Vodavi Pathfinder Voice Processing System User Guide
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16 Stamping Messages with Time & Date Sending Messages [2] 4. To hear the time and date the message was received in your mailbox, you can perform one of the following playback options. While message is playing … press [ ] to interrupt message playback, then press [8] to hear time/date stamp, -or- After message has finished playing … press [8] to hear time & date. Message Statuses -- If you hang up without deleting or saving a message, it is automatically saved in the same state as when you logged on to the mailbox (e.g., a new message will still be registered as a new message). Retention Period -- PathFinder automatically deletes saved messages after a certain period of time, called the retention period. Messages are typically retained by PathFinder for one week. Ask your System Administrator to determine your message retention period. Automatic Forwarding -- Messages can automatically be forwarded to another PathFinder mailbox or to another extension. This can be useful in situations where you will be away for an extended period of time and you want someone else to monitor your messages. Refer to “Mailbox State” on page 34 for details on forwarding options. PathFinder provides you with the ability to communicate with other people even when they aren’t available. You accomplish this by sending a message directly to the person’s mailbox. Effective use of voice messages can improve communication and reduce the amount of time wasted playing telephone tag. Sending a message is comprised of the following three steps: 1) Recording and editing the message 2) Selecting a destination 3) Selecting a message option
Stamping Messages with Time & Date 17 Sending Messages [2] To Access Send Messages -- Press [2] at the PathFinder main menu to hear the Send Message options available. Send Options [#] Send (as is) [] Re-enter number [3] Cancel [6] Send Options Other Addresses [] To Spell Name [5] To System List [6] To Outside Number [7] To Person al List (1 through 9) Future Delivery- Enter date - Then enter time Enter Mailbox number, then press [#]; or press [ ] for other addresses. Press [#] after all addresses have been entered. Record Options[1] OK [2] Hear [3] Cancel [4] Append to [5] Re-record Record Message Message Options[1] Private [2] Urgent [3] Cancel [4] Confirm Delivery [5] Future Delivery [#] Send Time[1] a.m. [2] p.m.
18 Recording Sending Messages [2] 1. Log on to PathFinder (refer to “Logging On” on page 3). 2. Press [2] to send a message. 3. Record your message. 4. After recording, select one of the following options. [1] = Send [2] = Hear/Review your message [3] = Cancel [4] = Append to (pick up at the end of what you have already recorded) [5] = Re-record (erase what you have already recorded and re- record a new message from the beginning After recording your message, you are ready to send it. 1. To choose a destination for your message, select one of the following address options: a. Enter a mailbox number, then press [#] to confirm mailbox number, -or- b. Press [ ] to select one of the other address options: [ ] = A mailbox based on the spelling of the owner’s name [5] = A system list [6] = A phone number outside your PathFinder system [7] = A personal distribution list (refer to “Personal Distribution Lists” on page 35) If you append or re-record your message, you must press [1] to send the message before you can go on to the next step.
Sending 19 Sending Messages [2] 2. Select one of the following send options: [#] = Send message as is [ ] = Re-enter the mailbox number [3] = Cancel [6] = Send Options 3. To send the message to more addresses, repeat this procedure (starting with Step 1). 4. When you have sent the message to all desired destinations, press [#]. if you press [6] while in the Send Options menu, you can choose one of the following Message Options to designate how and when to send your message: Confirm Delivery -- If you select [4] from the Message Options menu, the message options will be repeated to allow you to make additional selections. Future Delivery -- If you select [5] from the Message Options menu to request future delivery of your message, complete these steps: 1. Enter the date for delivery. 2. Enter the time for delivery. 3. Indicate a.m. or p.m. for the time you entered: [1] = a.m. [2] = p.m. [1] = Private Prevents message from being forwarded [2] = Urgent Moves message to front of message queue [3] = Cancel Terminates your message selections [4] = Confirm Delivery Repeats these options to allow further selections [5] = Future Delivery Sends messages at a future date or time
20 Sending Extended Options [6] Extended options provide control over certain extension settings, which control how PathFinder transfers calls to your extension. Other extension options are used to turn call screening and caller holding on and off. You can also access the personal voice Note Pad from the Extended Options menu. The personal Note Pad can be used to store and retrieve information over the telephone. To Access Extended Options -- Press [6] at the PathFinder main menu to hear the various Extended Options available. Enter Personal Note Pad group number 1 through 8 [#] Create group [1] [] Change group description [3] [] Delete group [1] Transfer to Mailbox [2] Blind Transfer [3] Supervised TransferSupervised Transfer[1] Call Screening On [2] Call Holding On [3] Turn Both On Change Extension Settings Access Personal Note Pad 2 1
Extension Settings [1] 21 Extended Options [6] Extension settings options let you select how a call is processed when transferred to your extension. PathFinder offers the following types of call transfer options: Immediate Transfer -- If immediate transfer to a mailbox is selected, PathFinder does not ring your extension. The call is immediately forwarded to your mailbox. Blind Transfer -- Blind transfers are often referred to as unsupervised transfers because PathFinder transfers the call to your extension and does not wait to see if you answer. The call will go unanswered if you are not available to receive it. Calls will not be forwarded to your mailbox. Supervised Transfer -- In supervised transfers, PathFinder monitors whether or not you answer your phone. If you do not answer, the call is transferred according to your call forwarding instructions. 1. Log on to PathFinder (refer to “Logging On” on page 3). 2. Press [6] to change extended options. 3. Press [1] to edit extension settings. 4. The following options are available: [1] = Immediate transfer to a mailbox [2] = Blind transfer [3] = Supervised transfer (refer to “Supervised Transfer Options” on page 22) If your PathFinder implementation has telephone integration, do not change transfer options without consulting your System Administrator.
