Avaya BCM 4.0 Personal Call Manager User's Guide

BCM 4.0Business Communications ManagerDocument Status: StandardDocument Version: 04Part Code: N0027256Date: June 2006Personal Call Manager User Guide

10 Contents N0027256

100 Chapter 2 Personal Call ManagerN0027256To remove the Personal Call Manager software1 Make sure you quit Personal Call Manager.2 Click the Wind

Index 101Personal Call Manager User GuideIndexAacronyms 12Active Call icon 21, 25, 43Address Book 22adding a contact 66changing the view 65d

102 IndexN0027256N0027256Exiting Personal Call Manager 99FFinding a contact 73entering a name or number 75using wild cards 75Foldersadding 8

Index 103Personal Call Manager User GuideRemoving Personal Call Manager 99Returning a call 42Ringing icon 21, 25SSearchentering a name or number

104 IndexN0027256N0027256

11Personal Call Manager User GuideChapter 1Getting started with Personal Call ManagerThis section contains information on the following topics:• “Abou

12 Chapter 1 Getting started with Personal Call ManagerN0027256AcronymsThis guide uses the following acronyms:API Application Programming Interfac

Chapter 1 Getting started with Personal Call Manager 13Personal Call Manager User GuideSymbols and text conventionsThese symbols are used to highl

14 Chapter 1 Getting started with Personal Call ManagerN0027256These conventions and symbols are used to represent the Business Series Terminal di

Chapter 1 Getting started with Personal Call Manager 15Personal Call Manager User GuideHow to get HelpThis section explains how to get help for No

16 Chapter 1 Getting started with Personal Call ManagerN0027256

17Personal Call Manager User GuideChapter 2Personal Call ManagerBCM Personal Call Manager is a TAPI-based application that provides an easy-to-use com

18 Chapter 2 Personal Call ManagerN0027256Installing Personal Call ManagerPersonal Call Manager must be installed on your computer before you can

Chapter 2 Personal Call Manager 19Personal Call Manager User Guide5 Select Save this program to disk, and click OK. The SaveAs dialog box appears.

Copyright © Nortel Networks Limited 2005-2006, All rights reserved.The information in this document is subject to change without notice. The statement

20 Chapter 2 Personal Call ManagerN0027256Personal Call Manager iconsWhen Personal Call Manager starts up, two icons are added to the screen: the

Chapter 2 Personal Call Manager 21Personal Call Manager User GuideThe upper portion of the menu contains the current calls. Each of these calls ha

22 Chapter 2 Personal Call ManagerN0027256Components of the windowThe Personal Call Manager window shows the following components, all of which yo

Chapter 2 Personal Call Manager 23Personal Call Manager User GuideTo display the toolbar1 Click the View menu2 Click Toolbar.The toolbar toggles b

24 Chapter 2 Personal Call ManagerN0027256Address BookThe Address Book is a list of all the contacts stored in Personal Call Manager. The Address

Chapter 2 Personal Call Manager 25Personal Call Manager User GuideCurrent Calls iconsThere are several icons that are used in the Current Calls se

26 Chapter 2 Personal Call ManagerN0027256• Call Forward: Indicates that the Call Forward feature is activated, and to which number your telephone

Chapter 2 Personal Call Manager 27Personal Call Manager User GuideTo choose a line1 Click the Tool s menu2 Click Dial Using.The Choose a TAPI Line

28 Chapter 2 Personal Call ManagerN0027256To access dialing properties:1 Click the Tool s menu2 Click Dialing Properties.The Dialing Properties di

Chapter 2 Personal Call Manager 29Personal Call Manager User GuideFrom the Dialing Properties dialog box, you can control the following options:•

Task list 3Personal Call Manager User GuideTask listTo install Personal Call Manager on a BCM running version 4.0 ...

30 Chapter 2 Personal Call ManagerN0027256Selecting a locationWhen you select a location, all of the dialing properties are changed to the setting

Chapter 2 Personal Call Manager 31Personal Call Manager User GuideArea CodeThe Area Code field defines the area code for your current location. Pe

32 Chapter 2 Personal Call ManagerN0027256To set the prefixes that are long distance1 Click the Dialing Rules button.The Dialing Rules window appe

Chapter 2 Personal Call Manager 33Personal Call Manager User GuideTo delete a prefix that is considered local1 Click the prefix you want to delete

34 Chapter 2 Personal Call ManagerN0027256Setting up a calling cardYou must set up the calling card parameters before you can use a calling card.

