Page 3 - ÉÂÔ; CallPath CallCoordinator for Windows; User’s Guide; Version 1
ÉÂÔ CallPath CallCoordinator for Windows User’s Guide Version 1 SC31-6254-01
Page 4 - Note
Note Before using this information and the product it supports, be sure to read the general information under “Notices”on page ix. Second Edition (October 1994) This edition applies to Version 1.0.2 of IBM CallPath CallCoordinator for Windows, Program Number 5871-AAA (PartNumber 87G7210), IBM CallPa...
Page 5 - Contents; Notices; iii
Contents Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix Trademarks and Service Marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...
Page 6 - iv
Using the Actions Pull-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 How to Log on to Your Switch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 How to Indicate Your Activity Status . . . . . . . . . . . . . . . . . . . . . . . . . . . ....
Page 7 - Index
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Contents v
Page 9 - Figures; vii
Figures 1. Example of CallCoordinator for Windows Environment . . . . . . . . . . . . . . . . . . . . . . 5 2. CallCoordinator for Windows Group Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 3. CallCoordinator for Windows Main Window . . . . . . . . . . . . . . . . . . . . . . . . ....
Page 10 - viii
46. Log Settings Toolbar Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 47. Call Log—No Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83 48. Call Log Toolbar—Icons and Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . ...
Page 11 - Trademarks and Service Marks; Trademark; ix
Notices References in this publication to IBM products, programs, or services do not imply that IBM intends tomake these available in all countries in which IBM operates. Any reference to an IBM product, program,or service is not intended to state or imply that only IBM’s product, program, or servic...
Page 13 - About This Book; Who Should Use This Book; xi
About This Book This book describes how to use IBM CallPath* CallCoordinator* for Windows to make, answer, transfer,and set up three-way conference calls from your Windows-based computer. This book also describeshow to use the Call Log and Personal Directory features in CallCoordinator for Windows. ...
Page 14 - Bold; Monospace; xii
How to Use This Book This book describes how to use the CallCoordinator for Windows telephone, Call Log, and PersonalDirectory features. How This Book is Organized This book has the following chapters: ¹ Chapter 1, “Introducing CallCoordinator for Windows,” briefly describes CallCoordinator for Wind...
Page 15 - What’s New in This Book; xiii
What’s New in This Book CallCoordinator for Windows Version 1.0.2 has new features. The following are described in this book: ¹ Multiline capability, which enables CallCoordinator for Windows to work with up to four lines on atelephone set ¹ Directory search capability, which enables alphabetical se...
Page 16 - Where to Find More Information; xiv
Where to Find More Information For additional information about CallCoordinator for Windows, see CallPath CallCoordinator for Windows System Administrator’s Guide (SC31-6255). CallCoordinator for Windows requires the IBM CallPath CallCoordinator/2* Server product. For informa-tion about the IBM Call...
Page 17 - Chapter 1. Introducing CallCoordinator for Windows; What Is CallCoordinator for Windows?
Chapter 1. Introducing CallCoordinator for Windows This chapter introduces the features available in IBM CallPath CallCoordinator for Windows, whichconsist of its telephone capability, Call Log, and Personal Directory. This chapter also lists some addi-tional features that may be available to you, s...
Page 18 - CallCoordinator for Windows enables you to set up your own per-; Customized CallCoordinator for Windows Features; Intelligent answering; Intelligent Answering:; intelligent answering. You do not have to ask
You can use the CallCoordinator for Windows telephone features from any of the telephone lines on yourset (four is the limit). Through CallCoordinator for Windows, you can also log on and log off your tele-phone system switch, and indicate your activity status—just as you currently do from your tele...
Page 19 - Coordinated Voice and Data Transfer:; When you transfer a call to another agent, you can; coordinated voice and data transfer, comes with; the other agent can update.; Faster Keyboard Operation through QuickKeys:; QuickKeys are key combinations (Alt; Access to a System Directory:; Your system administrator has probably made available a
for an account number or the spelling of a name. You simply press the Answer pushbutton to answerthe call; the data is already displayed. This feature may be available to you on each telephone line that you have (up to four) if your systemadministrator customized CallCoordinator for Windows to provi...
