Nortel Business Communications Manager Personal Call Manager Instructions Manual

							 
Part No. P0936569 02
Business Communications 
Man ag er  
Personal Call Manager 
User Guide 
						

							2
P0936569 02
 
Copyright © 2001 Nortel Networks
All rights reserved. 
The information in this document is subject to change without notice. The statements, configurations, technical data, and 
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied 
warranty. Users must take full responsibility for their applications of any products specified in this document. The 
information in this document is proprietary to Nortel Networks NA Inc. 
Trademarks
NORTEL NETWORKS is a trademark of Nortel Networks. 
						

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Bu sine ss Commun ic at ions  M ana ger   P ers o n al  Ca ll  M an ager
 
Contents
Preface  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
. . .  9
Before you begin  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .\
 . . . . . . . . . . . . . . . . . .  9
Text conventions   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .\
 . . . . . . . . . . . . . . . . . .  9
Acronyms  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  . 9
Chapter 1
Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  11
Using a handsfree telephone with Personal Call Manager   . . . . . . . . . . . . . . . . . . . . .  11
About this guide   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
. . . . . . . . . . . . .  11
Installing Personal Call Manager  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  11
Starting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  12
Personal Call Manager icons  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Personal Call Manager task tray icon   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Personal Call Manager task tray menu  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Personal Call Manager window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  14 Opening the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Components of the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  14Menu bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  15
Toolbar   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  15
Address Book  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Current Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
. . . . . . . . . . . . .  17
Status bar  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Closing the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Setting up Personal Call Manager  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
. . .  19
Defining the line used  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Changing the dialing proper ties   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 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  . . . . . . . . . . . . . . . . . . . . . . . .  27
Making a call  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  28
Making a call using the Address Book   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Making a call using the task tray or Calls menu   . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Making a call using the toolbar  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Redialing a number  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 
						

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Returning a call  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Calling from the Quick Dial list   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  33
Knowing when someone is calling   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Knowing who is calling   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Displaying who is calling from the task tray   . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Answering a call using the You Have a New Call dialog box  . . . . . . . . . . . . . . . . . 34
Answering a call from the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Answering a call from the task tray or Calls menu   . . . . . . . . . . . . . . . . . . . . . . . . 35
Accessing the Notes tab  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Putting a call on hold  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Putting a call on hold using the window   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Putting a call on hold using the task tray or Calls menu  . . . . . . . . . . . . . . . . . . . . 35
Answering a held call using the window   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Answering a held call using the task tray or Calls menu  . . . . . . . . . . . . . . . . . . . . 36
Multiple calls   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Switching between calls using the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Switching between calls using the task tray and Call menus   . . . . . . . . . . . . . . . . 36
Transferring a call   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Transferring a call without an announcement   . . . . . . . . . . . . . . . . . . . . . . . . . . . .  37
Transferring a call using the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Transferring a call using the right mouse button  . . . . . . . . . . . . . . . . . . . . . . . 37
Transferring a call using the task tray or Calls menu   . . . . . . . . . . . . . . . . . . . 39
Transferring a call using the keyboard   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Transferring a call with an announcement  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Transferring a call with an announcement using the window   . . . . . . . . . . . . . 41
Transferring a call with an announcement using the right mouse button   . . . . 41
Transferring a call with an announcement using the task tray or Calls menu  . 42
Conferencing a call   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Creating a conference  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Creating a conference using the Conference box . . . . . . . . . . . . . . . . . . . . . . 42
Creating a conference using the Calls box  . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Creating a conference using the task tray or Calls menu  . . . . . . . . . . . . . . . . 43
Putting conferences call on hold  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Putting the conference calls on hold using the window   . . . . . . . . . . . . . . . . . 43
Putting conference calls on hold using the task tray or Calls menu  . . . . . . . . 43
Taking a conference off hold  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  43
Restoring a held conference using the window   . . . . . . . . . . . . . . . . . . . . . . . 43
Restoring a held conference using the task tray or Calls menu  . . . . . . . . . . . 44
Splitting a conference  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Splitting a conference using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  44
Splitting a conference using the task tray or Calls menu   . . . . . . . . . . . . . . . . 44 
						

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B usin e ss  C om muni ca tio ns M an ager  P ers on al C all Ma nag er
 
