Nortel Enterprise Edge Personal Call Manager Instructions Manual

							About this guide  11
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
The Enterprise Edge Personal Call Manager introduction screen appears briefly. 
The Enterprise Edge Personal Call Manager icon is added to the task tray and task 
bar, and the Enterprise Edge Personal Call Manager main window appears.
Note:When you install Enterprise Edge Personal Call Manager, the shortcut icon 
is installed by default. 
Enterprise Edge Personal Call Manager icons
When Enterprise Edge Personal Call Manager starts up, two icons are added to the 
screen: the taskbar icon and the task tray icon. These two icons have different tasks. 
The taskbar icon opens the Enterprise Edge Personal Call Manager main window. 
The task tray icon gives you access to Enterprise Edge Personal Call Manager 
functions when you are using another program. The diagram below shows where 
these icons are located.
Enterprise Edge Personal Call Manager task tray 
icon
The Enterprise Edge Personal Call Manager icon   appears on the right side of 
the task tray.
When you move the mouse pointer over the Enterprise Edge Personal Call Manager 
icon, the number of current calls is displayed. The number displayed includes the 
active call, conference calls and calls on hold.
When you right-click the Enterprise Edge Personal Call Manager icon, a menu 
appears that allows you to exit from Enterprise Edge Personal Call Manager, set 
Enterprise Edge Personal Call Manager options, or open the Enterprise Edge 
Personal Call Manager main window. The Enterprise Edge Personal Call Manager 
main window provides access to additional features such as the Address Book.
When you click the Enterprise Edge Personal Call Manager icon, the task tray menu 
appears. From the task tray menu you can perform most basic call functions, such 
as making and answering calls, putting calls on hold, transferring calls and 
conferencing calls.
Taskbar icon Task tray icon 
						

							12  Enterprise Edge Personal Call Manager task tray menu
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Enterprise Edge Personal Call Manager task tray menu
The Enterprise Edge Personal Call Manager task tray menu is divided into two main 
sections. The lower portion of the menu contains the following call control options:
•Callers List - a list of the telephone numbers of the last ten calls
•Redial List - a list of the last ten telephone numbers you dialed
•Quick Dials - a group of telephone numbers you want quick access to
•Transfer - allows you to transfer the active call to another telephone
•Manual Dial - allows you to call someone by entering their telephone number 
on the computer keyboard
•DND - turns the Do Not Disturb feature on or off
The upper portion of the menu contains the current calls. Each of these calls has an 
icon beside it to indicate the status of the call. If there are currently no calls, the 
upper portion of the menu does not appear.
Active Call Appears beside the call you are currently on.
Held CallAppears beside calls that are on hold. Any call that is not 
active is on hold.
Conference CallAppears beside the two calls that you are connected to 
when you are on a conference call.
Held Conference Appears beside conference calls that are on hold.
Ringing Appears beside calls that are ringing. 
						

							Opening the main window  13
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Enterprise Edge Personal Call Manager main 
window
From the main window you can perform all of the functions of the Enterprise Edge 
Personal Call Manager task tray icon as well as access the Address Book, the Help 
files and Enterprise Edge Personal Call Manager setup.
Opening the main window
When you start Enterprise Edge Personal Call Manager, the main window appears. 
If you do not want the main window to appear when you start Enterprise Edge 
Personal Call Manager, refer to Changing the Startup Option on page 85
. When you 
change this option, the main window is minimized to an icon on the taskbar when 
you start Enterprise Edge Personal Call Manager. You can also minimize the main 
window at anytime by clicking on the minimize button in the top right corner of the 
window.
To maximize the main window:
• click the Enterprise Edge Personal Call Manager icon in the taskbar
or
• right-click the Enterprise Edge Personal Call Manager icon in the task tray and 
click Open.
Components of the main window
The Enterprise Edge Personal Call Manager main window shows the following:
• the Menu bar
• the toolbar 
• the address book
• the current calls
• the status bar
All of these components, except the Menu bar, can be turned on or off to suit your 
needs. 
						

							14  Components of the main window
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Menu bar
The Menu bar shows the menus available from the main window. From these menus 
you can access all of the features available from Enterprise Edge Personal Call 
Manager. The Menu bar is always visible on the main window.
One of the menus on the Menu bar is the Calls menu. The items on the Calls menu 
are identical to the items on the Enterprise Edge Personal Call Manager task tray 
menu.
Toolbar
The toolbar contains several buttons that provide quick and easy access to 
Enterprise Edge Personal Call Manager functions.
Displaying the toolbar
To display the toolbar:
1. Click the View menu and then click Toolbar.
The toolbar toggles between being displayed and not being displayed. When 
the toolbar is set to be displayed, 4 appears beside the Toolbar menu item in 
the View menu.
Menu Bar
Toolbar
Address Book
Current Calls
Status Bar
Tree View List ViewCalls box Conference box 
						

							Components of the main window  15
P0908542 Issue 01 Enterprise Edge Personal Call Manager User GuideUsing the toolbar
The toolbar buttons provide access to commonly used features. 
Up One LevelExits from the current directory and moves one level up in the 
contact tree.
New Folder Adds a new folder to the Address Book.
New Contact Adds a new contact to the Address Book.
CutCopies the selected folder or contact onto the clipboard and 
deletes it. 
Copy Copies the selected folder or contact onto the clipboard. 
PasteCopies the folder or contact stored on the clipboard to the 
selected folder.
PropertiesDisplays the Address Properties dialog box if a contact is 
selected or the Folder Property dialog box if a folder is selected.
PrintPrints information about the currently selected contact. 
If a folder is selected, prints information about all of the contacts 
in the folder.
Large IconsDisplays the folders and contacts in the Address Book in large 
icons. 
Small IconsDisplays the folders and contacts in the Address Book in small 
icons.
ListDisplays the folders and contacts in the Address Book in small 
icons organized in vertical columns.
DetailDisplays the folders and contacts in the Address Book in a report 
view format. In this format the icon, first name, last name, 
telephone numbers, and email information of the contact 
appears.
Find PersonDisplays the Search dialog box. The Search dialog box is used to 
find a particular contact within the Address Book.
Calls LogDisplays the Calls Log Window. This window shows all of the 
calls made or received while Enterprise Edge Personal Call 
Manager was operating.
AboutDisplays a dialog box containing information about the 
Enterprise Edge Personal Call Manager software such as the 
software version. 
						

