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Nortel Enterprise Edge Attendant Console Instructions Manual
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.