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Phone Assistant Client User Manual

1. Disable all Forwards Do Mot Disturb oe 3 The following texts corresponding with the type of DND setting displayed in the Information Panel input field 22 Operating Manual Client Document Version 2007 02 20 3 1 2 Changing Do Not Disturb Settings When the Enable Do Not Disturb Both option is clicked the Phone Presence is set to DND Int DND Ext UND Int OND Ext I _ When the Enable Do Not Disturb Internal only option is clicked the Phone Presence is set to DND Int OND Int fo When the Enable Do Not Disturb External only option is clicked the Phone Presence is set to DND Ext OND Ext When the Clear All Forwards Do Not Disturb option is clicked all of the call forward settings and DND settings of the telephone are cleared Note By enabling the DND setting you cannot receive internal and or external incoming calls Itis possible to set FWD Int and DND Ext or FWD Ext and DND Int at the same time Document Version 2007 02 20 Operating Manual Client 23 3 1 3 Shortcuts 3 1 3 Shortcuts The I Want To tab provides a set of shortcuts which may be used to perform frequently used functions or to configure profile options Open call control wiew P Camera F Edit mw contacts fica ki Look at history Change my options nt e Open call control This is a shortcut to the Call Control tab Please refer to 3 2 Call Control Tab for details e View IP
2. SD Rum Oooo Hi f Monitored extension drop here 102 103 104 Document Version 2007 02 20 Operating Manual Client 101 102 7 4 Select Tab Removing an Extension from the Monitor Tab A selected extension can be removed from the Monitored extension panel using the Remove Monitored Extension button 1 Select the extension to be removed in the Monitored extension panel 2 Click the Remove Monitored Extension button Compact Extensions drae from here Ca Monitor oa History uj Report Select 102 103 104 Extension hred extension drop here 4 Click Yes to remove the selected extension or No to cancel the action When an extension is removed the corresponding details will be removed from the Monitor tab Operating Manual Client Document Version 2007 02 20 Section 8 Operation with Buttons Document Version 2007 02 20 Operating Manual Client 103 8 1 1 Barge In Button 8 1 Control Functions A supervisor can take control of an ongoing call being handled by PA users The following are the call control functions that can be performed e Barge In e Take Over on an ongoing call e Listen In on a conversation IMPORTANT Please refer to the Panasonic Hybrid IP PBX manuals for details about the PBX settings in order to use the supervisor functions 8 1 1 Barge In Button This function allows the supervisor to enter into an e
3. 4 m Connected Device 1 Supervisor Conditions Call specific conditions The supervisor cannot take over the call when there is an ongoing call internal or external between 2 parties with the following conditions e The monitored extension is currently connected to the supervisor e The supervisor s own extension is busy e The selected call is a part of a conference call Document Version 2007 02 20 Operating Manual Client 107 8 1 3 Listen In Button e There is consultation hold on one of the involved extensions e The call is already being monitored by another extension e The call is a door phone call If the supervisor has successfully taken over a conversation the following information is displayed Panasonic Phone Assistant Status Pro My Information Extension Extension Hame Hill Adam On the Phone Douelas Foxley Anne Jones On the Phone Robinson h a Meeting Cumberland Do Not Disturb Keane Idle Conditions for PSs It is impossible for a Portable Station PS extension to take over a call The PA application does not support PS DECT telephones 8 1 3 Listen In Button This function allows the supervisor to listen in on an ongoing conversation of a monitored extension The supervisor s voice cannot be heard Listen In button 108 Operating Manual Client Document Version 2007 02 20 8 1 3 Listen In Button Example 1 Device 2 and device 3 are ona call Device 1
4. DoorPhone Link EMTS w C Camera 2 SEN C Camera 3 Doo T e C Camera 4 Pade OD og Beetle la Automatically show camera when DoorPhone ring This screen allows you to enable or disable IP cameras visible by PA users You may specify which IP camera can be viewed from your IP Camera tab 3 3 2 Operating IP Camera When you start using the IP camera functions you are requested to enter the username and password that you assigned when configuring the IP camera Connect to 10 75 864 207 General User User name ne Remember my password IMPORTANT Please refer to the manuals included with your IP camera for details about connecting your camera Document Version 2007 02 20 Operating Manual Client 37 3 3 2 Operating IP Camera 38 The following functions can be controlled in the IP Camera tab 980060 QO O DDE R 5 y z F 1 a F rs i L i Select IP camera Starts viewing Stops viewing Moves the camera view upward Moves the camera view downward Moves the camera view to left Moves the camera view to right Pan scanning from left to right Zoom in Zoom out Opens the door Small screen size Medium screen size Large screen size BOEOQOOOOOOOO Doorphone Door Opener e f a doorphone door opener module is installed it is possible to open doors remotely using the PA application To use this feature the IP camera can be configured to monitor act
5. When either Transferring Option is Clicked e When the Blind transfer the call option is clicked The call will be transferred without informing the transfer destination about the call The transferred call will fall back if it does not get answered e When the Transfer the call to another number option is clicked The call will be transferred after connecting with the transfer destination and informing him her about the call The transferred call will fall back if it does not get answered 3 2 2 9 Holding Calls or Retrieving Held Calls Ongoing calls can be put on hold to be retrieved later Holding Retrieving Held Calls can be Performed as Follows e Highlighting the call in the Call Control tab and clicking Put the call on hold Retrieve the call After a Call is Held or Retrieved e Hold puts the selected call on hold e Retrieve retrieves the held call 32 Operating Manual Client Document Version 2007 02 20 3 2 3 Conference Call 3 2 2 6 Rejecting Calls You may reject an incoming call Call Alert Receiving a call From Glawer Gil Humber 1 03 Answer Close Rejecting Calls can be Performed by e Clicking Reject on the Call Alert screen e Clicking Reject the call shown in the Active Calls field under the Call Control tab Note You must specify the extension number or the mailbox number of the Voice Processing System to which rejected calls are transferred Go back to
6. Panasonic Operating Manual Client Phone Assistant Series Mode no KX NCS1101 KX NCS1105 KX NCS1110 KX NCS1199 KX NCS1201 KX NCSY101 Thank you for purchasing this Panasonic product Please read this manual carefully before using this software and save this manual for future use Document Version 2007 02 20 Introduction 2 The Phone Assistant PA application is an intuitive Computer Telephony Integration CTI software solution to enhance the productivity of Panasonic Private Branch Exchange PBX telephone users PA software consists of the following software components 1 PA used by phone users 2 PA Status for supervisors or managers 3 PA Manager performs configuration or setup for all PA users 4 PA Server the core engine for all PA software Condition e The screen shots may be different from the actual software Trademarks e Microsoft and Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries All other trademarks identified herein are the property of their respective owners e Screen shots reprinted with permission from Microsoft Corporation Operating Manual Client Document Version 2007 02 20 Table of Contents 1 Starting Phone Assistant 2 2 20000000000n0nnunnunnunnunnnnnnnnnnnn nun nn 5 1 1 Starting Phone Assistant for the First Time 22 2200 20020002n000n0nn0nnnunnnnn n
7. Click Yes A warning message will appear if you do not have a valid license for Pro mode You may log in to Pro Trial mode or Express mode instead if you meet the following conditions You can log in to Pro Trial mode if e you do not have a Pro license e the number of users does not exceed the user capacity for Pro Trial mode e the 60 day trial period has not expired If you agree to the conditions stated above select the check box and click Yes to use the application in Pro Trial mode You can log in to Express mode if e You do not meet the conditions to log in to Pro Trial mode e The number of users does not exceed the user capacity for Express mode 10 Operating Manual Client Document Version 2007 02 20 1 2 Logging In after the First Time If you agree to the conditions stated above select the check box and click Yes to use the application in Express mode When the number of PA users exceeds the user capacity for each mode the following message will appear Panasonic Phone Assistant x Humber of users had exceeded the limit Document Version 2007 02 20 Operating Manual Client 11 1 2 Logging In after the First Time 12 Operating Manual Client Document Version 2007 02 20 Section 2 Interface Overview Document Version 2007 02 20 Operating Manual Client 13 2 1 User Information Panel 2 1 User Information Panel The User Information Panel is the central point of the application where
8. Editing a Contact 44 Select the contact to edit Click the Edit Contact button Right click the selected contact and select Edit contact from the context menu Edit Contact Last Name ill First Name Garroll Phone Number Add Prefix Number i Group Private The Edit Contact screen appears Operating Manual Client Document Version 2007 02 20 3 4 2 Contact List 3 Edit the Contact 4 Click OK to apply the changes Deleting a Contact 1 Select the contact that you want to delete 2 Click the Delete Contact button Right click the selected contact and select Delete Contact from the context menu 3 The following confirmation screen appears Panasonic Phone Assistant Pro 4 Click Yes to remove from the Contact List field Searching for a Contact You can search for a specific contact in the Contact List field Last Name First Name Phone Number PIs Phone Status Group 7 byer Henry 2012 Private h a Meeting Private Woods Warwick Zn Do not disturb Private Rosenberg Anthony ui vi Idle GTI Foxley Emma GTI sidle Lily u Business Finn Horacio Business Glover Gil Business The following data will be searched e Last Name e First Name e Phone number A maximum of 255 characters can be entered in this field Found items will be sorted in the following priority Last Name gt First Name Phone number Document Version 2007 02 20 Operating Manua
9. Select the contact list group that you want to edit 2 Click Edit Contact List Groups Contact List Groups Private Business MT Delete Panasonic Phone Assistant Pro Please enter 4 name 3 Edit the contact list group name 4 Click OK to apply the changes Deleting a Contact List Group 1 Select the contact list group that you want to delete 2 Click Delete A confirmation dialog box will appear Panasonic Phone Assistant Pro 48 Operating Manual Client Document Version 2007 02 20 3 4 4 Importing Editing Outlook Contacts Note If the group to be deleted contains contacts the following confirmation dialog box will appear Click Yes to delete all the contacts that belong to that group and No to cancel the deletion of the group Panasonic Phone Assistant Pro There are contacts in your list that belones to this group Deleting this group will ALSO delete these contacta Do you want to continue to delete the group Yes Rearranging a Contact List Group To rearrange a contact list group select the desired group and e click Move Up or Move Down e drag the group to the desired position 3 4 4 Importing Editing Outlook Contacts You may import contacts from Outlook into the CDL and may also edit delete rename the contact that appear in the CDL 1 Click the double arrow button and select CRM Integration from the drop down list show Fewer Buttons Add or Remove But
10. supervisor selects device 2 in the Monitor tab and presses the Listen In button Device 1 listens in on an ongoing conversation between device 2 and device 3 eo Bes Device 2 Device 3 PA user PA user t ete Device 1 Supervisor Connected Listens In On a Conversation Note The supervisor can stop listening in on a conversation by right clicking the monitored extension and selecting hangup Conditions Listen In can only be executed under the conditions noted below PBX settings e Call Monitor in COS settings is enabled Call specific conditions The supervisor cannot listen in on a conversation when there is an ongoing call internal or external between 2 parties with the following conditions e The monitored extension is currently connected to the supervisor e The supervisor s own extension is busy e The selected call is a part of a conference call e There is consultation hold on one of the involved extensions e The call is already being monitored by another extension e The call is a door phone call Conditions for PSs Listen In for Portable Station PS calls is possible when the supervisor extension is aDPT extension The PA application does not support PS DECT telephones It is impossible for users to use the software with only PS DECT telephones Document Version 2007 02 20 Operating Manual Client 109 8 1 3 Listen In Button 110 Operating Manual Client Document Version 200