							16  Components of the main window
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Address Book
The Address Book is a list of all the contacts stored in Enterprise Edge Personal Call 
Manager. The Address Book consists of two parts: 
• the Tree View which shows the structure of your folders
• the List View which shows the folders and contacts stored in the currently 
selected folder
For more information about the Address Book, refer to Address Book on page 54
.
Displaying the Address Book
To display the Address Book:
1. Click the View menu and then click Only Address Book to display only the 
Address Book. 
or
1. Click the View menu and then click Both Address Book and Calls to display 
both the Address Book and the Current Calls.
The symbol • appears beside the current selection.
Current Calls
The Current Calls section of the screen shows which calls are active. The Current 
Calls section consists of two parts:
• the Calls box which shows the calls that are currently on your telephone
• the Conference box which shows the conference calls that are currently on your 
telephone.
Displaying the Current Calls
To display the Current Calls:
1. Click the View menu and then click Only Calls to display only the Current 
Calls. 
or
1. Click the View menu and then click Both Address Book and Calls to display 
both the Address Book and the Current Calls.
The symbol • appears beside the current selection. 
						

							Components of the main window  17
P0908542 Issue 01 Enterprise Edge Personal Call Manager User GuideCurrent Calls icons
There are several icons that are used in the Current Calls section. Each icon is used 
to represent a call. The icons also show the status of the calls.
Current Calls Toolbar
Above the Calls box and the Conference box are toolbars that you use to control the 
calls or change how the calls are displayed. 
Active Call Appears beside the call you are on.
Held CallAppears beside calls that are on hold. Any call that is not 
active is on hold.
Conference CallAppears beside the two calls that you are connected to 
when you are on a conference call.
Held Conference Appears beside conference calls that are on hold.
Ringing Appears beside the calls that are ringing.
Manual DialDisplays the Dial dialog box. This dialog box allows you to call 
someone who is not in the Address Book.
ReleaseHangs up the selected call. If only there is only one call, that call 
is automatically selected.
Large Icons Displays the current calls or conference calls in large icons. 
Small Icons Displays the current calls or conference calls in small icons.
ListDisplays the current calls or conference calls in small icons 
organized in vertical columns.
DetailDisplays the current calls or conference calls in a report view 
format. In this format the icon, caller’s name, telephone number 
and call duration appears. The duration is a running count of 
how many minutes the call has been connected.
PropertiesDisplays the Notes tab of the Address Properties dialog box for 
the selected call. If the selected call is not in the Address book, a 
message appears asking if you want to add this caller. 
						

							18  Closing the main window
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Status bar
The Status bar is at the bottom of the screen and provides four information message 
areas:
• Help messages – Shows a help message, if available, for the area the mouse 
pointer is pointing on. For example, if the pointer is on one of the buttons on the 
toolbar, the message describes what the button does.
• Line used – Identifies which telephone line is being used by Enterprise Edge 
Personal Call Manager. 
• DND – The acronym DND appears if the Do Not Disturb (DND) feature is 
turned on for your telephone.
• Call Forward – Indicates if Call Forward is activated, and to which number your 
telephone is call forwarded.
Displaying the Status bar
To display the Status bar:
1. Click the View menu and then click Status Bar.
The Status bar toggles between being displayed and not being displayed. 
When the Status bar is set to be displayed, 4 appears beside the Status Bar 
menu item.
Closing the main window
To close the main window, click the minimize button in the top right corner of the 
window. The main window is minimized to an icon on the taskbar. 
When you close the main window, call control features are still available from the 
Enterprise Edge Personal Call Manager icon in the task tray.
Help messages Line used DND Call Forward 
						

							Defining the line used  19
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Setting up Enterprise Edge Personal Call Manager
Before you can use Enterprise Edge Personal Call Manager you must choose the 
TAPI line that will be used and define the dialing properties.
Defining the line used
If there are several lines available, you can choose which line Enterprise Edge 
Personal Call Manager uses to make calls. To choose a line:
1. Click the Tools menu and then click Dial Using.
The Choose a TAPI Line dialog box appears.
2. Click the TAPI Line list box.
3. Click the line Enterprise Edge Personal Call Manager uses.
4. Click the Address list box.
5. Click the address for the line you chose.
6. Click the OK button.
Note:When using the Enterprise Edge TSP, the name of the TAPI line is the same 
as the extension name for your telephone. 
						

							20  Changing the dialing properties
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Changing the dialing properties
You use the Dialing Properties to define where you are situated and what is required 
to dial from this location. To access dialing properties:
1. Click the Tools menu and then click Dialing Properties.
The Dialing Properties dialog box appears.
From the Dialing Properties dialog box you can control these options:
• the location you are dialing from (I am dialing from)
• the country you are in (I am in this country)
• the area code you are dialing from (Area Code)
• if you are using a calling card (Use a calling card for long distance)
• the number used to disable Call Waiting (Disable call waiting by dialing)
• access to lines (To access an outside lines)
• the type of dialing system (Dial using)