Nortel Enterprise Edge Personal Call Manager Instructions Manual

							1-800-4 NORTEL
www.nortelnetworks.com
© 1999 Nortel Networks
P0908542 Issue 01
Enterprise Edge Personal Call Manager
User Guide 
						

							P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Contents
Enterprise Edge Personal Call Manager 9
Using a handsfree telephone with Enterprise Edge Personal Call 
Manager 9
About this guide 9
Installing Enterprise Edge Personal Call Manager 10
Starting Enterprise Edge Personal Call Manager 10
Enterprise Edge Personal Call Manager icons 11
Enterprise Edge Personal Call Manager task tray icon 11
Enterprise Edge Personal Call Manager task tray menu 12
Enterprise Edge Personal Call Manager main window 13
Opening the main window 13
Components of the main window 13
Menu bar 14
Toolbar 14
Address Book 16
Current Calls 16
Status bar 18
Closing the main window 18
Setting up Enterprise Edge Personal Call Manager 19
Defining the line used 19
Changing the dialing properties 20
I am dialing from 21
I am in this country 22
Area Code 22
Use a calling card for long distance 24
Disable call waiting by dialing 27
To access outside lines 27
Dial using 27
Defining long distance numbers in your area code 28 
						

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Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Making a call 29
Making a call using the Address Book 29
Making a call using the task tray or Calls menu 30
Making a call using the toolbar 31
Redialing a number 32
Returning a call 32
Calling from the Quick Dial list 33
Answering a call 34
Knowing when someone is calling 34
Knowing who is calling 34
Displaying who is calling from the task tray 34
Answering a call using the You Have a New Call dialog box 35
Answering a call from the main window 35
Answering a call from the task tray or Calls menu 35
Accessing the Notes tab 36
Putting a call on hold 37
Putting a call on hold using the main window 37
Putting a call on hold using the task tray or Calls menu 37
Answering a held call using the main window 37
Answering a held call using the task tray or Calls menu 37
Multiple calls 38
Switching between calls using the main window 38
Switching between calls using the task tray and Call menus 38
Transferring a call 38
Transferring a call without an announcement 39
Transferring a call using the main window 39
Transferring a call using the right mouse button 39
Transferring a call using the task tray or Calls menu 41
Transferring a call using the keyboard 42
Transferring a call with an announcement 43
Transferring a call with an announcement using the main window 43
Transferring a call with an announcement using the right mouse 
button 43
Transferring a call with an announcement using the task tray or Calls 
menu 43 
						

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P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Conferencing a call 44
Creating a conference 44
Creating a conference using the Conference box 44
Creating a conference using the Calls box 44
Creating a conference using the task tray or Calls menu 44
Putting conferences call on hold 45
Putting the conference calls on hold using the main window 45
Putting conference calls on hold using the task tray or Calls menu 45
Taking a conference off hold 45
Restoring a held conference using the main window 45
Restoring a held conference using the task tray or Calls menu 45
Splitting a conference 45
Splitting a conference using the main window 46
Splitting a conference using the task tray or Calls menu 46
Ending a conference 47
Ending a conference using the release button 47
Ending a conference using the main window 47
Ending a conference using the keyboard 47
Ending a conference using the task tray or Calls menu 47
Ending a call 48
Ending a call using the release button 48
Ending a call using the main window 48
Ending a call using the task tray or Calls menu 48
Ending a call using the keyboard 48
Calling features 48
Do Not Disturb (DND) 49
Turning DND on or off 49
Call Forward 50
Calls Log Window 51
Viewing the Calls Log 51
Viewing the Incoming Calls 52
Viewing the Outgoing Calls 52
Updating the Calls Log 52
Sorting the Calls Log 52
Making a call from the Calls Log 53
Printing call information from the Calls Log 53
Deleting calls from the Calls Log 53
Closing the Calls Log Window 53 
						