11. 02 42 04 2006 04 16 02 42 04 2006 04 15 02 46 39 2006 04 15 02 46 54 2006 04 18 02 49 58 Duration 00 00 04 OO 00 22 00 00 20 00 00 15 00 00 03 00 00 10 Duration 00 00 47 00 00 06 00 00 0 00 00 19 00 00 03 00 01 36 Rineine Time 00 00 04 0 00 03 00 00 03 00 00 08 00 00 03 00 00 05 Ringing Time 00 00 03 00 00 06 00 00 00 00 00 08 00 00 03 00 00 08 Trunk Internal Internal Internal Internal Internal Internal Trunk Internal Internal Internal Internal Internal Internal hl Operating Manual Client 91 7 2 1 Display of Call Information e Caller e Caller Name e Called e Called Name e Date Time of the call e Duration of the call h min s e Ringing time Ringing duration h min s e Trunk e Tag Sorting Column Moving Possibilities It is possible to e Sort history items according to each column heading This is performed by clicking the desired column header e Change the order of the columns displayed This is performed by selecting and dragging a column header to the desired location Searching Call History items can be searched using the values e g 102 Chris Martin for the following topics e Caller e Called e Caller Name e Called Name Searched items will be listed in the following priority Caller gt Called gt Caller Name Called Name Call History All Cal
12. Conference Conference 2006 04 15 02 43 04 00 00 06 00 00 00 Internal 101 Keane 103 Jones 0065 04 18 02 46 39 00 00 19 00 00 05 Internal 101 Keane 102 Grissom 0065 04 18 02 46 54 00 00 03 00 00 03 Internal Dad 103 Jones 101 Keane 2006 04 18 02 49 59 00 01 36 00 00 05 Internal X Document Version 2007 02 20 Operating Manual Client 89 7 2 1 Display of Call Information It is possible to view the history of past calls depending on the call type e g incoming missed calls outgoing unanswered calls etc by using the Call Type buttons Up to 100 records per page can be displayed for each call type Previous button Next button Click Next to view the next page and click Previous to view the previous page Note e When an external incoming call is transferred from an extension Voice Processing System VPS the incoming call is recorded twice on the receiving extension s call log once for the external incoming call log and once for the intercom call from the extension VPS e When an extension receives a blind transfer call the call from the transferring extension will be recorded as a missed call on the receiving extension s call log Call Type Button The following buttons can be used to change the type of calls that are displayed in the History tab Show All Calls Show Incoming Missed Calls Show Incoming Received Calls Show Outgoing Unanswered Calls Show Outgoing Answered Calls A
13. Information 0222022000200 020 enenennnennnenenennnennnennnnnnnnnnnnnnnnnnnnnnnnnnnen 90 1 2 2 SV OUTPUT ee ee are are snore miestemieeenucusinnmneiines 93 7 3 REDON TAD re 99 1 3 1 Overall Status Reporling ee een een 99 1 3 2 Extension Reporting 24z020002000000 n0nnnn anno anno ann nano nnnennnnnne anne nnnnnnennnennnnnnennnnnnnnne 100 7 4 SEIECE TA een nano anne eee ee A ee E 101 S Operation with Buttons isiiiicsiseccccssccinsesieescuceasentasvevenceeceenmenaatensseecenestt 103 8 1 Control FUNCIONS ssicstctcvcsnsaesntiuanaectudsoasdduaoinsancersabuasuscenecseeudiaratviunsuniunsnsscdadsoascenccziant 104 8 1 1 Barde IN BURON ana ENE EEEN EEEE EAEE EENE E EEA EEE EE 104 8 1 2 Take CV CT BUTOI ea a a ae ee 106 8 1 3 Listen In Button 2 20220220220snuennnnnsnnennennunnnnnnnnnnnnennennennnnnnnnnnnnnnnnnnennennennnnnnnnnsnnnenen 108 9 Configurations zer are 111 9 1 Opon SENGS zes ee ee ee 112 9 1 1 IO IVIAD DINGS unse ss ee ee esse 112 9 1 2 PD On ee au nr ee E T ee ee 114 10 Phone Assistant Softphone Plug in Module u u222u022200n220o 117 10 1 USING the SOPRON sau zusenden 118 ON acter cerca EE E E E 123 Operating Manual Client Document Version 2007 02 20 Section 1 Starting Phone Assistant Document Version 2007 02 20 Operating Manual Client 5 1 1 Starting Phone Assistant for the First Time 1 1 Starting Phone Assistant for the First Time To start the applicat
14. Server list 3 Enter your user name in the Your username field 4 Enter your password in the Your password field Document Version 2007 02 20 Operating Manual Client 119 10 1 Using the Softphone 5 Selectthe Use Softphone check box Panasonic Phone Assistant 1 1 0 6 Panasonic Phone Assistant Seach C Automatically Login Note If the Softphone has not been configured the configuration screen will appear Softphone Confieuration Softphone Gonfieuration FES IP Address Local IP Address Enter the PBX IP Address and Local IP Address and click OK 120 Operating Manual Client Document Version 2007 02 20 10 1 Using the Softphone Note e When the Automatically Login option is checked you can log in to PA without manually entering your user name and password every time Automatically Login 6 Click Login After you have successfully logged in to the application the PA Information Panel will appear in Compact mode Panasonic Phone Assistant Pro F DPT 101 useri 3 Available ee p 7 Acma Want To Ped Call Control amp IP Camera cones 42 History Ca If PA Server is activated all the usual call control functions will be available If PA Server is not activated you can only make and receive calls using the Answer or Dial and Hang Up buttons Please refer to 4 1 Answer or Dial Button and 4 2 Hang Up Button for details Note e If you cannot su
15. Sidle Lily New Edit Call Tag 43 00 00 06 Internal Sorting Column Moving Possibilities It is possible to e Sort history items according to each column heading This is performed by clicking the desired column header e Change the order of the columns displayed This is performed by selecting and dragging a column header to the desired location Searching Call History items can be searched using the values e g 102 Chris Martin for the following topics e Caller e Called e Caller Name e Called Name Searched items will be listed in the following priority Caller gt Called gt Caller Name Called Name History All Galler Called Date Time Duration Trunk 103 Glover Gil 101 Finn Horacio 2006 04 19 01 39 12 00 03 26 Internal 101 Finn Horacio 104 Green Alex 2006 04 19 01 38 55 00 00 01 Internal 103 Glover Gil 101 Finn Horacio 2006 04 19 01 38 34 00 00 21 Internal 101 Finn Horacio 102 Sidle Lily 2006 04 19 01 37 51 00 00 14 Internal 101 Finn Horacio 102 idle Lily 2006 04 19 01 37 07 00 00 19 Internal 101 Finn Horacio 103 Glover Gilt 2006 04 19 01 36 50 00 01 15 Internal 101 Finn Horacio 103 Glover Gil 2006 04 19 01 36 10 00 00 14 Internal 101 Finn Horacio 103 Glover Gil 2006 04 19 01 35 41 00 00 15 Internal Adding Editing a Call Tag The Tag column in the History tab can be used as a memo You can input information about the call or edit that
16. To rearrange the list items select an item and click Move Up or Move Down 3 Click either New or Edit Function Configuration Function Button Name Back at Forwards DND Enable C all Internal AI Internal v External AI External w 355 a Absent Message Enable Message Back at 15 00 Feature Number L Enable 4 The following can be customized in the Function Configuration screen below e Function Button Name It is possible to assign a name for each function max 32 characters This will be displayed in the Function Presets screen when the Function Preset List button is clicked e Forwards DND It is possible to set the Forward or DND settings shown below for internal and or external calls If a forward setting is selected the forward destination max 32 digits can be specified For both internal and external Forwards DND setting to be active the Enable check box must be checked For both internal and external Forwards DND setting to be the same the All check box must be checked For incoming calls from other extensions All Internal Any calls originating from an internal extension are forwarded to the specified number Busy Internal When an extension is busy internal calls are forwarded to the specified number No Answer Internal When there is no answer at an extension internal calls are forwarded to the specified number Busy No Answer Internal When there is no answer
17. the Contact List and select Add a new contact from the context menu Last Name First Name Phone Number Fo Fhone Status Group Finn Horacio 101 E Idle Business Sidle Lily 102 Pal i Ide Business Add a new contact e Drag a contact from a CDL into the Contact List field When you add a new contact the New Contact screen appears Wew Contact Last Name Po First Name Po Phone Number Add Prefix Number Po Group Private 1 Enter the information of the new contact All fields in this screen are required 2 Click OK to store this contact Note lf Add Prefix Number is selected a prefix number will be added automatically when you dial this contact e If the first digit of the phone number is same as the PBX External Call Prefix Number in the Preferences in Profile Option it is automatically removed and the Add Prefix Number check box is selected Document Version 2007 02 20 Operating Manual Client 43 3 4 2 Contact List For example Name Henry Myer Phone number 9001234567 Profile Option Preferences Main Options ease Availability Personal Information Additional Inia Logon and Security Key Mappings Sounds Phone Number ka Language Enelish w FES External Call Frefix Number s Hew Contact EW Visualisation Preferences Last Name First Name Phone Number Add Pretix Number 001234567 Group Private
18. the I Want To tab and click Change my options Please refer to 5 1 7 Preferences for details Preferences Ayatlability Phone Number Language Enelish lt PBs External Gall Prefix Number When a call is rejected transter to this number 05 After a Call is Rejected e The incoming call is transferred to the specified extension or Voice Processing System mailbox Note When Close is clicked the Call Alert screen disappears 3 2 3 Conference Call During a conversation you can add additional parties to the conversation When you initiate a conference call the following functions are displayed in your Active Calls screen Description Invite for conference Document Version 2007 02 20 Operating Manual Client 33 3 2 3 Conference Call ME ZU EEE Establish conference Remove participant from the conference End the conference Note These functions are only available in the conference initiators Active Calls screen To Establish a Conference Call 1 Enter the desired extension number in the Information Panel input field 2 Click Invite for conference Note When the input field is empty and this option is selected the Contact List is displayed Double click the extension number 3 After the invited party answers the call click Establish conference 4 The following information about the conference participants will be displayed in the initiator s Active Calls screen e Ext
19. the following information is displayed in the Active Calls field Information of the call extension number and name Type of call internal or external Direction of the call incoming or outgoing When you are making a call the extension number and name of the call destination are displayed T 103 Zuiker Lily Ringing time 00 00 03 Internal OUT Total time 00 00 08 When you receive a call the extension number and name of the caller are displayed 101 Keane Horacio Int In Alerting time 00 00 11 iterna Total time 00 00 11 When the call was forwarded by other extension or blind transferred Forwarded from xxx will be displayed The number and name of the original caller are also shown 103 Zuiker Lily Internal IN Alerting time 00 00 11 TEP hha r nn Forwarded tram 101 Keane Horacio Total time 00 00 11 When the call falls back after being on transfer or hold Recalled from xxx will be displayed The number and name of the original caller are also shown 103 Glover Gil Alerting time 00 00 34 Recalled fram 104 Green Alex Internal IN Total time 00 02 10 Call Status Icons The following icons appear in the Active Calls field Each icon describes the status of the active call Incoming 26 Operating Manual Client Document Version 2007 02 20 3 2 1 Active Call Information o o a On Hold ab On hold pending transfer On hold pending conference e Durat
20. 02 20 Operating Manual Client 105 8 1 2 Take Over Button When the desired call has been barged in the following information is displayed Panasonic Phone Assistant Status Pro My Information er an Smith be L Extension Extension Mame Uzer name Smith Hill Adami i fii On the Phone Douglas Foxley Anne Ri On the Phone Jones On the Phone Robinson h a Meeting Cumberland Do Not Disturb Keane Idle Conditions for PSs Barge In for Portable Station PS calls is possible when the supervisor extension is a DPT extension The PA application does not support PS DECT telephones It is impossible for users to use the software with only PS DECT telephones 8 1 2 Take Over Button This function allows the supervisor to take over an ongoing two party call by selecting an extension on an ongoing call and pressing the Take Over button The target extension is disconnected from the call Take Over button 106 Operating Manual Client Document Version 2007 02 20 8 1 2 Take Over Button Example 1 Device 2 and device 3 are on a call Device 1 Supervisor selects device 2 in the Monitor tab and presses eo Beto Device 2 Device 3 PA user PA user t ete Device 1 Supervisor Connected Takes Over the Call 2 Device 1 takes over the ongoing call to connect with device 3 Device 2 is disconnected Device 2 Device 3 PA user PA user Disconnected
