Nortel Business Communications Manager Personal Call Manager Instructions Manual

							Chapter 1 Personal Call Manager81
B usin ess C om mun ic a tio ns  Ma nag er Pe rs on al C all M ana ger
 
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 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 propert ies entered in the Dialing Properties 
dialog box are used. This feature is enabled by default.
When the Dialing Rule Setting is enabled, 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, 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: 
						

							82Chapter 1 Personal Call Manager
P0936569 02
 
1Click the Tools menu and then click Options.
The Options dialog box appears.
2Click 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:
1Right-click the Personal Call Manager task tray icon and then click Options.
The Options dialog box appears.
2Click 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, 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.
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 Business Communications Manager.
To change Caller’s Record Display Setting from the Menu bar: 
						

							Chapter 1 Personal Call Manager83
B usin ess C om mun ic a tio ns  Ma nag er Pe rs on al C all M ana ger
 
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 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.
Quitting Personal Call Manager
You can quit Personal Call Manager from the task tray or the window.
To quit Personal Call Manager using the task tray:
1 Right-click the Personal Call Manager task tray icon and then click  Exit.
To quit Personal Call Manager using the window:
1 Click the  File menu and then click  Exit.
You can also quit Personal Call Manager by clicking the close  button in the upper right corner of 
the Personal Call Manager window. 
						

							84Chapter 1 Personal Call Manager
P0936569 02
 
Removing Personal Call Manager
You can remove Personal Call Manager from your computer. For example, if you get a new 
computer you want to move Personal Call Manager to the new computer. The Uninstall program 
makes sure all of the files that comprise Personal Call Manager are removed from the computer 
hard disk.
To remove the Personal Call Manager software:
1Make sure you have quit Personal Call Manager.
2Click the Windows Start button, point to Settings and then click Control Panel.
3Double-click the Add/Remove Programs icon.
4Click Personal Call Manager.
5Click the Add/Remove button.
All of the files associated with Personal Call Manager are removed from your computer hard drive.
Note: If you are moving Personal Call Manager to a new computer, make 
a copy of the PCMAddressBook.mdb file before you remove Personal 
Call Manager. (Use Find or look in the Nortel Networks folder.) You can 
then copy this file to the new computer where Personal Call Manager is 
installed. This copies all of the contacts you have added to the Address 
Book to the new computer. 
						

							85
B usine ss Co mmu nic at ions  M ana ger  P ers o n al  Ca ll  M an ager
 
Glossary
Address Book
The portion of 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, 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 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.
Business Communications Manager TSP
The application that provides Personal Call Manager with access to the TAPI functions.
Extension name
The name used to identify your telephone on the Business Communications Manager 
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 Personal Call Manager.
List View
The portion of the Address Book that shows the contacts and folders stored in the selected 
folder.
Menu bar  
						

							86Glossary
P0936569 02
The menu bar shows the menus available from the main window.
PC (Personal Computer)
A Windows® compatible computer that runs the 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 
Personal Call Manager.
TA P I
TAPI stands for Telephony Application Programming Interface. It is a set of programming 
tools that allows Personal Call Manager to communicate with the telephone system.
TAPI line
The telephone line that 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 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 Personal Call Manager 
taskbar icon that is used to maximize the 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 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. 
						

							Busine ss Co mmu nic at ions  M ana ger   P ers o n al  Ca ll  M an ager
87
 
Index
A
acronyms 9
Active Call icon 13, 17, 33
Address Book 14
adding a contact 54
changing the view 52
displaying 16
icons 52
list view 52
tree view 52
Address of contact 56
Answering a call Call Answer dialog box 34
Calls menu 35
held call 36
task tray 35
when is someone calling 33
who is calling 33
window 34
Answering a held conference call Calls menu 44
task tray 44
window 43
B
Blind transfer 37
ButtonsAbout 16
Copy 16
Cut 16
Detail 16, 18
Find Person 16
Large Icons 16, 18 List 16, 18
Manual Dial 17
New Contact 16
New Folder 16
Paste 16
Small Icons 16, 18
toolbar 16
Up One Level 16
C
Call Answer dialog box 34
Call duration 18
Call Forward 18, 47
Call Waiting 27
Calling
last callers 32
last calls 32
prime telephone number 29
Quick Dials 32
redialing 32
returning 32
Calling card 24
Calling Line Identification service 32, 33, 82
Calls answering 35
displaying the number of 13
ending 46
switching between several calls 36
Calls menu 15
Closing the window 18
Conference answering a held conference call 44
creating 42 
						

