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Nortel Enterprise Edge Attendant Console Instructions Manual

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    							Using the Attendant window  31
    P0908544 Issue 02 Enterprise Edge Attendant Console User Guide
    Caller menu
    The Caller menu contains:
    Answer Next answers the next call in the queue.
    Hold places an active call on hold. The Hold button performs the 
    same function. Refer to Parking, holding and screening calls
     
    on page 51.
    Release disconnects the active call. The Release button performs the 
    same function.
    Park parks the active call so you can page the person whose 
    extension is in the Target list box. A list of all parked calls 
    appears in the Parked Calls dialog box when you click View 
    Parked Calls on the Caller menu. You can retrieve the call 
    from the View Parked Calls dialog box by pressing the 
    Retrieve button. For more information on viewing parked 
    calls, refer to Parking, holding and screening calls
     on page 
    51. The Park/Page button performs the same function.
    Join Caller connects two callers by joining the active call with the call 
    that is on hold. Refer to Linking and Joining calls
     on page 
    56.
    View Parked Calls opens the Parked Calls dialog box, which displays calls 
    parked by all attendants. A call can be retrieved by any 
    attendant or from any telephone on the Enterprise Edge 
    server. For more information, refer to Parking, holding and 
    screening calls on page 51. 
    						
    							32  Using the Attendant window
    Enterprise Edge Attendant Console User Guide P0908544 Issue 02
    Target menu
    The Target menu contains:
    Attendant menu
    The Attendant menu contains:
    Call initiates a call from the attendant extension to the number in 
    the Target list box. The Call button performs the same 
    function.
    Voice Call places a voice call from the Attendant to the extension in the 
    Target list box. For more information, refer to Contacting 
    employees using Voice Call on page 55.
    Dial DTMF Tones dials DTMF-tone digits to the external number in the Target 
    list box. This must be used in conjunction with the Link button 
    and with outdialing on an active line to access other systems 
    or carriers (for example, Centrex).
    Link accesses (hookflash) Centrex/CO line features (such as off-
    premise transfer or conference) or other systems or carriers 
    while on an incoming call. Clicking the Link button while on 
    an incoming call places the caller on hold and generates a 
    Link signal (also called flash or recall) on the active line. The 
    DTMF button is used with the Link button to outdial the digits 
    in the Target list box. For more information, refer to Linking 
    and Joining calls on page 56.
    In toggles with the Out command. When set to In, the attendant 
    is in position to take calls.
    Out toggles with the In command. When set to Out, the attendant 
    is not in position to take calls. All calls that ring at the 
    attendant’s telephone are forwarded to the backup attendant 
    position.
    Note:  To redirect calls to a backup extension, on the 
    Tools menu click Options. Set redirect options on 
    the Options dialog box. 
    						
    							Using the Attendant window  33
    P0908544 Issue 02 Enterprise Edge Attendant Console User Guide
    Help menu
    The Help menu contains:
    Using the toolbar
    The toolbar contains several buttons that provide quick and easy access to some of 
    the Enterprise Edge Attendant Console functions.
    To display the toolbar:
    1. Click the View menu and then click To o l b a r.
    The toolbar is displayed across the top of the Attendant window below the 
    menu bar.
    The toolbar buttons are:
    Tip of the Day shows or hides the Tip of the Day window when Attendant 
    starts.
    Attendant Help displays Help files.
    About Attendant displays program information, revision number, copyright 
    information, and system information.
    Use the In and Out buttons to indicate whether or not you 
    can take calls.
    Use the Link button to access Centrex/CO line features (such 
    as off-premise transfer or conference) or other systems or 
    carriers while on an outside call. For more information, refer 
    to Linking and Joining calls
     on page 56.
    Use the DTMF button to dial DTMF-tone digits to the external 
    number in the Target list box. This must be used in 
    conjunction with the Link button and with outdialing on an 
    active line to access other systems or carriers such as 
    Centrex. This button also sends special characters (for 
    example, *, #) from the Target list box to other services such 
    as Interactive Voice Response (IVR) and Enterprise Edge 
    messaging services.
    Use the Join button to connect two callers by joining the 
    active call with the call that is on hold at the Enterprise Edge 
    Attendant Console. Refer to Linking and Joining calls
     on 
    page 56. 
    						
