Nortel Norstar Personal Call Manager User Guide

							Changing the dialing properties  21
P0871316 Issue 03 Norstar Personal Call Manager User Guide
Use a calling card for long distance
Choose this field if you want to use a calling card for long distance telephone 
numbers. This field also lets you define which calling card you are using.
To use a calling card:
1. Ensure the Use calling card for long distance check box contains a check 
mark (
).
If you have previously set up a calling card, the settings for that calling card 
are used. 
If you have not set up a calling card, refer to Setting up a calling card
.
To stop using a calling card
1. Ensure the Use calling card for long distance check box is empty. 
Setting up a calling card
You must set up the calling card parameters before you can use a calling card. To 
set up a calling card:
1. Click the Calling Card button.
The Calling Card dialog box appears.
2. Click the drop list box at the top of the dialog box.
3. Scroll through the list to find the calling card you are using and then click the 
calling card.
Note:If the calling card you are using is not on this list, refer to Adding a 
custom calling card.
4. Click the Calling Card Phone Number field. 
						

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Norstar Personal Call Manager User Guide P0871316 Issue 03
5. Enter the calling card telephone number.
6. Click the PIN number field.
7. Enter your calling card PIN number.
8. Click the OK button.
Adding a custom calling card
The dialing parameters for some calling cards are already configured in Personal 
Call Manager and appear in the list of calling cards. If the calling card you are using 
is not on the list of cards, you must set up how to use your calling card.
To add a custom calling card:
1. Click the Calling Card button.
The Calling Card dialog box appears.
2. Click the New button.
The Create New Calling Card dialog box appears.
3. Type the name of the calling card and click the OK button.
A dialog box appears informing you that you must set up the dialing rules for 
the new calling card.
4. Click the OK button.
5. Click the Calling Card Phone Number field.
6. Enter the calling card number.
7. Click the PIN number field.
8. Enter your calling card PIN number. 
						

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
9. Click the Long Distance Usage button.
A second Calling Card dialog box appears.
10. Click the Dial field in the first step.
11. Choose the first set of numbers that must be dialed.
12. Click the next Dial field and then click the next set of numbers to be dialed.
13. Repeat step 12 until you have completed all of the steps needed to make a call 
using your calling card.
Note:Refer to the documentation that came with your calling card for the 
sequence of steps that are required with your card.
14. When all of the required steps are added, click the OK button.
15. Click the International Usage button.
16. Repeat steps 10 to 14 to add the steps required to make an international call.
17. Click the OK button to return to the Dialing Properties dialog box. 
						

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Norstar Personal Call Manager User Guide P0871316 Issue 03
Disable call waiting by dialing
If call waiting is available for the current location, use this field to define the 
numbers required to disable call waiting. Your telephony application will use these 
numbers to disable call waiting when required.
To enter the numbers required to disable call waiting:
1. Click the Disable call waiting by dialing check box.
A check mark (
) appears.
2. Click the drop list arrow beside the Disable call waiting by dialing field and 
then click the appropriate disable call waiting code.
If the appropriate code does not appear on the list, click the field and type the 
disable call waiting code.
To identify that call waiting is not used, ensure the Disable call waiting by dialing 
check box is empty.
To access outside lines
There are two fields for accessing outside lines. The first field is for the digits 
required to access local numbers and the second field is for the digits required to 
access long distance lines. These access numbers are required if you are using a line 
pool or call routing to make calls. These numbers are the same numbers you dial if 
you are making an outside call from your telephone. 
If you do not dial an extra number (e.g. 9) when making a call from your telephone, 
leave these fields blank.
To change the outside line access numbers:
1. Highlight the for long distance field and then type the number required to 
access an outside line for a long distance call.
2. Highlight the for local field and then type the number required to access an 
outside line for a local call.
Dial using
Use this field to choose tone dialing signals or pulse dialing signals when making a 
call. To select pulse dialing, click the Pulse dial button. To select tone dialing, click 
the Tone dial button. 
						