21. 2 20 Operating Manual Client 15 2 1 User Information Panel Clicking the message waiting icon displays the extension number and the name of the user who left the message Wessage Waiting Message left by 103 Jones e Click Call Back to call that extension e Click Delete to remove the message information Missed Calls Notification The following notification appears when you miss any calls e The number of Missed calls When an incoming call does not get answered this call is marked as a missed call and the Missed Calls Notification will be shown in the User Information field When you click the Missed Calls Notification field the missed calls overview appears in the History tab and the Missed Calls Notification disappears from the User Information field When the Show Incoming Missed Calls button in the History tab is also clicked the Missed Calls Notification disappears Please refer to 3 5 History Tab for details Information Panel Input Field Calls can be made by entering telephone numbers in the input field shown below Panasonic Phone Assistant Pro i DPT 101 useri 3 Available Oneoineg call with 102 Foxley Anne Connecting time 00 00 20 SS Compact a Want To act Gall Gontrol amp IF Gamera 5 Contacts iM 42 History Es J 16 Operating Manual Client Document Version 2007 02 20 2 1 User Information Panel e Itisa general input box which records data from users Pressing
22. 2007 02 20 1 2 Logging In after the First Time 2 Select your user name from the drop down list by clicking the arrow Panasonic Phone Assistant 1 1 0 6 Panasonic Phone Assistant Phot ssistant Server He ostname or IP u BE C Automatically Login 3 Enter your password in the Your password field 4 Click Login Note If 2 or more extensions are set in your profile on PA Manager the profile selection dialog box will appear s Panasonic Phone Assistant Please select a profile 101 DET 101 DFT 102 Soft phone Select a profile from the drop down list and click OK Document Version 2007 02 20 Operating Manual Client 9 1 2 Logging In after the First Time After you have successfully logged in to the application the PA Information Panel will appear in Compact mode Panasonic Phone Assistant Pro DPT 101 userl 3 Available S gt Compact Ewart Ped Call Control a IF Camera T Contacts i History Cals Note e If you cannot successfully log in after 3 attempts the following error message will appear Panasonic Phone Assistant AN Permission denied after 3 invalid login attempts Phone Assistant Application will now close What to do Click OK and PA will exit Launch PA and try logging in again To exit the application 1 Click the close button Panasonic Phone Assistant Pro A dialog box asking you to confirm the operation will appear 2
23. 7 02 20 Section 9 Configurations Document Version 2007 02 20 Operating Manual Client 111 9 1 1 Key Mappings 9 1 Option Settings Options Settings is the configuration page for supervisor The following information can be set e Key Mappings e About er Option Settings button 9 1 1 Key Mappings This screen allows you to enable shortcuts for the functions shown below Option Settines Key Mappings Action shortcut Global Key Ctri B L Key Mappings Baree in into conversation Takeover a conversation Ctrl T About Show monitor tab Ctrl M Show call history of selected extension Ctrl I Listen in a conversation Gtri L Restore Default 112 Operating Manual Client Document Version 2007 02 20 9 1 1 Key Mappings Editing shortcut settings It is possible to edit shortcuts by clicking Edit The following window will appear Edit Key Mappings Actions Barge in into conversation Ctrl B Takeover 4 conversation Ctr l T Show monitor tab Ctr i Show call history of selected extension Ctrl I Listen in a conversation Press a shortcut key for the selected Action 1 Select an Action 2 Place the cursor in the shortcut key input field 3 Press the desired shortcut key for the selected Action e g CTRL P ALT E etc 4 Click Assign to change the setting Clicking Restore Defaults returns the shortcuts to their default settings Global Key check box If the Global Key check box is s
24. ENTER when the input field contains data records that data e When you click the button next to the input field a numeric keypad will appear which you can use to enter the number e The last 10 outgoing calls internal external are stored including new calls and transferred calls e The input field is updated refreshed consistently showing the presently called extension number when you make a new call e You can choose from the list of previously entered numbers When a number is chosen from the list the contents of the input field will changes to that number You can still make changes to this number A maximum of 32 characters can be entered in this field Function Tabs There are 6 function tabs for you to select Panasonic Phone Assistant Pro DPT 101 useri 3 ash _ Ongoing call with 102 Foxley Annel Connecting time 00 00 20 Find Busy NA Int 205 OND Ext Compact Closes any tabs that are currently open Want To Provides shortcuts for certain functions Please refer to 3 1 Want To Tab for details Call Control All the call activities are managed through here Please refer to 3 2 Call Control Tab for details IP Camera Specifies the availability of an IP Camera Please refer to 3 3 IP Camera Tab for details Contacts You can manage your contact list within this function tab Please refer to 3 4 Contacts Tab for details History You may view both incoming and outgoing Call Logs Yo
25. Manual Client Document Version 2007 02 20 5 1 4 Key Mappings 5 1 4 Key Mappings This screen allows for shortcuts to be enabled for the functions shown in the screen below Profile Option Key Mappings Hain Options Action Shortcut Global Rey Blind Transfer Ctrl B Additional Info Setup Transfer Chri 5 Personal Information Logan and Security Answer the call Chri Hangup the call Chri D Keu bi gup Sareea aan Hold the call Cirl H L L LJ Sounds m nn Unhold the call Ctrl U Visualization Retrieve the call Ctrl A Preferences Reject the call Ctrl J O Swap the call Ctra E ee Select the next call Ctrl O YM Recording Copy paste and dial number Etr Shift s W Softphone Paste and dial number from clipboard Ctrl Shitt C About Restore Defaults Editing shortcut settings It is possible to edit shortcuts by clicking Edit Edit Key Mappings Actions Blind Transter Ctri B Setup Transter Ctr l s Snewer the call Ctrl A Haneup the call Ctrl D Hold the call Ctrl H Unhold the call Ctr l L Retrieve the call Ctrl F Reject the call Gtr J Swap the call Cote Select the next call Gtr N Copy paste and dial number Ctr shifte Paste and dial number from clipboard Otri shitt G Press 4 shortcut key for the selected Action 1 Select an Action 2 Place the cursor in the shortcut key input field 3 Press the desired shortcut key for the selected Action e g CTRL P ALT E etc Do
26. Manually 35 Setting 74 Refresh Button 40 Rejecting Calls 33 Forwarding Number Setting 72 Report Tab 84 Reporting Current Call Information 99 Extension 100 Overall Status 99 Retrieving Calls 32 S Select Tab 84 101 Removing Extension 102 Specifying Extensions 101 Shortcut Button 24 Shortcut Setting for PA 69 Shortcut Setting for Supervisor 113 Softphone Setting 75 Using 118 Sounds Setting 70 Supervisor Button 80 T Take Over 106 Terminating Calls 31 U User Information field PA 14 User Information Panel PA 14 Document Version 2007 02 20 Operating Manual Client 125 Notes 126 Operating Manual Client Document Version 2007 02 20 Notes Document Version 2007 02 20 Operating Manual Client 127 Panasonic Consumer Electronics Company Division of Panasonic Corporation of North America One Panasonic Way Secaucus New Jersey 07094 Panasonic Puerto Rico Inc San Gabriel Industrial Park Ave 65 de Infanteria Km 9 5 Carolina Puerto Rico 00985 http www panasonic com csd Copyright This material is copyrighted by Panasonic Communications Co Ltd and may be reproduced for internal use only All other reproduction in whole or in part is prohibited without the written consent of Panasonic Communications Co Ltd 2007 Panasonic Communications Co Ltd All Rights Reserved PSQX4571ZA KK0207HNO
27. States 7 3 1 Overall Status Reporting The following information is displayed in the Overall Status tab e Total Total number of monitored extensions e idle Total number of monitored extensions with the device state Idle e Busy Total number of monitored extensions with all device states except Idle e Unknown Overall Status Extension 101 Overview of Monitored Extensions Status Total 4 Idle Busy Unknown States Document Version 2007 02 20 Operating Manual Client 99 7 3 2 Extension Reporting 7 3 2 Extension Reporting In the Extension tab the general call statistics for a monitored extension in the Monitor tab is displayed Overall Status Incoming Outgoing Total no of calls 8 Total number dialed 10 of which answered 6 of which missed 2 Total call time 00 16 39 Average call time 00 01 39 Total call duration 00 17 48 Average call duration 00 00 59 Total waiting time 00 00 15 Average waiting time 00 00 07 Report For today s usage of this monitored extension For the last hour usage of this monitored extension It is possible to limit the data displayed to the 2 following time criteria e The last hour e The current day from 00 00 up to the current time Report For today s usage of this monitored extension For the last hour usage of this monitored extension The following information is displayed in the Extension tab Inco
28. UNCIONS serene E E 61 4 3 2 FS FTO FMI a FUNCION 2er ee E ETE een 63 4 3 3 Canceling a FUNCION ee ee E E a ee 64 2 GOHNHGUFATONS zes ae een edge 65 5 1 PINS ONS one a a ei een 66 5 1 1 Personal Information 022200220020002000nnno anno anne nenn nenn nenn nnnnennnennnennnennnennnennnennnen nenn 66 5 1 2 PACINO alll MAT Or ae see sane m ee ee 67 9 1 3 Logon and Security nuuuassesssensnenenenenennnennnnnnnnnnnnnnnnnnnennnennnennnennnennnennnnnnnnnnnnnnnennne nenn nennen 68 5 1 4 IN EV IN AP IITIGSS usa anne ee ee ner een 69 5 1 5 SOUMS e carerss sce eee ge tice eee ca eerie ce ere nee enters eee EO ES 70 Document Version 2007 02 20 Operating Manual Client 3 4 5 1 6 A T Pee EE EE E ee een 71 5 1 7 ProTON OS nennen nennen nenne NT 72 5 1 8 CAN ee E E 73 5 1 9 VM Recording zes ae age ne ent nal ernennen dee ee ee 74 5 1 10 TO GG e E eee 75 5 1 11 PRO OIA ee rer nee 76 6 Supervisory FUNCTIONS 2u02u020020nn0nnunnunnunnunnunnunnunnunnun nun nun nun nun 79 6 1 Opening the Supervisor Window 2 2202200 000200nn0nanun ann nano mann anun nun nnnnn nun ann nun nun nenn 80 6 2 Information Panel cu aeg eines dene anne iadern ern ern 82 F USMO NE Tas ee een ee ee 87 7 1 MONLO TAD usa ne sues oreo caine ne ee a a ren 88 7 1 1 Extension Status Monitoring 22u022400222002nnennnennnnnnnnnnenunnnnennnnnnnne nenn nnnnenenennnnennnenn 88 7 2 FIISLOLY 1 30 ea E ee neue 89 7 2 1 Display of Call
29. all The following options are available depending on the type of call 28 Operating Manual Client Document Version 2007 02 20 3 2 2 Active Call Handling Answer the call Reject the call Put the call on hold Transfer the call to another number Blind transfer the call Record the call Invite for conference Retrieve the call Redial this number 3 2 2 1 Making Calls Dialing Redialing can be Performed to e Another extension e An operator depends on country area e An outside party automatic line access only e A private network automatically linked PBXs Dialing can be Performed by e Typing the number into the Information Panel input field Document Version 2007 02 20 Operating Manual Client 29 3 2 2 Active Call Handling e Hotkey dialing Keyboard shortcut using clipboard e g CTRL A Using the clipboard Plain Text from any application copy paste from application WEB e Double clicking the contact in the Contacts tab e Right clicking the contact in the Contacts tab and selecting Dial number Redialing can be Performed by e Double clicking the desired number in the History tab e Right clicking the call log in the History tab and select Dial number The following screen appears after clicking Redial this number while the called extension is busy and also when clicking Redial while the called extension is not responding Redialing number 102 Time re
30. all is forwarded regardless of the Phone Presence e On busy The incoming call is forwarded only when your extension is busy on another ongoing call e Onno answer The call is forwarded only when your extension does not answer the incoming call e On busy no answer The call is forwarded when both your extension is busy on another ongoing call or when the call is not answered Document Version 2007 02 20 Operating Manual Client 21 3 1 2 Changing Do Not Disturb Settings 3 Enter the extension number into the Information Panel input field DPT 101 useri i Ausilable Enter the number where you want to forward your calls in the abowe Input Field OK a Back Ti Home After the number is entered in the Information Panel input field click OK then the call forward setting to the specified number will be set and the control returns to the main screen of the I Want To tab When making the setting you may abort the setting and return to the previous page by clicking the options Back or Home 3 1 2 Changing Do Not Disturb Settings This refers to your Do Not Disturb DND settings on the PBX 1 Click Change my Do Not Disturb settings a Change my Do Not Disturb settings SS 2 The following options appear Click the desired type of DND setting Enable Do Not Disturb Both gt Enable Do Not Disturb nternal only w Enable Do Mot Disturb External only
31. all of the most important information can be monitored at any time All of the important functions can be started here DPT 101 useri ee Available Ongoing call with 102 Foxley Anne Connecting time 00 00 20 Fwd Busy N A Int 205 OND Ext You have 2 missed a a History Tr rn Panasonic Phone Assistant Pro S Compact p Want To fo Gall Control a IF Camera D Contacts The User Information Panel is composed of the following User Information Field Information Panel Input Field Function Tabs Control Buttons User Information Field en DPT 101 useri i Available Ongoing call with 102 Foxley Anne Connecting time 00 00 20 Fwd Busy lt NAA Int 205 DND Ext u Compact Bore k a Want To Le cel conta Gall Control Brom amp IF Gamera LE contests 5 Contacts 42 History Es 7 The following information related to the PA user is displayed in this field Phone Extension Number User name The user s current call activity Shows information about any new ongoing active communication processes Depending on the current operation the following information may be shown Incoming call If there is an incoming call information about the call is shown and you can select what action to take e g answer the call The Call Alert screen appears when there is an incoming call by default Please refer to 3 2 2 2 Answering Call