    							34  Using the Attendant window
    Enterprise Edge Attendant Console User Guide P0908544 Issue 02
    Words and colors on Loop buttons:
    Use the View Parked button to display the Parked dialog 
    box, which lists any parked calls. Calls can be parked and 
    retrieved from any Enterprise Edge telephone connected to 
    your Enterprise Edge server. Refer to Parking calls and 
    paging employees on page 51.
    Use the Voice Call to initiate a call from the attendant’s 
    telephone to the speaker of another telephone without first 
    causing the telephone to ring. Refer to Parking calls and 
    paging employees on page 51.
    Six Loop buttons, labeled F1 to F6, are on the left side of the 
    Attendant window and are used to answer calls. Each Loop 
    button represents call. The color of the Loop button and the 
    displayed word shows the type of call activity occurring. 
    You can display or hide Loop buttons, depending on your 
    preference. On the View menu click Hide Loop Buttons. 
    When a check mark appears, only active Loop buttons 
    appear. When Hide Loop Buttons is not selected, all the Loop 
    buttons appear.
    The word Ringing appears on a yellow 
    Loop button when an incoming call 
    rings at the attendant’s extension.
    A green Loop button with the word 
    Active appears when a call is 
    answered by the attendant. Only one 
    Loop button is active at one time.
    A blue Loop button with the words On 
    Hold appears when a call is on hold at 
    the attendant’s extension.
    An orange Loop button with the word 
    Callback appears when a call returns 
    to the attendant from the Target 
    extension.
    A red Loop button with the word 
    Ringing appears when a call rings at 
    an Assigned extension.
    Grey Loop buttons appear when the 
    Loop button is inactive and when Hide 
    Loop Buttons is not selected. 
    						
    							Using the Attendant window  35
    P0908544 Issue 02 Enterprise Edge Attendant Console User Guide
    Using Caller Information options
    Caller Information options are in the top, center of the Attendant window. Caller 
    Information options contain information about the caller that appears in the boxes 
    when you answer a call.
    Caller Information options include:
    • Name, Caller Type list boxes (Unclassified, Personal, Employee, Vendor, or 
    Customer), Company and Note boxes
    • Contacts boxes that display the three parties the caller most frequently calls in 
    your company
    The following buttons appear in the Caller Information options:
    opens the Edit Caller Information dialog box. Refer to 
    Maintaining caller information
     on page 63.
    places the active call on Hold.
    disconnects the active call.
    places the active call in park and opens the Page dialog box 
    so that you can page the person whose extension is in the 
    Target list box. 
    Refer to Parking calls and paging employees
     on page 51. 
    						
    							36  Using the Attendant window
    Enterprise Edge Attendant Console User Guide P0908544 Issue 02The Edit Caller Information dialog box
    Use the Edit Caller Information dialog box to change or add information about 
    callers. 
    To access the Edit Caller Information dialog box:
    1. Below the Caller Information options, click the Edit button.
    The Edit Caller Information dialog box contains the following boxes:
    Name list box contains the caller’s name. A first time caller name is the Caller ID 
    name provided by the telephone. company. You can change this 
    Caller ID name to the actual caller’s name.
    Caller Type list box contains the classification of the caller. There are five types to choose 
    from: Unclassified, Personal, Employee, Vendor and Customer.
    Company box contains the name of the company associated with the caller. The 
    Caller ID name is automatically filled in this box. You can edited it 
    here or in the Caller Information options.
    Phone box  contains the caller’s telephone number of the caller.
    City, State/Province, 
    and ZIP/Postal Code 
    boxescontain the caller’s address.
    Caller ID Name and 
    Caller ID Number 
    boxescontain information provided through subscription by the public 
    switched telephone network.
    Record Number box contains a unique caller record identifier number. This box is not 
    editable.
    Contacts boxes list the caller’s three most frequently called persons in your company. 
    						
