Nortel Norstar Personal Call Manager User Guide

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P0871316 Issue 03 Norstar Personal Call Manager User Guide
Personal Call Manager Preferences
Personal Call Manager preferences determine how the Address Book is searched, 
how Personal Call Manager appears when you start it up, and whether the dialing 
rules are used.
Changing the Search preferences
The Search feature operates in one of two different modes: Slow Search and Quick 
Search. In Slow Search mode, you enter the characters you want to find and then 
click the Find Now button. Personal Call Manager will then search through the 
Address Book to find the contact. In Quick Search mode, Personal Call Manager 
starts searching through the contacts as soon as you enter a character.
Tip:If you plan on using the Quick Search mode, your computer should be 
equipped with a Pentium processor or better. If you use a slower processor, 
the Fast Search mode still works, but there may be noticeable delays when 
entering information into the Search window.
To change the Search mode from the menu bar:
1. Click the Tools menu and then click the Options menu item.
The Options dialog box appears.
2. Click the Search Option you want to use. 
						

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To change the Search mode from the task tray:
1. Right click the Personal Call Manager icon in the task tray.
2. Click the Options menu item.
The Options dialog box appears.
3. Click the Search Option you want to use.
Changing the Startup Option
The Startup Option determines if the main window is open or minimized when you 
start Personal Call Manager.
To change the Startup Option from the menu bar:
1. Click the Tools menu and then click the Options menu item.
The Options dialog box appears.
2. Click the Startup Option you want to use.
To change the Startup Option from the task tray:
1. Right click the Personal Call Manager icon in the task tray.
2. Click the Options menu item.
The Options dialog box appears.
3. Click the Startup Option you want to use. 
						

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Changing the Dialing Rule Setting
The Dialing Rule Setting determines if the dialing properties entered in the Dialing 
Properties
 dialog box are used. This feature is enabled by default.
When the Dialing Rule Setting is on, Personal Call Manager uses dialing properties, 
such as the local area code and the outside line access code, when making a call. 
When it is disabled, Personal Call Manager does not use the dialing properties and 
you must manually enter any additional dialing information, such as the outside line 
access code.
To change the Dialing Rule Setting from the menu bar:
1. Click the Tools menu and then click the Options menu item.
The Options dialog box appears.
2. Click the Use Rules defined in the Dialing Property Dialog check box to 
change the setting.
To change the Dialing Rule Setting from the task tray:
1. Right click the Personal Call Manager task tray icon.
2. Click the Options menu item.
The Options dialog box appears.
3. Click the Use Rules defined in the Dialing Property Dialog check box to 
change the setting. 
						

							84  Changing the Caller’s Record Display Setting
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Changing the Caller’s Record Display Setting
When the Caller’s Record Display Setting is on, Personal Call Manager compares 
the incoming telephone number to the entries in the Address Book. If a match is 
found, the Notes tab of the Address Pro
perties dialog box appears showing the 
information for that caller. If a match is not found, a dialog box appears asking if 
you want to add the caller to the Address Book.
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 change Caller’s Record Display Setting from the menu bar:
1. Click the Tools menu and then click the Options menu item.
The Options dialog box appears.
2. Click the Auto display contact’s notes page upon answering the call check 
box to change the setting.
To change the Dialing Rule Setting from the task tray:
1. Right click the Personal Call Manager task tray icon.
2. Click the Options menu item.
The Options dialog box appears.
3. Click the Auto display contact’s notes page upon answering the call check 
box to change the setting. 
						

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Quitting the PCM application
You can quit Personal Call Manager from the task tray or the main window.
To quit Personal Call Manager using the task tray:
1. Right click the Personal Call Manager icon in the task tray.
2. Click the Exit menu item.
To quit Personal Call Manager using the main window:
1. Click the File menu and then click the Exit menu item.
You can also quit Personal Call Manager by clicking on the close window button in 
the top right hand corner of the Personal Call Manager main window.
Removing the PCM application
In certain situations, you may want to remove Personal Call Manager from your 
computer. For example, when you get a new computer you will want to move 
Personal Call Manager to the new computer. The Uninstall program makes sure all 
of the files that comprise Personal Call Manager are removed from the computer 
hard disk.
Tip:If you are moving Personal Call Manager to a new computer, make a copy of 
the PCMAddressBook.mdb file before you remove Personal Call Manager. 
You can then copy this file to the new computer where Personal Call 
Manager is installed. This copies all of the contacts you have added to the 
Address Book onto the new computer.
To remove the Personal Call Manager software:
1. Make sure you have quit from Personal Call Manager.
2. Click the Windows Start button and point to the Settings menu item.
3. Click the Control Panel menu item.
4. Double click the Add/Remove Programs icon.
5. Click Personal Call Manager.
6. Click the Add/Remove button.
All of the files associated with Personal Call Manager are removed from your 
computer hard drive. 
						

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Glossar y
Address Book
The Address Book is the portion of Personal Call Manager where you store the 
telephone numbers and addresses of the people and businesses you deal with. 
Call Forward
A feature that forwards all the calls arriving at your telephone to another telephone.
Calling Line Identification (CLID)
A service provided by the telephone company that allows you to see the caller’s 
telephone number and in some cases the caller’s name. If you subscribe to this 
service, Personal Call Manager can then show you the caller’s name or telephone 
number on the PC screen.
Contact
A contact is any entry in the Address Book. A contact can be a person, business, or 
any number or address you want stored in Personal Call Manager.
Dialing properties
The dialing properties define where you are situated and what is required to dial 
from this location.
DN name
The name used to identify your telephone on the Norstar system.
Do Not Disturb
A feature that stops calls from ringing at your telephone. The You Have a New Call 
dialog box will still appear.
Handsfree
A feature you can use to make calls without using the telephone receiver.
Icon
A graphic symbol used to represent an object (such a contact or call) or a task (such 
as manual dialing) in Personal Call Manager. 
Key system
A telephone communication system that provides advanced call control features. 
An example of a key system is the Norstar system.
List View
The portion of the Address Book that shows the contacts and folders stored in the 
selected folder. 
						

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Norstar Personal Call Manager User Guide P0871316 Issue 03Menu bar 
The menu bar shows the menus available from the main window.
PBX
A telephone communication system that provides advanced call control features. 
An example of a PBX is the Meridian 1 system.
PC (Personal Computer)
A Windows 95™ compatible computer that runs the Personal Call Manager 
software.
Quick dials
A group of telephone numbers that you can call by selecting a menu item.
Status bar
An area at the bottom of the Windows 95™ screen which provides information 
messages about Personal Call Manager.
TAPI
TAPI stands for Telephony Application Programming Interface. It is a set of 
programming tools that allows Personal Call Manager to communicate with the 
telephone system.
TAPI line
The telephone line that Personal Call Manager uses to make a call.
TAPI Service Provider
The application that provides Personal Call Manager with access to the TAPI 
functions.
Task tray
An area in the bottom right hand corner of the Windows 95™ screen. It contains the 
Personal Call Manager task tray icon which is used to perform several common call 
control functions.
Taskbar
An area at the bottom of the Windows 95™ screen. It contains the Personal Call 
Manager taskbar icon which is used to maximize the Personal Call Manager 
Window or bring it to the foreground.
Tool bar
The tool bar contains several buttons that provide quick and easy access to Personal 
Call Manager functions
Tree View
The portion of the Address Book that shows how the folders used to store the 
contacts are organized. 
						

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P0871316 Issue 03 Norstar Personal Call Manager User GuideWild card character
A wild card character is a special character that can be used represent any letter or 
number. 
						

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