Casio 40DHB0002USAR- Manuals

Page 3 - Table of Contents

Phone Manager User Guide Page iii IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Table of Contents Getting Started ........................................................................................................................... 7 Introduction ........................................

Page 7 - Getting Started; Introduction

Phone Manager User Guide Page 7 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Getting Started Introduction This guide covers Phone Manager Pro, Phone Manager PC Softphone and Phone Manager Lite applications. Which version you are running is indicated in the title bar of the program. All ve...

Page 9 - Phone Manager Feature Comparison

Getting Started Phone Manager User Guide Page 9 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Phone Manager Feature Comparison The following table highlights the difference between the three applications. Each of the items are described in detail in the following sections. Feature Phone Ma...

Page 11 - Logging In

Getting Started Phone Manager User Guide Page 11 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Getting Started After Phone Manager is installed the Phone Manager application should start automatically. If the Phone Manager does not automatically start you can navigate to the Phone Manager ...

Page 13 - Phone Manager; Main Window

Phone Manager User Guide Page 13 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Phone Manager Main Window Phone Manager is divided into the follow areas: • Call Status . • Call History . • Call Handling Icons . • Call Park Area .

Page 14 - Call Status Icons

Phone Manager Users Guide Phone Manager User Guide Page 14 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Call Status The Call Status pane displays the current state of all active calls, incoming, outgoing, conference and hold. • Number Either the incoming telephone number or the telephone ...

Page 19 - Missed

Phone Manager Phone Manager User Guide Page 19 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Missed The Missed tab lists the unanswered incoming calls to your extension. This tab will display a maximum of 100 calls. When the maximum capacity is reached the oldest record is deleted when a n...

Page 20 - Messages

Phone Manager Users Guide Phone Manager User Guide Page 20 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) All The All tab gives a list of all incoming, outgoing and missed calls at your extension. This tab will display information on a maximum of 100 calls. When the maximum capacity is reac...

Page 21 - Speed Dials

Phone Manager Phone Manager User Guide Page 21 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Speed Dials The Speed Dials tab allows you to save regularly used internal and external numbers for future use. See Create a Speed Dial for details on how to create a Speed dial. There are two type...

Page 22 - Speed Dial Options

Phone Manager Users Guide Phone Manager User Guide Page 22 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Speed Dial Options The following options are then available when you right click within the Speed Dial window part of the tab: • Call: Select the number from the Speed Dial entry you wa...

Page 23 - External Speed Dials; Conference

Phone Manager Phone Manager User Guide Page 23 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) External Speed Dials • There are four types of speed dials, Work Phone, Home Phone, Mobile and Fax. The speed dial displayed will change based on the default number selected. • This icon is display...

Page 25 - Queue

Phone Manager Phone Manager User Guide Page 25 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Voicemail Phone Manager Pro only with Voicemail Pro. On accessing your Voicemail box (either via Voicemail Ringback or by dialing *17 or via the Messages tab) a Voicemail tab will appear. This will...

Page 27 - Call Park Area

Phone Manager Phone Manager User Guide Page 27 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Call Park Area It is sometimes necessary to temporarily "park" a call to handle some other task (receive a new call) or deal with an interruption. To help you control this scenario efficien...

Page 30 - Configure Directory

Phone Manager Users Guide Phone Manager User Guide Page 30 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Configure Directory Phone Manager Pro only. The Configure Directory dialogue box allows you to create a personal directory of frequently used numbers. Each directory entry appears in th...

Page 31 - Directory Entry

Phone Manager Phone Manager User Guide Page 31 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Directory Entry Phone Manager Pro only. When the New button is clicked from the Configure Directory screen the Directory Entry form appears. The Directory Entry menu contains the following fields a...

Page 32 - Configure_Preferences

Phone Manager Users Guide Phone Manager User Guide Page 32 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Configure_Preferences The Preferences option in the Configure menu allows you set up your personal settings for forwarding, Voicemail, etc. The following tabs are available: • Forwardin...

Page 33 - Forwarding; Do Not Disturb

Phone Manager Phone Manager User Guide Page 33 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Forwarding This menu controls the forwarding of calls from your extension. • Follow Me To Number: Enter the number to which all calls are to be redirected. If this number is busy or not answered, t...

