Nortel 2 - Manuals

6 Contents Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 54 The Tree View of the Address Book 54The List View portion of the Address Book 55Contacts 56 Adding a new contact to the Address Book 56Address Properties dialog box 57Adding a caller to the Address Book...

Contents 7 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Enterprise Edge Personal Call Manager Preferences 84 Changing the Search preferences 84Changing the Startup Option 85Changing the Dialing Rule Setting 85Changing the Caller’s Record Display Setting 86 Quitting Enterpri...

P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager is a TAPI-based (Telephony Application Programming Interface) application that provides an easy to use computer interface for your telephone. With Enterp...

10 Installing Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Installing Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager must be installed on your computer before you can use it. The files required to install En...

Enterprise Edge Personal Call Manager icons 11 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide The Enterprise Edge Personal Call Manager introduction screen appears briefly. The Enterprise Edge Personal Call Manager icon is added to the task tray and task bar, and the Enterpri...

12 Enterprise Edge Personal Call Manager task tray icon Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager task tray menu The Enterprise Edge Personal Call Manager task tray menu is divided into two main sections. The lower portion of the men...

Enterprise Edge Personal Call Manager window 13 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Enterprise Edge Personal Call Manager window From the Enterprise Edge Personal Call Manager window you can perform all of the functions of the Enterprise Edge Personal Call Manager ...

14 Enterprise Edge Personal Call Manager window Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Menu bar The Menu bar shows the menus available from the window. From these menus you can access all of the features available from Enterprise Edge Personal Call Manager. The Menu b...

Enterprise Edge Personal Call Manager window 15 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Using the toolbar The toolbar buttons provide access to commonly used features. Up One Level Exits from the current directory and moves one level up in the contact tree. New Folder ...

16 Enterprise Edge Personal Call Manager window Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Address Book The Address Book is a list of all the contacts stored in Enterprise Edge Personal Call Manager. The Address Book consists of two parts: • the Tree View which shows the ...

18 Enterprise Edge Personal Call Manager window Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Status bar The Status bar is at the bottom of the screen and provides four information message areas: • Help messages – Shows a help message, if available, for the area the mouse po...

Setting up Enterprise Edge Personal Call Manager 19 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Setting up Enterprise Edge Personal Call Manager Before you can use Enterprise Edge Personal Call Manager you must choose the TAPI line that will be used and define the dialing ...

20 Setting up Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Changing the dialing properties You use the Dialing Properties to define where you are situated and what is required to dial from this location. To access dialing properties: 1....

Setting up Enterprise Edge Personal Call Manager 21 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide I am dialing from Use the I am dialing from list box to save different sets of dialing properties. You can use I am dialing from when you have a computer (such as a laptop) that...

22 Setting up Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Deleting a location When you no longer need a location, you can delete it from the list of locations. To delete a location: 1. Click the button in the I am dialing from list box...

24 Setting up Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Use a calling card for long distance Select this check box if you want to use a calling card for long distance telephone numbers. The Calling Card button lets you define which c...

Setting up Enterprise Edge Personal Call Manager 25 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 5. In the PIN number box, type the calling card PIN number. 6. Click the OK button. Adding a custom calling card The dialing parameters for some calling cards are already config...

26 Setting up Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 7. Click the Long Distance Usage button. A second Calling Card dialog box appears. 8. Click the first Dial list box and then click the first set of numbers that must be dialed. ...

Setting up Enterprise Edge Personal Call Manager 27 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Disable call waiting by dialing If call waiting is available for the current location, use this field to define the numbers required to disable call waiting. Your telephony appl...

28 Setting up Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Defining long distance numbers in your area code In some locations, calls within the same area code are considered long distance calls. These calls require the country code and ...

Making a call 29 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Making a call Using Enterprise Edge Personal Call Manager, you can make a call using the Calls menu, the Enterprise Edge Personal Call Manager task tray menu, the toolbar, or the Address Book. When you make a cal...

30 Making a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Making a call using the task tray or Calls menu To make a call: 1. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then click Manual Dial.The Dial dialog box appears. 2. Type ...

Making a call 31 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Making a call using the toolbar To make a call using the toolbar: 1. Click . The Dial dialog box appears. 2. Enter the telephone number you want to dial. If you have the Search Option set to Fast Search, Enterpri...

32 Making a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Redialing a number Enterprise Edge Personal Call Manager keeps a list of the last ten telephone numbers you called. The most recent call is at the top of the list and the oldest call is at the bottom. When there ...

Making a call 33 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Calling from the Quick Dial list Before you can call a number from the Quick Dial list, you must add the number to the Quick Dials. For more information about Quick Dials, refer to Quick Dials on page 81. To call...