							88Index
P0936569 02
ending 45
hold 43
splitting 44
Conference Call icon 13, 17
Contact
adding 54
address 56
changing 64
copying 65, 67
cutting 69
default telephone number 58
deleting 69
e-mail address 57
finding 39, 40, 48, 61
moving 68
name 56
pasting 67, 69
telephone number 56
conventions, text 9
Copying
contact 65
folders 72
Current Calls box 14
displaying 17
D
Dialing properties 19
Do Not Disturb (DND) 18, 47
Duration, call 18
E
E-Mail Address 57
Exiting Personal Call Manager 83
F
Finding a contact 61
entering a name or number 62
using wild cards 62
Foldersadding 71
copying 72
cutting 73
deleting 74
moving 72
pasting 72, 73
H
Held Call icon 13, 17, 35
Held Conference icon 13, 17
Help
contents tab 78
find tab 78
index tab 78
messages 18
opening 78
Hold
answering a held call 36
conference calls 43
putting a call on hold 35
I
Icons
active call 13, 17, 33
Address Book 52
conference call 13, 17
held call 13, 17, 35
held conference 13, 17
Personal Call Manager 34
ringing 13, 17
task tray menu 13
L
Last callers 32
Last calls 32
Line used 19
List View 52 
						

							Index89
B usin e ss  C omm unic a tio ns Ma nager  P ers onal  C all Ma nag er
 
M
Making a call 28
Address Book 29
Calls menu 29
Quick Dials 32
redialing a number 32
returning a call 32
task tray 29
toolbar 30
Menu bar 14, 15
Moving contacts 68
folders 72
My Contacts 52
N
Name 56
New Call dialog box 33
O
On-line help accessing 78
contents tab 78
find tab 78
index tab 78
opening 78
Outside lines 27
P
Personal Call Manager about 77
exiting 83
location 21
preferences 79
quitting 83
removing 84
starting 12
task tray icon 13, 34
Preferences dialing properties 19
Personal Call Manager 79
search 79
Prime telephone number, calling 29
Pulse dialing 27
Q
Quick Dials 52 adding 77
list 32
Quitting Personal Call Manager 83
R
Redialing a telephone number 32
Removing Personal Call Manager 84
Returning a call 32
Ringing icon 13, 17
S
Search entering a name or number 62
for a contact 61
options 80, 81, 82, 83
preferences 79
wild cards 62
Search mode 61 Quick Search 62
Slow Search 61
Starting Personal Call Manager 12
Status bar 14 displaying 18
Synchronization with the telephone 78
T
Task tray icon 13 displaying the number of calls 13
menu 13
who is calling 34 
						

							90Index
P0936569 02
Task tray menu 13
icons 13
Telephone line used 18, 19
Telephone lines 27
Telephone number of contact 56
default 58
Telephone synchronization 78
text conventions 9
Tone dialing 27
Toolbar 14
About button 16
buttons 16
Copy button 16
Cut button 16
Detail button 16, 18
displaying 15
Find Person button 16
Large Icons button 16, 18
List button 16, 18
Manual Dial button 17
New Contact 16
New Folder 16
Paste button 16
Small Icons button 16, 18
Up one level button 16
Transferring a call
blind 37
Calls menu 39, 42
task tray 39, 42
window 37, 41
with an announcement 41
without an announcement 37
Tree View 52
W
Wild cards 62
Window
closing 18
components 14
opening 14