Page 35 - Park ID

Phone Manager Phone Manager User Guide Page 35 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Phone Manager This menu controls the features of Phone Manager. • Pop Phone Manager: When an incoming call is received the Phone Manager application will 'Pop' to the front and become the foregroun...

Page 37 - Short Cut Keys; Screen Pop

Phone Manager Phone Manager User Guide Page 37 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Short Cut Keys The Short Cut keys tab allows you to change the short cuts assigned to specific features or functions. To change Short Cut Keys: 1. Click the Command you wish to change. 2. Select th...

Page 38 - Configuring your Screen Pop Software

Phone Manager Users Guide Phone Manager User Guide Page 38 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Configuring your Screen Pop Software Follow the instructions below for configuring your screen pop software. • Pop Act! 1. Enter your Act! Database file name (.dbf) 2. Enter the Name of...

Page 39 - Audio Codec

Phone Manager Phone Manager User Guide Page 39 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Audio Codec Only Phone Manager PC Softphone users (VoIP extension users) will see this tab. It allows you to configure the audio codec of the Phone Manager and to configure the Phone Manager for Vo...

Page 40 - Compact Mode; Configuring Compact Mode Preferences

Phone Manager Users Guide Phone Manager User Guide Page 40 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Compact Mode Phone Manager Pro only. Compact Mode allows you to keep Phone Manager on your screen in a considerably reduced mode. Configuring Compact Mode Preferences You can configure ...

Page 41 - Using Phone Manager in Compact Mode

Phone Manager Phone Manager User Guide Page 41 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Using Phone Manager in Compact Mode When using Phone Manager in compact mode there are a number of ways to handle your calls. The Slider The slider allows you to manage your calls by providing info...

Page 42 - Changing the Custom Date Format

Phone Manager Users Guide Phone Manager User Guide Page 42 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Date & Time Setting The Date & Time Setting tab allows you to customize the date as it is displayed in the Phone Manager call history pane. You can specify between the Windows D...

Page 43 - Clock Type; Changing the time displayed

Phone Manager Phone Manager User Guide Page 43 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Clock Type Clock Type allows you to customize the time displayed in the Phone Manager call history pane. You can specify multiple formats; 12 hour, 24 hour and alter the presentation for all calls ...

Page 44 - Instant Messaging

Phone Manager Users Guide Phone Manager User Guide Page 44 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Instant Messaging In this release the Phone Manager provides support for Instant messaging with the Microsoft Live Communication Server (LCS). This will allow instant messaging to occur...

Page 45 - Personal Distribution Lists

Phone Manager Phone Manager User Guide Page 45 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Personal Distribution Lists Phone Manager Pro Only. Personal Distribution Lists (PDL) are lists of mailbox numbers which allow you to distribute messages to groups of mailboxes. You can create your...

Page 47 - Profile; Saving your profile

Phone Manager Phone Manager User Guide Page 47 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Profile Your can save your preferences and your Phone Manager configuration (Including speed dials, directory information and other settings). These setting can be used from another machine (if sav...

Page 48 - Functions Menu

Phone Manager Users Guide Phone Manager User Guide Page 48 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Functions Menu The Functions menu gives access to a number of call handling commands: • Reclaim This function allows you to reclaim a call that has been accidentally transferred to the ...

Page 50 - Call

Phone Manager Users Guide Phone Manager User Guide Page 50 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Call Enter the number of the person you wish to call into the Number field and click the Call button, the number will then be dialed. See also Make a Call . • Number : The telephone num...

Page 52 - Transfer

Phone Manager Users Guide Phone Manager User Guide Page 52 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Transfer Type the number of the person you wish to call into the Number field and click the call button, the number will then be called. See also Transfer a Call . • Number: The telepho...

Page 53 - Absent Status

Phone Manager Phone Manager User Guide Page 53 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Account Code The Account Code form appears if you have either selected Account Code from the Functions menu or you have pressed F3 . This form allows you to assign an Account Code to your current c...

Page 54 - Call Handling Icons

Phone Manager Users Guide Phone Manager User Guide Page 54 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Call Handling Icons The icons on the right hand side of the main Phone Manager Pro window will help you to make and receive calls as follows: • Make a Call: See Make a Call . • Answer a...

