Nortel Business Communications Manager Personal Call Manager Instructions Manual

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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.
C rea ting  a  new lo cation
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 locatio n
When you select a location, all of the dialing properties are changed to the settings t hat 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.
Deletin g a  loca tion
When you no longer need a location, you can delete it from the list of locations.
To delete a location: 
						

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1Click the button in the I am dialing from list box. 
The list of locations appears. 
2Click the location you want to delete.
3Click the Remove button.
A confirm deletion dialog box appears.
4Click the Ye s button.
I am in this country
This field defines the country of the you are currently in.
To select a country:
1Click the I am in this country list box.
2Scroll through the list of countries. 
3Click the country you are in. 
Area Code
The Area Code box defines the area code you are currently in. 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:
1Select 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 
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.
To set the prefixes that are long distance:
Note: 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. 
						

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1 Click the  Dialing Rules  button.
The  Dialing Rules  dialog box appears.
T o  ad d a  pr efix tha t i s  c ons idered l ong d ist anc e
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  del ete  a pr efix that i s cons idered long  distance
1Click the prefix you want to delete.
2 Click the  Remove button.
To  ad d a  pr efix tha t i s  c ons idered l oca l
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  de lete  a p re fix  th at is co nsidere d loc al
1 Click the prefix you want to delete. 
						

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2Click the Remove button.
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:
1Select 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:
1Clear 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:
1Click the Calling Card button.
The Calling Card dialog box appears. 
2Click the list box at the top of the dialog box.
3Scroll through the list to find the calling card you are using and then click the calling card. 
						

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4 In the  Calling Card Phone Number  box, type the calling card telephone number.
5 In the  PIN number  box, type the calling card PIN  number.
6 Click the  OK button.
Adding  a cu stom  ca lling ca rd
The dialing parameters for some calling cards are already configured in 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:
1Click 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.
Note: If the calling card you are using is not on this list, refer to  “A d d i n g  
a custom calling card” on page  25 . 
						

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7Click the Long Distance Usage button.
A second Calling Card dialog box appears.
8Click the first Dial list box and then click the first set of numbers that must be dialed.
9Click 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.
10When all of the required steps are added, click the OK button.
11Click the International Usage button.
12Repeat steps 8 to 11 to add the steps required to make an international call.
13Click the OK button to return to the Dialing Properties dialog box.
Note: Refer to the documentation that came with your calling card for 
the sequence of steps that are required with your card. 
						

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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 y our telephone, leave t hese 
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  To n e  d i a l option.
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 telep hone 
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: 
						

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1Click the Tools menu and then click Toll Prefixes. 
The Toll Prefixes dialog box appears.
2From the list of prefixes in the Local phone numbers select the prefix that requires an area 
code added.
3Click the Add-> button.
4Repeat steps 3 and 4 for each prefix that requires an area code added.
5When you have finished moving all of the prefixes that require an area code, click the OK 
button.
The Toll Prefixes dialog box closes.
The Toll Prefixes feature is available only if the country you choose in the Dialing Properties 
dialog box has a country code of 1. For more information about dialing properties, refer to 
“
Changing the dialing properties” on page  19.
Making a call
Using Personal Call Manager, you can make a call using the Calls menu, the 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 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.
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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If you manually dial the telephone number, 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 B ook, refer to “
Adding a new 
contact to the Address Book” on page  54.
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.
Making a call using the task tray or Calls menu
To make a call:
1Click the Personal Call Manager task tray icon or the  Calls menu and then click  Manual Dial.
The Dial dialog box appears.
Note:  When you add a contact, you define one of the telephone numbers 
as the prime number.  
						

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2Type the telephone number you want to dial.
If you have the Search Option set to Fast Search, 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.
3Click 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 
79.
You can open the Dial dialog box using two other methods:
1Press the F3 key.
or
1Click the Personal Call Manager task tray icon or the Calls menu, point to Quick Dials and 
then click Other.
Making a call using the toolbar
To make a call using the toolbar: