Avaya Business Communications Manager - Personal Call Manager User's Guide Page 1

Part No. P0936569 02Business Communications Manager Personal Call Manager User GuideReturnto Menu

10 PrefaceP0936569 02 CTE Computer Telephony EngineCTI Computer Telephony IntegrationDND Do Not DisturbERC Express Routing CodeIP Internet ProtocolO/S

11Business Communications Manager Personal Call Manager Chapter 1Personal Call ManagerBusiness Communications Manager Personal Call Manager is a Telep

12 Chapter 1 Personal Call ManagerP0936569 02 2 On the Unified Manager front page, click on Install Client. The Client Install Application page appear

Chapter 1 Personal Call Manager 13Business Communications Manager Personal Call Manager Personal Call Manager task tray iconThe Personal Call Manager

14 Chapter 1 Personal Call ManagerP0936569 02 Personal Call Manager windowFrom the Personal Call Manager window you can perform all of the functions o

Chapter 1 Personal Call Manager 15Business Communications Manager Personal Call Manager Menu barThe Menu bar shows the menus available from the window

16 Chapter 1 Personal Call ManagerP0936569 02 Using the toolbarThe toolbar buttons provide access to commonly used features. Address BookThe Address B

Chapter 1 Personal Call Manager 17Business Communications Manager Personal Call Manager 1 Click the View menu and then click Both Address Book and Ca

18 Chapter 1 Personal Call ManagerP0936569 02 Status barThe Status bar is at the bottom of the screen and provides four information message areas:• He

Chapter 1 Personal Call Manager 19Business Communications Manager Personal Call Manager Setting up Personal Call ManagerBefore you can use Personal Ca

2P0936569 02 Copyright © 2001 Nortel NetworksAll rights reserved. The information in this document is subject to change without notice. The statements

20 Chapter 1 Personal Call ManagerP0936569 02 You use the Dialing Properties to define where you are situated and what is required to dial from this l

Chapter 1 Personal Call Manager 21Business Communications Manager Personal Call Manager I am dialing fromUse the I am dialing from list box to save di

22 Chapter 1 Personal Call ManagerP0936569 02 1 Click the button in the I am dialing from list box. The list of locations appears. 2 Click the locatio

Chapter 1 Personal Call Manager 23Business Communications Manager Personal Call Manager 1 Click the Dialing Rules button.The Dialing Rules dialog box

24 Chapter 1 Personal Call ManagerP0936569 02 2 Click the Remove button.Use a calling card for long distanceSelect this check box if you want to use a

Chapter 1 Personal Call Manager 25Business Communications Manager Personal Call Manager 4 In the Calling Card Phone Number box, type the calling card

26 Chapter 1 Personal Call ManagerP0936569 02 7 Click the Long Distance Usage button.A second Calling Card dialog box appears.8 Click the first Dial l

Chapter 1 Personal Call Manager 27Business Communications Manager Personal Call Manager Disable call waiting by dialingIf call waiting is available f

28 Chapter 1 Personal Call ManagerP0936569 02 1 Click the Tools menu and then click Toll Prefixes. The Toll Prefixes dialog box appears.2 From the lis

Chapter 1 Personal Call Manager 29Business Communications Manager Personal Call Manager If you manually dial the telephone number, Personal Call Mana

3Business Communications Manager Personal Call Manager ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30 Chapter 1 Personal Call ManagerP0936569 02 2 Type the telephone number you want to dial.If you have the Search Option set to Fast Search, Personal

Chapter 1 Personal Call Manager 31Business Communications Manager Personal Call Manager 1 Click .The Dial dialog box appears.2 Enter the telephone num

32 Chapter 1 Personal Call ManagerP0936569 02 Redialing a numberPersonal Call Manager keeps a list of the last ten telephone numbers you called. The m

Chapter 1 Personal Call Manager 33Business Communications Manager Personal Call Manager 1 Click the Quick Dials icon in the Tree View portion of the

34 Chapter 1 Personal Call ManagerP0936569 02 Displaying who is calling from the task trayWhen you click the Personal Call Manager icon in the task tr

Chapter 1 Personal Call Manager 35Business Communications ManagerPersonal Call Manager or2 Right-click the Ringing icon in the Calls box and then clic