Ending a conference  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Ending a conference using the release button  . . . . . . . . . . . . . . . . . . . . . . . .  45
Ending a conference using the window   . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  45
Ending a conference using the keyboard   . . . . . . . . . . . . . . . . . . . . . . . . . . . .  45
Ending a conference using the task tray or Calls menu  . . . . . . . . . . . . . . . . . 45
Ending a call   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  45
Ending a call using the release button   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Ending a call using the window  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Ending a call using the task tray or Calls menu   . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Ending a call using the keyboard   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
 46
Calling features   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4 6
Do Not Disturb (DND)  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 Turning DND on or off  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Call Forward   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
. . . . . . . . . . . . . . . .  47
Calls Log Window   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Viewing the Calls Log  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Viewing the Incoming Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Viewing the Outgoing Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Updating the Calls Log  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  50
Sorting the Calls Log   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Making a call from the Calls Log  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Printing call information from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Deleting calls from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Closing the Calls Log Window   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Address Book   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  51 The Tree View of the A ddress Book   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
The List View portion of the Address Book  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Contacts   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Adding a new contact to the Address Book   . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Address Properties dialog box  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Adding a caller to the Address Book   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Finding a contact in the Address Book  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Editing the proper ties of a contact   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Organizing the Address book  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . \
 65
Copying a contact  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Copying a contact using the linked copy method  . . . . . . . . . . . . . . . . . . . . . . 66
Copying a contact using the template copy method  . . . . . . . . . . . . . . . . . . . . 67
Moving a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Deleting a contact  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Printing Contacts   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Folders   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Creating a new folder in  the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . .  71 
						

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Copying a folder   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Moving a folder  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Renaming a folder   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Deleting a folder  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Impor ting Contacts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Exporting Contacts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Adding Quick Dials   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Displaying the information about Personal Call Manager   . . . . . . . . . . . . . . . . . . . . . . 77
Synchronization with the telephone  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Accessing Help   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  78
Accessing context-sensitive Help   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Opening the Help contents screen   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Accessing the Tip of the Day   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Turning the Tip of the Day off  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Turning the Tip of the Day on  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Personal Call Manager Preferences   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Changing the Search preferences   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Changing the Startup Option   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Changing the Dialing Rule Setting   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Changing the Caller’s Record Display Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . .  82
Quitting Personal Call Manager  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  83
Removing Personal Call Manager  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Glossary  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  85
Index  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  87 
						

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Bu sine ss Commun ic at ions  M ana ger   P ers o n al  Ca ll  M an ager
 
Ta b l e s
Table 1 Copy Methods  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66 
						

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P0936569 02 
						

							9
B usine ss Co mmu nic at ions  M ana ger   P ers o n al  Ca ll  M an ager
 
Preface
Business Communications Manager Personal Call Manager is a TAPI-based application that 
provides an easy-to-use interface between your computer and your telephone. You use the 
telephone to speak with a caller. You can customize your Address Book and your calls. Basic 
functions that Personal Call Manager performs include making and answering calls, putting calls 
on hold, transfer calls, and making conference calls.
Before you begin
This guide is intended for users who wish to manage their own calls, and who have Personal Call 
Manager installed on their PC, which is registered with the Business Communications Manager 
server. This guide assumes that you have the following background:
• Working knowledge of the Windows operating system
 Some experience with windowing systems or graphical user interfaces (GUIs).
Text conventions
This guide uses the following text conventions:
Acronyms
This guide uses the following acronyms:
bold Courier textIndicates command names and options and text that 
you need to enter.
Example: Use the 
dinfo command. 
Example: Enter 
show ip { alerts |routes }.
italic text Indicates new terms, book titles, and variables in 
command syntax descriptions. Where a variable is two 
or more words, the words are connected by an 
underscore.
Example: If the command syntax is
show at  , valid_route is one
variable and you substitute one value for it.
bold text indicates dialog boxes, buttons and menu options
separator ( > ) Shows menu paths.  Example: Protocols > IP identifies the IP option on the 
Protocols menu. 
API Application Programming Interface
CLID Calling Line Identification 
						

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P0936569 02
 
CTE Computer Telephony Engine
CTI Computer Telephony Integration
DND Do Not Disturb
ERC Express Routing Code
IP Internet Protocol
O/S operating system
PCM Personal Call Manager
PIN Personal Identification Number
TAPI Telephony Application Programming Interface
TSP TAPI Service Provider
URL Uniform Resource Locator