Page 55 - Function Keys

Phone Manager Phone Manager User Guide Page 55 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) If Phone Manager is being used in Agent Mode (Phone Manager Pro only) an additional set of icons appear: • Busy Wrap Up: Allows you to go in and out of busy wrap-up state. The Status tab shows "...

Page 56 - Hands Free Operation; PC Softphone Operation

Phone Manager Users Guide Phone Manager User Guide Page 56 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Hands Free Operation The Phone Manager Pro application can be used in conjunction with a Hands Free phone and/or headset. When using a Hands Free phone and/or headset the 'phone' should...

Page 57 - Agent Mode Operation

Phone Manager Phone Manager User Guide Page 57 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Agent Mode Operation Phone Manager Pro only. Agent Mode allows Phone Manager to be used as a call center tool. It allows you to perform a number of call center functions without needing a specially...

Page 58 - IP Office Conferencing Center; Help Menu

Phone Manager Users Guide Phone Manager User Guide Page 58 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) IP Office Conferencing Center The Phone Manager can be integrated with IP Office Conferencing Center. This allows you to book a conference and join a web conference. To use the IP Offic...

Page 59 - Configuration; Configuring your Preferences

Phone Manager User Guide Page 59 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Configuration Configuring your Preferences You can decide how your calls are going to be handled by setting your personal preferences as follows. • Take Your Calls from Another Extension . • Forward Your Calls t...

Page 60 - Changing the External Default Number

Phone Manager Users Guide Phone Manager User Guide Page 60 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Speed Dials Speed dials allow you to save regularly used internal and external numbers for future use. See Create a Speed Dial for details on how to create a Speed dial. There are two t...

Page 61 - Internal Speed Dials

Configuration Phone Manager User Guide Page 61 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Internal Speed Dials An internal Speed Dial can also act as a Busy Lamp Field, allowing you to see the status of your Speed Dial user. This icon shows an internal Speed Dial. If the user/extension ...

Page 62 - Speed Dial Tooltips

Phone Manager Users Guide Phone Manager User Guide Page 62 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Speed Dial Tooltips In addition to Speed Dials being used as Busy Lamp Fields. The Speed Dials have tooltips that can provide status information on a Speed Dial User. This is only avail...

Page 63 - Edit Speed Dial Form

Configuration Phone Manager User Guide Page 63 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Edit Speed Dial Form The Edit Speed Dial form allows you to edit the Speed Dial settings for that particular Speed Dial. • Group Name: This is the Speed Dial Group where the speed dial is located. ...

Page 64 - Directory Entries; Create a Directory Entry; Edit a Directory Entry; Delete a Directory Entry; Make a Call using a Directory Entry

Phone Manager Users Guide Phone Manager User Guide Page 64 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Directory Entries Phone Manager Pro only. Directory Entries are used to store regularly dialed internal or external numbers. Directory Entries appear in the Call dialogue box (if the Sh...

Page 65 - Create a Directory Entry from an Existing Call; Create an MS Outlook Contact from an Existing Call; Default Sizing

Configuration Phone Manager User Guide Page 65 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Create a Directory Entry from an Existing Call 1. Right click the Call in the Call History pane. 2. Select Add to Directory. 3. This will open the Directory Entry dialogue box. 4. Make changes if r...

Page 67 - Call Handling; Hands Free

Phone Manager User Guide Page 67 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Call Handling Make a Call There are a number of ways to make a call using Phone Manager. 1. Dial the number required. • Note: Please do not enter spaces in the Phone number entered. i.e. 123456 not 123 456 2. Th...

Page 68 - PIN Restrictions

Phone Manager Users Guide Phone Manager User Guide Page 68 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) PIN Restrictions The Phone Manager release 2.1 introduces a feature called PIN Restrictions (PIN). PIN restrictions work by making the caller enter a PIN before the call is connected. P...

Page 70 - Tag a Call; Clear a Call; Blind Transfer a Call

Phone Manager Users Guide Phone Manager User Guide Page 70 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Tag a Call Identifying a call by giving the call a descriptive tag. The tag will appear on the extension called if it has a suitable display. If you park the call using Phone Manager th...

Page 72 - Collect Your New Voicemail Messages

Phone Manager Users Guide Phone Manager User Guide Page 72 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Collect Your New Voicemail Messages 1. Select the Messages tab on the Call History pane. 2. Double click on the Voicemail box you would like to access (this will either be your personal...