32. ally Manual Recording During a conversation click Record the call You can record a conversation into your mailbox The following icon flashes while a conversation is being recorded The recording will stop when the call is terminated If you wish to stop recording during a conversation click Stop recording Document Version 2007 02 20 Operating Manual Client 35 3 3 1 Setting IP Camera Automatic Recording When Automatic Recording in the VM Recording is enabled recording starts automatically when a call is started WH Recording VM Group Automatic Recording 3 3 IP Camera Tab 3 3 1 Setting IP Camera The IP Camera tab enables the integration of Panasonic KX HCM KX BL C series IP cameras Using this feature you can view live streaming video from up to 4 IP cameras connected to the network It is also possible to control the IP cameras After clicking the IP Camera tab follow the instructions below to start viewing video from an IP camera 1 Click the link click here Panasonic Phone Assistant Pro DPT 102 user2 3 Available IL Compact S 1 Wont To oa Gall Control I r D Contacts 7 History v Currently you have no IP Camera configured To add IP Camera q 36 Operating Manual Client Document Version 2007 02 20 3 3 2 Operating IP Camera 2 Assign an IP address to the IP camera in the IP Camera setting screen in Profile Option IF Gamera Camera 1
33. ardless of whether the history is an incoming or an outgoing call When the call history for another extension is highlighted redial is performed based on Caller Type Caller Called e Date Time Duration Ringing Time Trunk Tae en 101 Keane 104 Robinson Bars 00 00 10 00 00 10 Internal View Call Tag 103 Jones 101 Keane 2006 04 18 03 56 59 00 00 32 00 00 02 Internal It is possible to redial the following types of calls e Incoming Missed Calls e Incoming Received Calls e Outgoing Unanswered Calls e Outgoing Answered Calls 7 2 2 CSV Output The Call Log Report button allows you to save call log history data as a CSV comma separated values formatted file Fi Call Log report button Document Version 2007 02 20 Operating Manual Client 93 7 2 2 CSV Output 1 Click the Call Log Report button Panasonic Phone Assistant Status Pro Call Log Export Wizard Phone Assistant The Call Log Export Wizard screen will be displayed 2 Select the desired extensions in the Available field and click the right arrow button to move them to the Selected field Welcome to the Panasonic Phone Assistant Status Call Log Export Wizard This wizard generates a Comma Separated Value C5 file This report ts generated from the call logs in the Phone Assistant Server Please select your extensions Available Selected Panasonic Phone Assistant Status Pro Call Log Export Wizard Phone Welc
34. at an extension or it is busy internal calls are forwarded to the specified number DND Sets the extension to busy 62 Operating Manual Client Document Version 2007 02 20 4 3 2 Performing a Function Off Turns off the Forwards DND setting For incoming calls from an outside line All External Any calls originating from an external extension are forwarded to the specified number Busy External When an extension is busy external calls are forwarded to the specified number No Answer External When there is no answer at an extension external calls are forwarded to the specified number Busy No Answer External When there is no answer at an extension or it is busy external calls are forwarded to the specified number DND Sets the extension to busy Off Turns off the Forwards DND setting e Absent Message In this field you can set an Absent Message If this option is enabled the Absent Message is set to the message entered in the input field max 16 characters e Feature Number If enabled it is possible for the specified telephone number max 32 digits to be dialed when the function is performed The supported characters are 0 9 and Note Only the operations settings that are enabled in the Function Configuration screen will be activated when the function is performed 5 Select OK to save the function 4 3 2 Performing a Function Click the arrow next to the Function Preset L
35. atic Recording e Assign a VM Group e Automatic Recording If Automatic Recording is checked recording starts automatically when a call is started Operating Manual Client Document Version 2007 02 20 5 1 10 Softphone 5 1 10 Softphone To use the Softphone function the IP Softphone Module license needs to be registered Enter the PBX IP Address and Local IP Address Please refer to 10 1 Using the Softphone for details Profile Option Softphone Personal Information PEs IP Address Additional Info 192 168 0 1 Logon and Security Key Mappings Local IP Address Selina 10 75 94 203 v Visualization Hain Options Preferences IF Camera VM Recording Softphone About Document Version 2007 02 20 Operating Manual Client 75 5 1 11 About 9 1 11 About The About screen shows the following summary e Application Title e Software Version e Copyright Information Registration Details Clicking Analyze will generate a System Analyze Report which can be copied to the clipboard or saved as a file Profile Option About Application Title Panasonic Phone Assistant Pro Personal Information iene aE 11 0 Additional Info Logon and Security Eey Mappings Registration Details Hain Options Copyright Panasonic Communications Co Lid Sounds End User License Agreement Visualization Preferences This i a legal agreement between you and Panasonic Communications Co L
36. camera This is a shortcut to the IP Camera tab Please refer to 3 3 IP Camera Tab for details e Edit my contacts This is a shortcut to the Contacts tab Please refer to 3 4 Contacts Tab for details e Look at history This is a shortcut to the History tab Please refer to 3 5 History Tab for details e Change my options This is a shortcut to Profile Option Please refer to 5 1 Profile Options for details 24 Operating Manual Client Document Version 2007 02 20 3 2 Call Control Tab 3 2 Call Control Tab This screen shows and handles the basic call functions available in a PBX Panasonic Phone Assistant Pro a F Active Calls 1 102 Foxley Anne Connecting time 00 00 13 Internal IN Total time 00 00 32 What do you want to do with this call da Put the call on hold Record the call Transfer the call to another number Invite for conference Hang up l Blind transfer the call cf ed e a Document Version 2007 02 20 Operating Manual Client 25 3 2 1 Active Call Information 3 2 1 Active Call Information The Active Calls information will be shown under the Call Control tab DPT 101 useri 4 Available Oneoine call with 102 Anne Foxley Connecting time 00 02 09 O T compact u I Want To Gall Control IF Camera Contacts 42 History i wi o Active Calls 1 102 Anne Foxley Connecting time 00 02 09 Internal IN Total time 00 02 32 For each active call
37. ccessfully log in after 3 attempts the following error message will appear Panasonic Phone Assistant Phone Assistant Application will now close AX Permission denied after 3 invalid login attempts What to do Click OK and PA will exit Launch PA and try logging in again To exit the application 1 Click the close button Panasonic Phone Assistant Pro A Exit application es A dialog box asking you to confirm the operation will appear 2 Click Yes Document Version 2007 02 20 Operating Manual Client 121 10 1 Using the Softphone 122 Operating Manual Client Document Version 2007 02 20 Index Document Version 2007 02 20 Operating Manual Client 123 A Absent Message 15 63 89 Active Call Information 26 Call Status Icons 26 Call Type Buttons 28 Add Prefix Number 43 Always on Top 71 Answer or Dial Button 18 60 Answering Calls 31 Automatically Login 7 68 121 B Barge In 104 C Call Control Tab 17 25 Call Forwarding Settings 20 Settings Buttons 21 Call Transfer 32 With Announcement 32 Without Announcement 32 Compact Tab for PA 17 Compact Tab for Supervisor 84 Conference Call 33 Closing 35 Disconnecting 34 Establishing 34 Function Buttons 33 Leaving 35 Contact List 39 41 Adding 43 Deleting 45 Device State Icons 41 Editing 44 Searching 45 Contact List Group 46 Adding 47 Deleting 48 Editing 48 Rearranging 49 Contacts Directory List CDL 39 40 Contact
38. cument Version 2007 02 20 Operating Manual Client 69 5 1 5 Sounds 4 Click Assign to change the setting Clicking Restore Defaults returns the shortcuts to their default settings Global Key check box If the Global Key check box is selected you can operate PA functions by using PA application shortcut keys even if other applications are active 5 1 5 Sounds This screen allows for sound notifications to be specified for the events shown in the screen below Profile Option Sounds Hain Options C Mute All Personal Information Additional Info On Application Start Up Logon andSecuity O O Key Mappi ee On Application Shutdown Po Po Preference On Offering Call IP Camera s Panasonic Phone Assistanty Aesources S ounds O fennglall way lal VM Recording Softphone On Connected Call About Restore Defaults For each event a WAV file can be specified by clicking the browse button When the Mute All check box is checked all sound notifications are disabled Click Restore Defaults to set the default WAV file for each event 70 Operating Manual Client Document Version 2007 02 20 5 1 6 Visualization 5 1 6 Visualization e Application Appearance This option configures the appearance of the Taskbar and Notification area If System tray is selected the icon below appears in the Notification area while PA is activated e Always on Top This option allows PA to remain in front of all other
39. dit Contact Delete Contact Dial Phone Number Pick up this extension Show PA User s Contact Info Name Extension Keane 101 Arssom 102 Jones 103 Robinson 104 Cumberland Refresh button Obtains the latest information from the PBX 40 Operating Manual Client Document Version 2007 02 20 3 4 2 Contact List List of the selected contact directory You can sort the list by clicking the column headings By default the list is sorted by name Contact directory list There are 3 kinds of CDLs by default as follows e Phone Extensions all the extension numbers available in the PBX system e PA Users all the PA users available from the PA Server e Phone Directory System Speed Dialing in the PBX Note In addition to the default CDLs you may add a CDL from Outlook Please refer to 3 4 4 Importing Editing Outlook Contacts for details 3 4 2 Contact List The Contact List is intended to be a personal contact repository to store frequently dialed numbers locally When the mouse is placed over a contact in the Contact List field you can right click to open up a context menu in order to edit delete view the contact information You can also dial the specified number extension by double clicking the contact in the Contact List Last Name First Name Phone Number F Phone Status Group Finn oracio I Dial number Business Edit contact Delete contact Del Business Pick up this extension View PA User
40. e Edit Format wiew Help Phone Assistant Analyzer Report created on 22 12 2006 15 58 58 a TESE DM c Program Files Panasonic Phone Assistant PAP exe Fi i 6 eversion 1 1 0 communicator Host 10 75 84 65 Computer Name pcc 823fa3c74f8 Physical Memory 191MB Memory In Use 129MB Memory Load 67 windows version Microsoft windows xP Professional Service Pack 2 Build 2600 windows Language 409 Document Version 2007 02 20 Operating Manual Client 77 5 1 11 About 78 Operating Manual Client Document Version 2007 02 20 Section 6 Supervisory Functions Document Version 2007 02 20 Operating Manual Client 79 6 1 Opening the Supervisor Window 6 1 Opening the Supervisor Window If you log in with a profile with supervisor privileges on PA Manager you can use supervisor functions To open the supervisor Information Panel click Supervisor on the Contacts tab Gontact List ALL r Last Name First Name one Numb PG Phone Status Group Ivory Ethan 101 el 5 Private Anne Foxley 102 el a Private Glover Gil 103 Private Finn Horacio 104 I Ih a Meeting Business Zuiker Lily 105 Dio not disturb Business x ae A To exit the application click the Close button Note The supervisor window is closed automatically when PA is closed 80 Operating Manual Client Document Version 2007 02 20 6 1 Opening the Supervisor Window In Pro mode
41. elected you can operate PA functions by using PA application shortcut keys even if other applications are active Document Version 2007 02 20 Operating Manual Client 113 9 1 2 About 9 1 2 About The About screen shows the following summary e Application Title e Software Version e Copyright Information Registration Details Clicking Analyze will generate a System Analyze Report which can be copied to the clipboard or saved as a file al Option Settines About Application Title Panasonic Phone Assistant Status Pro Key Mappings Versione 1 1 0 5 Copyright Panasonic Communications Go Ltd About Registration Details End User License Sereement This i a legal agreement between you and Panasonic Communications Co Ltd and Panasonic Sales Company fcollectively called PANASONIG for the enclosed Phone Assistant SOFTWARE CAREFULLY READ ALL THE TERMS AND CONDITIONS OF THIS AGREEMENT PRIOR TO USING THE SOFTWARE USING THE SOFTWARE INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS 1 COPYRIGHT The SOFTWARE is protected by the copyright laws and international treaty provisions and all other applicable laws You acknowledge that you are receiving only a LIMITED LICENSE TO USE the SOFTWARE and related documentation and that you shall obtain no title ownership nor any other rights in or to the SOFTWARE and its related documentation all of which title and rights shall remain wi
