Nortel Enterprise Edge Personal Call Manager Instructions Manual

							Making a call using the toolbar  31
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Making a call using the toolbar
To make a call using the toolbar:
1. Click .
The Dial dialog box appears.
2. Enter the telephone number you want to dial.
If you have the Search Option set to Fast Search, Enterprise Edge Personal 
Call Manager compares the number you are entering to the contacts stored in 
the Address Book. Any contacts that match the number you are entering 
appear in the bottom of the dialog box. To dial one of these contacts, click the 
contact you want to call. The default number appears in the Phone Number 
Type list box. To choose a different number, from the Phone Number Type 
list box select Business, Home, or Mobile.
3. Click the Dial button.
If you want to call a contact in the Address Book and you remember only the 
contact’s name, enter the contact’s name. If you are using Fast Search, any contacts 
that match the name you are entering appear in the bottom of the dialog box. If you 
are using Slow Search you must click the Find Now button to find the contacts.
For more information about Search Options, refer to Changing the Search 
preferences on page 84.
Tip:You can open the Dial dialog box using two other methods:
1. Press the F3 key.
or
1. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls 
menu, point to Quick Dials and then click Other. 
						

							32  Redialing a number
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Redialing a number
Enterprise Edge Personal Call Manager keeps a list of the last ten telephone 
numbers you called. The most recent call is at the top of the list and the oldest call 
is at the bottom. When there are ten calls on the list and you make another call, the 
new call is added to the top of the list and the oldest call is deleted. If you call a 
number that is on the list, the number does not appear on the list a second time. The 
number is moved from its previous location to the top of the list.
To redial one of the last ten telephone numbers:
1. Click the Enterprise Edge Personal Call Manager icon or the Calls menu 
and then point to Redial List.
2. Click the number you want to redial.
Returning a call
Enterprise Edge Personal Call Manager keeps a list of the telephone numbers of the 
last ten people who called you. The Callers List shows both the calls you answered 
and the calls you were unable to answer. You can use this list to return the calls.
The calls on the Callers List are numbered from one to ten. Call number one is the 
most recent call and is stored at the top of the list. Call number ten is the oldest call 
and is stored at the bottom of the list. When there are ten calls on the list and you 
receive another call, the new call is added to the top of the list and the oldest call is 
deleted. If you receive a call from a number that is on the list, the number does not 
appear on the list twice. The number is moved from its previous location to the top 
of the list.
Telephone numbers appear on the Callers List if:
• you subscribe to a Caller ID (CLID) service.
or
• you receive an internal call through Enterprise Edge.
To return a call:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu and then point to Callers List.
2. Click the number of the person you want to call. 
						

							Calling from the Quick Dial list  33
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Calling from the Quick Dial list
Before you can call a number from the Quick Dial list, you must add the number to 
the Quick Dials. For more information about Quick Dials, refer to Quick Dials on 
page 81.
To call one of the numbers from the Quick Dial list using the Address Book:
1. Click the Quick Dials icon in the Tree View portion of the Address Book.
The icons of all the Quick Dials appear in the List View of the Address Book.
2. Drag the icon of the contact you want to call into the Calls box.
To call one of the numbers from the Quick Dial list using the Enterprise Edge 
Personal Call Manager task tray or Calls menu:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu and then point to Quick Dials.
2. Click the icon of the person you want to call. 
						

							34  Knowing when someone is calling
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Answering a call
Knowing when someone is calling
Enterprise Edge Personal Call Manager notifies you when there is an incoming call. 
When someone calls you, the You Have a New Call dialog box appears, and the 
Ringing icon appears in the Calls box, the Enterprise Edge Personal Call Manager 
task tray menu and the Calls menu. If you subscribe to a Caller ID service, or you 
are receiving an internal call through Enterprise Edge, the name or number of the 
caller appears below the icon and in the You Have a New Call dialog box.
Knowing who is calling
When a call is made or received, an icon appears in the Calls box, Calls menu, and 
Enterprise Edge Personal Call Manager task tray menu. These icons are given a 
label to help identify who is on the call. The information on the label depends on 
several factors.
If you subscribe to a Caller ID service, Enterprise Edge Personal Call Manager 
compares the received number to the numbers stored in the Address Book. If a 
match is found, the name from the Address Book appears with the Active Call icon. 
If a match is not found, the name sent with the Caller ID information appears. If a 
match is not found and a name is not sent with the Caller ID information, the 
telephone number appears.
If no Caller ID information is available, or you do not subscribe to this service, the 
word Unknown is used as the label.
Internal calls show the name of the contact stored in the Address Book if available. 
When there is no name for the caller in the Address Book, the Enterprise Edge 
extension name appears.
Displaying who is calling from the task tray
When you click the Enterprise Edge Personal Call Manager icon in the task tray, the 
current calls appears at the top of the menu. If you subscribe to a Caller ID service 
or you are receiving an internal call through Enterprise Edge, the name or number 
of the caller appears beside the icon. To perform a function on one of the current 
calls, point at the name or number of the caller and a menu appears. 
						