Page 21 - How CallCoordinator for Windows Works; CallCoordinator for Windows Environment:; As shown in Figure 1, CallCoordinator for; Host Application Transaction Files:; Host Application Transaction (HAT) files are special
How CallCoordinator for Windows Works Figure 1 shows a typical environment that is configured for call handling with CallCoordinator forWindows. The agents are equipped with computers that have CallCoordinator for Windows installed onthem. LAN TelephoneSystemSwitch Data Data Voice Customer BusinessD...
Page 23 - Chapter 2. Getting Started; How to Start CallCoordinator for Windows; To start CallCoordinator for Windows, do the following:; Ctrl
Chapter 2. Getting Started This chapter describes what you should know about CallCoordinator for Windows before you begin to useit. How to Start CallCoordinator for Windows CallCoordinator for Windows is already installed on your computer by your system administrator. Theinstallation process is desc...
Page 24 - Click on Window on the Program Manager menu bar.; The StartUp window appears.
Figure 3. CallCoordinator for Windows Main Window To help you get started, the rest of this chapter describes how to perform some basic Windows oper-ations in CallCoordinator for Windows. Chapter 3, “Using the Telephone Features,” provides theinstructions for using all of the telephone features in C...
Page 25 - CallCoordinator for Windows Main Window; The Line is Idle; Pushbuttons
CallCoordinator for Windows Main Window As shown in Figure 3 on page 8, the CallCoordinator for Windows main window has a menu bar and arow of pushbuttons. The telephone features are used in the same way whether you access them fromthe pushbuttons or from the menu bar. The main window also includes ...
Page 26 - See “Getting Help Information” on page 23 for instructions.; Status Messages; Call from Summers; Comment Line; This feature is especially useful in environments with
¹ The Help pull-down menu makes available information about CallCoordinator for Windows and aboutusing the Help feature. See “Getting Help Information” on page 23 for instructions. Status Messages CallCoordinator for Windows displays a brief message whenever a telephone event takes place. Themessage...
Page 27 - OK; Canceling a Selection:
Making Selections in CallCoordinator for Windows You can make selections in CallCoordinator for Windows using your mouse or keyboard. Making Selections Using Your Mouse CallCoordinator for Windows selections are presented as pushbuttons, pull-down menu items, radiobuttons, tabs, and checkboxes. In g...
Page 28 - Help—do the following:; Making Selections Using Control Key Combinations:; D. You can also access the Notes feature in
Making Selections Using Your Keyboard You can select a CallCoordinator for Windows pushbutton, pull-down menu item, radio button, orcheckbox using your keyboard. In general, do the following from a CallCoordinator for Windows window: ¹ To move to a selection, use the Tab key or a cursor key. ¹ To ac...
Page 29 - a window) only by doing the following:
Canceling a Selection: You can cancel a selection in a window (or any entries that you made in a window) only by doing the following: 1. Move to Cancel (or No) using the Tab key or a cursor key. 2. Press Enter. These steps must be done before exiting. Chapter 2. Getting Started 13
Page 30 - Click and hold down the mouse button.; Closing a Window in CallCoordinator for Windows; Windows in CallCoordinator for Windows can be; F4 to close the window.
Managing Windows in CallCoordinator for Windows This section describes how to perform basic operations in CallCoordinator for Windows. Moving the CallCoordinator for Windows Main Window You can move the CallCoordinator for Windows main window to any part of your screen. This enablesyou to position i...
Page 31 - Using CallCoordinator for Windows Exit Options:; Alternatively, you can use exit to close; or; Press Alt
Using CallCoordinator for Windows Exit Options: Alternatively, you can use exit to close a window, as follows: 1. Select Actions on the menu bar of any window in CallCoordinator for Windows: ¹ Click on it. or ¹ Press Alt + A. 2. Click on Exit or press X. Chapter 2. Getting Started 15
Page 32 - Displaying System Messages; Do the following to display system messages:
Displaying System Messages CallCoordinator for Windows generates messages and stores them in a special file if there are any prob-lems with its operation. Ordinarily, CallCoordinator for Windows does not display these messages unlessyou elect to have them displayed. Do the following to display syste...
