Nortel Norstar Personal Call Manager User Guide

							Creating a conference  41
P0871316 Issue 03 Norstar Personal Call Manager User Guide
Conferencing a call
In a conference call you are connecting 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 intercom 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 the 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.
3. Click the Conference menu item.
4. Right click the icon of the second call to be connected in a conference call.
5. Click the Conference menu item.
The icons for the two calls move to the Conference box and their icons change to 
the Conference icon.
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 Personal Call Manager task tray icon or the Calls menu.
3. Point to the first call to be conferenced and click the Conference menu item.
4. Click the Personal Call Manager task tray icon or the Calls menu.
5. Point to the second call to be conferenced and click the Conference menu 
item.
The icons for the two calls change to the Conference icon. 
						

							42  Putting the conference calls on hold
Norstar Personal Call Manager User Guide P0871316 Issue 03
Putting the conference calls 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.
2. Click the HoldConf menu item.
The calls are put on hold and the icons change to the Held Conference icon.
Putting the conference calls on hold using the task tray or Calls menu
To put the conference calls on hold:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point to one of the calls in the conference.
3. Click the HoldConf menu item.
The calls are put on hold and the icons change to the 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.
2. Click the UnHoldConf menu item.
The calls in the conference become active and the icons change to the Conference 
icons.
Restoring a held conference using the task tray or Calls menu
To cancel hold on a conference:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point to one of the calls in the conference.
3. Click the UnHoldConf menu item.
The calls in the conference become active and the icons change to the Conference 
icons. 
						

							Splitting a conference  43
P0871316 Issue 03 Norstar Personal Call Manager User Guide
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. Since the conference is ended, the two callers can no longer speak to each 
other.
Splitting a conference using the main window
To split a conference using the main window:
1. Drag one of the icons out of the Conference box.
The call whose icon you removed from the Conference box becomes the active call 
and the other call is put on hold. The icons for both calls are moved 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.
2. Click the Split Conf menu item.
The caller you selected becomes the active call while the other caller is put on hold. 
The icons for both calls are moved to the Calls box.
Splitting a conference using the task tray or Calls menu
To split a conference:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point to the icon of one of the callers in the conference.
3. Click the Split Conf menu item.
The caller you selected becomes the active call while the other caller is put on hold. 
						

							44  Ending a conference
Norstar Personal Call Manager User Guide P0871316 Issue 03
Ending a conference
When you end a conference, you are removing yourself from the conference and 
allowing 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 then 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. Click   (The one in the Conference box).
Ending a conference using the main window
To end a conference:
1. Right click one of the icons in the Conference box.
2. Click the Release Conf menu item.
The conference is ended.
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 is ended.
Note:When using the keyboard to end a call, make sure you have clicked on one 
of the icons in the Conference Box before you pressing 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 in this manner, 
click the Edit menu and then the Undo menu item.
Ending a conference using the task tray or Calls menu
To end a conference:
1. Click the Personal Call Manager task tray icon or Calls menu.
2. Point to the icon of one of the calls in the conference.
3. Click the Release Conf menu item.
The conference is ended. 
						

							Ending a call using the release button  45
P0871316 Issue 03 Norstar Personal Call Manager User Guide
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. Click   (The one in the Conference box).
Ending a call using the main window
To end a call:
1. Right click the icon of the call in the Calls box.
2. Click the Release menu item.
Ending a call using the task tray or Calls menu
To end a call:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Point to the call you want to disconnect.
3. Click the Release menu item.
Ending a call using the keyboard
To end a call using the keyboard, the 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 using the keyboard to end a call, make sure you have clicked on the 
icon in the Calls Box before you pressing 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 in this manner, click the Edit 
menu and then the Undo menu item. 
						

