Avaya CallPilot 2.5 Unified Messaging User's Guide

CallPilotTMDesktop Messaging User Guidefor Lotus NotesRelease 2.5

7Welcome to CallPilotCallPilot from Nortel Networks is an advanced business communications system that offers exceptional flexibility for managing you

8Getting startedAbout this guideThis user guide is an overview of how to use CallPilot with Lotus Notes e-mail. The instructions and screen images sho

9Logging inWhen you log in to your e-mail, you can log in to CallPilot at the same time.To log in from Lotus NotesNote: Do not leave the Remember pass

10You change the mail database by either:1 Accessing the CallPilot Desktop Messaging view in the different Lotus Notes mail database. CallPilot Deskto

11Working with your CallPilot messagesWhen you open your e-mail with CallPilot installed, your CallPilot messages appear in the CallPilot Desktop Mess

12Playing voice messagesWhen you open a voice-only message, the CallPilot Player appears. In mixed voice and fax or text messages, click the Voice ico

13Viewing fax messagesNote: In order to receive faxes, your CallPilot administrator must enable fax capability for your mailbox.To view a fax message

14Composing voice messagesYou can record a voice message from the computer or the telephone, then address and send it the same way as an e-mail messag

15Composing fax and text messagesTo create and send a single fax message To create a fax, your CallPilot mailbox must have fax capability. The CallPil

166 Add attachments and options if required. See Adding attachments to messages, on page 33, and Setting message options, on page 33.7 Click the Send

Business Communications Manager & CallPilot 100/150Updates to theDesktop Messaging User GuidesInternet ClientsPage 7 Call the sender of a messageC

17Creating and sending fax batch messagesTo send customized CallPilot fax messages to multiple recipients you can use Microsoft Word's Mail Merge

181 Go to \Program Files\Nortel Networks\CallPilot\nda directory and open the Data.doc file.2 Add new columns or subtract existing ones, as required.

19 Common phone number symbols such as left and right parentheses and the dash are supported. Spaces are supported. Upper and lower case M used in

20First pageThe first page of the main document is a special page and does not become part of the final fax. Sample.doc is installed with the first pa

21/tn Name of Recipient. This name is used to identify the record in the NortelFax Batch Status dialog if the fax number is either missing or invalid.

22In this example, the document is customized for each recipient. Data source column headers are inserted into the document using the MS Word Mail Mer

234 Click OK in the Print dialog box to initiate the batch fax process.When the document is merged, data values from the data source file will be merg

24If a problem occurs while transferring the fax, a dialog similar to the following appears:If you select Yes, an attempt is made to resend the fax to

25Using custom fax Cover PagesCallpilot users can choose to include a cover page with their faxes. These are typically designed and managed by the ser

26unchecked, meaning that a cover page will not be sent. If you select this option, you can then choose and set a default cover page from a list of a

Outlook, Lotus Notes, GroupWisePage 7 Call the sender of a messageCall the sender of a message is not supported.Page 7 Access web-based My CallPilot t

27named "Cover page", which contains two submenus items: "Add" and "Modify".The "Add" menu displays a list of

28Nortel Fax Printer Driver formYou can use the Nortel Fax Printer form to send a fax message using either a CallPilot Desktop messaging client (such

29If you choose to send your fax to a specific destination (for example, a fax machine), the Cover page field becomes active and lets you browse for a

30Custom form and the Nortel Fax Printer driver application.Click on Preview to view the current state of the cover page.

31The first time you access this page, CallPilot Desktop Messaging will try to fill in the From section using information from the registry. Desktop M

32Calling the sender of a messageYou can respond to a CallPilot or a Lotus Notes e-mail message with a telephone call instead of a recorded message.1

33Adding attachments to messagesBefore sending a message, you can attach a voice, fax, or text file to it. Voice files can be .vbk or .wav format for

34Addressing messagesCallpilot users can access a variety of address books to address messages. These include the CallPilot or Lotus Notes Public Addr

35To address a message using a CallPilot Address Book The CallPilot Address Book on the server is maintained by your organization, and contains the ad

36Required format for a CallPilot E-mail addressIf you choose to enter a CallPilot addresses in the E-mail field, it must be entered in the following

i

37RestrictionsWhen you submit a message to the CallPilot server for delivery to a telephone or fax number, the CallPilot server reviews the Restrictio

38CallPilot distribution listsYou can create a Personal Distribution List (PDL) over the phone or in My CallPilot.Using the Lotus Notes client, you ca

39Changing your mailbox settingsTo view or change your CallPilot access settingsYour administrator enters the default CallPilot access information for

40Changing mail delivery settingsTo view or change your mail settingsYour administrator enters the default mail settings for you. You can change them

41 Include a message header when forwarding/replying - The header information of the original message appears in a reply or forwarded message.  Incl

42Changing your address book settingsTo view or change your Address Book settingsYour administrator enters the default Address Book settings for you.

433 Check the Remind me... box and specify the number of days between reminders.4 Click Download Now.5 Click OK.

44Changing audio settingsTo change the audio device and volumeYou can play and record your messages from your telephone or your computer. 1 In your Lo

454 In Volume, check the two Volume check boxes if you want to coordinate your CallPilot volume settings with your computer’s speaker and microphone v

46Linking to My CallPilotDesktop Messaging provides links to the web-based resources in My CallPilot. To view or change the URL for My CallPilot, see

iiCallPilot Desktop Messaging User Guide for Lotus NotesProduct releases: 2.5Document release: Standard 1.0Date: October 2003Copyright © 2003, Nortel

47specific to your mailbox.

48Working offlineTo work offline, you will require a computer that has CallPilot installed and configured in the same way as your office computer. You

49Document informationCallPilot Desktop Messaging User Guide for Lotus NotesCopyright © 2003, Nortel Networks, All Rights ReservedInformation is subje

iiiNortel Networks, the Nortel Networks logo, the Globemark, and Unified Networks, BNR, CallPilot, DMS, DMS-100, DMS-250, DMS-MTX, DMS-SCP, DPN, Dualm

ivPROMARK and RHOBOT are trademarks of DMI Promark, Inc.QUICKTIME is a trademark of Apple Computer, In.RADISYS is a trademark of Radisys Corporation.R

vContentsWelcome to CallPilot . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Getting started . . . . . . . . . . . . . . . .

vi