Page 33 - Selecting the CallCoordinator for Windows Screen Mode
Selecting the CallCoordinator for Windows Screen Mode When you first start CallCoordinator for Windows, the main window includes a row of pushbuttons withicons. Below each icon is the text label that describes the feature represented by the icon. This is thedefault screen mode for CallCoordinator fo...
Page 36 - Click on Display Window When Call is Received, or press W.
Displaying the CallCoordinator for Windows Main Window on Inbound Calls The CallCoordinator for Windows main window normally is in the foreground of your screen. If it ishidden by other windows when you get a call, the CallCoordinator for Windows main window automat-ically comes to the foreground. (...
Page 37 - Setting the Colors for the Telephone Icons; Gray represents the Idle state
Setting the Colors for the Telephone Icons Information about your telephone’s status is conveyed to you not only through status messages, but alsothrough animation of the telephone icon and through its color. For example, when your telephone rings,the icon looks as if it is ringing, and it also chan...
Page 39 - On Window; Getting Help from Your System Administrator
Getting Help Information You can get Help information about CallCoordinator for Windows through its Help feature or from yoursystem administrator. Getting Help from CallCoordinator for Windows Do the following to access the Help feature: 1. Click on Help on the CallCoordinator for Windows menu bar o...
Page 40 - Click on Yes or press Enter to exit.; Using Windows to Exit; Alt
Exiting CallCoordinator for Windows You can exit CallCoordinator for Windows using its exit procedure or the Windows procedure. Using CallCoordinator for Windows to Exit Do the following to exit CallCoordinator for Windows using its own procedure: 1. Click on Actions on the CallCoordinator for Windo...
Page 41 - Chapter 3. Using the Telephone Features
Chapter 3. Using the Telephone Features This chapter describes how to use the CallCoordinator for Windows telephone features. It is organizedas follows: ¹ “How to Select a Line” on page 26 describes how to select a line when you have more than one lineconfigured for you. ¹ “How to Access the Telepho...
Page 42 - How to Select a Line; Click on the telephone icon associated with the line you want.
How to Select a Line Your system administrator may have configured your CallCoordinator for Windows computer with multiplelines (up to four). Figure 10, for example, shows CallCoordinator for Windows configured with four lines.The currently selected line has a checkmark next to it. Figure 10. CallCo...
Page 43 - How to Access the Telephone Features; The CallCoordinator for Windows group window appears.
How to Access the Telephone Features CallCoordinator for Windows is installed for you by your system administrator. When you startCallCoordinator for Windows, it displays a window that has a menu bar and a row of pushbuttons belowit. If you have not started CallCoordinator for Windows yet, do the fo...
Page 46 - Agent ID
How to Log on to Your Switch If you normally log on to your telephone system switch before taking calls, you can also do so throughCallCoordinator for Windows. Note: Certain menu items and windows mentioned in this section appear only if you have one of thefollowing telephone system switches: AT&...
Page 47 - Logging on to the Northern Telecom Meridian 1 Switch:; Logon Successful
5. Click on Logon. The screen flashes and CallCoordinator for Windows displays the following message: Logon Successful 6. Click on OK to remove the message box. When you are ready to log off, access this window again and click on Logoff. Logging on to the Northern Telecom Meridian 1 Switch: Do the f...
Page 48 - Do the following; Click on Features on the CallCoordinator for Windows menu bar.; The Activity window appears, as shown in Figure 15.; Enter your ID in the Pool entry box.
How to Indicate Your Activity Status Through CallCoordinator for Windows, you can indicate when you are ready to receive calls, when youare not, and so on, just as you do today using your telephone set. Note: You can indicate your activity status through CallCoordinator for Windows only if you have ...
Page 49 - Auxiliary Work, to indicate that you are working on another task; Manual In Successful; Ready, to indicate that you are ready to receive calls
¹ After Call Work, to indicate that you are still working on the previous call ¹ Auxiliary Work, to indicate that you are working on another task When you click on an activity button, CallCoordinator for Windows displays a message box, as forexample: Manual In Successful 6. Click on OK to remove the...
Page 50 - Ready Successful; Indicating Activity Status to the ROLM 9751 Switch:; Available, to indicate that you are ready to receive calls; Available Successful
When you click on one or the other, CallCoordinator for Windows displays a message box, as forexample: Ready Successful 6. Click on OK to remove the message box. The checkmark moves to the selected button (for example, Ready) to indicate your current activitystatus. Note: You can leave open the Acti...