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Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Address Book 54
The Tree View of the Address Book 54
The List View portion of the Address Book 55
Contacts 56
Adding a new contact to the Address Book 56
Address Properties dialog box 57
Adding a caller to the Address Book 62
Finding a contact in the Address Book 63
Editing the properties of a contact 66
Organizing the Address book 67
Copying a contact 68
Copying a contact using the linked copy method 69
Copying a contact using the template copy method 70
Moving a contact 71
Deleting a contact 72
Printing Contacts 73
Folders 74
Creating a new folder in the Address Book 74
Copying a folder 75
Moving a folder 76
Renaming a folder 77
Deleting a folder 77
Importing Contacts 78
Exporting the Contacts 79
Quick Dials 81
Adding Quick Dials 81
Displaying the information about Enterprise Edge Personal Call 
Manager 81
Synchronization with the telephone 81
Accessing Help 82
Accessing context-sensitive Help 82
Opening the Help contents screen 82
Accessing the Tip of the Day 82
Turning the Tip of the Day off 82
Turning the Tip of the Day on 83 
						

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P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Enterprise Edge Personal Call Manager Preferences 84
Changing the Search preferences 84
Changing the Startup Option 85
Changing the Dialing Rule Setting 85
Changing the Caller’s Record Display Setting 86
Quitting Enterprise Edge Personal Call Manager 88
Removing Enterprise Edge Personal Call Manager 88
Glossary 89
Index 91 
						

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Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01 
						

							P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Enterprise Edge Personal Call Manager
Enterprise Edge Personal Call Manager is a TAPI-based (Telephony Application 
Programming Interface) application that provides an easy to use computer interface 
for your telephone.
With Enterprise Edge Personal Call Manager you can:
• make calls
• redial telephone numbers
• return calls
• answer calls
• put calls on and off hold
• manage multiple calls
• transfer calls
• conference calls
• activate and de-activate Do Not Disturb
• call forward your telephone
Enterprise Edge Personal Call Manager also has an Address Book that allows you 
to store the names, addresses, and telephone numbers of your contacts on your 
computer where they are easy to find and use.
Using a handsfree telephone with Enterprise Edge Personal Call 
Manager
Enterprise Edge Personal Call Manager is a tool designed to accompany your 
telephone. It provides tools to make processing calls easier, but you must still use 
your telephone to speak with the caller. For this reason, we recommend that you use 
a telephone equipped with handsfree. When using a handsfree telephone, you can 
perform all of the Enterprise Edge Personal Call Manager functions without picking 
up the telephone handset.
About this guide
Enterprise Edge Personal Call Manager provides several ways to perform each task. 
Although this document describes all of the possible methods, you only need to use 
one of the methods to perform the task. 
						

							10  About this guide
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Installing Enterprise Edge Personal Call Manager
Enterprise Edge Personal Call Manager must be installed on your computer before 
you can use it. The files required to install Enterprise Edge Personal Call Manager 
are on the Enterprise Edge server.
To install Enterprise Edge Personal Call Manager:
1. Exit any Windows programs that are running.
2. Click the Start button, point to Find and then click Computer.
The Find: Computer dialog box appears.
3. Type the name of the Enterprise Edge server, or select the Enterprise Edge 
server from the list.
If you do not know the name of the Enterprise Edge server, ask your System 
Administrator.
4. Click the Find Now button.
The Enterprise Edge server icon appears in the list below.
5. Double-click the Enterprise Edge server icon.
The Enterprise Edge server window opens. 
6. Double-click the NortelDT folder.
7. Double-click the Voice Director folder.
8. Double-click the Setup.exe file.
9. Follow the instructions on the display to complete the installation.
Starting Enterprise Edge Personal Call Manager
You can start Enterprise Edge Personal Call Manager from the shortcut icon on the 
desktop or from the Windows Start button.
To start Enterprise Edge Personal Call Manager from the shortcut icon:
1. Double-click .
To start Enterprise Edge Personal Call Manager using the Start button:
1. Click the Start button, point to Programs, point to Enterprise Edge 
Personal Call Manager and then click Enterprise Edge Personal Call 
Manager.