Nortel Call Pilot Instructions Manual

							Chapter 8  Call Forwarding your calls    61
CallPilot Reference Guide
Call Forward with Caller ID
The Call Forward with Caller ID (CLID) feature is available only if your company subscribes to a 
CLID service. If you are not sure whether your company subscribes to a  CLID service, ask your 
System Administrator. CLID does not appear if the caller has a private or unknown telephone 
number.
You can set up Call Forward with CLID to screen calls forwarded to your mailbox. If the feature is 
enabled, you hear an Alert tone and the CLID information appears on the telephone display.
To talk to a caller who is forwarded to your mailbox, press ≤·°‡ to interrupt the call.
To turn Call Forward with CLID on or off
Call Forward on Busy overrides CLID
If your display telephone is assigned Call Forward on Busy, CLID information does not appear on 
the display. Call Forward on Busy is a feature that forwards your calls to another designated 
telephone or extension if your telephone is busy. Call Forward on Busy is assigned by the System 
Administrator.1Press ≤·°⁄.
Follow the voice prompts or the display button options on your 
telephone to open your mailbox.
2Press ADMIN
 or °.
Press GREET
 or ¤.
3Press CFWD
 or ‹.
4Press YES
 or ⁄ to have your calls go to CallPilot without ringing 
at your phone
or
press NO
 or ¤ to have calls ring at your set.
5Press CHNG
 or ⁄ to turn Call Display on or off.
6Press ® to end the session.
Greeting options:
REC     CHOOSE      CFWD
Forward calls?
YES            NO
Display caller: Y
CHNG                     QUIT 
						

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							63
CallPilot Reference Guide
Chapter 9
Transferring calls
This chapter describes transferring calls and explains:
Transferring calls to a CallPilot mailbox
Transferring a mailbox owner’s call to their mailbox
Transferring a call to Custom Call Routing (CCR)
About Outbound Transfer
Setting up Outbound Transfer
Adding special characters to a destination number
Setting up Outbound Transfer
Turning Outbound Transfer on or off
Optimizing Outbound Transfer
Transferring calls to a CallPilot mailbox
With the Transfer feature ≤·°fl you can transfer a call from your business telephone 
directly to a mailbox on the CallPilot system.
Transferring calls to a CallPilot mailbox has these advantages:
 If you transfer a call to a mailbox instead of another telephone, the call does not come back to 
you. If you transfer a call to another telephone and the call is not answered, the call comes 
back to you.
 The call is immediately transferred to the mailbox, which saves time.
≤·°fl is not available on the Companion Wireless telephone.
To transfer a call to a mailbox from your telephone
1Press ≤·°fl.
Do not press Hold ≥ because the call is put on hold automatically.
2Enter the mailbox number or search the Company Directory. To search the Company 
Directory:
 If you use the Norstar Voice Mail interface press the DIR
 display option.
 If you use the CallPilot interface press the NAME
 display option.
3Wait until the display shows Call transferred before you attempt any other CallPilot 
functions. The call automatically transfers and the CallPilot session ends. 
						

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Transferring a mailbox owner’s call to their mailbox
You can transfer a mailbox owner’s call to their CallPilot mailbox so that they can change their 
greetings or retrieve their messages.
To transfer a mailbox owner’s call to their mailbox
1Press ≤·°fl.
Do not press Hold ≥ because the call is put on hold automatically.
2Enter the mailbox owner’s mailbox number.
3Wait until the display shows Call transferred before you attempt any other telephone 
features.
After a mailbox owner’s call transfers to their mailbox, the mailbox owner must:
1Press •• while their mailbox greeting plays.
2Follow the voice prompts to open their mailbox.
Note: Do not use ≤‡‚to transfer a mailbox owner’s call. This feature transfers 
the call to their telephone and the call returns to you.
≤·°fl is not available on a Companion Wireless telephone. 
						

