Nortel P0887496 01 - Manual

Nortel P0887496 01

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Table of Contents:

  • Page 3 – Table of contents
  • Page 4 – ii; Chapter 5
  • Page 5 – Chapter 7
  • Page 6 – iv
  • Page 7 – Introduction to Norstar PC Console; About this guide; Getting started
  • Page 8 – Introduction to Norstar PC Console; Conventions; Naming of window components; Refer to; Using the keyboard to navigate around Norstar PC Console; Access keys on page 2.; Access keys; To use the Access keys:; Handling calls
  • Page 9 – Introduction to Norstar PC Console 3; In the Transfer menu:; Processing a call with right-click mouse capability; originate a call
  • Page 10 – Introduction to Norstar PC Console; transfer a call to voice mail; References
  • Page 11 – Understanding Norstar PC Console; Server program on page 5; Server program; Types of attendant setups on page 13
  • Page 12 – Understanding Norstar PC Console; Reports program; Advanced software capabilities; Backup attendant
  • Page 13 – Understanding Norstar PC Console 7; Attractiveness of PC compatibility; Attendant types; Reports
  • Page 14 – Understanding Norstar PC Console
  • Page 15 – Initializing and configuring the Attendant program on page; Starting the Server program; You must start the Server program before the Attendant program.; On the Windows taskbar, click Start and point to Programs.
  • Page 16 – 0 Getting started; Shutting down the Server program; To shutdown the Server program:; Starting the Attendant program; Initializing and configuring the Attendant; Click Close on the Tip of the Day window.; appear on the Status Bar.; and the Synchronization icon,
  • Page 17 – Minimizing and maximizing the Attendant main window; Starting the Server program on page 9
  • Page 18 – 2 Getting started; Initializing and configuring the Attendant program; Starting the Attendant program for the first time; To start and set up the Attendant program:; Click Attendant. The Attendant program starts.
  • Page 19 – Getting started 13; Types of attendant setups; Full-time main attendant setup
  • Page 20 – 4 Getting started; To set or change the attendant’s extension number:; Click the My Extension box in the Attendant group box.; Type the extension number of the attendant’s telephone.; Part-time main attendant setup; attendant setup on page 13; Backup attendant setup; Setting up other attendant; Note: Calls can be redirected to another Norstar PC Console; attendant or any Norstar extension within the company.
  • Page 21 – Overflow attendant setup
  • Page 22 – 6 Getting started; Assistant attendant setup
  • Page 23 – Getting started 17; Setting up other attendant features; sets the overflow or backup attendant.
  • Page 24 – 8 Getting started; Notifying the attendant of incoming calls; There are two ways an attendant can be notified of incoming calls:; or; To set the Attendant main window to restore automatically:; Save the Attendant program options
  • Page 25 – Setting the Attendant Selected option
  • Page 26 – 0 Getting started
  • Page 27 – Working with the Attendant main window; Components of the Attendant main window; title bar; Loop buttons; call processing area; Directory group box; Status Bar
  • Page 28 – 2 Working with the Attendant main window; View
  • Page 29 – Working with the Attendant main window 23; To display the Status Bar:; Click on the View menu.; The Status Bar provides the following information:; Directory list
  • Page 30 – Using the menu bar; File menu; The File menu command is:; Edit menu; The Edit menu commands include:; closes the Attendant program.
  • Page 31 – View menu; The Edit Caller Information dialog
  • Page 32 – 6 Working with the Attendant main window; Transfer menu; The Transfer menu commands are:; For more information, refer to; st Contact
  • Page 33 – Working with the Attendant main window 27; Caller menu; The Caller menu commands are:; Parking, holding and screening calls on
  • Page 34 – Target menu; The Target menu commands are:; Linking and Joining calls on page
  • Page 35 – Working with the Attendant main window 29; Attendant menu; The Attendant menu commands are:; Help menu; The Help menu options include:; Using the toolbar; To display the toolbar:
  • Page 36 – 0 Working with the Attendant main window; Note: Redirection of calls to a backup extension must; Linking and Joining calls on page 50
  • Page 37 – Working with the Attendant main window 31; Words and colors on Loop buttons
  • Page 38 – 2 Working with the Attendant main window; Using the Caller Information group box; The Caller Information group box includes:; Maintaining caller information on page 57
  • Page 39 – Working with the Attendant main window 33; The Edit Caller Information dialog box
  • Page 40 – 4 Working with the Attendant main window; Using the call processing area; the Target box; creates a blank caller record which you can fill in.
  • Page 41 – Working with the Attendant main window 35; The following buttons appear in the call processing area:; Using the Directory group box; opens the Page dialog box.; places a call on hold at the target extension.
  • Page 42 – 6 Working with the Attendant main window; Search and edit functions in the Directory group box; The Edit Employee
  • Page 43 – Working with the Attendant main window 37; The Edit Employee Information dialog box.; Maintaining employee information on page 61; City box displays the city of the employee.
  • Page 44 – 8 Working with the Attendant main window; Directory list tab views; , must appear on the Status; Bar for the information in the Directory list to be complete.; saves the employee information displayed to the database.; Full
  • Page 45 – Working with the Attendant main window 39; Assistant attendant setup on
  • Page 46 – Maintaining
  • Page 47 – Answering calls as an attendant
  • Page 48 – 2 Handling calls; To answer an incoming call:; Click the yellow Ringing Loop button.; Press the associated intercom or line key on your telephone.; The Loop button becomes green and displays the word Active.
