Nortel Enterprise Edge Personal Call Manager Instructions Manual

							Transferring a call without an announcement  41
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Transferring a call using the task tray or Calls menu
To transfer a call:
1. Make or answer the call.
2. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu 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.
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 Transfer 
button.
Tip:If you want to call a contact that is in the Address Book and you only 
remember 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 Transfer 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. 
						

							42  Transferring a call without an announcement
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Transferring a call using the keyboard
You can use the keyboard and the icons on the main window to transfer a call. To 
transfer a call:
1. Make or answer the call.
2. Click the icon in the Calls box.
3. Press the F4 key.
The Transfer dialog box appears. 
4. Enter 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. 
						

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P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Transferring a call with an announcement
When you transfer a call with an announcement, you are calling the person you are 
transferring the call to before you transfer the call. Calling the person first allows 
you to check if the person is available and give that person information about the 
call.
Transferring a call with an announcement using the main window
To transfer a call:
1. Make or answer the call.
2. Put the call on hold.
3. Call the person you are transferring the call to.
4. Give the person any pertinent information about the call.
5. Drag the icon of the call you are transferring to the Active Call icon.
Transferring a call with an announcement using the right mouse button
You can use the right mouse button and the icons on the main window to transfer a 
caller. To transfer a call:
1. Make or answer the call.
2. Put the call on hold.
3. Call the person you are transferring the call to.
4. Give the person any pertinent information about the call.
5. Right-click the icon in the Calls box and point to Transfer.
A menu of the current calls appears.
6. Click the icon of the person you are transferring.
Transferring a call with an announcement using the task tray or Calls menu
To transfer a call:
1. Make or answer the call.
2. Put the call on hold.
3. Call the person you are transferring the call to.
4. Give the person any pertinent information about the call.
5. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu and then point to the Transfer menu item.
A menu of the current calls appears.
6. Click the icon of the person you are transferring (the first call you made or 
answered). 
						

							44  Creating a conference
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Conferencing a call
In a conference call you connect yourself and two other people onto a single call.
Creating a conference
To create a conference you must have at least two lines, one for each caller. These 
two lines can be external lines or internal lines.
Creating a conference using the Conference box
To create a conference:
1. Make or answer the two calls you want to connect in a conference call.
2. Drag the icon of the first call from the Calls box to the Conference box.
3. Drag the icon of the second call from the Calls box to the Conference box.
The icons for the two calls change to Conference icons.
Creating a conference using the Calls box
To create a conference:
1. Make or answer the two calls to be connected in a conference call.
2. Right-click the icon of the first call to be connected in a conference call and 
then click Conference.
3. Right-click the icon of the second call to be connected in a conference call and 
then click Conference.
The icons for the two calls move to the Conference box and their icons change 
to Conference icons.
Creating a conference using the task tray or Calls menu
To create a conference:
1. Make or answer the two calls to be connected in a conference call.
2. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls 
menu.
3. Point to the first call to be conferenced and then click Conference.
4. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu.
5. Point to the second call to be conferenced and then click Conference.
The icons for the two calls change to the Conference icon. 
						

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P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Putting conferences call on hold
When you put a conference on hold, both calls are put on hold. Neither caller can 
speak to you but the two callers can speak to each other.
Putting the conference calls on hold using the main window
To put the conference calls on hold:
1. Right-click one of the calls in the Conference box and then click HoldConf.
The calls are put on hold and the icons change to Held Conference icons.
Putting conference calls on hold using the task tray or Calls menu
To put the conference calls on hold:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu, point to one of the calls in the conference and then click 
HoldConf.
The calls are put on hold and the icons change to Held Conference icons.
Taking a conference off hold
There are two ways to take a conference off hold:
Restoring a held conference using the main window
To cancel hold on a conference:
1. Right-click one of the calls in the Conference box and then click 
UnHoldConf.
The calls in the conference become active and the icons change to Conference 
icons.
Restoring a held conference using the task tray or Calls menu
To cancel hold on a conference:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu, point to one of the calls in the conference and then click 
UnHoldConf.
The calls in the conference become active and the icons change to Conference 
icons.
Splitting a conference
When you split a conference, the conference is ended, but both calls remain 
connected. One of the callers becomes the active call and the other caller is put on 
hold. The conference ends and the two callers can no longer speak to each other. 
						