Page 51 - How to Make Calls; Dialing a Number
How to Make Calls You can make calls from the CCWin Dial Pad window. The telephone number is “dialed” by typing it in,entering it at the dial pad, or selecting it from your Personal Directory or system directory. Do the following to open the CCWin Dial Pad window: Click on the Dial pushbutton on the...
Page 52 - Searching the Directory; Enter key to dial the number.; Keeping the Dial Pad Open
Notes: 1. If you inadvertently try to make a call on an active line, CallCoordinator for Windows displays the message Line nnnn is not in correct state to make a call . 2. Use the ← (Backspace) or Del key for making corrections when entering a number to dial. After dialing the number, the CallCoordi...
Page 53 - The CCWin Dial Pad window appears.; Click on Actions on the CCWin Dial Pad window menu bar.; The Actions pull-down menu appears, as shown in Figure 19.; Selecting a Directory; Click on the Dial pushbutton to open the CCWin Dial Pad window.
The CCWin Dial Pad window appears. 2. Click on Actions on the CCWin Dial Pad window menu bar. The Actions pull-down menu appears, as shown in Figure 19. 3. Click on Keep Dial Pad Open. Figure 19. CCWin Dial Pad Window—Actions Pull-Down Menu The CCWin Dial Pad window continues to be displayed after e...
Page 54 - Refreshing the Directories in the CCWin Dial Pad Window
2. Click on Directory on the CCWin Dial Pad window menu bar. The Directory pull-down menu appears, as shown in Figure 20. 3. Click on either System Directory or Personal Directory in the Directory pull-down menu. Figure 20. CCWin Dial Pad Window—Directory Pull-Down Menu CallCoordinator for Windows i...
Page 55 - Updating Entries in Your Personal Directory; The Directory pull-down menu appears.; Click on Update Personal Directory.; CallCoordinator for Windows displays the entry.; (Backspace) or Del key to delete any characters, and enter any; Selecting a HAT Table for Making Outbound Calls
Updating Entries in Your Personal Directory You can update entries in your Personal Directory from the CCWin Dial Pad window. Do the following: 1. Click on Directory. The Directory pull-down menu appears. 2. Click on Update Personal Directory. CallCoordinator for Windows displays the CCWin Personal ...
Page 56 - Do the following to select a HAT table for making outbound calls:; The HAT pull-down menu appears, as shown in Figure 21.; The CCWin Run HAT window appears, as shown in Figure 22.
Do the following to select a HAT table for making outbound calls: 1. Click on the Dial pushbutton to open the CCWin Dial Pad window. 2. Click on HAT on the CCWin Dial Pad window menu bar. The HAT pull-down menu appears, as shown in Figure 21. Figure 21. CCWin Dial Pad Window—HAT Pull-Down Menu 3. Cl...
Page 58 - Enter your note in the Note box.
The CCWin Notes window appears (Figure 23 on page 42 shows the CCWin Notes window with asample note). Figure 23. CCWin Notes Window As can be seen in Figure 23, the CCWin Notes window is associated with the line selected for thecall. (The line number appears in the window title bar.) You can open up...
Page 59 - How to Answer Calls; Do the following to answer the call:
How to Answer Calls When your telephone rings, you can answer the call from the CallCoordinator for Windows main window. Do the following to answer the call: 1. Click on the telephone icon for the ringing line in the CallCoordinator for Windows main window (if you have more than one line and the rin...
Page 62 - How to Transfer Calls and Data; Transferring Calls and Data; Do the following to transfer a call and data:
How to Transfer Calls and Data CallCoordinator for Windows enables you to transfer calls and data, which is known as coordinated voiceand data transfer. You can also, as needed, transfer just the call or just the data. Do the following tostart a call and data transfer: Click on the Transfer pushbutt...
Page 63 - a. Click on Defaults on the CCWin Transfer window menu bar.; The Data pull-down menu appears, as shown in Figure 26.
You may find this feature most useful when transferring to an ACD group in that it enables you toleave a comment for the next available agent. You can enter up to 254 characters (the box scrolls).Your comment appears on the target agent’s or the next available agent’s window, next to the tele-phone ...
