Nortel Norstar Personal Call Manager User Guide

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
All of these components, except the Menu bar, can be turned on or off to suit your 
needs.
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 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 Personal Call Manager task tray menu.
Toolbar
The toolbar contains several buttons that provide quick and easy access to Personal 
Call Manager functions.
Displaying the toolbar
To display the toolbar:
1. Click the View menu.
2. Click the Toolbar menu item.
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 
						

							12  Components of the main window
Norstar Personal Call Manager User Guide P0871316 Issue 03Using 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 into the clipboard and then 
deletes it. 
Copy Copies the selected folder or contact into the clipboard. 
PasteCopies the folder or contact stored in the clipboard to the 
selected folder.
PropertiesDisplays the Address Properties dialog box if a contact is 
selected or the Folder Property dialog box is 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 is 
shown.
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 Personal Call Manager was 
operating.
AboutDisplays a dialog box containing information about the Personal 
Call Manager software such as the software version. 
						

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Address Book
The Address Book is a list of all the contacts stored in 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 51.
Displaying the Address Book
To display the Address Book:
1. Click the View menu.
2. Click the Only Address Book menu item to display only the Address Book. 
OR
Click the Both Address Book and Calls menu item 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.
2. Click the Only Calls menu item to display only the Current Calls. 
OR
Click the Both Address Book and Calls menu item to display both the 
Address Book and the Current Calls.
The symbol • appears beside the current selection. 
						

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Norstar Personal Call Manager User Guide P0871316 Issue 03Current 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 change 
how the calls are displayed. 
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.
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, the callers name, the telephone 
number and the call duration is shown. 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 
dialog box appears asking if you want to add this caller. 
						

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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 is 
pointing at. For example, if the mouse is pointing to one of the buttons on the 
toolbar, the message describes what the button does.
• Line used – Identifies which telephone line is being used by 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.
2. Click the Status Bar menu item.
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 
Personal Call Manager icon in the task tray.
Help messages Line used DND Call Forward 
						

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Setting up Personal Call Manager
Before you can use 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 Personal Call 
Manager uses to make calls. To choose a line:
1. Click the Tools menu.
2. Click the Dial Using menu item.
The Choose a TAPI Line dialog box appears.
3. Click the drop list arrow beside the TAPI Line field.
4. Click the line Personal Call Manager uses.
5. Click the drop list arrow beside the Address field.
6. Click the address for the line you chose.
7. Click the OK button.
Note:When using the Norstar TAPI Service Provider, the name of the TAPI line 
is the same as the DN name for your telephone.
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. 
						

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2. Click the Dialing Properties menu item.
The Dialing Properties dialog box appears.
From the Dialing Properties dialog box you can:
• choose the location you are dialing from (I am dialing from)
• choose the country you are in (I am in this country)
• set the area code you are dialing from (Area Code)
• choose if you are using a calling card (Use a calling card for long distance)
• set the number used to disable Call Waiting (Disable call waiting by dialing)
• set how to access lines (To access an outside lines)
• choose the type of dialing system (Dial using)
I am dialing from
The I am dialing from field is used to save different sets of dialing properties. It is 
used when you have a computer (such as a lap top) that you use at different 
locations. The settings for the different locations can be saved under different 
names in the I am dialing from field. You can then quickly change to the new 
settings when you switch locations. 
						

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Norstar Personal Call Manager User Guide P0871316 Issue 03
For example, you may have a lap top computer that you use at both the north and 
south locations. If the north and south locations have different dialing requirements 
(such as call waiting in the north but not in the south), you can set up two different 
sets of dialing properties in the I am dialing from field. Then, when you switch 
locations, you can change the dialing properties by changing the name that appears 
in the I am dialing from field.
Creating a new location
When you create a new location, you are creating the name that is used to access the 
new set of dialing properties. After you create the location, any changes made to 
Dialing Properties dialog box are saved with this name.
To create a new location:
1. Click the New button.
A dialog box appears confirming that a new location was created.
2. Ensure the text in the I am dialing from field is highlighted.
3. Enter the name of the new location.
4. Change the other fields on the Dialing Properties dialog box to match the 
dialing properties required for this location.
These fields are described later in this section.
5. Click the Apply button to store the changes with the new location.
Selecting a location
When you select a location, all of the dialing properties are changed to the settings 
that are stored for that location. To select a location:
1. Click the drop list arrow that is on the right side of the I am dialing from 
field. A list of locations appears. 
2. Click the location you are currently at.
The dialing properties are changed to the setting stored for this location.
Deleting a location
When you no longer need a location, you can delete it from the list of locations.
To delete a location:
1. Click the drop list arrow that is on the right side of the I am dialing from 
field. The list of locations appears. 
2. Click the location you want to delete.
3. Click the Remove button.
A confirm deletion dialog box appears.
4. Click the Yes button. 
						

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I am in this country
This field defines the country of the you are currently in.
To select a country:
1. Click the drop list arrow beside the I am in this country field.
2. Scroll through the list of countries. 
3. Click the country you are in. 
Tip:You can scroll quickly through the list of countries by typing the first few 
letters of the country’s name. As you type, the list will move to the country 
that matches the letters you type.
Area Code
The Area Code field defines the area code you are currently in. Personal Call 
Manager uses the number in this field to determine if a call is a local call (to the 
same area code) or a long distance call.
To enter an area code:
1. Highlight all of the characters in the Area Code field.
2. Type the area code. 
In some locations, the area code must always be added when dialing a telephone 
number. To make Personal Call Manager include the area code, ensure the I always 
have to dial the area code before the phone number field contains a check mark 
(
).
Dialing Rules
In some locations, calls within the same area code are considered long distance 
calls. These calls require the country code and area code (e.g. 1-403) to be added to 
the front of the telephone number before they are dialed.
The Dialing Rules feature allows you to define the prefixes (e.g. 222
-xxxx) that are 
long distance calls in your area code. 
						

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To set the prefixes that are long distance:
1. Click the Dialing Rules button.
The Dialing Rules dialog box appears.
To add a prefix that is considered long distance
1. Click the New button located in the top half of the dialog box.
The New Area Code and Prefix dialog box appears.
2. Enter the prefix and click the OK button.
To delete a prefix that is considered long distance
1. Click the prefix you want to delete.
2. Click the Remove button.
To add a prefix that is considered local
1. Click the New button located in the bottom half of the dialog box.
The New Area Code and Prefix dialog box appears.
2. Enter the prefix and click the OK button.
To delete a prefix that is considered local
1. Click the prefix you want to delete.
2. Click the Remove button.