Nortel Business Communications Manager Personal Call Manager Instructions Manual

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Transferring a call with an announcement
When you transfer a call with an announcement, you are calling the person you are transferring the 
call to before you transfer the call. Calling the person first allows you to check if the person is 
available and give that person information about the call.
Transferring a call with an announcement using the window
To transfer a call:
1 Make or answer the call.
2 Put the call on hold.
3 Call the person you are transferring the call to.
4 Give the person any pertinent information about the call.
5 Drag the icon of the call you are transferring to the Active Call icon.
Transferring a call with an announcement using the right mouse button
You can use the right mouse button and the icons on the window to transfer a caller. To transfer a 
call:
1Make or answer the call.
2 Put the call on hold.
3 Call the person you are transferring the call to.
4 Give the person any pertinent information about the call.
Note:  If Fast Search is enabled, any contacts that match the name you are 
entering appear in the bottom of the dialog box. Click the contact you 
want and click the Transfer button.
Note:  If Slow Search is enabled, you must enter the name and then click 
the Find Now button. Any contacts that match the name you entered 
appear in the bottom of the dialog box. Click the contact you want and 
click the Transfer button.
Note:  For information about Fast and Slow Search, see  “Changing the 
Search preferences” on page  79 . 
						

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5Right-click the icon in the Calls box and point to Transfer.
A menu of the current calls appears.
6Click the icon of the person you are transferring.
Transferring a call with an announcement using the task tray or Calls menu
To transfer a call:
1Make or answer the call.
2Put the call on hold.
3Call the person you are transferring the call to.
4Give the person any pertinent information about the call.
5Click the Personal Call Manager task tray icon or the Calls menu and then point to the 
Tr a n s f e r menu item.
A menu of the current calls appears.
6Click the icon of the person you are transferring (the first call you made or answered).
Conferencing a call
In a conference call you connect yourself and two other people onto a single call.
Creating a conference
To create a conference you must have at least two lines, one for each caller. These two lines can be 
external lines or internal lines.
Creating a conference using the Conference box
To create a conference:
1Make or answer the two calls you want to connect in a conference call.
2Drag the icon of the first call from the Calls box to the Conference box.
3Drag the icon of the second call from the Calls box to the Conference box.
The icons for the two calls change to Conference icons.
Creating a conference using the Calls box
To create a conference:
1Make or answer the two calls to be connected in a conference call.
2Right-click the icon of the first call to be connected in a conference call and then click 
Conference. 
						

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3 Right-click the icon of the second call to be  connected in a conference call and then click 
Conference .
The icons for the two calls move to the Conference box and their icons change to Conference 
icons.
Creating a conference using the task tray or Calls menu
To create a conference:
1 Make or answer the two calls to be connected in a conference call.
2 Click the Personal Call Manager task tray icon or the  Calls menu.
3 Point to the first call to be conferenced and then click  Conference.
4 Click the  Personal Call Manager  task tray icon or the Calls menu.
5 Point to the second call to be conferenced and then click  Conference.
The icons for the two calls change to the Conference icon.
Putting conferences call on hold
When you put a conference on hold, both calls are put on hold. Neither caller can speak to you but 
the two callers can speak to each other.
Putting the conference calls on hold using the window
To put the confere nce calls on hold:
1 Right-click one of the calls in the  Conference box and then click  HoldConf.
The calls are put on hold and the icons change to Held Conference icons.
Putting conference calls on hold using the task tray or Calls menu
To put the confere nce calls on hold:
1 Click the  Personal Call Manager  task tray icon or the Calls menu, point to one of the calls in 
the conference and then click  HoldConf.
The calls are put on hold and the icons change to Held Conference icons.
Taking a conference off hold
There are two ways to take a conference off hold:
Restoring a held conference using the window
To cancel hold on a conference:
1 Right-click one of the calls in the  Conference box and then click  UnHoldConf.
The calls in the conference become active and the icons change to Conference icons. 
						

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Restoring a held conference using the task tray or Calls menu
To cancel hold on a conference:
1Click the Personal Call Manager task tray icon or the Calls menu, point to one of the calls in 
the conference and then click UnHoldConf.
The calls in the conference become active and the icons change to Conference icons.
Splitting a conference
When you split a conference, the conference is ended, but both calls remain connected. One of the 
callers becomes the active call and the other caller is put on hold. The conference ends and the two 
callers can no longer speak to each other.
Splitting a conference using the window
To split a conference using the window:
1Drag one of the icons from the Conference box.
The call whose icon you remove from the Conference box becomes the active call and the other 
call is put on hold. The icons for both calls move to the Calls box.
You can also use the right mouse button and the icons on the window to split a conference. To split 
a conference:
1Right-click one of the icons in the Conference box and then click Split Conf.
The caller you select becomes the active call while the other caller is put on hold. The icons for 
both calls move to the Calls box.
Splitting a conference using the task tray or Calls menu
To split a conference:
1Click the Personal Call Manager task tray icon or the Calls menu, point to the icon of one of 
the callers in the conference and then click Split Conf.
The caller you select becomes the active call and the other caller is put on hold.
Ending a conference
When you end a conference, you remove yourself from the conference and let the other two callers 
continue to talk to each other. While the other callers are talking to each other they are still using 
two of your telephone lines.
If you want to end the conference and disconnect both the callers, split the conference and end 
each of the calls. 
						