34 Answering a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Answering a call Knowing when someone is calling Enterprise Edge Personal Call Manager notifies you when there is an incoming call. When someone calls you, the You Have a New Call dialog box appears, and the R...

Answering a call 35 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Answering a call using the You Have a New Call dialog box Enterprise Edge Personal Call Manager displays the You Have a New Call dialog box when you receive a call. If you subscribe to Caller ID services, info...

36 Answering a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Accessing the Notes tab After you have answered the call, you can display the Notes tab of the Address Properties dialog box. Use the Notes tab to record information about the contact, such as recent orders, m...

Putting a call on hold 37 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Putting a call on hold When a call is put on hold, the icon for the call changes from the Active Call icon to the Held Call icon. For information about the various icons, refer to Enterprise Edge Persona...

38 Multiple calls Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Multiple calls Enterprise Edge Personal Call Manager can control several calls at once. The maximum number of calls is equal to the maximum number of lines available. All of the calls currently connected appear ...

Transferring a call 39 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Transferring a call Enterprise Edge Personal Call Manager allows you to transfer a call to a different telephone. You can transfer the call with an announcement or without. With an announcement, you are cal...

40 Transferring a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 4. Click Other. The Transfer dialog box appears. 5. Type the telephone number of the person you want to transfer the call to and click the Transfer button.The call is transferred to the number entered. Tip:...

Transferring a call 41 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Transferring a call using the task tray or Calls menu To transfer a call: 1. Make or answer the call. 2. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to Tr...

42 Transferring a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Transferring a call using the keyboard You can use the keyboard and the icons on the window to transfer a call. To transfer a call: 1. Make or answer the call. 2. Click the icon in the Calls box. 3. Press t...

Transferring a call 43 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Transferring a call with an announcement When you transfer a call with an announcement, you are calling the person you are transferring the call to before you transfer the call. Calling the person first all...

44 Conferencing a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Conferencing a call In a conference call you connect 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. The...

Conferencing a call 45 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Putting conferences call 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 h...

46 Conferencing a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Splitting a conference using the window To split a conference using the window: 1. Drag one of the icons from the Conference box. The call whose icon you remove from the Conference box becomes the active ca...

Conferencing a call 47 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Ending a conference When you end a conference, you remove yourself from the conference and let the other two callers to continue to talk to each other. While the other callers are talking to each other they...

48 Ending a call Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 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. In the ...

Calling features 49 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Calling features Enterprise Edge 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 does not ri...

50 Calling features Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Call Forward To call forward your telephone: 1. Click the Tools menu and then click Forward. The Forward dialog box appears. 2. Type the telephone number you want to call forward your telephone to. 3. Click th...

Calls Log Window 51 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 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 s...

52 Calls Log Window Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Viewing the Incoming Calls To view the Incoming Calls: 1. Click . or 1. Click the View menu and then click Incoming Calls Log. Viewing the Outgoing Calls To view the Outgoing Calls: 1. Click . or 1. Click the ...

Calls Log Window 53 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 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...

54 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Address Book The Address Book is the portion of Enterprise Edge Personal Call Manager where you store telephone numbers and addresses of the people and businesses you deal with. Each entry in the Address Book is c...

Address Book 55 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide You can change which folders appear by clicking certain portions of the Tree View. Clicking a box with “+” in it expands the folder and shows the folder’s contents. Clicking a box with “-” in it collapses the fold...

56 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Displaying the Address Book in details view If you select details view, the last name, first name, telephone numbers you can call and Email Address and Email type are shown for each contact. To view in details vie...

Address Book 57 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 4. Click the OK button. Note: If a contact with the same name is in the Address Book, a message appears asking if you want to make a duplicate. If you want to make a duplicate of a contact, use the copy method des...

60 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Settings Use the Settings tab to select the dialing default used for the contact and the picture displayed and voice announcement heard when this contact calls you. For the default telephone number dialed, you can...

62 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Note Use the Note tab to record miscellaneous information about the contact. You can enter significant dates, recent orders, meeting locations or any information you want handy when you call the contact. Adding a ...

Address Book 63 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Finding a contact in the Address Book The Address Book has a search feature to help you find a contact. You can search for a contact using the contact’s name or telephone number. The Search feature operates in two...

64 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Quick Search To find a contact: 1. Click the Tools menu and then click Find Person. or Click . The Search dialog box appears. 2. Enter the first character of the name or telephone number of the contact you want to...

66 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Editing the properties of a contact The information stored with a contact can be changed whenever required. A typical example is when a contact moves or changes telephone numbers. To change the properties of a con...