							46  Splitting a conference
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Splitting a conference using the main window
To split a conference using the main window:
1. Drag one of the icons from the Conference box.
The call whose icon you remove from the Conference box becomes the active call 
and the other call is put on hold. The icons for both calls move to the Calls box.
You can also use the right mouse button and the icons on the main window to split 
a conference. To split a conference:
1. Right-click one of the icons in the Conference box and then click Split Conf.
The caller you select becomes the active call while the other caller is put on 
hold. The icons for both calls move to the Calls box.
Splitting a conference using the task tray or Calls menu
To split a conference:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu, point to the icon of one of the callers in the conference and then 
click Split Conf.
The caller you select becomes the active call and the other caller is put on 
hold. 
						

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P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Ending a conference
When you end a conference, you remove yourself from the conference and let the 
other two callers to continue to talk to each other. While the other callers are talking 
to each other they are still using two of your telephone lines.
If you want to end the conference and disconnect both the callers, split the 
conference and end each of the calls.
Ending a conference using the release button
To end a conference:
1. Click the icon of one of the conference calls in the Conference box.
2. In the Conference box, click   .
Ending a conference using the main window
To end a conference:
1. Right-click one of the icons in the Conference box and then click Release 
Conf.
The conference ends.
Ending a conference using the keyboard
To end a conference:
1. Click one of the icons in the Conference box.
2. Press the Delete key on your PC keyboard.
The conference ends.
Note:When you use the keyboard to end a call, make sure you click one of the 
icons in the Conference Box before you press the Delete key. If you do not 
and a contact in the Address Book is highlighted, the contact is deleted. To 
retrieve a contact that is accidentally deleted, click the Edit menu and then 
click Undo.
Ending a conference using the task tray or Calls menu
To end a conference:
1. Click the Enterprise Edge Personal Call Manager task tray icon or Calls 
menu and then point to the icon of one of the calls in the conference.
2. Click Release Conf.
The conference ends. 
						

							48  Ending a call using the release button
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Ending a call
Ending a call using the release button
To end a call:
1. Click the icon of the call in the Calls box.
Note:If there is only one call in the Calls box, you do not need to select the 
call.
2. In the Calls box, click   .
Ending a call using the main window
To end a call:
1. Right-click the icon of the call in the Calls box and then click Release.
Ending a call using the task tray or Calls menu
To end a call:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu, point to the call you want to disconnect and then click Release.
Ending a call using the keyboard
To end a call using the keyboard, the Enterprise Edge Personal Call Manager main 
window must be visible.
To end a call:
1. Click the icon of the call in the Calls box.
2. Press the Delete key on your PC keyboard.
Note:When you use the keyboard to end a call, make sure you click the icon in the 
Calls box before you press the Delete key. If you do not and a contact in the 
Address Book is highlighted, the contact is deleted. To retrieve a contact 
that is accidentally deleted, click the Edit menu and then click Undo.
Calling features
Enterprise Edge Personal Call Manager gives you easy access to two common 
calling features: Do Not Disturb and Call Forward. 
						

							Do Not Disturb (DND)  49
P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Do Not Disturb (DND)
When DND is enabled, the telephone does not ring when someone calls, but the line 
indicator flashes. In Enterprise Edge Personal Call Manager, the You Have a New 
Call dialog box appears and the icon for the call appears in the Calls box.
You can turn the Do Not Disturb (DND) feature on or off from the Calls menu or 
the Enterprise Edge Personal Call Manager icon in the task tray.
Turning DND on or off
To turn DND on or off:
1. Click the Enterprise Edge Personal Call Manager task tray icon or the 
Calls menu and then click DND.
When DND is on:
• the Enterprise Edge Personal Call Manager task tray icon changes to   
• a check mark appears beside the DND menu item on the Calls menu and the 
Enterprise Edge Personal Call Manager task tray menu
• DND appears in the Status bar 
						

							50  Call Forward
Enterprise Edge Personal Call Manager User Guide   P0908542 Issue 01
Call Forward
To call forward your telephone:
1. Click the Tools menu and then click Forward.
The Forward dialog box appears.
2. Type the telephone number you want to call forward your telephone to.
3. Click the Forward button.
The number your telephone is forwarded to appears on the Status bar
.
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 Forward 
button.
Tip:If you want to forward your telephone to a contact that is in the Address 
Book and you remember only the contact’s name, enter 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 Forward button.
If Slow Search is enabled, you must type the name and then click the Find 
Now button. Any contacts that match the name you enter appear in the 
bottom of the dialog box. Click the contact you want and click the Forward 
button.
For information about Fast and Slow Search, see Changing the Search 
preferences on page 84.
Note:Call forwarding your telephone to an external telephone number is not 
supported.