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Defining long distance numbers in your area code
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 can be dialed.
The Toll Prefixes feature allows you to define the prefixes (e.g. 222
-xxxx) that are 
long distance calls in your area code.
To define toll prefixes:
1. Click the Tools menu.
2. Click the Toll Prefixes menu item. 
The Toll Prefixes dialog box appears.
3. Scroll through the list of prefixes in the Local phone numbers field and click 
the prefix that requires an area code added.
4. Click the Add-> button.
5. Repeat steps 3 and 4 for each prefix that requires an area code added.
6.Note: If you add a prefix to the Dial first field that does not require an area 
code, remove it by clicking on the prefix and then clicking on the 
						

							26  Making a call using the Address Book
Norstar Personal Call Manager User Guide P0871316 Issue 03
Making a call
Using Personal Call Manager, you can make a call using the Calls menu, the 
Personal Call Manager task tray menu, the toolbar, or the Address Book. When you 
make a call, the Ringing icon appears in the Calls box, the Personal Call Manager 
task tray menu, and Calls menu. When the call is answered, the icon changes to the 
Active Call icon. Both the Ringing and the Active icons have a label that is used to 
identify the call.
If you make a call using the Address Book, the name in the Address Book is used 
as the label for the call. 
If you manually dial the telephone number, Personal Call Manager compares the 
number dialed to the numbers stored in the Address Book. If a match is found, the 
name from the Address Book is used as the label. If no match is found, the number 
dialed is used as the label.
Making a call using the Address Book
Before you can call a number from the Address Book, you must add the number to 
the Address Book. For more information about adding numbers to the Address 
Book, refer to “Adding a new contact to the Address Book
” on page 53. 
To make a call using the right mouse button:
1. Look in the Address Book to find the icon of the person you want to call.
2. Right click the icon and point to the Dial menu item.
3. Click the telephone number you want to dial for this person (e.g. the contact’s 
Business number).
You can use the drag and drop feature to make a call. To make a call using the drag 
and drop method:
1. Look in the Address Book to find the icon of the person you want to call.
2. Use the right mouse button to drag the icon into the Calls box.
3. Click the telephone number you want to dial for this person (e.g. the contact’s 
Business number).
To call the prime telephone number using the Address Book:
1. Look in the Address Book to find the icon of the person you want to call.
2. Make the call by double clicking on the icon or dragging the icon to the Calls 
box.
Note:When you add a contact, you define one of the telephone numbers as the 
prime number.  
						

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Making a call using the task tray or Calls menu
To make a call:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Click the Manual Dial menu item. The Dial dialog box appears.
3. Enter the telephone number you want to dial.
If you have the Search Option set to Fast Search, Personal Call Manager 
compares the 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 area 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 
field. To choose a different number, click the Phone Number Type list box 
then click Business, Home, or Mobile to select the number to call.
4. Click the Dial button.
If you want to call a contact in the Address Book and you only remember 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 area of the dialog box. If 
you are using Slow Search you must click the Find Now button to make the 
contacts appear.
For more information about Search Options, refer to “Changing the Search 
preferences” on page 81.
Tip:You can also open the 
Dial dialog box by:
1. Pressing the F3 key.
OR
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point to the Quick Dials menu item and then click the Other menu item. 
						

							28  Making a call using the toolbar
Norstar Personal Call Manager User Guide P0871316 Issue 03
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, Personal Call Manager 
compares the 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 area 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 
field. To choose a different number, click the Phone Number Type list box 
then click Business, Home, or Mobile to select the number to call.
3. Click the Dial button.
If you want to call a contact in the Address Book and you only remember 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 area of the dialog box. If 
you are using Slow Search you must click the Find Now button to make the 
contacts appear.
For more information about Search Options, refer to “Changing the Search 
preferences” on page 81.
Tip:You can also open the 
Dial dialog box by pressing the F3 key. 
						

							Redialing a number  29
P0871316 Issue 03 Norstar Personal Call Manager User Guide
Redialing a number
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 already 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 
already 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 Personal Call Manager icon or the Calls menu.
2. Point to the Redial List menu item.
3. Click the number you want to redial.
Returning a call
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 shown 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 already 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 already 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 are only shown on the Callers List if:
• You subscribe to a Caller ID (CLID) service.
OR
• Your TAPI Service Provider (such as the Norstar TAPI Service Provider) 
provides name or number information for internal calls.
To return a call:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point to the Callers List menu item.
3. Click the number of the person you want to call. 
						

							30  Calling from the Quick Dial list
Norstar Personal Call Manager User Guide P0871316 Issue 03
Calling from the Quick Dial list
Before you can call a number from the Quick Dial list, you must add that number 
to the Quick Dials. For more information about Quick Dials, refer to “Quick Dials
” 
on page 77.
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 Personal Call Manager 
task tray or Calls menu:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point at the Quick Dials menu item.
3. Click the icon of the person you want to call.