Page 64 - d. Do the following to select the host session:; ) Click on Defaults on the CCWin Transfer window menu bar.; The Host Session box appears.; Click on the Complete pushbutton to complete the call transfer.
c. Do one of the following: ¹ Click on Update Target Host Screen to set the target agent’s screen to the same screenyou are looking at. Once the target agent has the new screen on their computer, the targetagent can make changes to the data in it. (Depending on how your system administratorimplement...
Page 65 - Selecting Your Defaults
When a call is transferred, CallCoordinator for Windows displays the following message at the bottom ofthe target agent’s window: Call from Summers Frank. Transferred from Mike. The first name in the message ( Summers Frank ) is the name of the person being transferred ( if that name is in the curre...
Page 66 - Default Directory for Transfers:; Default Transfer Number:
Default Directory for Transfers: You can set the system directory or Personal Directory as your default directory for call and data transfers. The directory you select should contain the names and extensions of the agents you work with, as wellas certain departments or groups in your company. This e...
Page 69 - How to Set Up Three-Way Conference Calls; Setting Up Three-Way Conference Calls; Do the following to set up a three-way conference call:
How to Set Up Three-Way Conference Calls CallCoordinator for Windows enables you to set up three-way conference calls, including transferring datainto the conference (known as a coordinated voice and data transfer). Do the following to start athree-way conference call: Click on the Conference pushbu...
Page 70 - a. Click on Defaults on the CCWin Conference window menu bar.; The Data pull-down menu appears, as shown in Figure 29.
2. Optionally, click on the Comment for Target Agent box, and enter a comment in it. You can enter up to 254 characters (the box scrolls). Your comment appears on the target agent’swindow, next to the telephone icon. (If the target agent has more than one line, the commentappears next to the telepho...
Page 73 - The Open window appears.; Default Conference Number:; CallCoordinator for Windows keeps the last extension you; Default Host Session:; Click on Host Session on the Defaults pull-down menu.
Figure 30. CCWin Conference Window—Directory Pull-Down Menu 3. Click on either System Directory or Personal Directory in the Directory pull-down menu. CallCoordinator for Windows indicates which is the currently selected directory just below the CCWinConference window menu bar. It remains in effect ...
Page 76 - Accessing the Call Log and Personal Directory Features
Accessing the Call Log and Personal Directory Features CallCoordinator for Windows is installed for you by your system administrator. When you startCallCoordinator for Windows, it displays a window that has a menu bar and a row of pushbuttons belowit. If you have not started CallCoordinator for Wind...
Page 77 - Update Personal Directory
Using the Pushbutton The Call Log pushbutton enables you to access the Call Log feature (see Figure 31); just click on thepushbutton using your mouse. Using the Features Pull-Down Menu The Call Log and Personal Directory are available from the Features pull-down menu on theCallCoordinator for Window...
Page 79 - Click on Features on the CallCoordinator for Windows menu bar.
How to Use the Call Log The CallCoordinator for Windows Call Log feature automatically collects (logs) data about each call youreceive, make, and even miss. It records the date and time of the call, the called or calling party, thephone number, the call duration, and any notes you made about the cal...
Page 80 - Opening the Call Log; Date of the call
If you choose not to use the Call Log, you can disable it. Do the following to disable the Call Log: 1. Click on Features on the CallCoordinator for Windows menu bar. The Features pull-down menu appears. 2. Click on Enable Call Logging to disable the Call Log. When you next access this pull-down men...
Page 81 - Opening Notes in the Call Log
You can scroll through the Call Log entries using the scroll arrows ( ↓↑ ). Note: If you have not had any call activity as yet, the columns will be empty. The pushbuttons in the CCWin Call Log window give you complete control over the Call Loginformation—for example, you can sort it, print it, delet...
Page 83 - Managing the Call Log Information—Settings Feature; Do the following to access the Call Log settings feature:; You can select one of the following settings:
Managing the Call Log Information—Settings Feature The Call Log is intended to give you information that you may find useful in your job. You can work withthis information in a number of ways through its Settings feature. Through this feature, for example, youcan sort your Call Log data by the colum...