36 Chapter 1 Personal Call ManagerP0936569 02 Answering a held call using the windowTo answer a held call:1 Right-click the icon of the call in the Ca

Chapter 1 Personal Call Manager 37Business Communications Manager Personal Call Manager 1 Click the Personal Call Manager task tray icon or the Calls

38 Chapter 1 Personal Call ManagerP0936569 02 4 Click Other.The Transfer dialog box appears.5 Type the telephone number of the person you want to tran

Chapter 1 Personal Call Manager 39Business Communications Manager Personal Call Manager Transferring a call using the task tray or Calls menuTo transf

4 ContentsP0936569 02Returning a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Calling

40 Chapter 1 Personal Call ManagerP0936569 02 Transferring a call using the keyboardYou can use the keyboard and the icons on the window to transfer a

Chapter 1 Personal Call Manager 41Business Communications Manager Personal Call Manager Transferring a call with an announcementWhen you transfer a ca

42 Chapter 1 Personal Call ManagerP0936569 02 5 Right-click the icon in the Calls box and point to Transfer.A menu of the current calls appears.6 Clic

Chapter 1 Personal Call Manager 43Business Communications Manager Personal Call Manager 3 Right-click the icon of the second call to be connected in a

44 Chapter 1 Personal Call ManagerP0936569 02 Restoring a held conference using the task tray or Calls menuTo cancel hold on a conference:1 Click the

Chapter 1 Personal Call Manager 45Business Communications Manager Personal Call Manager Ending a conference using the release buttonTo end a conferen

46 Chapter 1 Personal Call ManagerP0936569 02 2 In the Calls box, click .Ending a call using the windowTo end a call:1 Right-click the icon of the c

Chapter 1 Personal Call Manager 47Business Communications Manager Personal Call Manager Do Not Disturb (DND)When DND is enabled, the telephone does no

48 Chapter 1 Personal Call ManagerP0936569 02 3 Click the Forward button.The number your telephone is forwarded to appears on the “Status bar”.Calls L

Chapter 1 Personal Call Manager 49Business Communications Manager Personal Call Manager The Calls Log shows the name and telephone number of the calle

Contents 5Business Communications Manager Personal Call Manager Ending a conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

50 Chapter 1 Personal Call ManagerP0936569 02 or1 Click the View menu and then click Outgoing Calls Log.Updating the Calls LogIf you make or answer a

Chapter 1 Personal Call Manager 51Business Communications Manager Personal Call Manager 2 Click .orClick the Edit menu and then click Print.Deleting c

52 Chapter 1 Personal Call ManagerP0936569 02 The Tree View of the Address BookWhen you view the Address Book, the left side shows the tree structure

Chapter 1 Personal Call Manager 53Business Communications Manager Personal Call Manager The List View of the Address Book can be viewed in four differ

54 Chapter 1 Personal Call ManagerP0936569 02 ContactsA contact is any entry in the Address Book. A contact can be a person, business, or any number o

Chapter 1 Personal Call Manager 55Business Communications Manager Personal Call Manager To add a contact using the Menu bar:1 Click the File menu, poi

56 Chapter 1 Personal Call ManagerP0936569 02 BusinessUse the Business tab to enter the name, address, and telephone number of a contact. The first in

Chapter 1 Personal Call Manager 57Business Communications Manager Personal Call Manager E-Mail AddressThe E-Mail Address tab has two boxes: E-mail add

58 Chapter 1 Personal Call ManagerP0936569 02 SettingsUse the Settings tab to select the dialing default used for the contact and the picture displaye

Chapter 1 Personal Call Manager 59Business Communications Manager Personal Call Manager 3 Move to the folder where the voice announcement file is stor

6 ContentsP0936569 02Copying a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Moving a folder

60 Chapter 1 Personal Call ManagerP0936569 02 NoteUse the Note tab to record miscellaneous information about the contact. You can enter significant da

Chapter 1 Personal Call Manager 61Business Communications Manager Personal Call Manager Finding a contact in the Address BookThe Address Book has a se

62 Chapter 1 Personal Call ManagerP0936569 02 Quick SearchTo find a contact:1 Click the Tools menu and then click Find Person.or Click .The Search dia

