Page 3 - Contents; Attendant types 13
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Contents Chapter 1 Introduction to Enterprise Edge Attendant Console 7 About this guide 8Conventions 8 Naming of window components 8Using the keyboard to navigate Enterprise Edge Attendant Console 8Processing a call with right-click capa...
Page 4 - Using the menu bar 28; Chapter 5
4 Contents Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Using the menu bar 28 File menu 28Edit menu 28View menu 29Tools menu 29Transfer menu 30Caller menu 31Target menu 32Attendant menu 32Help menu 33 Using the toolbar 33Using Caller Information options 35Using the call processing ...
Page 5 - Chapter 6
Contents 5 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Chapter 6 Maintaining caller and employee information 63 Maintaining caller information 63 Creating a new caller record 63Finding and editing caller information 66 Maintaining employee information 67 Working with the Directory...
Page 7 - Introduction to Enterprise Edge Attendant
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Introduction to Enterprise Edge Attendant Console Enterprise Edge Attendant Console is an application that provides centralized call management and call activity reporting capability to a business. Enterprise Edge Enterprise Edge Attenda...
Page 8 - About this guide; Naming of window components; Refer to
8 Introduction to Enterprise Edge Attendant Console Enterprise Edge Attendant Console User Guide P0908544 Issue 01 About this guide This document describes how Enterprise Edge Enterprise Edge Attendant Console works and how to use it in your company. The instructions in this guide are intended for e...
Page 9 - To use the Access keys:; Edit menu, press Alt then E and the Edit menu is displayed.; In the Transfer menu:
Introduction to Enterprise Edge Attendant Console 9 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Access keys In Enterprise Edge Attendant Console, each menu name and each command in the menu has an underlined letter called an Access key. To use the Access keys: 1. Press and release...
Page 10 - Processing a call with right-click capability
10 Introduction to Enterprise Edge Attendant Console Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Processing a call with right-click capability Right-click capability helps you process calls faster by minimizing mouse movement. You can use right-click capability for these call proc...
Page 11 - Understanding Enterprise Edge Attendant; Server component; Types of attendant setups
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Understanding Enterprise Edge Attendant Console Enterprise Edge Attendant Console is a client/Enterprise Edge server software application that consists of the following three interrelated components: • Server component. Refer to Server c...
Page 12 - Reports component; Advanced software capabilities
12 Understanding Enterprise Edge Attendant Console Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Reports component The Reports component provides information about incoming calls to your company. Reports can help you identify trends and find answers to questions before they become p...
Page 13 - Attractiveness of PC compatibility; Attendant types
Understanding Enterprise Edge Attendant Console 13 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Attractiveness of PC compatibility Enterprise Edge Attendant Console combines telecommunications with personal computing to make the attendant’s job easier, faster and more efficient. At...
Page 15 - Initializing and configuring the Attendant; Starting the Attendant component; Initializing; On the Tip of the Day window click the Close button.; Minimizing and maximizing the Attendant window; To minimize the Attendant window:; In the title bar click Minimize; To maximize the Attendant window:
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Getting started After your Enterprise Edge Attendant Console system is set up and checked by the installer or System Administrator, you can use the Enterprise Edge Attendant Console components. Before you handle calls, make sure you know...
Page 16 - Quitting the Attendant component; To quit the Attendant component:; On the File menu click Exit; Initializing and configuring the Attendant component; Starting the Attendant component for the first time; To start and set up the Attendant component:
16 Getting started Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Quitting the Attendant component To quit the Attendant component: 1. On the File menu click Exit oron the title bar click the Close box.A message appears asking if you want to quit Enterprise Edge Attendant Console. 2....
Page 18 - To set or change the attendant’s extension number:; The Options dialog box appears with the Options tab open.; of the attendant’s telephone.; attendant or any Enterprise Edge extension in the company.
18 Getting started Enterprise Edge Attendant Console User Guide P0908544 Issue 01 The Attendant component displays all incoming calls to the attendant’s telephone as a yellow Ringing Loop button on the Attendant window. If the attendant’s telephone is programmed to receive all the incoming calls for...
Page 19 - Status Bar
Getting started 19 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide To set up the backup attendant: 1. On the Tools menu click Options. The Options dialog box appears with the Options tab open. 1. In the Redirect calls to option in the Extension box, type the backup attendant’s extensi...
Page 21 - Setting up other attendant features; To activate call notification:
Getting started 21 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Setting up other attendant features Call notification There are two ways Enterprise Edge Attendant Console can notify an attendant of incoming calls: • If an attendant keeps the Attendant window minimized and works on ...
