Nortel Norstar Personal Call Manager User Guide

							Norstar Personal Call Manager 
User Guide
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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Table of contents
Personal Call Manager 7
Using a handsfree telephone with Personal Call Manager 7
About this guide 7
Starting Personal Call Manager 8
Personal Call Manager icons 8
Personal Call Manager task tray icon 9
Personal Call Manager task tray menu 9
Personal Call Manager Main Window 10
Opening the main window 10
Components of the main window 10
Menu bar 11
Toolbar 11
Address Book 13
Current Calls 13
Status bar 15
Closing the main window 15
Setting up Personal Call Manager 16
Defining the line used 16
Changing the dialing properties 16
I am dialing from 17
I am in this country 19
Area Code 19
Use a calling card for long distance 21
Disable call waiting by dialing 24
To access outside lines 24
Dial using 24
Defining long distance numbers in your area code 25
Making a call 26
Making a call using the Address Book 26
Making a call using the task tray or Calls menu 27
Making a call using the toolbar 28
Redialing a number 29
Returning a call 29
Calling from the Quick Dial list 30 
						

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Answering a call 31
Knowing when someone is calling 31
Knowing who is calling 31
Displaying who is calling from the task tray 31
Answering a call using the You Have a New Call dialog box 32
Answering a call from the main window 32
Answering a call from the task tray or Calls menu 33
Accessing the Notes tab 33
Putting a call on hold 34
Putting a call on hold using the main window 34
Putting a call on hold using the task tray or Calls menu 34
Answering a held call using the main window 34
Answering a held call using the task tray or Calls menu 34
Multiple calls 35
Switching between calls on the main window 35
Switching between calls on the task tray and Call menus 35
Transferring a call 36
Transferring a call without an announcement 36
Transferring a call using the main window 36
Transferring a call using the right mouse button 36
Transferring a call using the task tray or Calls menu 38
Transferring a call using the keyboard 39
Transferring a call with an announcement 40
Transferring a call with an announcement using the main window 40
Transferring a call with an announcement using the right mouse 
button 40
Transferring a call with an announcement using the task tray or Calls 
menu 40
Conferencing a call 41
Creating a conference 41
Creating a conference using the Conference box 41
Creating a conference using the Calls box 41
Creating a conference using the task tray or Calls menu 41
Putting the conference calls on hold 42
Putting the conference calls on hold using the main window 42
Putting the conference calls on hold using the task tray or Calls 
menu 42
Taking a conference off hold 42
Restoring a held conference using the main window 42 
						

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Restoring a held conference using the task tray or Calls menu 42
Splitting a conference 43
Splitting a conference using the main window 43
Splitting a conference using the task tray or Calls menu 43
Ending a conference 44
Ending a conference using the release button 44
Ending a conference using the main window 44
Ending a conference using the keyboard 44
Ending a conference using the task tray or Calls menu 44
Ending a call 45
Ending a call using the release button 45
Ending a call using the main window 45
Ending a call using the task tray or Calls menu 45
Ending a call using the keyboard 45
Calling features 46
Do Not Disturb (DND) 46
Turning DND on or off 46
Call Forward 46
Calls Log Window 48
Viewing the Calls Log 48
Viewing the Incoming Calls 49
Viewing the Outgoing Calls 49
Updating the Calls Log 49
Sorting the Calls Log 49
Making a call from the Calls Log 50
Printing call information from the Calls Log 50
Deleting calls from the Calls Log 50
Closing the Calls Log Window 50
Address Book 51
The Tree View of the Address Book 51
The List View portion of the Address Book 52
Contacts 53
Adding a new contact to the Address Book 53
Address Properties dialog box 54
Adding a caller to the Address Book 59
Finding a contact in the Address Book 60
Editing the properties of a contact 62
Organizing the Address book 64
Copying a contact 64 
						

