buttons on the toolbar, the message describes 
what the button does.
 Line used – Identifies which telephone line is being used by Personal Call Manager. 
 DND – The acronym DND appears if the Do Not Disturb...

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Setting up Personal Call Manager
Before you can use Personal Call Manager you must choose the TAPI line that will be used and 
define the dialing properties.
Defining the line used
If there are several lines available, you can choose which line Personal Call Manager uses to make 
calls. To choose a line:
1 Click the  Tools menu and then click  Dial Using.
The Choose a TAPI Line dialog box appears.
2...

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You use the Dialing Properties to define where you are situated and what is required to dial from 
this location. To access dialing properties:
1Click the Tools menu and then click Dialing Properties.
The Dialing Properties dialog box appears.
From the Dialing Properties dialog box you can control these options:
 the location you are dialing from (I am dialing from)
 the country you are in (I am in this country)
 the area code you are dialing from (Area...