Page 74 - Call Tag Form; Answer a Call; Answer a Call Waiting; Set Ringback When Free

Phone Manager Users Guide Phone Manager User Guide Page 74 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Call Tag Form Use this form to enter the description you wish to appear on the Park button to identify this call. Answer a Call You will be notified that there is an incoming call to be...

Page 75 - Set an Absent Message

Call Handling Phone Manager User Guide Page 75 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Set an Absent Message 1. From the Functions Menu select Absent or press F6 . 2. From the list box select the message required, eg. On Holiday Until or Back Tomorrow . 3. Type additional information...

Page 77 - How To; Take Your Calls from Another Extension

Phone Manager User Guide Page 77 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) How To Take Your Calls from Another Extension If you wish to take your calls from another location, you can instruct the PBX to pass your calls to another internal or external number. This option must be set at ...

Page 78 - Forward Your Calls to Another Location

Phone Manager Users Guide Phone Manager User Guide Page 78 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Forward Your Calls to Another Location Your calls can be answered at another location by forwarding your calls to an internal or external number. You can decide whether all your calls a...

Page 79 - Set a Do Not Disturb Exception Number

How To Phone Manager User Guide Page 79 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Set Do Not Disturb (DND) This feature will ensure your phone does not ring when incoming calls are received. The caller will get the Busy tone or be passed to Voicemail. 1. Click . 2. Select Do Not Distur...

Page 80 - Turn Voicemail On/Off

Phone Manager Users Guide Phone Manager User Guide Page 80 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Transfer Back to Forwarded Extension If Forward Unconditional is set a forwarded call can not be transferred back to the original destination. The Forward on Busy and Do Not Disturb fea...

Page 81 - Turn Off Hook Operation On/Off; Select the Tabs to Show in Call History

How To Phone Manager User Guide Page 81 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Turn Off Hook Operation On/Off Off Hook operation allows the phone to be controlled via the Phone Manger Pro without having to physically lift the handset on or off the cradle. When using a Hands Free pho...

Page 82 - Create a Speed Dial Group Member

Phone Manager Users Guide Phone Manager User Guide Page 82 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Create a Speed Dial Group Member 1. In the Call History pane. Select the Speed Dials tab. 2. Select the Speed Dial Group you wish to add the speed dial. 3. Right click within the select...

Page 83 - Create a Speed Dial from the IP Office Directory; Create a Instant Message Speed Dial

How To Phone Manager User Guide Page 83 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Create a Speed Dial from the IP Office Directory 1. In the Call History pane. Select the Speed Dials tab. 2. Select the Speed Dial Group you wish to add the speed dial. 3. Right click within the Speed Dia...

Page 84 - Edit a Speed Dial; Delete a Speed Dial

Phone Manager Users Guide Phone Manager User Guide Page 84 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Edit a Speed Dial 1. In Call History , select the Speed Dials tab. 2. Right click the Speed Dial you wish to change 3. Select Edit . 4. The Edit Speed Dial dialogue box will open. 5. Ed...

Page 85 - Make a Call Using a Speed Dial; Create a Speed Dial to a User's Extension; Create a Speed Dial While Creating a Directory Entry

How To Phone Manager User Guide Page 85 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Make a Call Using a Speed Dial There are a number of ways of making a call from a speed dial. 1. In Call History , select the Speed Dials tab. 2. Select one of the methods below. • Drag & Drop: Simply...

Page 87 - System Administration; Hints & Tips for System Administrators

Phone Manager User Guide Page 87 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) System Administration Hints & Tips for System Administrators 1. When completing the PBX Configuration Information dialogue box a broadcast address, eg. 255.255.255.255, can not be used for the PBX Address. 2...

Page 89 - Glossary

Phone Manager User Guide Page 89 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Glossary A Account Code: Account Codes are used to track calls. They can contain both numbers, letters and characters. For example, a solicitor may wish to record the amount of time spent on a call to a client. ...

Page 93 - Index

Phone Manager User Guide Page 93 IP Office 40DHB0002USAR Issue 13a (22nd September 2005) Index A Absent Status 53 Account Code 53 Account Code Required 86 Account Codes 24 Agent Mode 36 Agent Mode Operation 57 All 20 Answer a Call 74 Answer a Call Waiting 74 Audio Codec 39 B Blind Transfer a Call 70...