22 Extension Settings [1] Extended Options [6] If you select supervised transfer as your extension setting, PathFinder offers the following additional options: [1] = Call Screening only [2] = Call Holding only [3] = Both Call Screening and Call Holding [#] = Neither Call Screening nor Call Holding Call Screening -- allows you to hear who is calling you before you accept the call. Prior to transferring a call to your extension, PathFinder asks the caller to say their name. PathFinder then rings your extension and prompts you with the message, “Your Caller is .” After you hear the caller’s name, PathFinder will provide you the following options: Accept the call Reject the call (sends the call to your mailbox) Send the call to another extension Send the call to another mailbox Hear the person’s name again Call Holding -- allows callers to wait on hold if your extension is busy. PathFinder informs the caller that your line is busy and asks if they want to hold, transfer to a different extension, or leave a message. The option to leave a message is only offered if your PathFinder implementation supports voice mail. Call holding and call screening may be disabled by the System Administrator.
Pe rson a l Note Pad [2 ] 23 Extended Options [6] Selecting the Personal Note Pad gives you access to PathFinder’s programmable voice database. The Note Pad records any kind of information that you want to retrieve at a later time. If you want to keep track of your customers’ phone numbers, you would perform the following steps using your customer information. For example: 1. Create an information group number [1] with a group description of Customer Accounts. 2. Create a keyword or ID for each entry in this group. Keyword/ID [6] + [2] + [4] translates to MCI on the telephone key pad. Keyword/ID [7] + [7] + [7] for Sprint translates to SPR on the telephone key pad. 3. Record this group’s keyword/ID entries. Under the keyword/ID [6] + [2] + [4], record any desired information about MCI, such as your contact name, their phone number and address. Under the keyword/ID [7] + [7] + [7], record any desired information about Sprint. The amount of information that each group can store is only limited by the amount of available disk space.
24 Personal Note Pad [2] Extended Options [6] ! 1. Log on to PathFinder (refer to “Logging On” on page 3). 2. Press [6] for extended options. 3. Press [2] to access the Personal Note Pad. 4. Press key [1] thru [8] for any unused group number. 5. Press [#] to confirm that you want to create a group. 6. Record a description for the group (e.g., Customer Accounts), then press [#] when finished recording. You have now created and named a group. 7. Select the number for the group you just created. 8. Enter a new keyword/ID for the first entry in this group, then press [#]. 9. Press [#] to record the entry for that keyword/ID, then press [#] when you are finished. 10. If you want to record any other keyword/ID entries for this group, complete Steps 8 and 9 for these entries. Press [#] when you are finished recording keyword/ID entries for this group. 11. Press [#] once to return to the group selection menu, twice to return to the Extended Options menu, or three times to return to the main menu. ! 1. Log on to PathFinder (refer to “Logging On” on page 3). 2. Press [6] for extended options. 3. Press [2] to access the Personal Note Pad. 4. Press a key for any existing group number, from [1] through [8]. 5.To edit a group, select one of the following options: Change group description = [1] + [ ] Delete group and all IDs = [3] + [ ] Keywords/IDs can be any combination of keys from [0] to [9], and up to eight digits in length.
Pe rson a l Note Pad [2 ] 25 Personal Options [8] 6.To edit or review a keyword/ID, enter the keyword/ID for the desired entry in a group, then press [#]. PathFinder will play the selected entry. 7. You can then choose from the following options: [1] = Review the ID entry [2] = Re-record the ID entry [3] = Delete the ID entry [4] = Append to the ID entry [#] = Return to previous menu As a mailbox owner, you have control over many of the features of your mailbox, PathFinder allows you to modify the following mailbox options to meet your personal requirements: [1] = Greeting Plays when callers reach your mailbox. [2] = Password Used to log on to your mailbox to access messages and mailbox features. [3] = Name Identifies your mailbox with the name you recorded. [4] = Delete sent message Allows you to remove a sent message that has not yet been retrieved or saved. [8] = Other Options Lets you modify notification methods, system lists, and guest mailboxes.