Avaya Personal Call Manager User's Guide

Part No. P0604633 01Business Communications Manager Personal Call Manager User Guide

10 Preface P0604633 01 AcronymsThis guide uses the following acronyms:API Application Programming InterfaceCLID Calling Line IdentificationCTE Comp

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

12 Chapter 1 Personal Call Manager P0604633 01 Installing Personal Call ManagerPersonal Call Manager must be installed on your computer before you

Chapter 1 Personal Call Manager 13Business Communications Manager Personal Call Manager Personal Call Manager iconsWhen Personal Call Manager star

14 Chapter 1 Personal Call Manager P0604633 01 The upper portion of the menu contains the current calls. Each of these calls has an icon beside it

Chapter 1 Personal Call Manager 15Business Communications Manager Personal Call Manager Components of the windowThe Personal Call Manager window s

16 Chapter 1 Personal Call Manager P0604633 01 ToolbarThe toolbar contains several buttons that provide quick and easy access to Personal Call Man

Chapter 1 Personal Call Manager 17Business Communications Manager Personal Call Manager Address BookThe Address Book is a list of all the contacts

18 Chapter 1 Personal Call Manager P0604633 01 Current Calls iconsThere are several icons that are used in the Current Calls section. Each icon is

Chapter 1 Personal Call Manager 19Business Communications Manager Personal Call Manager Status barThe Status bar is at the bottom of the screen an

2 P0604633 01 Copyright © 2003 Nortel NetworksAll rights reserved. The information in this document is subject to change without notice. The statement

20 Chapter 1 Personal Call Manager P0604633 01 Setting up Personal Call ManagerBefore you can use Personal Call Manager you must choose the TAPI l

Chapter 1 Personal Call Manager 21Business Communications Manager Personal Call Manager Changing the dialing propertiesYou use the Dialing Propert

22 Chapter 1 Personal Call Manager P0604633 01 From the Dialing Properties dialog box you can control these options:• the location you are dialing

Chapter 1 Personal Call Manager 23Business Communications Manager Personal Call Manager Selecting a locationWhen you select a location, all of the

24 Chapter 1 Personal Call Manager P0604633 01 Area CodeThe Area Code box defines the area code you are currently in. Personal Call Manager uses t

Chapter 1 Personal Call Manager 25Business Communications Manager Personal Call Manager To add a prefix that is considered long distance1 Click th

26 Chapter 1 Personal Call Manager P0604633 01 Setting up a calling cardYou must set up the calling card parameters before you can use a calling c

Chapter 1 Personal Call Manager 27Business Communications Manager Personal Call Manager 2 Click the New button.The Create New Calling Card dialog

28 Chapter 1 Personal Call Manager P0604633 01 10 When all of the required steps are added, click the OK button.11 Click the International Usage b

Chapter 1 Personal Call Manager 29Business Communications Manager Personal Call Manager Defining long distance numbers in your area codeIn some lo

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

30 Chapter 1 Personal Call Manager P0604633 01 Making a callUsing Personal Call Manager, you can make a call using the Calls menu, the Personal Ca

Chapter 1 Personal Call Manager 31Business Communications Manager Personal Call Manager Making a call using the task tray or Calls menuTo make a c

32 Chapter 1 Personal Call Manager P0604633 01 Making a call using the toolbarTo make a call using the toolbar:1 Click .The Dial dialog box appear

Chapter 1 Personal Call Manager 33Business Communications Manager Personal Call Manager Redialing a numberPersonal Call Manager keeps a list of th

34 Chapter 1 Personal Call Manager P0604633 01 Calling from the Quick Dial listBefore you can call a number from the Quick Dial list, you must add

Chapter 1 Personal Call Manager 35Business Communications Manager Personal Call Manager Answering a callKnowing when someone is callingPersonal Ca

36 Chapter 1 Personal Call Manager P0604633 01 Answering a call using the You Have a New Call dialog boxPersonal Call Manager displays the You Hav

Chapter 1 Personal Call Manager 37Business Communications Manager Personal Call Manager Also, if the caller is one of the contacts in your Address

