Avaya CallPilot 4.0 Unified Messaging User's Guide

C a l l P i l o tTMRelease 4.0 - Standard 1.07Desktop Messaging User Guidefor Lotus Notes

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7How to get HelpThis section explains how to get help for Nortel products and services.Getting Help from the Nortel Web siteThe best way to get techni

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9Welcome to CallPilotCallPilot* from Nortel is an advanced business communications system that offers exceptional flexibility for managing your messag

10Getting startedAbout this guideThis user guide is an overview of how to use CallPilot with Lotus Notes e-mail. The instructions and screen images sh

11Logging 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 pas

12You change the mail database by either:1 Accessing the CallPilot Desktop Messaging view in the different Lotus Notes mail database. CallPilot Deskto

13Working with your CallPilot messagesWhen you open your e-mail with CallPilot installed, your CallPilot messages appear in the CallPilot Desktop Mess

14Playing voice messagesWhen you open a voice-only message, the CallPilot Player appears. In mixed voice, fax, or text messages, click the Voice icon

15Viewing fax messagesNote: In order to receive faxes, your CallPilot a dministrator must enable fax capability for your mailbox.To view a fax message

Business Communications Manager & CallPilot 100/150Updates to theDesktop Messaging User GuidesInternet ClientsPage 9 Call the sender of a messageC

16Composing voice messagesYou can record a voice message from the computer or the telephone, then address and send the voice message the same way as a

17converts .vbk files to .wav files, when sending to non-CallPilot users. See Changing mail delivery settings, on page 48.

18Composing fax and text messagesTo create and send a single fax message To cr e ate a fax, your CallPilot mailbox must have fax capability. The CallP

19To create and send a text messageTo cr e ate a text message: 1 Open a new CallPilot message form.2 Click the Text icon in the toolbar.3 Ty p e or pa

20Creating and sending fax batch messagesTo send customized CallPilot fax messages to multiple recipients, you can use Microsoft Word Mail Merge, and

213 Add the required data under each column header. The data source can be created by any means available to populate a Microsoft Word table, includin

22CallPilot telephone interface. Messages sent Urgent are treated as Normal when they are sent to non-CallPilot addresses.4 Once the table is updated,

23The purpose of this page is to provide a location to map information in the data source to each customized fax document. To signal CallPilot that th

24You can use all of the data source column header tags to customize the document. The following is an example using the Sample.doc file:In this examp

253 Select Merge to Printer, and then select the Nortel Fax Batch driver from the Print dialog box that appears.Note: Ensure that Microsoft Word is no

Outlook, Lotus Notes, GroupWisePage 9 Contact sender of a messageCall the sender of a message is not supported.Contact Sender is not supported. This d

26appears:If you select Yes, an attempt is made to resend the fax to the server. If you select No, the current fax is skipped, and processing begins o

27Using custom fax Cover PagesCallPilot users can choose to include a cover page with their faxes. The server administrator typically designs and mana

28CallPilot Desktop Messaging Custom formThe Custom Fax Forward form of CallPilot Desktop Messaging contains a menu item named Cover page, which cont

29Nortel Fax Printer Driver formYou can use the Nortel Fax Printer form to send a fax message, using either a CallPilot Desktop Messaging client (such

30If you choose to send your fax to a specific destination (for example, a fax machine), the Cover page text box becomes active. This allows you to br

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

32Initiating a call using Call DirectoryThe Call Directory feature allows you to call any person listed in the Lotus Notes Public or Personal Address

33When the CallPilot Personal Address Book is openThe Call directory feature is also available through the Actions-> Call menu item when the CallPi

34Contacting 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

35 If the person is selected from Lotus Notes Personal Address Book, telephone numbers is retrieved from the Business - Office Phone and Cell Phone f

Page 38 E-mail addresses versus Fax/Telephone numbersThe CallPilot Desktop client always attempts to find a CallPilot e-mail address or address inform

36Adding attachments to messagesBefore sending a message, you can attach one or more voice, fax, or text files to it. Voice files can be .vbk or .wav

37Forwarding and replying to messagesYou can forward a message and append an introduction to it. You can also compose a reply to the sender of a messa

38form are used to display the message. Note, however, that there are a few limitations when using the Reply/Reply All functionality. You cannot reply

39Addressing messagesCallPilot users can access a variety of Address Books to address messages. These include the CallPilot or Lotus Notes Public Addr

40Voice or Fax numbers, you are prompted to choose and verify the final destination.4 Click To ->, Cc ->, or Bcc ->, as required.5 Click OK t

41c. Click on Search. All records with the last name matching the letters are returned and displayed in the address list. Note: Yo u c an continue to

42CallPilot distribution listsYou can create a Personal Distribution List (PDL) over the phone or in My CallPilot.Using the Lotus Notes client, you ca

43Instant MessagingThe Instant Messaging feature allows you to start an Instant Messaging (IM) session through Microsoft Windows/MSN Messenger/Nortel

44Using Instant Messaging from the CallPilot FormYou can initiate an instant messaging session through the CallPilot Form. When the CallPilot Form is

45Contact Sender menu item from the Tools-> CallPilot Desktop Messaging Tools menu.When Contact Sender is chosen, CallPilot retrieves the message s

46This window provides the interface for sending and receiving instant messages.If the sign in name does not exist in your Contact> Friend list, Ca

47Changing your mailbox settingsTo view or change your CallPilot access settingsYour administrator enters the default CallPilot access information for

48Changing mail delivery settingsTo view or change your mail settingsYour administrator enters the default mail settings for you. You can change them,

49 Enable Message Forwarding Rule - enables the forwarding of messages as defined by the CallPilot Administrator. If the Message Forwarding Rule feat

50Changing your Address Book settingsTo view or change your Address Book settingsYour administrator enters the default Address Book settings for you.

51Changing audio settingsTo change the audio device and volumeYou can play and record your messages from your telephone or your computer. 1 In your Lo

52Linking to My CallPilotDesktop Messaging provides links to the web-based resources in My CallPilot. To view or change the URL for My CallPilot, see

53specific to your mailbox.

54Working offlineTo work offline, you require a computer that has CallPilot installed and configured in the same way as your office computer. You can

55Document informationCallPilot Desktop Messaging User Guide for Lotus NotesCopyright © 2006 Nortel Networks. All Rights Reserved.Information is subje

2CallPilot Desktop Messaging User Guide for Lotus NotesDocument number: 555-7101-423Product release: 4.0Document release: Standard 1.07Date: October 2

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3*Nortel Networks, the Nortel Networks logo, the Globemark, and Unified Networks, BNR, CallPilot, DMS, DMS-100, DMS-250, DMS-MTX, DMS-SCP, DPN, Dualmo

4PROMARK and RHOBOT are trademarks of DMI Promark, Inc.QUICKTIME is a trademark of Apple Computer, In.RADISYS is a trademark of Radisys Corporation.RO

5ContentsHow to get Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Welcome to CallPilot . . . . . . . . . . . .