42. ension number or outside party number e Name e Call information Type of call Direction of call and Duration time DPT 101 useri 3 Available h a conference Conferencing time 00 00 51 C E m Compact Want To Pe Call Control amp IP Camera D Contacts Joe History 2 Active Calls 7 103 Glover Gil a Conferencing time 00 00 51 Internal OUT Totaltime 00 00 55 102 Anne Foxley Conferencing time 00 00 55 Internal OUT Total time 00 01 04 In the Active Calls screen of the other conference participants only the initiator s information will be displayed To Disconnect One Party from the Conference 1 Select the extension to be disconnected in the Active Calls screen 2 Click Remove participant from the conference 34 Operating Manual Client Document Version 2007 02 20 3 2 4 Recording a Conversation To Leave a Conference You can leave the conference and allow the other parties to continue the conversation by clicking Hang Up To Close a Conference To close the conference click End the conference 3 2 4 Recording a Conversation To record a conversation a Panasonic Voice Processing System VPS needs to be connected to your PBX Before using this function assign a VPS mailbox number in the VM Recording screen Please refer to 5 1 9 VM Recording for details WH Recording VM Group Automatic Recording You may record a conversation either manually or automatic
43. he location to export the report You can select a location by clicking Browse Panasonic Phone Assistant Status Pro Call Log Export Wizard Please select your location to export your report Phone Assistant C Program Files Fanasonic Phone Assistant detauk cew Browse 11 Click Next to proceed Document Version 2007 02 20 Operating Manual Client 97 7 2 2 CSV Output 12 The selected contents will be displayed Click Export to generate the CSV report Panasonic Phone Assistant Status Pro Gall Log Export Wizard Phone Your saved selections Assistant Selected Extensions 101 103 Selected Call Log Types 9 Incoming Missed Gall Incoming Received Gall Selected Call Log Fields Call Type Ringing Time Called Number Caller Name Date of Gall Selection of Record Ranee All Gow File Name GC Program Files Panasonic Phone desistantdefaultcsy You can go back to the previous screen by clicking Back or abort this operation by clicking Cancel 13 The following dialog box will appear when the export is complete Click OK Generating CSV Call Log Report 98 Operating Manual Client Document Version 2007 02 20 7 3 1 Overall Status Reporting 7 3 Report Tab By clicking the Reporttab you can view the current call information and call statistics ofthe specified extension Overall Status Extension 101 Overview of Monitored Extensions Status E Total Idle Busy Unknown
44. id and Panasonic Sales Company collectively called PANASONIC for the enclosed Phone Assistant YM Recording SOFTWARE CAREFULLY READ ALL THE TERMS AND Softphone CONDITIONS OF THIS AGREEMENT PRIOR TO USING THE About SOFTWARE USING THE SOFTWARE INDICATES YOUR ACCEPTANCE OF THESE TERMS AND CONDITIONS IPF Camera 1 COPYRIGHT The SOFTWARE is protected by the copyright laws and international treaty provisions and all other applicable laws you acknowledge that you are receiving only a LIMITED LICENSE TO USE the SOFTWARE and related documentation and that you shall obtain na title ownership nor any other rights in or to the SOFTWARE and its related documentation all of which title ard rights shall remain with PANASONIC or its licensor si 76 Operating Manual Client Document Version 2007 02 20 5 1 11 About Click Save To File to specify the desired location to save the System Analyze Report System Analyze Report Phone Assistant Analyzer Report Created On 22 12 2006 15 58 58 Application C Program Files Panasonic Phone Assistant PAF exe Fileyersion 1 1 0 6 Communicator Host 10 75 84 65 Computer Hame poc 82sfase r48 Physical Meron 191MB Memory In Use 129MB Memar Load 67 Windows Version Microsoft windows P Professional Service Pack 2 Build 2600 Windows Language 409 Save To File An example of system information is shown below System Analyze Report Notepad Fil
45. if the number of supervisors exceeds the number of supervisors allowed by your license you may use the supervisor functions for Express mode Up to 3 supervisors can use the application in Express mode Panasonic Phone Assistant The number of Phone Assistant Status Pro license is not enough You can login to Panasonic Phone Assistant Status Express for now Limitations of Phone Assistant Status Express Gall Monitoring is limited to 5 extensions Gall History is limited to 10 records per call type Listen in feature is not available I agree to the above conditions and continue to use this application If you agree to the conditions stated above select the check box and click Yes to use this function If supervisor privileges are revoked by the administrator after logging in to PA the following message will appear when you open the supervisor window Panasonic Phone Assistant Pro Panasonic Phone Assistant us Humber of users had exceeded the limit Document Version 2007 02 20 Operating Manual Client 81 6 2 Information Panel 6 2 Information Panel Information Panel The Information Panel is the main interface where all of the most important information is found and where most features can be accessed Panasonic Phone Assistant Status Pro The Information Panel is composed of the following Information Field Specified Monitored Extension Information Field Function Tabs Control Butto
46. info Business The following icons appear in the Contact List Ifthe contact is not a PA user icons will not appear Phone Type BESTE Bu i aa Extension is ringing z2 a 4 Extension is on the phone Absent Message DND is set If the contact is an extension except PS the following icons are displayed in the PC column PA Logged in to PA Document Version 2007 02 20 Operating Manual Client 41 3 4 2 Contact List mu Logged off PA User Detailed Information When a contact is highlighted in the Contact List field clicking the Show PA User s Contact Info button displays the contact s detailed information that is stored in the PA Server Contact Information Last Name First Name Depart ment Go E mail address 123 abc de tge Phone Number 012345 Mobile Number 1099765 Additional info Note e Ifa contact in the Contact List is not a PA user the following notification screen appears Panasonic Phone Assistant Pro A The contact is not a P amp User e Ifa contact in the Contact List is not logged in to PA the following notification screen appears Panasonic Phone Assistant Pro Unable to view information because PA User is not logged In 42 Operating Manual Client Document Version 2007 02 20 3 4 2 Contact List Adding a New Contact You can add a new contact in the following 3 ways e Click the Add a new contact button e Right click on a blank space in
47. information using the Show Call Tag button Document Version 2007 02 20 Operating Manual Client 57 3 5 History Tab Show Call Tag button 1 Click the Show Call Tag button Right click the call history item and select New Edit Call Tag Type Galler Galled Date Time v Duration Trunk Tag KT 103 Glover Gil 101 Finn Horacio Dial number 00 00 28 Internal Add to Contact List a 101 Finn Horacio 102 Sidle Lily ET ET 00 00 06 Internal The tag input screen will appear 2 Enter or edit the tag information Panasonic Phone Assistant Pro Save Cancel If the call tag information has already been set that information will be displayed in the call tag screen Note A maximum of 255 characters can be entered in this field 3 Click Save The call tag information appears in the Tag column Type Caller Called Date Time v Duration Trunk Tag Kr 103 Glover Gil 101 Finn Horacio 2006 04 18 02 24 18 00 00 28 Internal OSC sn 101 Finn Horacio 102 Sidle Lily 2006 04 18 02 24 02 00 00 06 Internal aza 101 Finn Horacio 102 Sidle Lily 2006 04 18 02 23 53 00 00 06 Internal 58 Operating Manual Client Document Version 2007 02 20 Section 4 Operation with Buttons Document Version 2007 02 20 Operating Manual Client 59 4 2 Hang Up Button 4 1 Answer or Dial Button The Answer or Dial button has 2 functions e Make a call If there is no active call and if there
48. ion 1 Double click the shortcut on your desktop or start the Phone Assistant from the Start menu Start gt All Programs Panasonic Phone Assistant Phone Assistant Fhone Assistant 2 Enter the server host name or the IP address Click Search for all the PA Server available on the network Panasonic Phone Assistant 1 1 0 6 Panasonic Phone Assistant C Automatically Login 6 Operating Manual Client Document Version 2007 02 20 1 1 Starting Phone Assistant for the First Time Note e When the software cannot connect to the PA Server the following error message will appear Panasonic Phone Assistant A Fail to connect to server This error screen also appears when the Phone Assistant Server Hostname or IP Address field is either empty or incorrect What to do Click OK to continue check your server IP address and attempt to connect to the server again In some cases it is recommended to use the Search button to refresh the PA Server list 3 Enter your user name in the Your username field 4 Enter your password in the Your password field Note e When the Automatically Login option is checked you can log in to PA without manually entering your user name and password every time Automatically Login 5 Click Login Note lf 2 or more extensions are set in your profile on PA Manager the profile selection dialog box will appear Panasonic Phone Assistant Please select a pr
49. ion of the call Dialing time From when you pick up the receiver to when the number is dialed completely Unknown _ Dialing time 00 00 04 i Internal GUT I Total time 00 00 04 Document Version 2007 02 20 Operating Manual Client 27 3 2 2 Active Call Handling Ringing time From when the number is dialed to when the call is connected 103 Zuiker Lily Ringing time 00 00 09 Internal OUT Total time 00 00 16 Connecting time From when the call is connected to when it ends 103 Zuiker Lily Connecting time 00 00 16 Internal GUT Total time 00 00 45 Total time The total of the Ringing time and Connecting time 103 Zuiker Lily Internal OUT Connecting time 00 00 16 Total time 00 00 45 3 2 2 Active Call Handling This topic specifies all of the call handling functions supported by PA There are 6 types of Active Call Handling functions available Make Calls Answer Calls Terminate Calls Transfer Calls Hold Calls or Retrieve Held Calls Reject Calls You can handle current calls by clicking the desired options icons available under What do you want to do with this call in the Active Calls field When there are no calls at your extension no options icons are available Active Calls 1 OPARONS 102 Anne Foxley Alerting time 00 00 07 Internal IN Total time 00 00 07 What do you want to do with this call N Answer the call Reject the c
50. is a number in the Information Panel input field clicking this button will dial that number e Answer a call If there is an incoming call you can answer it by clicking this button 4 2 Hang Up Button The Hang Up button has only one function e Hang up a call If there is an ongoing call you may end the call by clicking this button 60 Operating Manual Client Document Version 2007 02 20 4 3 1 Customizing Functions 4 3 Function Preset List Button The Function Preset List button allows for quick access to frequently used functions Up to 20 functions can be customized allowing the following operations settings to be performed e Forwards DND settings e Absent Message setting e Dialing a telephone number 4 3 1 Customizing Functions Functions can be created changed as follows 1 Click the arrow button next to the Function Preset List button and select Customize from the drop down list Customize Reset 2 The Function Presets screen appears Function Presets Function List Edit Delete Move Up Move Down Reset Document Version 2007 02 20 Operating Manual Client 61 4 3 1 Customizing Functions Note e By default there are no functions customized in the Function List e To add a new function click New when you attempt to define more than 20 functions an error message appears e To edit an existing function select Edit e To delete an existing function select Delete e
51. ist button and select the desired function from the drop down list _ 3 2 er Out until Back ak Customize Reset Note Clicking the Function Preset List button will perform the first function in the Function List screen Document Version 2007 02 20 Operating Manual Client 63 4 3 3 Canceling a Function 4 3 3 Canceling a Function Clicking the arrow next to the Function Preset List button and selecting Reset from the drop down list will perform the following Out until Back at Customize e The Forwards DND setting will be set to off e The Absent Message setting will be set to available 64 Operating Manual Client Document Version 2007 02 20 Section 5 Configurations Document Version 2007 02 20 Operating Manual Client 65 5 1 1 Personal Information 5 1 Profile Options To configure your profile select Change my options in the Want To tab The following profile options are available 5 1 1 Personal Information This screen displays your personal information and is initially configured by the administrator The values available for each field are limited as follows e First Name max 32 characters e Last Name max 32 characters e Department max 32 characters Email Address max 200 characters e Phone number Home max 32 characters e Phone number Mobile max 32 characters Profile Option Hai
