Northern Telecom Pc Console 1.1 User Guide

Handling calls 55
P0887496 01 Norstar PC Console 1.1 User Guide
By looking at the caller’s name or Caller ID name in the display area of the Norstar telephone, 
the called person decides to join the caller with the current call. 
To send the call to the attendant who asks the caller if they want to interrupt:
1. Press the 
IntAct display button. This delivers a pre-set message to the attendant who 
asks the caller if they want to interrupt the employee. 
2. If yes, the attendant transfers the call back...

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P0887496 01 Norstar PC Console 1.1 User Guide
Maintaining caller and employee information
Norstar PC Console manages both caller and employee information. 
Maintaining caller information
When your company is called, information about the caller available from the Norstar PC 
Console database appears in the Caller Information
 group box of the Attendant main 
window. Whether or not you enter information for an incoming call depends on whether the 
caller is calling for the first time or has called...

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 Maintaining caller and employee information
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3. Click  . This clears all boxes in the Edit Caller Information
 dialog box and 
allows you to create a new caller record.
4. In the Name
 box, type the caller’s name in the format last name first, space, then first 
name. 
5. In the Caller Type
 box, click the down arrow then click a Caller Type, either Unclassified, 
Personal, Employee, Vendor or Customer.
6. In the Company
 box, type the caller’s company’s...

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P0887496 01 Norstar PC Console 1.1 User Guide
To create a new caller record when there are no active calls:
1. Click Edit
 in the Caller Information
 group box. The Edit Caller Information
 dialog box 
appears. 
2. Press New Caller
. A new blank caller record is created with a new Record Number 
assigned. 
3. Fill in the boxes with the desired information. 
4. Press Save
 to save the new caller record.
To create a new caller record associated with an...

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 Maintaining caller and employee information
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Finding and editing caller information
Caller information can be edited at any time and the changes can be saved.
To find caller information:
1. Click Edit
 in the Caller Information
 group box on the Attendant main window. The Edit 
Caller Information
 dialog box appears.
2. Click  . The Find
 dialog box appears.
The Find
 dialog box is used to find a caller’s name in the database. When the Find
 dialog 
box...

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P0887496 01 Norstar PC Console 1.1 User Guide
Note
: If you answer a call and then open the Edit Caller 
Information
 dialog box without first selecting a name from 
the Name
 box list, you must click Edit
 twice.
To delete an existing caller record: 
1. Click Edit
 in the Caller Information
 group box on the Attendant main window. The Edit 
Caller Information
 dialog box appears.
2. Make sure the caller name you want to delete is displayed.
3. Click  . The...

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To sort a column of information in the Directory:
1. Click the tab for the view you want to sort, either Full
, Selected 
or Assigned
. Information 
in the BLF
 tab view appears in the same order you selected for Full
 view.
2. Using the mouse, position the cursor and click the column heading you want to sort, either 
Name
, Ext
, Notes
 or Department
. 
Finding an employee record
You can search for an employee...

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P0887496 01 Norstar PC Console 1.1 User Guide
3. In the Name
 box, type the first letter or letters of the employee’s last name.
Note
:  If the employee’s first name is used instead of their last name, 
type the first letter or letters of the employee’s first name.
4. Click OK
 or press Enter
. The Find
 dialog box closes. All matching names are displayed in 
the Name
 box of the Edit Employee Information
 dialog box. If there is more than one 
name, a drop...

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To search by department:
Note:
A department search takes priority over a name search. 
1. Click the down arrow of the Department
 box in the Directory 
group box. A list of depart-
ments that are associated with extensions appear in the drop down list. The name of the 
department for each extension is created in the Edit Employee Information
 dialog box.
2. Click the department name from the drop down list and...