    							Using the Attendant window  37
    P0908544 Issue 02 Enterprise Edge Attendant Console User Guide
     The following buttons appear in the Edit Caller Information dialog box:
    Using the call processing area
    The call processing area is at the top right of the Attendant window and includes:
    • the Target list box
    • a series of buttons including: Transfer, Page, VMTransfer, Screen, Call, Camp 
    On and Link Transfer.
     
    saves the caller record displayed in the boxes of the Edit 
    Caller Information dialog box to the database.
    closes the Edit Caller Information dialog box without saving 
    the changes to the record.
    opens the Find dialog box in the Edit Caller Information 
    dialog box.
    creates a blank caller record that you can add information 
    to.
    creates a new name caller record using an existing caller 
    record. All boxes except the Name box contain the existing 
    caller information. You must enter the new name.
    deletes caller record displayed in the Edit Caller Information 
    dialog box from the database.
    Use the Target list box to enter the extension or telephone 
    number to call. 
    						
    							38  Using the Attendant window
    Enterprise Edge Attendant Console User Guide P0908544 Issue 02
    The following buttons are in the call processing area: 
    Using the Director y options
    The Directory options are at the bottom of the Attendant window. They contains 
    tabbed directories that show various views of the extensions on your Enterprise 
    Edge telephone system. The Directory options also contain buttons and boxes for 
    searching and editing extension and employee information.
    Search and edit functions in the Directory options
    The buttons and boxes in the Directory options are used to search for and edit 
    employee information that appears in the Directory list:.
    transfers the active call to the extension number in the Target 
    list box.
    screens a call transfer of an active call to the extension 
    number in the Target list box. Click the Screen button and the 
    caller is put on hold. The caller is connected to the Target 
    extension when you click Transfer Now in the Screen 
    Transfer dialog box.
    opens the Page dialog box.
    makes a call from the attendant’s extension to the number in 
    the Target list box.
    transfers the active call to the voice message mailbox of the 
    extension in the Target list box so the caller can leave a 
    message.
    places a call on hold at the target extension.
    accesses Centrex/CO line features (such as off-premise 
    transfer or conference) or other systems or carriers while on 
    an outside call. It is also used to tone dial the digits in the 
    Target list box.
    indicates the status of the employee. When 
    you select a category from the list box, a 
    corresponding icon appears in the first 
    column of the Directory list. The available 
    category are: None, Not at Desk and Out of 
    Office.
    used to enter information about individual 
    employees. 
    						
    							Using the Attendant window  39
    P0908544 Issue 02 Enterprise Edge Attendant Console User Guidechanges the caller/Caller ID record to an 
    employee record if an employee calls in from 
    outside. This prevents an employee name 
    from appearing in the caller record related to 
    the Caller ID name/number.
    finds names of individual employees or 
    groups of employees by department. The Find 
    box finds employee by name. The 
    Department box is finds employees by 
    department. Type the first few letters of the 
    name in the Find box and click the Find 
    button. Names that start with the letters 
    appear in the Directory list. To search by 
    department, select a department from the 
    Department list box and then click the Find 
    button. Employees in the selected department 
    appear in the Directory list.
    resets the Full tab Directory view to display all 
    names and extensions.
    opens the Edit Employee Information dialog 
    box. If you select a name or extension in the 
    Directory list, information about to that name 
    or extension appears in the dialog box. If you 
    do not select a name or extension, the Edit 
    Employee Information dialog box is empty. 
    You can also access the Edit Employee 
    Information window by clicking the Edit menu 
    and clicking Employee Information. Refer to 
    The Edit Employee Information dialog box
     on 
    page 40 and Maintaining employee 
    information on page 67. 
    						
    							40  Using the Attendant window
    Enterprise Edge Attendant Console User Guide P0908544 Issue 02The Edit Employee Information dialog box
    This dialog box appears when you click the Edit button in the Directory option. 
    Use the Edit Employee dialog box to change or add information about employees. 
    For further information, refer to Maintaining employee information
     on page 67.
    The Edit Employee Information dialog box contains the following boxes that are 
    editable unless indicated otherwise:
    Name list box contains the employee’s name or the extension number if a name is 
    not entered.
    Type list box contains the classification of the employee record. “Employee” is the 
    default.
    Department box contains the name of the department associated with the employee.
    Phone box contains the employee’s telephone number. The Phone box is not 
    editable.
    City box contains the employee’s city.
    State/Province box displays the state or province of the employee.
    ZIP/Postal Code box  displays the ZIP code or Postal Code of the employee.
    Assistant Extension box displays the extension of the person who handles calls for the 
    extension when the employee cannot.
    Record Number box displays a unique record identifier number. The Record Number box 
    is not editable. 
    						
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