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Copying a contact using the linked copy method 65
Copying a contact using the template copy method 66
Moving a contact 67
Deleting a contact 68
Printing Contacts 69
Folders 70
Creating a new folder in the Address Book 70
Copying a folder 71
Moving a folder 72
Renaming a folder 73
Deleting a folder 74
Importing Contacts 75
Exporting the Contacts 76
Quick Dials 77
Adding Quick Dials 77
Displaying the information about Personal Call Manager 78
Synchronization with the telephone 78
On-line help 79
Accessing on-line help screens from the keyboard 79
Opening the on-line help contents screen 79
Accessing the Tip of the Day 79
Turning the Tip of the Day off 80
Turning the Tip of the Day on 80
Personal Call Manager Preferences 81
Changing the Search preferences 81
Changing the Startup Option 82
Changing the Dialing Rule Setting 83
Changing the Caller’s Record Display Setting 84
Quitting the PCM application 85
Removing the PCM application 85
Glossary 87
Index 91 
						

							P0871316 Issue 03 Norstar Personal Call Manager User Guide
Personal Call Manager
Personal Call Manager is a TAPI-based (Telephony Application Programming 
Interface) application which provides an easy to use PC (personal computer) 
interface for your telephone. 
With 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
Personal Call Manager also has an Address Book which allows you to store the 
names, addresses, and telephone numbers of your contacts on your PC where they 
are easy to find and use.
Using a handsfree telephone with Personal Call Manager
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 
Personal Call Manager functions without picking up the telephone handset.
About this guide
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. 
						

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Norstar Personal Call Manager User Guide P0871316 Issue 03
Starting Personal Call Manager
You can start Personal Call Manager from the short cut icon on the desktop or from 
the Windows Start button.
To start Personal Call Manager from the short cut icon:
1. Double click  .
To start Personal Call Manager using the Start button:
1. Click the Start button and point to the Programs menu item.
2. Point to the Personal Call Manager menu item.
3. Click the Personal Call Manager menu item.
The Personal Call Manager introduction screen appears briefly. The Personal Call 
Manager icon is added to the task tray and task bar, and the Personal Call Manager 
main window appears.
Note:When you install Personal Call Manager, the short cut icon is installed by 
default. 
Personal Call Manager icons
When Personal Call Manager starts up, two icons are added to the screen: the 
taskbar icon and the task tray icon. These two icons have distinctly different tasks. 
The taskbar icon is used to open the Personal Call Manager main window. The task 
tray icon provides access to Personal Call Manager functions when you are using 
another program. The diagram below shows where each of these icons are located.
Taskbar icon Task tray icon 
						

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Personal Call Manager task tray icon
The Personal Call Manager icon   appears on the right side of the task tray.
When you let the mouse pointer hover over the 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 Personal Call Manager icon, a menu appears that allows 
you to exit from Personal Call Manager, set Personal Call Manager options, or open 
the Personal Call Manager main window. The Personal Call Manager main window 
provides access to additional features such as the Address Book.
When you single click the 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 two 
calls together.
Personal Call Manager task tray menu
The 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 people who called
•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 PC 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 will be 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 currently ringing. 
						

							10  Opening the main window
Norstar Personal Call Manager User Guide P0871316 Issue 03
Personal Call Manager Main Window
From the main window you can perform all of the functions of the Personal Call 
Manager task tray icon as well as access the Address Book, the Help files and 
Personal Call Manager setup.
Opening the main window
When you start Personal Call Manager, the main window appears. If you do not 
want the main window to appear when you start Personal Call Manager, refer to 
“Changing the Startup Option
” on page 82. When you change this option, the main 
window is minimized to an icon on the taskbar when you start 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 Personal Call Manager icon in the taskbar
OR
• right click the Personal Call Manager icon in the task tray and then click the 
Open menu item.
Components of the main window
The Personal Call Manager main window shows the following:
• the menu bar
• the toolbar 
• the address book
• the current calls
• the status bar