							Answering a call using the You Have a New Call dialog box  35
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Answering a call using the You Have a New Call dialog box
Enterprise Edge Personal Call Manager displays the You Have a New Call dialog 
box when you receive a call.
If you subscribe to Caller ID services, information about the caller is displayed in 
the You Have a New Call dialog box. If the caller is one of the contacts in your 
Address Book, the name, telephone number, type of call, department, and Company 
appear on the dialog box. Also, a small picture appears in the dialog box and a voice 
announce message plays, if you assigned them when you added the contact. For 
more information about adding contacts to the Address Book, refer to Adding a new 
contact to the Address Book on page 56. If the Caller is not one of your contacts, 
the name and/or telephone number and call type appears.
To answer a call using the You Have a New Call dialog box:
1. Click the Answer button.
Note:The Cancel button cancels only the You Have a New Call
 dialog box, 
not the call. If you click the Cancel button, the You Have a New Call 
dialog box closes but the call continues to ring on your telephone.
Answering a call from the main window
To answer the call:
1. Double-click the Ringing icon.
The icon changes to the Active Call icon and the call is answered.
or
1. Right-click the Ringing icon in the Calls box and then click Answer.
Answering a call from the task tray or Calls menu
To answer a call:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls 
menu and then point to the label of the call.
2. Click Answer. 
						

							36  Accessing the Notes tab
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Accessing the Notes tab
After you have answered the call, you can display the Notes tab of the Address 
Properties dialog box. Use the Notes tab to record information about the contact, 
such as recent orders, meeting locations, etc. For instructions about adding 
information to the Notes tab, refer to Note on page 62
.
To display the Notes tab:
1. Click the icon of the caller.
2. Click . 
						

							Putting a call on hold using the main window  37
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Putting a call on hold
When a call is put on hold, the icon for the call changes from the Active Call icon 
to the Held Call icon. For information about the various icons, refer to Enterprise 
Edge Personal Call Manager task tray menu on page 12 and Current Calls icons on 
page 17.
Putting a call on hold using the main window
To put a call on hold:
1. Make or answer the call.
2. Right-click the icon of the call in the Calls box and then click Hold.
Putting a call on hold using the task tray or Calls menu
To put a call on hold:
1. Make or answer the call.
2. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu, point to the call you want to put on hold and click Hold.
Answering a held call using the main window
To answer a held call:
1. Right-click the icon of the call in the Calls box and then click UnHold.
Answering a held call using the task tray or Calls menu
To answer a held call:
1. Click the Enterprise Edge Personal Call Manager icon or the Calls menu 
and then point to the caller you want to talk to.
2. Click UnHold. 
						

							38  Switching between calls using the main window
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Multiple calls
Enterprise Edge Personal Call Manager can control several calls at once. The 
maximum number of calls is equal to the maximum number of lines available. All 
of the calls currently connected appear on the Enterprise Edge Personal Call 
Manager task tray menu, the Calls menu, and the main window.
Although several calls can be controlled, only one call can be active at any time, 
except if you have a conference. In a conference, you can have two active calls. 
When you answer a held call, the currently active call is automatically put on hold. 
This allows you to switch between held calls simply by answering the caller you 
want to talk to.
Switching between calls using the main window
On the main window, the currently connected calls appear in the Calls box. The 
currently active call shows the Active Call icon while the rest of the calls show the 
Held Call icon.
To switch to a different call:
1. Double-click the icon of the caller you want to talk to.
or
1. Right-click the icon of the caller you want to talk to and then click UnHold.
Switching between calls using the task tray and Call menus
On the Enterprise Edge Personal Call Manager task tray menu and the Calls menu, 
the currently connected calls appear at the top of the menu. The currently active call 
shows the Active Call icon while the rest of the calls show the Held Call icon. 
To switch to a different call:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu, point to the caller you want to talk to and then click UnHold.
The caller you point to becomes the active call and the other call is put on 
hold.
Transferring a call
Enterprise Edge Personal Call Manager allows you to transfer a call to a different 
telephone. You can transfer the call with an announcement or without. With an 
announcement, you are calling the person you are transferring the call to before you 
transfer the call. Use announcements to inform the person who the caller is and why 
they are calling. 
						

							Transferring a call without an announcement  39
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Note:Transferring your telephone to an external telephone number is not 
supported.
Transferring a call without an announcement
When you transfer a call without an announcement, you are transferring without 
checking if the person is available to answer the call. This is also known as a blind 
transfer.
Transferring a call using the main window
To transfer a call:
1. Make or answer the call.
2. Drag the icon of the call to another call icon in the Calls box or to a contact 
icon in the Address Book.
If you are transferring the call to a contact in the Address Book, the contact 
must be showing in the List View portion of the Address Book. For 
information about finding a contact, see Finding a contact in the Address 
Book on page 63.
Transferring a call using the right mouse button
You can use the right mouse button and the icons on the main window to transfer a 
call. To transfer a call:
1. Make or answer the call.
2. Right-click the icon in the Calls box and then point to Transfer.
A menu of the current calls appears.
3. Click one of the current calls.
The call is transferred to the person selected.
If the person you want to transfer the call to does not appear on the list of 
current calls, perform steps 4 and 5. 
						

							40  Transferring a call without an announcement
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
4. Click Other.
The Transfer dialog box appears.
5. Type the telephone number of the person you want to transfer the call to and 
click the Transfer button.
The call is transferred to the number entered.
Tip:If Fast Search is enabled, Enterprise Edge Personal Call Manager compares 
the telephone number you are entering to the contacts stored in the Address 
Book. Any contacts that match the numbers you are entering appear in the 
bottom of the dialog box. Click the contact you want and click the Tr a n s f e r 
button.
Tip:If you want to call a contact that is in the Address Book and you remember 
only the contact’s name, type the contact’s name.
If Fast Search is enabled, any contacts that match the name you are entering 
appear in the bottom of the dialog box. Click the contact you want and click 
the Tr a n s f e r button.
If Slow Search is enabled, you must enter the name and then click the Find 
Now button. Any contacts that match the name you entered appear in the 
bottom of the dialog box. Click the contact you want and click the Tr a n s f e r 
button.
For information about Fast and Slow Search, see Changing the Search 
preferences on page 84.