Page 22 - To set the Attendant window to restore automatically:; Answered on Attendant extension check box.; to copy it to the Selected extensions list.
22 Getting started Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Automatically restoring the Attendant window when a call comes in Part-time attendants can have the Attendant window minimized or under another window. The attendant can restore the Attendant window from the taskbar by...
Page 23 - To disable the Transfer Options:
Getting started 23 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Setting Transfer options for the voice message mailbox and linking If your Enterprise Edge server is not connected to a Centrex switch or is not connected to Enterprise Edge Voice Messaging, you can disable the Link Tr...
Page 25 - Using the Attendant window; Title bar
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Using the Attendant window This section explains how to use the buttons and options on the Enterprise Edge Attendant Console Attendant window with the mouse and the keyboard. Components of the Attendant window The Enterprise Edge Attenda...
Page 26 - Menu bar; View menu; Caller Information options
26 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Menu bar The menu bar is under the title bar and contains the File, Edit, View, Tools, Transfer, Caller, Target, Attendant and Help menus. Use these menus to access Attendant functions. Toolbar The toolbar i...
Page 27 - To display the Status Bar:
Using the Attendant window 27 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Directory list The Directory list is at the bottom of the Attendant window and has three sections: Status Bar To display the Status Bar: 1. Click View and then click Status Bar. The Status Bar contains: Dire...
Page 28 - Using the menu bar; File menu; The File menu contains:; Edit menu; The Edit menu contains:
28 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Using the menu bar The menu bar contains the menus on the Enterprise Edge Attendant Console Attendant window. Help tips appear in the Status bar at the bottom of the Attendant window if you move the mouse po...
Page 29 - The View menu contains:; Tools menu; The Tools menu contains:
Using the Attendant window 29 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide View menu The View menu contains: Tools menu The Tools menu contains: Toolbar shows/hides the toolbar. Status Bar shows/hides the Status Bar. Hide Loop Buttons shows/hides the inactive Loop buttons. When sel...
Page 30 - Transfer menu; The Transfer menu contains:
30 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Transfer menu The Transfer menu contains: 1st Contact transfers the active call to the caller’s first contact.1st Contact is enabled if there is an active call and a contact displayed in the first box of the...
Page 31 - Caller menu
Using the Attendant window 31 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Caller menu The Caller menu contains: Answer Next answers the next call in the queue. Hold places an active call on hold. The Hold button performs the same function. Refer to Parking, holding and screening c...
Page 32 - Target menu; The Target menu contains:; Attendant menu; The Attendant menu contains:
32 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Target menu The Target menu contains: Attendant menu The Attendant menu contains: Call initiates a call from the attendant extension to the number in the Target list box. The Call button performs the same fu...
Page 33 - Help menu; The Help menu contains:; Using the toolbar; To display the toolbar:; Click the View menu and then click Toolbar.; The toolbar buttons are:
Using the Attendant window 33 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Help menu The Help menu contains: Using the toolbar The toolbar contains several buttons that provide quick and easy access to some of the Enterprise Edge Attendant Console functions. To display the toolbar:...
Page 34 - Words and colors on Loop buttons:
34 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Words and colors on Loop buttons: Use the View Parked button to display the Parked dialog box, which lists any parked calls. Calls can be parked and retrieved from any Enterprise Edge telephone connected to ...
Page 35 - Using Caller Information options; Caller Information options include:
Using the Attendant window 35 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Using Caller Information options Caller Information options are in the top, center of the Attendant window. Caller Information options contain information about the caller that appears in the boxes when you ...
Page 36 - To access the Edit Caller Information dialog box:; Below the Caller Information options, click the Edit button.
36 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 The Edit Caller Information dialog box Use the Edit Caller Information dialog box to change or add information about callers. To access the Edit Caller Information dialog box: 1. Below the Caller Information...
Page 37 - Using the call processing area; the Target list box
Using the Attendant window 37 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide The following buttons appear in the Edit Caller Information dialog box: Using the call processing area The call processing area is at the top right of the Attendant window and includes: • the Target list box...
Page 38 - The following buttons are in the call processing area:; Using the Director y options; Search and edit functions in the Directory options
38 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 The following buttons are in the call processing area: Using the Director y options The Directory options are at the bottom of the Attendant window. They contains tabbed directories that show various views o...
Page 40 - Maintaining employee information
40 Using the Attendant window Enterprise Edge Attendant Console User Guide P0908544 Issue 01 The Edit Employee Information dialog box This dialog box appears when you click the Edit button in the Directory option. Use the Edit Employee dialog box to change or add information about employees. For fur...