38 Chapter 1 Personal Call Manager P0604633 01 Putting a call on holdWhen a call is put on hold, the icon for the call changes from the Active Cal

Chapter 1 Personal Call Manager 39Business Communications Manager Personal Call Manager Multiple callsPersonal Call Manager can control several ca

4 Contents P0604633 01Returning a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Cal

40 Chapter 1 Personal Call Manager P0604633 01 Transferring a callPersonal Call Manager allows you to transfer a call to a different telephone. Yo

Chapter 1 Personal Call Manager 41Business Communications Manager Personal Call Manager 5 Type the telephone number of the person you want to tran

42 Chapter 1 Personal Call Manager P0604633 01 Transferring a call using the task tray or Calls menuTo transfer a call:1 Make or answer the call.2

Chapter 1 Personal Call Manager 43Business Communications Manager Personal Call Manager Transferring a call using the keyboardYou can use the keyb

44 Chapter 1 Personal Call Manager P0604633 01 Transferring a call with an announcementWhen you transfer a call with an announcement, you are call

Chapter 1 Personal Call Manager 45Business Communications Manager Personal Call Manager Conferencing a callIn a conference call you connect yourse

46 Chapter 1 Personal Call Manager P0604633 01 Putting conferences call on holdWhen you put a conference on hold, both calls are put on hold. Neit

Chapter 1 Personal Call Manager 47Business Communications Manager Personal Call Manager Splitting a conferenceWhen you split a conference, the con

48 Chapter 1 Personal Call Manager P0604633 01 Ending a conferenceWhen you end a conference, you remove yourself from the conference and let the o

Chapter 1 Personal Call Manager 49Business Communications Manager Personal Call Manager Ending a callEnding a call using the release buttonTo end

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

50 Chapter 1 Personal Call Manager P0604633 01 Calling featuresPersonal Call Manager gives you easy access to two common calling features: Do Not

Chapter 1 Personal Call Manager 51Business Communications Manager Personal Call Manager 2 Type the telephone number you want to call forward your

52 Chapter 1 Personal Call Manager P0604633 01 Calls Log WindowThe Calls Log consists of two parts: the Incoming Calls Log and the Outgoing Calls

Chapter 1 Personal Call Manager 53Business Communications Manager Personal Call Manager Viewing the Outgoing CallsTo view the Outgoing Calls:1 Cli

54 Chapter 1 Personal Call Manager P0604633 01 Printing call information from the Calls LogYou can print the Calls Log information for any call in

Chapter 1 Personal Call Manager 55Business Communications Manager Personal Call Manager Address BookThe Address Book is the portion of Personal Ca

56 Chapter 1 Personal Call Manager P0604633 01 The List View portion of the Address BookOn the right side of the screen is the List View of the Ad

Chapter 1 Personal Call Manager 57Business Communications Manager Personal Call Manager Displaying the Address Book in details viewIf you select d

58 Chapter 1 Personal Call Manager P0604633 01 4 Click the OK button.The contact is added to the folder shown in the List View of the Address Book

Chapter 1 Personal Call Manager 59Business Communications Manager Personal Call Manager BusinessUse the Business tab to enter the name, address, a

6 Contents P0604633 01Copying a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Moving a fo

60 Chapter 1 Personal Call Manager P0604633 01 E-Mail AddressThe E-Mail Address tab has two boxes: E-mail address and E-mail type.E-mail address s

Chapter 1 Personal Call Manager 61Business Communications Manager Personal Call Manager SettingsUse the Settings tab to select the dialing default

62 Chapter 1 Personal Call Manager P0604633 01 4 Double-click the voice announcement file you want to use.If you decide you no longer want a voice

Chapter 1 Personal Call Manager 63Business Communications Manager Personal Call Manager NoteUse the Note tab to record miscellaneous information a

64 Chapter 1 Personal Call Manager P0604633 01 Finding a contact in the Address BookThe Address Book has a search feature to help you find a conta

Chapter 1 Personal Call Manager 65Business Communications Manager Personal Call Manager Quick SearchTo find a contact:1 Click the Tools menu and t