Page 84 - Setting the View:; Do the following to set the view:; Click on the View tab from the Log Settings window.; Do the following to specify the view:
Setting the View: The View setting enables you to specify which columns of information are dis- played when you open your Call Log. The default view consists of the following seven columns of infor-mation: Date, Time, Type (for example, outgoing call), Party (the caller’s or called party’s name), Ph...
Page 85 - Sorting the Call Log:; Do the following to access the Sort setting:; Do the following to sort the data:; Note: You can sort on only one column at a time.; c. Click on one of the following radio buttons:; Ascending if you want the data sorted in ascending order
Sorting the Call Log: The Sort setting enables you to sort your Call Log data. You can sort it by column (for example, Type) in ascending or descending order. Do the following to access the Sort setting: 1. Click on the Sort tab from the Log Settings window. CallCoordinator for Windows displays the ...
Page 87 - Setting the Filter:; Do the following to access the Filter setting:; Unfiltered Columns box.; as many columns as you want, but you can only filter one at a time.; c. Click on the column you want to filter in the Filtered Columns box.
Setting the Filter: The Call Log collects complete data about each of your calls (even if you exclude one or more columns from your view). Sometimes you will want to limit the data that is dis-played when you view the Call Log. The Filter setting enables you to filter the log entries so that onlythe...
Page 89 - Filter Criteria accepted for Type.
Filtering the Type Column: If you are filtering the Type column, the Edit Filter box displays the FilterType box (see Figure 39), with the following call types: ¹ Incoming calls ¹ Outgoing calls ¹ Missed calls ¹ Incoming and outgoing calls ¹ Incoming and missed calls ¹ Outgoing and missed calls Do t...
Page 90 - Filter Criteria accepted for Date.
Filtering the Date Column: If you are filtering the Date column, the Edit Filter box displays the FilterDate box (see Figure 40). Do the following to filter the Date column: 1. Click on Before or After. 2. Enter a date in the Enter Date box, as follows: ¹ Double-click on each box to highlight it, th...
Page 91 - Filter Criteria accepted for Time.
Filtering the Time Column: If you are filtering the Time column, the Edit Filter box displays the FilterTime box (see Figure 41). Do the following to filter the Time column: 1. Click on Before or After. 2. Enter a time in the Enter Time box, as follows: ¹ Double-click on each box to highlight it, th...
Page 92 - Do the following to filter the Party column:; Enter the name in the Filter box.; The name should be entered as shown in the Call Log.; Filter Criteria accepted for Party.
Filtering the Party Column: If you are filtering the Party column, the Edit Filter box displays the FilterParty box (see Figure 42). Do the following to filter the Party column: 1. Enter the name in the Filter box. The name should be entered as shown in the Call Log. 2. Click on OK. Figure 42. Call ...
Page 93 - Do the following to filter the Phone Number column:; Enter the phone number in the Filter box.; Filter Criteria accepted for Phone Number.
Filtering the Phone Number Column: If you are filtering the Phone Number column, the Edit Filterbox displays the Filter Phone Number box (see Figure 43). Do the following to filter the Phone Number column: 1. Enter the phone number in the Filter box. Note: Enter just the digits of the number. Do not...
Page 94 - Do the following to filter the Notes column:; Enter the description of the note in the Filter box.; Filter Criteria accepted for Notes.
Filtering the Notes Column: If you are filtering the Notes column, the Edit Filter box displays theFilter Notes box (see Figure 44). Do the following to filter the Notes column: 1. Enter the description of the note in the Filter box. The description should match the descriptions entered in the CCWin...
Page 95 - Using the View, Sort, and Filter Settings Together; Use the sort feature to sort on Date.
Using the View, Sort, and Filter Settings Together You can use the view, sort, and filter settings together to further refine the output shown in your Call Log.For example: ¹ Use the view feature to exclude all columns except for Party, Date, and Time. ¹ Use the sort feature to sort on Date. ¹ Use t...
Page 96 - Setting the Overflow:; Click on the Overflow tab from the Log Settings window.; Double-click on the box to highlight it, and enter a number
Setting the Overflow: The Overflow setting enables you to specify the maximum number of Call Log entries that you want logged on an ongoing basis. This number is the overflow threshold. You canalso specify a file, the overflow file, to store any entries that exceed the maximum number. Do the followi...