Chapter 1 Personal Call Manager 63Business Communications Manager Personal Call Manager If the portion of the name or number you know is at the beginn

64 Chapter 1 Personal Call ManagerP0936569 02 Editing the properties of a contactThe information stored with a contact can be changed whenever require

Chapter 1 Personal Call Manager 65Business Communications Manager Personal Call Manager “Adding a new contact to the Address Book” on page 54 describ

66 Chapter 1 Personal Call ManagerP0936569 02 For information about how to make a linked copy of a contact, refer to “Copying a contact using the link

Chapter 1 Personal Call Manager 67Business Communications Manager Personal Call Manager 1 Click the contact you want to copy.2 Click .3 Open the folde

68 Chapter 1 Personal Call ManagerP0936569 02 After the contact is copied into the folder, you can open the contact properties and change any properti

Chapter 1 Personal Call Manager 69Business Communications Manager Personal Call Manager To move a contact using the Menu bar:1 Click the contact you w

7Business Communications Manager Personal Call Manager TablesTable 1 Copy Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

70 Chapter 1 Personal Call ManagerP0936569 02 To print a contact list:1 Click the contacts you want.1 Click the File menu and then click Print Contact

Chapter 1 Personal Call Manager 71Business Communications Manager Personal Call Manager 2 Click the File menu and then click Print Contact Detail.Fold

72 Chapter 1 Personal Call ManagerP0936569 02 When naming the new folder, you must use a name that does not already exist in the selected folder. Copy

Chapter 1 Personal Call Manager 73Business Communications Manager Personal Call Manager To move a folder using drag and drop, the folder must be visib

74 Chapter 1 Personal Call ManagerP0936569 02 2 Type the new name of the folder and then click the OK button.To change the name of a folder using the

Chapter 1 Personal Call Manager 75Business Communications Manager Personal Call Manager Importing ContactsIf you have a list of contacts in another ap

76 Chapter 1 Personal Call ManagerP0936569 02 7 Click the Last Name list box and then click the text field number that contains the last name informat

Chapter 1 Personal Call Manager 77Business Communications Manager Personal Call Manager 3 Move to the folder you want to store the text file in.4 In t

78 Chapter 1 Personal Call ManagerP0936569 02 Synchronization with the telephoneCommon call control operations can be performed on either the telephon

Chapter 1 Personal Call Manager 79Business Communications Manager Personal Call Manager 1 Click the Help menu and then click Tip of the Day.2 Clear th

8 TablesP0936569 02

80 Chapter 1 Personal Call ManagerP0936569 02 1 Click the Tools menu and then click Options.The Options dialog box appears.2 Click the Search Option y

Chapter 1 Personal Call Manager 81Business Communications Manager Personal Call Manager 1 Click the Tools menu and then click Options.The Options dial

82 Chapter 1 Personal Call ManagerP0936569 02 1 Click the Tools menu and then click Options.The Options dialog box appears.2 Click the Use Rules defin

Chapter 1 Personal Call Manager 83Business Communications Manager Personal Call Manager 1 Click the Tools menu and then click Options.The Options dial

84 Chapter 1 Personal Call ManagerP0936569 02 Removing Personal Call ManagerYou can remove Personal Call Manager from your computer. For example, if y

85Business Communications Manager Personal Call Manager GlossaryAddress BookThe portion of Personal Call Manager where you store the telephone numbers

86 GlossaryP0936569 02The menu bar shows the menus available from the main window.PC (Personal Computer)A Windows® compatible computer that runs the P

Business Communications Manager Personal Call Manager87 IndexAacronyms 9Active Call icon 13, 17, 33Address Book 14adding a contact 54changing the vie

88 IndexP0936569 02ending 45hold 43splitting 44Conference Call icon 13, 17Contactadding 54address 56changing 64copying 65, 67cutting 69default telepho

Index 89Business Communications Manager Personal Call Manager MMaking a call 28Address Book 29Calls menu 29Quick Dials 32redialing a number 32returnin

9Business Communications Manager Personal Call Manager PrefaceBusiness Communications Manager Personal Call Manager is a TAPI-based application that

90 IndexP0936569 02Task tray menu 13icons 13Telephone line used 18, 19Telephone lines 27Telephone number of contact 56default 58Telephone synchronizat