Page 43 - To sort alphabetically by Name, Notes or Department:
Using the Attendant window 43 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide The remainder of the columns in the Directory list are labeled as follows: Sorting information in the Directory list tabs Extension and employee information contained in the Directory list tabs can be sorted...
Page 45 - Handling calls; Note: You can use a headset so that your hands are free to use your PC.; Answering calls as an attendant
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Handling calls With Enterprise Edge Attendant Console, you can manage calls using either your PC’s mouse or the keyboard. When a call comes in, you can respond to the caller using either the telephone or a headset. Note: You can use a he...
Page 47 - To release or hang up a call:; Using the Contacts boxes; The call is forwarded to that extension.
Handling calls 47 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide 2. Answer the call with your company greeting and determine from the caller to whom they wish to speak. If you are answering a call from this number or company for the first time, you can enter caller information. For f...
Page 48 - Using the Directory tab views
48 Handling calls Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Using the Directory tab views The tab views in the Directory dialog box contains various views of extensions. To search by Extension or Name: 1. Click the Full, BLF, Assigned or Selected tab. 2. Click the extension, the...
Page 49 - Using the Department list box; To search by department:; Click the arrow of the Department list box.; Information dialog box.; Transferring a call
Handling calls 49 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Using the Department list box You can search for a name by department from the Full tab using the Department list box. To search by department: 1. Click the arrow of the Department list box. A list of departments associ...
Page 51 - To transfer a call to an outside number:; Target list box type an outside telephone number.; Parking calls and paging employees; To park a call and page an employee:
Handling calls 51 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide To transfer a call to an outside number: 1. With an active incoming call on Enterprise Edge Attendant Console, in the Target list box type an outside telephone number. 2. Click the Link Transfer button. The Loop button ...
Page 54 - Placing and retrieving calls on hold
54 Handling calls Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Placing and retrieving calls on hold Calls can be placed on Hold and retrieved quickly. To put an incoming call on hold: 1. Click the Ringing Loop button. 2. Click the Hold button or click another Ringing Loop button. T...
Page 55 - Screening calls; Speak to the employee through the speaker in their telephone.
Handling calls 55 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Screening calls You can screen calls by talking with the employee and asking whether they want to talk to the caller. To screen/transfer a call: 1. Click the Screen button. The active call goes on hold. The Loop button ...
Page 56 - Linking and Joining calls; Note: Use the DTMF button to transfer or link calls on Centrex lines.
56 Handling calls Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Linking and Joining calls Using Enterprise Edge Attendant Console, you can link calls to create conference calls or have callers join existing calls to also create conference calls. Note: Use the DTMF button to transfer...
Page 57 - Handling a callback call; Responding to a callback that an extension did not answer; The callback is indicated by:; Responding to a callback that a called party returned; Hold
Handling calls 57 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Handling a callback call There are two types of calls that return to Enterprise Edge Attendant Console: • a call that is not answered at the extension to which it was transferred • a call that the called person returns ...
Page 59 - Making a call from the attendant’s extension; Using the Directory Find box
Handling calls 59 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Making a call from the attendant’s extension As the attendant, you can call any extension in the company and any outside number. The telephone number you type in the Target list box does not require special characters s...
Page 60 - Managing calls at the employee’s telephone; Next
60 Handling calls Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Managing calls at the employee’s telephone Enterprise Edge Attendant Console has features that let employees manage their calls from their telephones. After a call is routed to an extension, a low-level audible tone ale...
Page 61 - VM
Handling calls 61 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide To send the caller to Enterprise Edge Voice Messaging: 1. Press the VM display button on the telephone. The call automatically transfers to the called person’s voice message mailbox. To join the caller with another call...
Page 63 - Maintaining caller and employee; Maintaining caller information; Creating a new caller record; New caller records are created in the following ways:
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Maintaining caller and employee information Enterprise Edge Attendant Console manages both caller and employee information. Maintaining caller information When your company is called, information about the caller from the Enterprise Edge...
Page 66 - Finding and editing caller information
66 Maintaining caller and employee information Enterprise Edge Attendant Console User Guide P0908544 Issue 01 3. In the Name box type the name of another caller from the same company and click the OK button. 4. Click New Name and the Name box is cleared. The other boxes are unaltered. 5. Type the ne...
Page 67 - To edit a caller’s record:; Click the Save button to save the changes to the database.; To delete an existing caller record:
Maintaining caller and employee information 67 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide To edit a caller’s record: 1. Make sure the caller name you want to edit appears in the Edit Caller Information dialog box. Click the box you want to edit and make the change. Repeat if need...