							Chapter 9  Transferring calls    65
CallPilot Reference Guide
Transferring a call to Custom Call Routing (CCR)
CCR is a single-digit application that provides callers with a more sophisticated menu and a wider 
range of options than the Automated Attendant.
Callers can use CCR to:
 listen to the Home menu and make a selection
 listen to a pre-recorded CCR Information message
 leave a message in a mailbox
 transfer to another extension or an external number
For more information about CCR, ask your System Administrator.
You can transfer a call to the beginning of a CCR Tree.
To  t r a n s f e r  a  c a l l  t o  a  CCR T r e e
1Press ≤·°fl.
Do not press Hold ≥ because the call is put on hold automatically.
2Choose a CCR Tree by entering a digit from 1 to 8 and pressing £.
3Wait until the display shows  Call transferred before you attempt any other features. 
						

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About Outbound Transfer
You can set up Outbound Transfer to transfer a caller who reaches your mailbox to a number that 
you assign. A caller can use Outbound Transfer from any  tone dial telephone, and you can direct 
your Outbound Transfer calls to any telephone.
You can tell callers about this feature in your personal greeting. If you inform callers of this feature 
in your mailbox greeting, you must tell them what number to press to transfer:
 If you use the Norstar Voice Mail interface, tell callers to press ‡
 If you use the CallPilot interface, tell callers to press ·
For example:
“Hi. This is Brenda Whately. I’m away from the office today. Please leave me a message after the 
tone and I will return your call as soon as possible. If you need to reach me before tomorrow, press 
‡ and you will be transferred to my cell phone. Thanks.”
For Outbound Transfer to function properly, you must have a greeting recorded.
When you set up Outbound Transfer, you can add special characters to the destination number. 
Refer to “Adding special characters to a destination number” on page 66 for more information.
Adding special characters to a destination number
Special characters are pauses or other dialing instructions that you can add if they are required to 
access the network or a destination number.
Follow the voice prompts or press ADD
 to add special characters to a destination telephone number 
(or a destination pager number if you are setting up a destination pager number in Off-premise 
Message Notification.) A destination telephone or pager number cannot be longer than 30 
characters.
Note: The restrictions that apply to your telephone line also apply to Outbound Transfer 
numbers. For example, if you cannot dial long distance telephone numbers from your 
telephone, you cannot have a long distance Outbound Transfer destination. If your 
mailbox is restricted to extension destinations for Outbound Transfer, see your System 
Administrator.
Note: If you are adding special characters, do not press the dialpad buttons £ to enter 
a #, or • to enter a *. Press the button directly below the option on a two line display 
telephone, or listen to the voice prompts. 
						

							Chapter 9  Transferring calls    67
CallPilot Reference Guide
Setting up Outbound Transfer
To set up Outbound Transfer to a phone number
Adding special characters to a destination number
Press Description
¤ or DI G Sto resume adding digits to the destination phone number
‹or PAUSto enter a timed pause that appears as P on the display. Pauses are four seconds long.
›to recognize dial tone (behind PBX). The Recognize Dial Tone special character 
appears as D on the display.
fior OTHR #to enter a #
flor OTHR *to enter a *
TONEto recognize dial tone (behind PBX). The Recognize Dial Tone special character 
appears as D on the display.
•to cancel and retry
1Press ≤·°⁄.
Follow the voice prompts or the display button options to open 
your mailbox.
2If you use the CallPilot interface:
Press °‚ to open the Mailbox Options
Press ·
Press ‹ to open the Outbound Transfer menu
 Go to step 3
If you use the Norstar Voice Mail interface:
Press ADMIN
 or °
Press ° to open the Outbound Transfer menu
 Go to step 3
3Press ADMIN
 or ⁄ to set up Outbound Transfer
or
if you have previously set up Outbound Transfer press CHNG
.
4Press PHONE
 to select an external phone as the destination.
5Enter the destination phone number and press OK
 or £.
Outbound xfr
ADMIN    SELECT
Destination:
PHONE    EXT
Ph:
RETRY                        OK 
						