							46  Do Not Disturb (DND)
Norstar Personal Call Manager User Guide P0871316 Issue 03
Calling features
Personal Call Manager gives you easy access to two common calling features: Do 
Not Disturb and Call Forward.
Do Not Disturb (DND)
When DND is enabled, the telephone will not ring when someone calls, but the line 
indicator still flashes. In Personal Call Manager, the 
You Have a New Call dialog box 
still 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 Personal Call Manager icon in the task tray.
Turning DND on or off
To turn DND on or off:
1. Click the Personal Call Manager task tray icon or the Calls menu.
2. Click the DND menu item.
When DND is on:
• the Personal Call Manager task tray icon changes to   
• the symbol 4 appears beside the DND menu item on the Calls menu and the 
Personal Call Manager task tray menu
• DND appears in Status bar
Call Forward
To call forward your telephone:
1. Click the Tools menu. 
						

							Call Forward  47
P0871316 Issue 03 Norstar Personal Call Manager User Guide
2. Click the Forward menu item.
The Forward dialog box appears.
3. Enter the telephone number you want to call forward your telephone to.
4. Click the Forward button.
The number your telephone is forwarded to appears on the Status bar
.
Tip:If Fast Search is enabled, 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 area 
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 only remember 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 area of the dialog box. Click the contact you want and 
click the Forward 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 area 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 81.
Note:Call forwarding your telephone to an external telephone number is not 
supported when you are using the Norstar TAPI Service Provider. 
						

							48  Viewing the Calls Log
Norstar Personal Call Manager User Guide P0871316 Issue 03
Calls Log Window
The Calls Log consists of two parts: the Incoming Calls Log and the Outgoing Calls 
Log. The Incoming Calls Log shows all of the calls that were made to your 
telephone. The Outgoing Calls Log shows all of the calls you made from your 
telephone. Calls made or received while Personal Call Manager was not operating 
are not shown.
The Calls Log shows the name and telephone number of the caller, if available. The 
Calls Log also shows the date and time the call was made and how long the call was.
Viewing the Calls Log
To view the Calls Log:
1. Click .
OR
1. Click the Tools menu and then click the Show Call Log Window menu item.
The Calls Log window appears with either the Incoming Calls showing or the 
Outgoing Calls showing. 
						

							Viewing the Calls Log  49
P0871316 Issue 03 Norstar Personal Call Manager User Guide
Viewing the Incoming Calls
To view the Incoming Calls:
1. Click .
OR
1. Click the View menu and then click the Incoming Calls Log menu item.
Viewing the Outgoing Calls
To view the Outgoing Calls:
1. Click .
OR
1. Click the View menu.
2. Click the Outgoing Calls Log menu item.
Updating the Calls Log
If you make or answer a call while the Calls Log is open, the Calls Log is not 
updated. To update the Calls Log:
1. Click .
OR
1. Click the View menu.
2. Click the Refresh menu item.
Sorting the Calls Log
You can sort the Calls Log by name, telephone number, duration, or date and time.
• To sort the Calls Log by the name of the caller, click  .
• To sort the Calls Log by the telephone number of the caller, 
click .
• To sort the Calls Log by the length of the call, click  .
• To sort the Calls Log by time the call was made or received, 
click . 
						

							50  Making a call from the Calls Log
Norstar Personal Call Manager User Guide P0871316 Issue 03
Making a call from the Calls Log
You can call any of the numbers stored in the Incoming or Outgoing Call Log. To 
make a call:
1. Click the number you want to dial.
2. Click .
OR
1. Click the number you want to dial.
2. Click the Edit menu and then click Redial.
Printing call information from the Calls Log
You can print the Calls Log information for any call in the Calls Log. To print the 
Calls Log information:
1. Click the call you want to print.
Note:You can select several calls to print by holding down the Control or 
Shift key and clicking on other calls.
2. Click .
OR
Click the Edit menu and then click Print.
Deleting calls from the Calls Log
To delete a call from the Calls Log:
1. Select the call you want to delete.
2. Click .
OR
Click the Edit menu and then click the Delete menu item.
Closing the Calls Log Window
To close the Calls Log Window:
1. Click the File menu and then click the Exit menu item.
You can also close the Calls Log Window by clicking on the close window button 
in the top right-hand corner of the window.