  • Page 49 – Handling calls 43; To release or hang up a call:; . This disconnects the active call and the Loop button becomes idle.; Using the Contacts group box; The call is forwarded to that extension.
  • Page 50 – 4 Handling calls; Using the Directory tab views; To search by Extension or Name:; Using the Directory Find box; Use the Directory Find box to search by name.
  • Page 51 – Handling calls 45; Using the Department box; To search by department:; Note: Department names for each extension are created in the Edit; Transferring a call; To transfer using the Contacts box:
  • Page 52 – 6 Handling calls; Loop button label shows Active, and the number in the Target
  • Page 53 – Handling calls 47; Parking, holding and screening calls; Parking calls and paging employees; To park a call and page an employee:; Page dialog box opens. The Page dialog box shows all parked; calls and all page zones so that the called person can be paged.
  • Page 54 – 8 Handling calls; Placing and retrieving calls on hold
  • Page 55 – Screening calls
  • Page 56 – 0 Handling calls; Contacting employees using Voice Call; Linking and Joining calls
  • Page 57 – Handling a callback call; Responding to a callback that an extension did not answer
  • Page 58 – 2 Handling calls; Responding to a callback that a called party returned; Hold; Caller Information group box shows the information originally
  • Page 59 – Making a call from the attendant’s extension; Using the Directory Find box on page 44
  • Page 60 – 4 Handling calls; Managing calls at the employee’s telephone
  • Page 61 – IntAct
  • Page 62 – 6 Handling calls
  • Page 63 – Maintaining caller and employee information; Norstar PC Console manages both caller and employee information.; Maintaining caller information; Creating a new caller record; New caller records are created in the following ways:; Note: The caller record is not saved if you click Release without; when you create a new caller record from an existing one
  • Page 64 – 8 Maintaining caller and employee information; Transferring a call on page 45
  • Page 65 – Edit Caller Information dialog box closes.
  • Page 66 – 0 Maintaining caller and employee information; Finding and editing caller information
  • Page 67 – Maintaining employee information; Search; Working with the Directory list
  • Page 68 – 2 Maintaining caller and employee information; To sort a column of information in the Directory:; Finding an employee record; You can search by an employee’s name two different ways:; . The Find dialog box appears.The Find dialog box is used to find an
  • Page 69 – Maintaining caller and employee information 63; 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.; Position the cursor in the Find box on the Attendant main window.; Click; the Full tab Directory view.
  • Page 70 – 4 Maintaining caller and employee information; Full tab Directory view.; Editing employee information
  • Page 71 – Creating a new name for an extension
  • Page 72 – 6 Maintaining caller and employee information; Using the Make Caller button; To assign the name of an employee to a caller record:; Adding notes to employee records; and Server databases are synchronized and, the; Synchronization icon,; To select from the available list of notes:; Click the drop down arrow of the Note box.
  • Page 73 – Note: For a blank Note box, delete what is in the Note box then
  • Page 74 – 8 Maintaining caller and employee information
  • Page 75 – Generating reports; Report types; Calls by Customers report
  • Page 76 – 0 Generating reports; Calls to Employees report
  • Page 77 – Generating reports 71; Working with the Reports window; Database group box; This group box contains information on selecting a database.; Information group box; The Information group box contains the report type information.; Selecting the database on page 74
  • Page 78 – 2 Generating reports; Period group box
  • Page 79 – Generating reports 73; Employees; and customers group boxes; All and Select option buttons
  • Page 80 – 4 Generating reports; Customers and Employees Selection dialog box; Creating and viewing reports; Selecting the database
  • Page 81 – Selecting a report type
  • Page 82 – 6 Generating reports; Setting the report period
  • Page 83 – Generating reports 77; Clearing a date; Selecting employees and customers for the report; To select the Employees or Customers:
  • Page 84 – 8 Generating reports; Create Report button
  • Page 85 – Printing a report
  • Page 86 – 0 Generating reports
  • Page 87 – Glossary; Call Forward
  • Page 88 – Identification
  • Page 89 – Personal Computer
  • Page 91 – Index
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1-800-4 NORTEL
www.nortel.com/norstar

Norstar is a trademark of Northern Telecom
P0887496 01
Printed in Canada

Norstar is a trademark of Northern Telecom
© Copyright Northern Telecom 1998

Norstar PC Console 1.1
User Guide

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Summary

Page 3 - Table of contents

P0887496 01 Norstar PC Console 1.1 User Guide Table of contents Chapter 1 Introduction to Norstar PC Console 1 About this guide 1 Conventions 2 Naming of window components 2 Using the keyboard to navigate around Norstar PC Console 2 Processing a call with right-click mouse capability 3 References 4 ...

Page 4 - ii; Chapter 5

ii Norstar PC Console 1.1 User Guide P0887496 01 Using the menu bar 24 File menu 24 Edit menu 24 View menu 25 Tools menu 25 Transfer menu 26 Caller menu 27 Target menu 28 Attendant menu 29 Help menu 29 Using the toolbar 29 Using the Caller Information group box 32 Using the call processing area 34 U...

Page 5 - Chapter 7

iii P0887496 01 Norstar PC Console 1.1 User Guide Chapter 7 Generating reports 69 Report types 69 Calls by Customers report 69 Calls to Employees report 70 Extension Directory report 70 Working with the Reports window 71 Database group box 71 Information group box 71 Period group box 72 Employees an...

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