52. ivity at the door When a call is initiated from the door you can monitor the door from the IP Camera tab Operating Manual Client Document Version 2007 02 20 3 4 Contacts Tab e Doorphone link can be set for each IP camera by selecting the doorphone number and name IMPORTANT Please refer to the Panasonic Hybrid IP PBX manuals for details about the PBX settings to use doorphone 3 4 Contacts Tab There are 2 sections that show your contacts Panasonic Phone Assistant Pro DPT 101 userl utgoing call to 102 Foxley anne Ringing time 00 00 13 3 Available 102 I q m Compact a Want To Ped Call Control eh IP Camera i s Extension Phone Extensions Contact List ALL if remem J 102 p gl i 104 Phone Number Phone Status Group h Supervisor 105 Last Name First Mame 106 107 vory Ethan 101 108 201 Un The Phone Business 202 203 Contacts Directory List CDL The CDL is the central repository of all contacts available in the PA Server PBX and Outlook Contact List anne Gil Myer Warwick Lily Horacio The personal Contact List can be edited The following buttons are available in the Contacts tab Document Version 2007 02 20 Ringing Idle Do not disturb Gone Home Business Business CTI Private Private Private Operating Manual Client 39 3 4 1 Contacts Directory List CDL ME ZEN EEE ZEE Add Contact E
53. l Client 45 3 4 3 Contact List Group Note Only the current contact list group is searched 3 4 3 Contact List Group It is possible to select the desired contact list group by clicking the arrow button as shown below Contact List ALL Je All nm r I Business Last Name one Mumber F Customize Finn Horacio 101 Pa Note e There are 2 default groups Private Business e You may have up to 100 groups in total all the group names appear in the drop down list e Each group may contain 100 contacts 3 4 3 1 Customizing a Contact List Group The Customize option allows you to do the following e Create a new contact list group e Edit a contact list group e Delete a contact list group e Rearrange a contact list group 46 Operating Manual Client Document Version 2007 02 20 3 4 3 Contact List Group Selecting Customize from the drop down list displays the Contact List Groups screen Contact List Groups Contact List Groups Private ew Business Edit Delete Move Lp Move Down Creating a New Contact List Group 1 Click New Gontact List Groups Contact List Groups Private Business Panasonic Phone Assistant Pro Please enter a name 2 Assign a contact list group name Document Version 2007 02 20 Operating Manual Client 47 3 4 3 Contact List Group 3 Click OK to store a new group Editing a Contact List Group 1
54. le Lily 102 Sidle Lily 101 Finn Horacio 102 Sidle Lily 104 Green Alex 101 Finn Horacio 3 Available Date Time 2006 1 2 20 00 26 54 2006 12 20 00 21 58 2006 12 20 00 11 17 2006 12 15 06 42 28 2006 12 13 02 42 44 2006 1 2 13 02 40 22 2006 12 04 01 04 38 2006 12 04 01 03 05 p i Want To bo Call Control 2 IP Camera T Contacts Duration 00 00 08 00 00 07 00 00 16 00 00 45 00 00 0E 00 00 13 00 00 03 00 02 24 Trunk Internal Internal Internal Internal Internal Internal Internal Internal It is possible to view the history of past calls depending on the call type e g incoming missed calls outgoing unanswered calls etc by using the Call Type buttons Up to 100 records per page can be displayed for each call type Previous button Next button Click Next to view the next page and click Previous to view the previous page Note e When an external incoming call is transferred from an extension Voice Processing System VPS the incoming call is recorded twice on the receiving extension s call log once for the external incoming call log and once for the intercom call from the extension VPS e When an extension receives a blind transfer call the call from the transferring extension will be recorded as a missed call on the receiving extension s call log Document Version 2007 02 20 Operating Manual Clien
55. le arrow button and select CRM Integration from the drop down list Document Version 2007 02 20 Operating Manual Client 53 3 4 5 Picking Up Another Extension s Call 2 Click Rename in the CRM Integration List screen CRM Inteeration List GRM List CRM Contacts No 1 Panasonic Phone Assistant Pro Ed Please enter a name CRM Contacts 3 Change the contact name 4 Click OK 3 4 5 Picking Up Another Extension s Call You can pick up an incoming call for a selected contact in a Contact List in the following 2 ways e Click the Pick up this extension button Last Name First Name Phone Number PO Phone Status Dial number W Ring ing Business Add a new contact m Finn Hora Edit contact i Idle Business Delete contact Del Pick up this extension 2 Green Alex ew Poe leer info h a Meeting Private a 54 Operating Manual Client Document Version 2007 02 20 3 5 History Tab 3 5 History Tab All incoming and outgoing call information for your extension is shown in the History tab Panasonic Phone Assistant Pro DPT 101 userl i Compact Aa ATA History All Type gt RS E3 Ed Ce A eA eA eA Caller 101 Finn Horacio 101 Finn Horacio 101 Finn Horacio 101 Finn Horacio 102 Sidle Lily 101 Finn Horacio 101 Finn Horacio 102 Sidle Lily Called 104 Green Alex 103 Glover Gil 102 Sid
56. ll monitored extensions specific extension 7 2 1 Display of Call Information The All monitored extensions specific extension button allows you to switch between viewing call histories for all extensions and the call histories for specific extensions 90 Operating Manual Client Document Version 2007 02 20 7 2 1 Display of Call Information e All monitored extensions The call history of all monitored extensions will be displayed All monitored extensions specific extension button Caller 101 Keane 103 Jones 103 Jones 102 Grissom 102 Grissom 102 Grissom e Selected extension The call history of the extension highlighted in the Monitor tab will be displayed ra al Al Call History All Calls zZ iat 2 Galler 101 Keane 101 Keane Conference 101 Keane 101 Keane 103 Jones Galled 102 Grissom 101 Keane 101 Keane 103 Jones 101 Keane 103 Jones Date Time 2006 04 19 03 09 15 2006 04 19 03 09 21 2006 04 19 03 09 24 2006 04 19 04 1 4 52 2006 04 19 04 1 4 54 2006 04 19 04 14 57 Selected Extension 101 Called 103 Jones 102 Grissom Conference 103 Jones 102 Grissom 101 Keane Call History Information e Type Incoming Missed Calls Incoming Received Calls Outgoing Unanswered Calls Outgoing Answered Calls Document Version 2007 02 20 Date Time 2006 04 18 02 42 53 2006 04 18
57. ls All monitored extensions Type Galler Called Date Time Duration Ringing Time Trunk Tae 103 Jones 102 Grissom 2006 04 19 05 29 76 00 01 04 00 00 02 Internal 101 Keane 102 Grissom 2006 04 19 05 29 35 00 00 31 00 00 00 Internal Conference Conference 2006 04 19 05 29 35 00 00 29 00 00 00 Internal 101 Keane 102 Grissom 2006 04 19 05 29 35 00 00 79 00 00 00 Internal E 101 Keane 102 Grissom 2006 04 19 05 3011 0O0010 00 00 00 Internal 103 Jones 101 Keane 2006 04 19 05 30 43 00 00 31 00 00 16 Internal Viewing a Call Tag It is possible to view the call tag information assigned by PA users in the History tab 92 Operating Manual Client Document Version 2007 02 20 7 2 2 CSV Output 1 Right click the call history item with a call tag and select View Call Tag Type Galler Galled Date Time F Duration Ringing Time Trunk Tag 103 Jones 101 Keane 2006 04 18 04 00 20 00 00 36 00 00 01 Internal 101 Keane 102 Grissom 2006 04 18 05 11 53 00 00 15 00 00 02 Internal OSC Redial Ka 103 Jones 101 Keane 2006 04 18 22 54 51 Of AOU Internal The tag information screen will appear Panasonic Phone Assistant Status Pro Calling a Party in the Call History from Your Extension It is possible to make a call by double clicking or right clicking the call history item and selecting Redial When the call history for your own extension is highlighted you can make a call to the party reg
58. maining 27 SEC e Number to be redialed e Time countdown starts at 30 seconds e Dial Now button e Abort button Note The time countdown displays the amount of time remaining before the system redials the destination number automatically Clicking Dial Now will start redialing the destination number instantly Clicking Abort will cancel the redialing process After a Call is Made After dialing redialing the number one of the following situations can arise e Adial tone is heard and the call is answered e Adial tone is heard and the call is not answered e A busy tone is heard the called extension is busy e ADND tone is heard the called extension has set DND e The call is rejected or the called extension does not exist e The call cannot be made due to the extension s settings e g not permitted to make outgoing calls e The call cannot be made due to sufficient resources e g all trunks are occupied 30 Operating Manual Client Document Version 2007 02 20 3 2 2 Active Call Handling 3 2 2 2 Answering Calls When you receive a call the Call Alert screen appears automatically Call Alert Receiving a call From Glawer Gil Humber 1 03 Reject _ Note The alert is both visual and aural It is possible to turn off both visual and aural alerts if necessary Please refer to 5 1 5 Sounds and 5 1 6 Visualization for details Using the Answer Button in the Call Alert Screen You may e An
59. ming field e Total number of incoming calls e Total number of answered calls e Total number of missed calls e Total call time e Average call time e Total waiting time ringing time e Average waiting time Outgoing field e Total number of dialed calls e Total call time e Average call time Note e When an external incoming call is transferred from an extension Voice Processing System VPS the incoming call is recorded twice on the receiving extension s call log once for the external incoming call log and once for the intercom call from the extension VPS e When an extension receives a blind transfer call the call from the transferring extension will be recorded as a missed call on the receiving extension s call log 100 Operating Manual Client Document Version 2007 02 20 7 4 Select Tab 7 4 Select Tab It is possible to specify which items to monitor with the Monitor tab The Extensions panel in the Select tab shows all the extensions available in the system and the Monitored extension panel indicates the selected extensions to be monitored oe Compact Extensions drae from here a Monitor i History u Report Extension Monitored extension drop here Extensions panel Monitored extension panel Specifying which Extensions will be Monitored To add an extension to be monitored drag an extension from the Extensions panel and drop into the Monitored extension panel
60. n 2007 02 20 Operating Manual Client 117 10 1 Using the Softphone 10 1 Using the Softphone IMPORTANT To use the Softphone function a Phone Assistant IP Softphone Module license needs to be registered You can operate the Phone Assistant application on the computer using the headset To log in to the application 1 Double click the shortcut on your desktop or start the Phone Assistant from the Start menu Start gt All Programs Panasonic Phone Assistant Phone Assistant Note The folder names may be different from the path listed above if a different path was entered during the installation process The above path is the default path 9 Fhone Assistant 2 Enter the server host name or the IP address Click Search for all the PA Server available on the network 118 Operating Manual Client Document Version 2007 02 20 10 1 Using the Softphone s Panasonic Phone Assistant 1 1 0 6 Panasonic Phone Assistant C Automatically Login Note e When the software cannot connect to the PA Server the following error message will appear Panasonic Phone Assistant A Fail to connect to server This error screen also appears when the Phone Assistant Server Hostname or IP Address field is either empty or incorrect What to do Click OK to continue check your server IP address and attempt to connect to the server again In some cases it is recommended to use the Search button to refresh the PA
61. n Options Personal Information Additional Info Logon and Security Key Mappings sounds Visualization Preferences IP Camera VM Recording Softphone About Personal Information First Name Horacio Last Name Department Tl Email Address Phone number Home Phone number Mobile 66 Operating Manual Client Cancel Document Version 2007 02 20 5 1 2 Additional Info 5 1 2 Additional Info This area provides space for notes to be entered This information can also be edited in the User Admin page of PA Manager A maximum of 1000 characters can be entered Profile Option Additional Info Hain Options Personal Information Additional Info Logon and Security Key Mappings Sounds Visualization Preferences IP Camera VM Recording Softphone About Operating Manual Client 67 Document Version 2007 02 20 5 1 3 Logon and Security 5 1 3 Logon and Security This screen allows for the login password and Automatic Login setting to be changed When the Automatically Login check box is checked the login password does not need to be entered each time you launch the application Profile Option Hain Options Personal Information Additional lato Logon and Security Key Mappings sounds Visualization Preferences IP Camera VM Recording Softphone About Logon and Security Current Password I Mew Password Verity Password Change Password C Automatically Login 68 Operating