Page 68 - Working with the Directory list; To sort a column of information in the Directory:; Finding an employee record; You can search by an employee’s name two different ways:
68 Maintaining caller and employee information Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Working with the Directory list Information in the Directory list appears in ascending order (for example, 1 to 9 or A to Z), and sorting is based on the contents of only one column at a tim...
Page 69 - Click the OK button or press the Enter key.; To search by name on any Directory list box on the Attendant window:; Note: A department search takes priority over a name search.
Maintaining caller and employee information 69 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide To search by name: 1. In the Attendant window, in the Directory options, click the Edit button. The Edit Employee Information dialog box appears. For more information, refer to The Edit Empl...
Page 70 - Editing employee information
70 Maintaining caller and employee information Enterprise Edge Attendant Console User Guide P0908544 Issue 01 To search for an individual in a department: 1. From the Department box select a department. 2. In the Find box type the person’s name. 3. Click the Find button. Any extensions that match th...
Page 72 - To select from the list of notes:
72 Maintaining caller and employee information Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Adding notes to employee records You can add a note to an employee record by selecting a note from a list or typing a personal note. The note appears in the Notes column under Directory in t...
Page 73 - To save employee edit changes:
Maintaining caller and employee information 73 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide To save employee edit changes: 1. In the Edit Employee Information dialog box click the Save button. The changes made to the boxes in the Edit Employee Information dialog box for the employe...
Page 75 - Generating reports; Report types; Calls by Customers report
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Generating reports Enterprise Edge Attendant Console automatically collects information about incoming calls and tracks how calls are processed. Use the information from the Reports component to help spot trends and prevent problems. You...
Page 76 - Extension Directory report; Working with the Reports window; To open the Reports window:; The Reports window opens.; Database box; The Database box contains information on selecting a database.; Information list box; The Information list box contains the report type information.
76 Generating reports Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Extension Directory report The Extension Directory report lists the employees who are in the Enterprise Edge Attendant Console database and the information in their call record. Working with the Reports window To op...
Page 77 - Period list box; you select a valid database
Generating reports 77 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Period list box Note: The Period list box is active if: • you select a valid database and • you select a Report Type requires you to define a Report Period. opens the One Week dialog box from which you can specify a...
Page 78 - Employees; The Employees and Customer options contain
78 Generating reports Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Employees and Customers options Use these options to define customers or employees to generate a report for. The Employees and Customer options contain Note: The All and Select options for Employees or Customers are...
Page 79 - Creating and viewing reports
Generating reports 79 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Creating and viewing reports Use the Reports component to generate quality reports for analyzing telephone use at your organization. The following section provides the steps required to generate reports, including: ...
Page 80 - Selecting a report type
80 Generating reports Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Selecting a report type After you load a database, decide what type of report to produce. To select a report type: 1. From the Report Type list box select your report. Setting the report period Some reports require ...
Page 82 - Selecting employees and customers for the report
82 Generating reports Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Selecting employees and customers for the report Some report types, especially those that deal with call data, allow you to choose sets of employees, customers, or both, for which the data is summarized in the repor...
Page 83 - Create Report button; You can also change the displayed page from the keyboard.
Generating reports 83 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Create Report button When all the data needed to create a report is provided in the other report controls, the Create Report button is available. To create a report: 1. Click the Create Report button. This starts th...
Page 84 - Printing a report; Choose the pages and number of copies of the report to print.; Click the OK button and the report prints
84 Generating reports Enterprise Edge Attendant Console User Guide P0908544 Issue 01 Printing a report When a report is in the Report Viewing area, the Print button becomes available. To print a report: 1. Click the Print button. The report prints to the default printer. You can change default print...
Page 85 - Glossar y; DTMF is the sound emitted when telephone buttons are pressed.
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Glossar y Assistant attendant The assistant attendant is the telephone attendant who provides call coverage for specific employees. Backup attendant The Backup attendant receives calls when the main attendant is not available. The main a...
Page 87 - Voice mail or voice message mailbox.
Glossary 87 P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Stand-alone model A stand-alone model is a Enterprise Edge Attendant Console system in which one attendant manages a business’s incoming calls. There are no assistant attendants, backup attendants or overflow attendants in a ...
Page 89 - Index; Numerics
P0908544 Issue 01 Enterprise Edge Attendant Console User Guide Index Numerics 1st Contact, 30 2nd Contact, 30 3rd Contact, 30 A About Enterprise Edge Attendant Console 33 Active Call 34 Adding notes to employee records 72 All extensions 20 All extensions box 22 Answer next 31 Answering calls as an a...