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To set up Outbound Transfer to an extension
6Press OK or £ to accept the destination number, represented by 

or
press ADD
 or ¤ to add special characters. For information, refer to 
“Adding special characters to a destination number” on page 66.
After you add special characters, press OK
 or £ to accept the 
destination number.
7Press CHNG
 or ⁄ to turn Outbound Transfer on.
8Press QUIT
 or •.
9Press ® to end the session.
1Press 
≤·°⁄.
Follow the voice prompts or the display button options on your 
telephone to open your mailbox.
2If you use the CallPilot interface:
Press °‚ to open the Mailbox Options
Press ·
Press ‹ to open the Outbound Transfer menu
 Go to step 3
If you use the Norstar Voice Mail interface:
Press ADMIN
 or °
Press ° to open the Outbound Transfer menu
 Go to step 3
3Press ADMIN
 or ⁄ to set up Outbound Transfer.
4Enter the destination extension and press OK
 or £.
5Press OK
 or £ to accept the number.
The  represents the extension.
6Press CHNG
 or ⁄ to turn Outbound Transfer on.
7Press QUIT
 or •.
8Press ® to end the session.

ADD                            OK
Transfer: off
CHNG                      QUIT
Transfer: on
CHNG                      QUIT
Outbound xfr
ADMIN                 SELECT
Ext:
RETRY                         OK
Accept
RETRY                         OK
Transfer: off
CHNG                      QUIT
Transfer: on
CHNG                      QUIT 
						

							Chapter 9  Transferring calls    69
CallPilot Reference Guide
Turning Outbound Transfer on or off
You can turn Outbound Transfer on or off at any time after you set it up. Turning Outbound 
Transfer off does not affect any of its assigned parameters.
To turn Outbound Transfer on or off
1Press ≤·°⁄.
Follow the voice prompts or the display button options on your 
telephone to open your mailbox.
2If you use the CallPilot interface:
Press °‚ to open the Mailbox Options
Press ·
Press ‹ to open the Outbound Transfer menu
 Go to step 3
If you use the Norstar Voice Mail interface:
Press ADMIN
 or °
Press ° to open the Outbound Transfer menu
 Go to step 3
3Press SELECT
 or ¤ to access Outbound Transfer.
4Press CHNG
 or ⁄ to turn Outbound Transfer on.
Press CHNG
 again to turn Outbound Transfer off.
5Press QUIT
 or •.
6Press ® to end the session.
Outbound xfr
ADMIN                 SELECT
Transfer: off
CHNG                      QUIT
Transfer: on
CHNG                      QUIT 
						

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Optimizing Outbound Transfer
When CallPilot transfers a call to an external telephone number using Outbound Transfer, two 
lines are used. An incoming line connects a caller to a mailbox and an outgoing line transfers a 
caller to an Outbound Transfer telephone number. Both lines remain in use while the caller 
connects to the Outbound Transfer telephone number.
To optimize the use of CallPilot lines, the Outbound Transfer call to an external telephone number 
can transfer to the incoming line to make the outgoing call. This type of transfer is called a Link 
transfer.
To perform a Link transfer with Outbound Transfer you must add £ before the Outbound 
Transfer telephone number.
For example, the telephone number looks like:
£fififi⁄¤‹›
where:
£ instructs CallPilot to use the incoming line to perform the transfer
fififi⁄¤‹› is the telephone number dialed
Programming Outbound Transfer when CallPilot is behind a PBX
If you have CallPilot installed behind a PBX and you want to access an outside line and recognize 
dial tone, enter:
·£›¤fififi⁄¤‹›
where:
· accesses an outside line
£ specifies the next digits are special characters
› recognizes dial tone
¤ specifies that the next digits are the numbers to be dialed
fififi⁄¤‹› is the telephone number dialed
After you enter this dialing sequence, the display shows:
Note: You can perform a Link transfer only if the CallPilot line is equipped with Link 
transfer capability. The most common type of line that supports Link transfer is a 
Centrex line. If Link transfer is programmed for an Outbound Transfer and your 
CallPilot lines do not support this feature, the caller is disconnected. Ask your System 
Administrator before programming a Link transfer.
9D5551234
ADD                            OK