Chapter 2 Personal Call Manager 35Personal Call Manager User GuideTo add a custom calling card1 Click Calling Card.The Calling Card dialog box app

36 Chapter 2 Personal Call ManagerN002725611 Click the next set of numbers to be dialed.Repeat step 9 until you have completed all of the steps ne

Chapter 2 Personal Call Manager 37Personal Call Manager User GuideIf you do not dial an extra number (for example, 9) when placing a call from you

38 Chapter 2 Personal Call ManagerN00272564 Click Add->.5 Repeat steps 3 and 4 for each prefix that requires an area code added.6 When you have

Chapter 2 Personal Call Manager 39Personal Call Manager User GuideTo make a call using the drag-and-drop feature1 Look in the Address Book to find

4 Task listN0027256To transfer a call using the keyboard ...51To transfe

40 Chapter 2 Personal Call ManagerN00272564 Type the telephone number you want to dial.If you have the Search Option set to Fast Search, Personal

Chapter 2 Personal Call Manager 41Personal Call Manager User GuidePlacing a call using the toolbarTo place a call using the toolbar1 Click .The Di

42 Chapter 2 Personal Call ManagerN0027256Redialing a numberPersonal Call Manager keeps a list of the last ten telephone numbers you called. The m

Chapter 2 Personal Call Manager 43Personal Call Manager User GuideTo call a number from the Quick Dial list using the Address Book1 Click the Quic

44 Chapter 2 Personal Call ManagerN0027256Displaying who is calling from the task trayWhen you click the Personal Call Manager icon in the task tr

Chapter 2 Personal Call Manager 45Personal Call Manager User GuideAlso, if the caller is one of the contacts in your Address Book, and you assign

46 Chapter 2 Personal Call ManagerN0027256To display the Notes tab1 Click the icon of the caller.2 Click .or1 Right-click on the icon of the calle

Chapter 2 Personal Call Manager 47Personal Call Manager User GuideMultiple callsPersonal Call Manager can control several calls at once. The maxim

48 Chapter 2 Personal Call ManagerN0027256You can use the right mouse button and the icons in the window to transfer a call or you can use the key

Chapter 2 Personal Call Manager 49Personal Call Manager User Guide5 If the person to whom you want to transfer the call does not appear on the lis

Task list 5Personal Call Manager User GuideTo copy a contact using the right mouse button...

50 Chapter 2 Personal Call ManagerN0027256To transfer a call using the task tray or Calls menu1 Make or answer the call.2 Click the Personal Call

Chapter 2 Personal Call Manager 51Personal Call Manager User GuideTo transfer a call using the keyboardYou can use the keyboard and the icons on t

52 Chapter 2 Personal Call ManagerN0027256To transfer a call with an announcement using the window1 Make or answer the call.2 Put the call on HOLD

Chapter 2 Personal Call Manager 53Personal Call Manager User GuideConference callsIn a conference call, you connect yourself and two or more other

54 Chapter 2 Personal Call ManagerN0027256To create a conference call using the Calls pane1 Make or answer the calls you want to connect in a conf

Chapter 2 Personal Call Manager 55Personal Call Manager User GuidePutting conference calls on holdWhen you put a conference call on hold, all call

56 Chapter 2 Personal Call ManagerN0027256Splitting a conference callWhen you split a conference call, the conference call ends, but the calls rem

Chapter 2 Personal Call Manager 57Personal Call Manager User GuideEnding a conference call When you disconnect yourself from a conference call, th

58 Chapter 2 Personal Call ManagerN0027256Ending a callTo end a call using the release button1 Click the icon of the call in the Calls box.2 In th

Chapter 2 Personal Call Manager 59Personal Call Manager User GuideDo Not Disturb (DND)When DND is enabled, the telephone does not ring when someon

6 Task listN0027256

60 Chapter 2 Personal Call ManagerN00272564 Click the Forward button.The number to which your telephone is forwarded appears on the “Status bar””.

Chapter 2 Personal Call Manager 61Personal Call Manager User GuideThe Calls Log window appears with either the Incoming Calls showing or the Outgo

62 Chapter 2 Personal Call ManagerN0027256Updating the Calls logTo update the Calls LogIf you make or answer a call while the Calls Log is open, t

Chapter 2 Personal Call Manager 63Personal Call Manager User GuidePrinting call information from the Calls LogYou can print the Calls Log informat

64 Chapter 2 Personal Call ManagerN0027256Address BookThe Address Book is the portion of Personal Call Manager where you store telephone numbers a

Chapter 2 Personal Call Manager 65Personal Call Manager User GuideList View portion of the Address BookOn the right side of the screen is the List

66 Chapter 2 Personal Call ManagerN0027256Viewing the Address Book in Details ViewIf you select Details View, the last name, first name, telephone

Chapter 2 Personal Call Manager 67Personal Call Manager User Guide4 Click OK.The contact is added to the folder shown in the List View of the Addr

68 Chapter 2 Personal Call ManagerN0027256BusinessUse the Business tab to enter the name, address, and telephone number of a contact. The first in