62. n Wizard screen are imported You may not select the contacts to import Document Version 2007 02 20 Operating Manual Client 51 3 4 4 Importing Editing Outlook Contacts 7 The assigned name for the contacts appears in the CRM List field CRM Inteeration List CRM List CRM contacts Nol VER Edit Delete Rename 8 Click Close 9 The imported contacts are now added to the CDL CRM Contacts No 1 Hame a Business Mo e ess M a supervisor Finn Jack g99 5555 111 z Rozenberg Jonathan 12 3456 78900 ra cate naten De EEDE ew Last Name First Hame Phone Number PC Phone Status Group Green Alex 104 m Private Woods Warwick 105 a Private Myer Henry 3012 Private Rozenberg Anthony 108 u GTI Foxley Emma 204 CTI Sidle Lily 102 N Business Horacio 101 P F Business Gil 103 a Business sek 52 Operating Manual Client Document Version 2007 02 20 3 4 4 Importing Editing Outlook Contacts 3 4 4 1 Deleting Outlook Contacts You may delete the contacts imported from Outlook 1 Click the double arrow button and select CRM Integration from the drop down list 2 Click Delete in the CRM Integration List screen CRM Integration List CRM List ORM Contacts Nod Panasonic Phone Assistant Pro A Are vou sure that you want to remove this record Yes 3 4 4 2 Renaming Outlook Contacts You can change the name of a contact list imported from Outlook 1 Click the doub
63. nes APT Single Line Telephones SLT IP Proprietary Telephones IP PT Portable Stations PS 7 1 1 Extension Status Monitoring Depending on the type of call the following information will be displayed 88 Extension The extension number registered in the PA Manager application Extension Name The extension name registered in the PBX User name The full name of the PA user Department The department name registered in the PA Manager application is displayed under the PA user name Phone type and Status The following device state icons will be displayed Operating Manual Client Document Version 2007 02 20 7 2 History Tab Phone Type 7 z B a Extension is Ringing N Extension is On the Phone Absent Message DND is set Phone Presence Setting If the extension has been set to DND Do Not Disturb is shown Absent Message Setting If the extension has set an Absent Message the specified message is shown e g Gone Home 7 2 History Tab All incoming and outgoing calls for the monitored extensions maximum of 128 can be displayed in the History tab Compact 4 Monitor ley History w Report D Select ed od A 35 Call History All Calls Selected Extension 101 Caller Called Date Time Duration Ringing Time Trunk Tag 101 Keane 103 Jones 2005 04 18 02 42 53 00 00 27 00 00 03 Internal 101 Keane 102 Grissom 2005 04 18 02 43 04 00 00 06 00 00 06 Internal
64. nnennnnnnnnnnne nano nenn nnnnnnnnennnennnnnnnnennnnnnnnnnnnennnenn 35 3 3 e Gamera TaD ans ea ee ee ee ee 36 3 3 1 SR Camera ee ee ee 36 3 3 2 Operating IP Camera 2 0 ec cccc cece ceccceceeeeeeeeeeueese eee eeseeeseeeseecseeeseessueeseeeseeesueeseeeaeeeaees 37 3 4 Contacte i Beene ee ee ee eee ee ae ee eee eee 39 3 4 1 Contacts Directory List CDL cece ecccceeceeeeeeeeeeeeeeeeeeseeeeeeeeseeeseeeeseeeseeeeseeeseesaees 40 3 4 2 Eae NG ae Se a E ee ee en ee ee 41 3 4 3 Contact List Group znusennesannnnnn nannte 46 3 4 3 1 Customizing a Contact List Group 2us22sssssnenenenennnnnnnnnnnnnnnennnnnnnnennnnnnnnennnen nennen 46 3 4 4 Importing Editing Outlook Contacts 222002200022000nnnnnnnnnennnnnnnenenenennnnnenennnenennnn 49 3 4 4 1 Deleting Outlook Contacts 2 u022202240020n0 0000 onnnn nenne nano nenn nano nnnennnne nenn nnnnnnnnennnnnnnnenen 53 3 4 4 2 Renaming Outlook Contacts 222022u0sssusenunenenenenenennnennnennnnnnnennnnnnnnnnnnnnnnnnnnenenen nenn 53 3 4 9 Picking Up Another Extension s Call 2200220022202200 0000 nenn anne nnne nano nnnennnn namen 54 3 9 EUS COU TaD seen E E ee ne 55 4 Operation with Buttons 2 24 200200000000n0nn0nnunnunnunnnnnn nn nun nun nun nun nn 59 4 1 ANSWEL OF Dial BUUON siciocirrciisicoresios edesin inne iiia aaraa ae 60 4 2 Hang UP BUO un EEE EE E 60 4 3 Function Preset List Button aan 61 4 3 1 customizing F
65. ns Information Field x Panasonic Phone Assistant Status Pro E ei ae l The following information related to the supervisor is displayed in this field 82 Operating Manual Client Document Version 2007 02 20 6 2 Information Panel O Extension Number User name Specified Monitored Extension Information By selecting an extension in the monitor list the following information if available about that extension will be displayed in the Information Panel 12 8 l Hy Information 101 user 101 On the Phone 1 calls Status Direction Onginator Remote Start Call Duration State Duration Connected OUT Smith Douglas 20 12 2006 06 35 08 00 01 10 00 00 22 8 6 O Q 6 Extension Number User s full name If the extension you are monitoring is not logged in to the PA application Unknown is displayed Status Shows the status of the call as follows Incoming Ring back with FWD DND Connected Hold Hold Pending Conference Hold Pending Transfer Conferenced Disconnected Dial tone Onthe Phone Direction Shows the original call state of the call as follows Out the call was originally made from this extension In the call was received to this extension Originator Shows the extension name and or number of the caller Remote Shows the extension name and or n
66. o select which extensions to monitor Please refer to 7 4 Select Tab for details 84 Operating Manual Client Document Version 2007 02 20 6 2 Information Panel Control Buttons The available control buttons are as follows Panasonic Phone Assistant Status Pro Barge In button Please refer to 8 1 1 Barge In Button for details Take Over button Please refer to 8 1 2 Take Over Button for details Listen In button Please refer to 8 1 3 Listen In Button In for details Option Settings button Please refer to 9 1 Option Settings for details Document Version 2007 02 20 Operating Manual Client 85 6 2 Information Panel 86 Operating Manual Client Document Version 2007 02 20 Section 7 Using the Tabs Document Version 2007 02 20 Operating Manual Client 87 7 1 1 Extension Status Monitoring 7 1 Monitor Tab The Monitor tab gives an overview of the ongoing activities of the extension users specified in the Select tab You can view the information explained in the sections below for each extension Extension Extension Name User name Phone Status 101 Keane yee Ringback sg Sale Bee Jones i On the Phone Robinson gt h a Meetine Cumberland Do Not Disturb It is possible to monitor all extensions up to 128 in the phone directory by specifying so in the Select tab The following types of devices can be monitored Digital Proprietary Telephones DPT Analogue Proprietary Telepho
67. ofile 101 DET w 101 DPT nn ee SS 102 Soft phone Select a profile from the drop down list and click OK After you have successfully logged in to the application the Information Panel will appear in Compact mode Panasonic Phone Assistant Pro a e y DPT 101 user 3 Available ee A s Ped Call Control amp IP Camera FE Contacts 42 History Cals Document Version 2007 02 20 Operating Manual Client 7 1 2 Logging In after the First Time Note e If you cannot successfully log in after 3 attempts the following error message will appear Panasonic Phone Assistant N Permission denied after 3 invalid login attempts Phone Assistant Application will now close What to do Click OK and PA will exit Launch PA and try logging in again To exit the application 1 Click the close button Panasonic Phone Assistant Pro A dialog box asking you to confirm the operation will appear 2 Click Yes 1 2 Logging In after the First Time To log in to the application 1 Double click the shortcut on your desktop or start the Phone Assistant from the Start menu Start gt All Programs Panasonic Phone Assistant Phone Assistant Note The folder names may be different from the path listed above if a different path was entered during the installation process The above path is the default path B Fhone Ass1stant 8 Operating Manual Client Document Version
68. ome to the Panasonic Phone Assistant Status Call Log Export Wizard Assistant This wizard generates a Comma Separated Value C5 file This report is generated from the call logs in the Phone Assistant Server Please select your extensions Avalable Selected 101 102 103 Back It is possible to move selected extensions back to the Available field by clicking the left arrow button 3 Click Next to proceed 94 Operating Manual Client Document Version 2007 02 20 7 2 2 CSV Output 4 Select the desired call history types in the Available field and click the right arrow button to move them to the Selected field Panasonic Phone Assistant Status Pro Call Log Export Wizard Please select your call history types Phone Assistant Available Selected Outgoing Answered Call Incoming Missed Call Outgoing Unanswered Call Incoming Received Call 5 Click Next to proceed 6 Select the call information types to export in the Available field and click the right arrow button to move them to the Selected field Panasonic Phone Assistant Status Pro Call Log Export Wizard Please select your fields that you want to export Phone Assistant Available Selected Trunk Used Call Type Result of Call Ringing Time Entry ID Called Number Called Name Caller Name Caller Number Date of Call Time of Call Duration of Call Call Tag 7 Click Next to proceed 8 In the record range screen you are provided wi
69. ptions sub options will be displayed You can go back to the previous screen by selecting Back or to the default screen of the Want To tab by selecting Home The 4 middle options shortcuts are actually links to other function tabs in this application Selecting these options will activate the corresponding function tab Selecting Change my options opens the Profile Option screen Please refer to 5 1 Profile Op tions for details 3 1 1 Changing Forwarding Settings Clicking Change my phone forward settings forwards your calls to another user extension Change my phone forward settings 20 Operating Manual Client Document Version 2007 02 20 3 1 1 Changing Forwarding Settings 1 To change the call forwarding setting click the desired type of calls All calls External calls J Internal calls e All calls All incoming calls will be forwarded to the specified number e External calls All external calls will be forwarded to the specified number e Internal calls All internal calls will be forwarded to the specified number e None Clear my Forwards DND All call forwarding settings and DND settings are cleared The control returns to the main screen of the Want To tab 2 Click one of the options below to decide when calls should be forwarded Pr Always a On busy Un no answer x Un busy no answer Mone Clear my Forwards ONE e Always The incoming c
70. running applications at all times e Incoming call popup When checked the Call Alert screen appears to notify you of an incoming call Please refer to 3 2 2 2 Answering Calls for details Set the time duration to display the Incoming call popup when there is a call default 10 seconds Profile Option Visualization Hain Options Personal Information Application Appearance Additional Info Logon and Security Key Mappings Always on Top Sounds Me Incoming call popup Visualization Preferences Incoming Popup will appear for secondi IP Camera VM Recording Softphone About Document Version 2007 02 20 Operating Manual Client 71 5 1 7 Preferences 5 1 7 Preferences This screen allows you to configure the following general preference settings 12 Availability The availability option allows PA Network Console to view your availability options You may select one of the following options Phone Number Mobile Phone Number E mail Language You may select the language of the interface from the list box PBX External Call Prefix Number You can enter the PBX external call prefix number for all external calls When a call is rejected transfer to this number Specifies the extension or the mailbox number of the Voice Processing System to transfer rejected calls to Note e If this field is left empty calls cannot be rejected Profile Option Preferences Hain Options KM Ayvailability Per
71. s Tab 17 39 Control Buttons for PA 18 Control Buttons for supervisor 85 CRM Integration 49 CSV Output 93 D Do Not Disturb Settings 22 Settings Buttons 22 Door Opener 38 Doorphone 38 F Function Preset List Button 18 61 Canceling 64 Customizing 61 Performing 63 124 Operating Manual Client Function Tabs for PA 17 Function Tabs for Supervisor 84 G Global Key for PA 70 Global Key for Supervisor 113 H Hang Up Button 18 60 History Tab for PA 17 55 Adding To Contact List 57 Call History Information 56 CallTag 57 Call Type Buttons 56 Calling 56 Column Moving 57 Searching 57 Sorting 57 History Tab for Supervisor 84 89 Call History Information 91 Call Tag 92 Call Type Buttons 90 Calling 93 Column Moving 92 Searching 92 Sorting 92 Holding Calls 32 IWant To Tab 17 20 Information Field Supervisor 82 Information Panel for Supervisor 82 Information Panel Input Field 16 IP Camera Operating 37 Setting 36 73 IPCamera Tab 17 36 L Language 72 Listen In 108 M Making Calls 29 Message Waiting Indication 15 Missed Calls Notification 16 Monitor Tab 84 88 Device State Icons 88 Monitoring 88 Monitored Extension Information Field 83 O Outlook Contacts Deleting 53 Editing 49 Importing 49 Renaming 53 Document Version 2007 02 20 P PBX External Call Prefix Number 72 Phone Presence 14 89 Picking Up Another Extension s Call 54 R Recording a Conversation 35 Automatically 36 74
72. s for details Outgoing call lf you are making a call information of this call is shown Ongoing Current Active call If there is an ongoing call information on the current status of that call is shown Phone Presence Displays the current status of the Panasonic telephone to other PA users Operating Manual Client Document Version 2007 02 20 2 1 User Information Panel You can set Forwards DND setting under the I Want To tab or using the Function Preset List button Please refer to 3 1 Want To Tab or 4 3 Function Preset List Button for details Absent Message Displays a message e g the reason for absence seen by other PA users You can set your message by clicking the icon When no Absent Message is set Available is displayed amp Available Available 4 Will Return soon 4 Gone Home 3 Ina Meeting amp h Conference i Urgent Only I Hot At My Desk 4 Option When Option is selected the Absent Message window will appear You can assign a custom Absent Message of up to 16 characters Panasonic Phone Assistant Pro Set absent message You can also assign a custom Absent Message using the Function Preset List button Please refer to 4 3 1 Customizing Functions for details Message Waiting Indication When a message is left on your extension the message waiting icon is displayed in the User Information field You have 2 missed callls Document Version 2007 0