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Ending a conference using the release button
To end a conference:
1 Click the icon of one of the conference calls in the  Conference box.
2 In the  Conference  box, click   .
Ending a conference using the window
To end a conference:
1Right-click one of the icons in the Conference box and then click  Release Conf.
The conference ends.
Ending a conference using the keyboard
To end a conference:
1 Click one of the icons in the Conference box.
2 Press the  Delete key on your PC keyboard.
The conference ends.
Ending a conference using the task tray or Calls menu
To end a conference:
1 Click the  Personal Call Manager  task tray icon or Calls menu and then point to the icon of 
one of the calls in the conference.
2 Click  Release Conf .
The conference ends.
Ending a call
Ending a call using the release button
To end a call:
1 Click the icon of the call in the  Calls box.
Note:  When you use the keyboard to end a call, make sure you click one 
of the icons in the Conference Box before you press the Delete key. If you 
do not and a contact in the Address Book is highlighted, the contact is 
deleted. To retrieve a contact that is accidentally deleted, click the Edit 
menu and then click Undo. 
						

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2In the Calls box, click   .
Ending a call using the window
To end a call:
1Right-click the icon of the call in the Calls box and then click Release.
Ending a call using the task tray or Calls menu
To end a call:
1Click the Personal Call Manager task tray icon or the Calls menu, point to the call you want 
to disconnect and then click Release.
Ending a call using the keyboard
To end a call using the keyboard, the Personal Call Manager window must be visible.
To end a call:
1Click the icon of the call in the Calls box.
2Press the Delete key on your PC keyboard.
Calling features
Personal Call Manager gives you easy access to two common calling features: Do Not Disturb and 
Call Forward.
Note: If there is only one call in the Calls box, you do not need to select 
the call.
Note: When you use the keyboard to end a call, make sure you click the 
icon in the Calls box before you press the Delete key. If you do not and a 
contact in the Address Book is highlighted, the contact is deleted. To 
retrieve a contact that is accidentally deleted, click the Edit menu and then 
click Undo. 
						

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Do Not Disturb (DND)
When DND is enabled, the telephone does not ring when someone calls, but the line indicator 
flashes. In Personal Call Manager, the You Have a New Call dialog box appears and the icon for 
the call appears in the Calls box.
You can turn the Do Not Disturb (DND) feature on or off from the Calls menu or the Personal Call 
Manager icon in the task tray.
Turning DND on or off
To turn DND on or off:
1 Click the  Personal Call Manager  task tray icon or the Calls menu and then click  DND.
When DND is on:
 the Personal Call Manager task tray icon changes to   
 a check mark appears beside the DND menu item on the Calls menu and the Personal Call  Manager task tray menu
 DND appears in the Status bar
Call Forward
To call forward your telephone:
1 Click the  Tools menu and then click  Forward.
The Forward dialog box appears.
2 Type the telephone number you want to call forward your telephone to. 
						

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3Click the Forward button.
The number your telephone is forwarded to appears on the “
Status bar”.
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 Personal 
Call Manager was not operating do not appear.
Note: If Fast Search is enabled, Personal Call Manager compares the 
telephone 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. Click the contact you want and click the 
Forward button.
Note: If you want to forward your telephone to a contact that is in the 
Address Book and you remember only the contact’s name, enter the 
contact’s name.
Note: If Fast Search is enabled, any contacts that match the name you are 
entering appear in the bottom of the dialog box. Click the contact you 
want and click the Forward button.
Note: If Slow Search is enabled, you must type the name and then click 
the Find Now button. Any contacts that match the name you enter appear 
in the bottom of the dialog box. Click the contact you want and click the 
Forward button.
Note: For information about Fast and Slow Search, see “Changing the 
Search preferences” on page  79.
Note: Call forwarding your telephone to an external telephone number is 
not supported. 
						

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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.
Viewing the Incoming Calls
To view the Incoming Calls:
1 Click  on the Toolbar.
or
1 Click the  View menu and then click  Incoming Calls Log.
Viewing the Outgoing Calls
To view the Outgoing Calls:
1Click . 
						

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or
1Click 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:
1Click .
or
1Click 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.
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:
1Click the number you want to dial.
2Click .
or
1Click the number you want to dial.
2Click 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:
1Click 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.