Address Book 67 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 4. Move to the tab that has the information you want to change and then make the changes. Adding a new contact to the Address Book on page 56 describes the information that can be entered. To change the properties...

68 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Copying a contact When you copy a contact, you create a new contact in the Address Book based on the original contact. Enterprise Edge Personal Call Manager provides two ways to copy a contact: a linked copy and a...

Address Book 69 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Copying a contact using the linked copy method Use this method of copying a contact when you want to create a copy that is linked to the original contact. For information about the two different methods of copying...

70 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Copying a contact using the template copy method Use this method of copying a contact when you want to create a new contact that is based on an existing contact. All of the contact information except the contact n...

Address Book 71 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Moving a contact Contacts can be moved from one folder to another to help organize the Address Book. When you move a contact, the contact does not remain in the original folder. To move a contact using drag and dr...

72 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Deleting a contact To delete a contact using the right mouse button: 1. Right-click the contact you want to delete and then click Delete. To delete a contact using the Menu bar: 1. Click the contact you want to de...

Address Book 73 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Printing Contacts There are two printing formats you can use to print information about any of the contacts stored in the Address Book. You can print a contact list or contact details. Printing a contact list When...

74 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Folders Folders can be added only to the My Contacts section and the folders in the My Contacts section. You cannot add folders to the Quick Dials section. For more information on, refer to Quick Dials on page 81....

Address Book 75 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Copying a folder When you copy a folder, the folder and all of the contacts and folders contained in the folder are copied to the new folder. To copy a folder using drag and drop, the folder must be visible in the...

76 Address Book Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Moving a folder Folders can be moved from one enclosing folder to another. When you move a folder, you move the folder and all of the contacts and folders that it contains. To move a folder using drag and drop, th...

Address Book 77 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Renaming a folder To change the name of a folder using the right mouse button: 1. Right-click the folder you want to rename and then click Properties. The Folder Property dialog box appears. 2. Type the new name o...

78 Importing Contacts Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Importing Contacts If you have a list of contacts in another application, you can save your list of contacts as a text file and then import those contacts into Enterprise Edge Personal Call Manager. To impor...

Importing Contacts 79 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide 6. Double-click the file you want to import. The Import address from text file dialog box appears with the path and file name in the Source Text File field. 7. Click the Last Name list box and then click the...

80 Exporting Contacts Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Exporting Contacts You can save all of the contacts in your Address Book into a comma delimited text file. You can use this file in other applications. For example, you can add your contacts to a customer da...

Quick Dials 81 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Quick Dials The Address Book is divided into two mains sections: My Contacts and Quick Dials. The My Contacts section stores your contacts. The Quick Dials section used stores contacts that you use frequently or ne...

82 Accessing Help Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Accessing Help Accessing context-sensitive Help You can access context-sensitive Help by pressing the F1 key. The Help information that appears is about the currently active window, dialog box or menu item. Open...

Accessing Help 83 P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide Turning the Tip of the Day on To turn the Tip of the Day on: 1. Click the Help menu and then click Tip of the Day. 2. Select the Show Tips at Startup check box. When the Show Tips at Startup check box contains a...

84 Enterprise Edge Personal Call Manager Preferences Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager Preferences Enterprise Edge Personal Call Manager preferences determine how the Address Book is searched, how Enterprise Edge Personal Cal...

86 Enterprise Edge Personal Call Manager Preferences Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 When the Dialing Rule Setting is enabled, Enterprise Edge Personal Call Manager uses dialing properties, such as the local area code and the outside line access code, when maki...

88 Quitting Enterprise Edge Personal Call Manager Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01 Quitting Enterprise Edge Personal Call Manager You can quit Enterprise Edge Personal Call Manager from the task tray or the window. To quit Enterprise Edge Personal Call Manager u...

P0911958 Issue 01 Enterprise Edge Personal Call Manager User Guide Glossar y Address Book The portion of Enterprise Edge Personal Call Manager where you store the telephone numbers and addresses of people and businesses. Call Forward A feature that forwards all the calls arriving at your telephone t...

90 Enterprise Edge Personal Call Manager User Guide P0911958 Issue 01 Menu bar The menu bar shows the menus available from the main window. PC (Personal Computer) A Windows® compatible computer that runs the Enterprise Edge Personal Call Manager software. Quick dials A group of telephone numbers tha...

P0911958 Issue 01 Enterprise Edge Personal Call Manager User Guide Index A Active Call icon 12 , 17 , 34 Address Book 13 adding a contact 56 changing the view 55 displaying 16 icons 54 list view 55 tree view 54 Address of contact 58 Answering a call Call Answer dialog box 35 Calls menu 35 held call ...