Chapter 2 Personal Call Manager 69Personal Call Manager User GuideE-mail AddressThe EMail Address tab has two boxes: E-mail address and E-mail typ

7Personal Call Manager User GuideContentsChapter 1Getting started with Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . 11About P

70 Chapter 2 Personal Call ManagerN0027256SettingsUse the Settings tab to select the dialing default used for the contact, the picture appears, an

Chapter 2 Personal Call Manager 71Personal Call Manager User Guide4 Double-click the voice announcement file you want to use.If you decide you no

72 Chapter 2 Personal Call ManagerN0027256NotesUse the Note tab to record miscellaneous information about the contact. You can enter significant d

Chapter 2 Personal Call Manager 73Personal Call Manager User Guide4 Enter the address information for this contact.For descriptions of the address

74 Chapter 2 Personal Call ManagerN0027256Slow SearchTo find a contact1 Click the Tool s menu.2 Click Find Person.orClick .The Search dialog box a

Chapter 2 Personal Call Manager 75Personal Call Manager User GuideQuick SearchTo find a contact1 Click the Tool s menu.2 Click Find Person.or Clic

76 Chapter 2 Personal Call ManagerN0027256If the portion of the name or number you know is at the beginning, type the portion you know, and click

Chapter 2 Personal Call Manager 77Personal Call Manager User Guide3 Click Properties.The Address Properties dialog box appears.4 Click the tab tha

78 Chapter 2 Personal Call ManagerN0027256To change the properties of a contact using the Menu bar1 Find the contact in the Address Book.You can f

Chapter 2 Personal Call Manager 79Personal Call Manager User GuideDeciding which copy method to useThe copy method you choose depends on what you

8 Contents N0027256Knowing who is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Answering

80 Chapter 2 Personal Call ManagerN0027256To copy a contact using the toolbar1 Click the contact you want to copy.2 Click .3 Open the folder you w

Chapter 2 Personal Call Manager 81Personal Call Manager User GuideTo copy a contact using the right mouse button1 Right-click the contact you want

82 Chapter 2 Personal Call ManagerN0027256To move a contact using the toolbar1 Click the contact you want to move.2 Click .The icon for the contac

Chapter 2 Personal Call Manager 83Personal Call Manager User GuideDeleting a contactTo delete a contact using the right mouse button1 Right-click

84 Chapter 2 Personal Call ManagerN0027256To print a contact list for all of the contacts in a folder1 Click the folder or folders that contain th

Chapter 2 Personal Call Manager 85Personal Call Manager User Guide4 Type the name of the new folder and click OK.The new folder is added to the se

86 Chapter 2 Personal Call ManagerN0027256To copy a folder1 Press and hold the Control key on your keyboard.2 Drag the folder you want to copy to

Chapter 2 Personal Call Manager 87Personal Call Manager User GuideTo move a folder1 Drag the folder you are moving to the folder you want it moved

88 Chapter 2 Personal Call ManagerN0027256Renaming a folderTo change the name of a folder using the right mouse button1 Right-click the folder you

Chapter 2 Personal Call Manager 89Personal Call Manager User GuideTo delete a folder using the Menu bar1 Click the folder you want to delete.2 Sel

Contents 9Personal Call Manager User GuideSynchronization with the telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

90 Chapter 2 Personal Call ManagerN00272563 Select the File menu and then click Import Address.The Import address from text file dialog box appear

Chapter 2 Personal Call Manager 91Personal Call Manager User GuideExporting ContactsYou can save all of the contacts in your Address Book into a c

92 Chapter 2 Personal Call ManagerN00272567 Repeat step 6 until all of the fields show the information you want. For any field in which you do not

Chapter 2 Personal Call Manager 93Personal Call Manager User GuideSynchronization with the telephoneCommon call control operations can be performe

94 Chapter 2 Personal Call ManagerN0027256Turning the Tip of the Day offThe Tip of the Day window appears when you start Personal Call Manager. To

Chapter 2 Personal Call Manager 95Personal Call Manager User GuideTo change the Search mode from the Menu bar1 Select the Tools menu and then cli

96 Chapter 2 Personal Call ManagerN0027256Changing the Startup OptionThe Startup Option determines if the window is open or minimized when you sta

Chapter 2 Personal Call Manager 97Personal Call Manager User GuideChanging the Dialing Rule SettingThe Dialing Rule Setting determines if the dial

98 Chapter 2 Personal Call ManagerN0027256Changing the Caller’s Record Display SettingWhen the Caller’s Record Display Setting is on, Personal Cal

Chapter 2 Personal Call Manager 99Personal Call Manager User GuideTo change the Dialing Rule Setting from the task tray1 Right-click the Personal