Page 98 - Setting the Toolbar:
Setting the Toolbar: CallCoordinator for Windows enables you to customize the toolbar in your Call Log window. Your choices are as follows: ¹ No toolbar ¹ Icon and text toolbar ¹ Icon only toolbar ¹ Text only toolbar Do the following to set the toolbar for the Call Log window: 1. Click on the Toolba...
Page 100 - Click on Icon only toolbar if you want only icons displayed.; Figure 49 shows the Call Log with an icon-only toolbar.; Click on Text only toolbar if you want only text displayed.; Figure 50 shows the Call Log with a text-only toolbar.
¹ Click on Icon only toolbar if you want only icons displayed. Figure 49 shows the Call Log with an icon-only toolbar. Figure 49. Call Log Toolbar—Icons Only ¹ Click on Text only toolbar if you want only text displayed. Figure 50 shows the Call Log with a text-only toolbar. Figure 50. Call Log Toolb...
Page 101 - Controlling Your Call Log; Printing Your Call Log:
Controlling Your Call Log You can print the contents of the Call Log, delete a Call Log entry, clear the entire Call Log, and saveyour Call Log to a file. Figure 51 shows the pushbuttons used to control your Call Log. Figure 51. Pushbuttons for Controlling the Call Log Printing Your Call Log: You ca...
Page 102 - Clearing Your Call Log:; Clear Log pushbutton.; Saving Your Call Log to a File:
Clearing Your Call Log: You can clear (delete) all the entries in your Call Log by using the Clear Log pushbutton. Do the following to clear the Call Log: 1. Click on the Clear Log pushbutton to clear the Call Log. CallCoordinator for Windows asks if you want to clear the entire log. 2. Click on Y t...
Page 103 - How to Create Your Personal Directory; Do the following to open the Personal Directory:
How to Create Your Personal Directory You can create a telephone directory for your own needs. CallCoordinator for Windows considers it to beyour Personal Directory. In your Personal Directory you can include, for example, the names andnumbers you call most frequently—personal numbers (such as for s...
Page 104 - Adding an Entry; Do the following to add an entry:
Figure 52. CCWin Personal Directory Window Adding an Entry You create your Personal Directory using the CCWin Personal Directory window, where you can add,update, or remove entries. Do the following to add an entry: 1. Click on Features on the CallCoordinator for Windows menu bar. The Features pull-...
Page 105 - Updating an Entry
¹ Phone number in the Phone Number box (this field is mandatory; the number entered must becomplete and accurate) You can use hyphens as separators between the area code, exchange, and extension. ¹ Description, if any, in the Description box; this field is optional Use the ← (Backspace) or Del key i...
Page 106 - Removing an Entry; Do you wish to remove this entry from the directory?; Refreshing the Personal Directory
Removing an Entry To remove an entry, do the following: 1. Click on Features on the CallCoordinator for Windows menu bar. The Features pull-down menu appears. 2. Click on Update Personal Directory. CallCoordinator for Windows displays the CCWin Personal Directory window. 3. Click on the letter (in t...
Page 109 - Glossary; ANI. Automatic number identification.
Glossary This glossary defines all terms and abbreviations used inthis publication that may be new or unfamiliar as well aspreviously defined terms that you may want to look up.The terms are defined as they apply to telephony. This glossary includes terms and definitions from theDictionary of Comput...
Page 116 - Communicating Your Comments to IBM
Communicating Your Comments to IBM CallPath CallCoordinator for WindowsUser’s GuideVersion 1 Publication No. SC31-6254-01 If you especially like or dislike anything about this book, please use one of the methods listed below to send yourcomments to IBM. Whichever method you choose, make sure you sen...
Page 118 - ÉÂÔÙ; Please do not staple; BUSINESS REPLY MAIL; Please do not staple
Cut or FoldAlong Line Cut or FoldAlong Line Help us help you!SC31-6254-01 ÉÂÔÙ Fold and Tape Please do not staple Fold and Tape NO POSTAGENECESSARYIF MAILED IN THEUNITED STATES BUSINESS REPLY MAIL FIRST-CLASS MAIL PERMIT NO. 40 ARMONK, NEW YORK POSTAGE WILL BE PAID BY ADDRESSEE Information Developme...