73. sonal Information Additional Info Logon and Security Language Key Mappings English Sounds Phone Number uals ation PE External Call Prefix Number Preferences Po IF Camera RER When a call is rejected transfer to this number Vi Recording Softphone About Operating Manual Client Document Version 2007 02 20 5 1 8 IP Camera 5 1 8 IP Camera This screen allows you to enable or disable IP cameras visible by PA users Please refer to 3 3 IP Camera Tab for details Profile Option Hain Options Personal Information Additional Info Logon and Security Kep Mappings sounds Visualization Preferences IP Camera IF Camera Camera 1 IF Address DoorPhone Link Camera 2 IF Address Door Phone Link VM Recording Softphone C Camera 3 About IF Address DoorPhone Link C Camera 4 IP Address Automatically show camera when DoorPhone ring Cancel e Automatically show camera when DoorPhone ring This option enables PA to open the IP Camera tab and display the IP camera feed automatically when a doorphone rings Document Version 2007 02 20 Operating Manual Client 73 74 5 1 9 VM Recording 9 1 9 VM Recording This screen allows you to set call recording preferences Profile Option Hain Options Personal Information Additional Info Logon and Security kep Mappings sounds Visualization Preferences IP Camera VM Recording Softphone About Ve Recording VM Group Autom
74. swer a call e Answer a call which is put on hold e Answer a call waiting depends on the extension s setting in the PBX Answering Calls can be Performed by e Clicking Answer the call in the Call Control tab e Clicking Answer on the Call Alert screen e Hotkey dialing Keyboard shortcut using clipboard e g CTRL A When a Call Arrives e The call is answered 3 2 2 3 Terminating Calls When you are on a call the call may be terminated Terminating Calls can be Performed by e Hotkey dialing Keyboard shortcut using clipboard e g CTRL D Using the clipboard Plain Text from any application copy paste from application WEB e Clicking the Hang Up button on the Information Panel After a Call is Terminated e The call will end Document Version 2007 02 20 Operating Manual Client 31 3 2 2 Active Call Handling 3 2 2 4 Transferring Calls When you are ona call calls can be transferred to another extension or outside party One of 2 options may be selected when transferring a call Blind transfer the call Unannounced Transfer the call to another number Announced Either Transferring Option can be Performed by Entering the number into the Information Panel input field and clicking one of the options Note If you click either transferring option without entering a number into the Information Panel input field the Contact List will be displayed Double click the extension number
75. t 55 3 5 History Tab Call Type Button The following buttons can be used to change the type of calls that are displayed in the History tab Show All Calls Show Incoming Missed Calls Show Incoming Received Calls Show Outgoing Unanswered Calls Show Outgoing Answered Calls Call History Information e Type Incoming Missed Calls Incoming Received Calls Outgoing Unanswered Calls Outgoing Answered Calls e Caller e Caller Name e Called e Called Name e Date Time of the call e Duration of the call h min s e Trunk e Tag Calling a Party from the Call History There are 2 ways to make a call using the call history in the History tab e double clicking the desired call history item e right clicking the desired call history item and selecting Dial number I Type Galler Galled Date Time Duration Trunk Tag KT 102 Sidle Lily 101 Finn Horacio Dial number 00 00 05 Internal Add to Contact List 103 Glover Gil 101 Finn Horacio New Edit Call Tae 00 00 11 Internal 56 Operating Manual Client Document Version 2007 02 20 3 5 History Tab Adding a Contact from the Call History It is possible to add a contact to a Contact List by right clicking the desired call history item and selecting Add to Contact List Type Caller i Called DateTime Duwatin Trunk Tag 101 Finn Horacio 102 Sidle Lily pe 35 00 00 31 Internal Add to Contact List 101 Finn Horacio 102
76. th 2 types of the record range to be exported Document Version 2007 02 20 Operating Manual Client 95 7 2 2 CSV Output e If All is selected all records matching the selected criteria are exported Panasonic Phone Assistant Status Pro Call Log Export Wizard oa choose pour record range Phone Assistant Er Selection Get the latest 100 record s Filter By Date Time Range Enable Start 2006 12 20 13 36 32 End 2006 12 20 13 36 32 e If Selection is selected the most recent records where the number input into the Selection field are exported e g the latest 100 records Panasonic Phone Assistant Status Pro Gall Log Export Wizard Please choose your record range Phone Assistant All Selection Get the latest recordi Fiter By Date Time Range Enable Start 2006 12 21 10 40 17 End 2006 12 21 10 40 17 96 Operating Manual Client Document Version 2007 02 20 7 2 2 CSV Output e Ifthe Date Time Range field is selected matching records are filtered by the specified start and end date time the format of the date time yyyy mm dd h min s Panasonic Phone Assistant Status Pro Gall Log Export Wizard Please choose your record range Phone Assistant All Selection Get the latest records Filter By Date Time Range v Enable Start 2006 11 21 10 40 17 End 2006 12 21 10 40 17 a te tres 9 Click Next to proceed 10 Select t
77. th PANASONIC or its licensor 2 LICENSE i 114 Operating Manual Client Document Version 2007 02 20 9 1 2 About Click Save To File to specify the desired location to save the System Analyze Report Analyze System Analyze Report Phone Assistant Analyzer Report Created On 2006 12 22 13 57 28 Application G Proeram Files Panasonic Phone Assi stant PAsf exe FileWersior 1 1 0 6 Communicator Host 10 75 84 65 Computer Name PO HPOSUZOOUT4 Fhysical Memory SOME Memory In Use 343 ME Memory Load 63 Windows Version Microsoft Windows P Professional Service Pack 2 Build 2600 Windows Language 411 save To File An example of the system information is shown below E System Analyze Report Notepad AAR File Edit Format View Help Phone Assistant Analyzer Report Created on 22 12 2006 12 22 54 AOE ear tan c Program Files Panasonic Phone Assistant PASP exe Fileversion 1 1 0 6 Communicator Host 10 75 84 65 Computer Name pcc 823fa3c74f8 Physical Memory 191M6 Memory In Use 134MB Memory Load 70 windows version Microsoft windows xP Professional Service Pack 2 Build 2600 windows Language 409 Document Version 2007 02 20 Operating Manual Client 115 9 1 2 About 116 Operating Manual Client Document Version 2007 02 20 Section 10 Phone Assistant Softphone Plug in Module Document Versio
78. tons Document Version 2007 02 20 Operating Manual Client 49 3 4 4 Importing Editing Outlook Contacts The CRM Integration List screen appears CRM Integration List CRM List 2 Click New to import contacts Click Edit to change the CRM List name or its contents CRM Integration Wizard Phone Welcome to the CRM Integration Wizard _ This wizard will walk you through the steps to integrate a CRH Assistant application into Phone Assistant Pro select a GRAM Application Outlook Contacts Exchange Global Address List Hame in Contact Bar ORM Contacts No 7 The CRM Integration Wizard screen appears 3 Click Outlook Contacts and enter a name into the Name in Contact Bar input field 4 Click Next to proceed 50 Operating Manual Client Document Version 2007 02 20 3 4 4 Importing Editing Outlook Contacts 5 Click the desired Contacts folder and click OK Select Folder Eolders Bi Mailbox Chew Tze Fu 4 Calendar al Deleted Items 1 Drafts 1 Inbox A Journal Junk E mail Notes 3 Outbox i sent Items Tasks Sj Personal Folders 3 Public Folders 6 Click Finish RM Integration Wizard Phone Outlook Contacts Integration Successtul Contact List Prewier Not all are shown Assistant Name Business Mo Rozenberg Jonathan 12 3456 e900 Finn Jack OO0 FABR 1 11 Woods Suzan a2 1 32 13 213 Note All of the contacts listed in the CRM Integratio
79. u may also make a call from the Call Log Please refer to 3 5 History Tab for details Document Version 2007 02 20 Operating Manual Client 17 2 1 User Information Panel Control Buttons There are 3 buttons that help you to manage your call activity Panasonic Phone Assistant Pro Answer or Dial button Please refer to 4 1 Answer or Dial Button for details Hang Up button Please refer to 4 2 Hang Up Button for details Function Preset List button Allows you to operate frequently used functions with a single click Please refer to 4 3 Function Preset List Button for details 18 Operating Manual Client Document Version 2007 02 20 Section 3 Operation with Tabs Document Version 2007 02 20 Operating Manual Client 19 3 1 1 Changing Forwarding Settings 3 1 Want To Tab The I Want To tab gives you easy access to the most commonly used functions The screen below is shown when you click this function tab Panasonic Phone Assistant Pro Sele a DPT 101 userl 3 Available f a ies Compact I Want To f Call Control a IF Camera 5 Contacts 42 Histon go want To l Change my phone forward ettings LI Change my Do Not Disturb settings Open call control View F camera Edit my contacts ki Look at history Change my options These 2 options allow you to set the Forward or DND settings When you select these o
80. umber of the called extension Document Version 2007 02 20 Operating Manual Client 83 6 2 Information Panel Start Shows the start date and time of the current call For instance with a transfer the start time is when the call was transferred and not the start time of the original call Call Duration Shows the total duration of the call State Duration Shows the duration of the current call state If a call is transferred in any way to this extension the timer starts when the extension user picks up the call Function Tabs By clicking the function tabs the lower half of the Information Panel will open allowing the following functions to be used Panasonic Phone Assistant Status Pro Sek Hy Information Bi 101 user 101 Hill Adam On the Phone 1 calls tz Status Direction Orginator Remote Start Call Duration State Duration Connected OUT Smith Douglas 20 12 2006 06 35 08 00 01 10 00 00 22 O 0 Compact Closes any tabs that are currently open Monitor Enables you to monitor all available extension users A maximum of 128 users can be monitored Please refer to 7 1 1 Extension Status Monitoring for details History Enables you to view information regarding past calls made by monitored extension users Please refer to 7 2 History Tab for details Report Enables you to view the current call information Please refer to 7 3 Report Tab for details Select Enables you t
81. un ann 6 1 2 Logging In after the First Time a ie ee 8 2 MENICE OYEIVIEW nern 13 2 1 User Information Panel on ee 14 3 Operation WIN TaDS sisecccacictesintncsccscctenecvedencsacavdddasssntaveseeteessuaccosnenccaweeiss 19 3 1 VV ANNE TO TAD verein an een E een 20 3 1 1 Changing Forwarding Settings ccccccccccccsecceeeccececeeeeeeeseeeseeeeseeeseeeseeeseeesseesseesseeeaees 20 3 1 2 Changing Do Not Disturb Settings u220022002200nnnennnnnonnnnnnnennnennnennn nenn nnnnnnen nenn 22 3 1 3 STON S een ee een ee een 24 3 2 Cal ONIFOL Tab nee een ae ende ee 25 3 2 1 Active Call Information u2220220022002nnenenennnennnnnnnnnnnnnnnnnnnnnnnnnunnnennnennnennnennne nennen 26 3 2 2 ACIE Gall FIANO wenn ee eeeenee 28 3 2 2 1 Making Calls aiciercasceout nent ancendecetiecentdietidinend asetdenaplalerhinayhispeutadetmessieatavaetekseseddsacatessntadesdoescek 29 3222 ANSWEelng E AlS ee ie caese sede A E 31 3 2 2 3 Terminating Calls 022u02200snsensnunnnennnunnnonnnennnennnennnnnnnnnnnnnnnnnnnnnnnennnennnenenenenennnnnen 31 3224 NAA SII Alster era ae 32 3 2 2 5 Holding Calls or Retrieving Held Calls 202220s2sssssensnensnnnnnnnnnnennnennnennnn nenn 32 DLA REET ee een ne ee 33 3 2 3 Conference Call u02200224002000nnnnnnnnennnnnnnno nase nenne nenn nnnennnnnnnnnnnne nenne nnnnnnnnnnnnennnnnnnnenen 33 3 2 4 Recording a Conversation 22u2220022000snnen
82. xisting call therefore creating a three party conference call R Barge In button Example 1 Device 2 and device 3 are on a call Device 1 supervisor selects device 2 in the Monitor tab and presses the Barge In button Hao fas Connected Device 2 Device 3 PA user PA user t Pe Device 1 Supervisor Barges In 2 Device 1 interrupts the connected call between device 2 and device 3 to make a three party conference call 104 Operating Manual Client Document Version 2007 02 20 8 1 1 Barge In Button elo Helo Device 2 Device 3 PA user PA user Three Party Conference Call et Device 1 Supervisor Note During the conversation if any of the parties hangs up the conference will end however the remaining two parties can continue talking Conditions Barge In can only be executed under the conditions noted below PBX settings e Executive Busy Override in COS settings is enabled Call specific conditions The supervisor cannot barge in when there is an ongoing call internal or external between 2 parties with the following conditions e The monitored extension is currently connected to the supervisor e The supervisor s own extension is busy e The selected call is a part of a conference call e There is consultation hold on one of the involved extensions e The call is already being monitored by another extension e The call is a door phone call Document Version 2007

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