66 Chapter 1 Personal Call Manager P0604633 01 Entering names or numbersIf you know only part of the name or telephone number of the contact you w

Chapter 1 Personal Call Manager 67Business Communications Manager Personal Call Manager Editing the properties of a contactThe information stored

68 Chapter 1 Personal Call Manager P0604633 01 To change the properties of a contact using the Menu bar:1 Find the contact in the Address Book. Yo

Chapter 1 Personal Call Manager 69Business Communications Manager Personal Call Manager Deciding which copy method to useThe copy method you choos

7Business Communications Manager Personal Call Manager TablesTable 1 You Have a New Call descriptions . . . . . . . . . . . . . . . . . . . . . . . .

70 Chapter 1 Personal Call Manager P0604633 01 To copy a contact using the toolbar:1 Click the contact you want to copy.2 Click .3 Open the folder

Chapter 1 Personal Call Manager 71Business Communications Manager Personal Call Manager 5 Type the name of the contact and click the OK button.Aft

72 Chapter 1 Personal Call Manager P0604633 01 To move a contact using the Menu bar:1 Click the contact you want to move.2 Click the Edit menu and

Chapter 1 Personal Call Manager 73Business Communications Manager Personal Call Manager To print a contact list:1 Click the contacts you want.2 Cl

74 Chapter 1 Personal Call Manager P0604633 01 FoldersFolders can be added only to the My Contacts section and the folders in the My Contacts sect

Chapter 1 Personal Call Manager 75Business Communications Manager Personal Call Manager Copying a folderWhen you copy a folder, the folder and all

76 Chapter 1 Personal Call Manager P0604633 01 Moving a folderFolders can be moved from one enclosing folder to another. When you move a folder, y

Chapter 1 Personal Call Manager 77Business Communications Manager Personal Call Manager Renaming a folderTo change the name of a folder using the

78 Chapter 1 Personal Call Manager P0604633 01 Importing ContactsIf you have a list of contacts in another application, you can save your list of

Chapter 1 Personal Call Manager 79Business Communications Manager Personal Call Manager 7 Click the list box of one of the information fields (for

8 Tables P0604633 01

80 Chapter 1 Personal Call Manager P0604633 01 5 Click the Save button.The Export address into text file dialog box appears with the path and file

Chapter 1 Personal Call Manager 81Business Communications Manager Personal Call Manager Synchronization with the telephoneCommon call control oper

82 Chapter 1 Personal Call Manager P0604633 01 Turning the Tip of the Day offThe Tip of the Day window appears when you start Personal Call Manage

Chapter 1 Personal Call Manager 83Business Communications Manager Personal Call Manager Personal Call Manager PreferencesPersonal Call Manager pre

84 Chapter 1 Personal Call Manager P0604633 01 Changing the Startup OptionThe Startup Option determines if the window is open or minimized when yo

Chapter 1 Personal Call Manager 85Business Communications Manager Personal Call Manager Changing the Dialing Rule SettingThe Dialing Rule Setting

86 Chapter 1 Personal Call Manager P0604633 01 Changing the Caller’s Record Display SettingWhen the Caller’s Record Display Setting is on, Persona

Chapter 1 Personal Call Manager 87Business Communications Manager Personal Call Manager Quitting Personal Call ManagerYou can quit Personal Call M

88 Chapter 1 Personal Call Manager P0604633 01

89Business Communications Manager Personal Call Manager GlossaryAddress BookThe portion of Personal Call Manager where you store the telephone numbers

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

90 Glossary P0604633 01Menu bar The menu bar shows the menus available from the main window.PC (Personal Computer)A Windows® compatible computer th

Business Communications Manager Personal Call Manager91IndexAacronyms 10Active Call icon 14, 18, 35Address Book 15adding a contact 57changing

92 IndexP0604633 01Do Not Disturb (DND) 19, 50Duration, call 18EE-Mail Address 60Exiting Personal Call Manager 87FFinding a contact 64ent

Index 93Business Communications Manager Personal Call ManagerQQuick Dials 55adding 80list 34Quitting Personal Call Manager 87RRedialing a t

94 IndexP0604633 01