Avaya CP 2.0 Desktop Messaging - Microsoft Outlook User's Manual
Contents
1. Some features mentioned in this guide may not be available for your CallPilot mailbox For details refer to the Feature availability topic in the Desktop Messaging online Help or ask your administrator Getting started About this guide This user guide describes how to use CallPilot with your Microsoft Outlook e mail The instructions and screen images shown in this guide provide general information for using CallPilot with your e mail Specific details may vary depending on your computer s operating system the version of Outlook you are using and the features available for your CallPilot mailbox For further assistance in using CallPilot refer to the Desktop Messaging online Help What you need Before you start to use CallPilot your administrator ensures that your e mail account is correctly configured for CallPilot Your computer must be set up according to the following requirements CallPilot Player to play and record voice messages Microsoft Imaging for Windows or other imaging software to view faxes Nortel Fax Driver to create faxes Microsoft Outlook 98 or 2000 SR 2 in corporate mode or Microsoft Outlook 2002 SR 1 groupware e mail clients Windows 95 B Windows 98 SE Windows 2000 Professional Windows XP Windows NT4 SP6a Monitor with 256 color 800 x 600 capability 15 Mbytes of free disk space to install software Sound card and speakers for playing voice messages on your computer A microphone connected to yo2. Telephone number 7366 7 Remove IV Use system speaker volume Low High 1 Iv Use system microphone level KL J High 1 I Confirm settings before playing or recording I Download file before playing Cancel Appy Heb 3 In Device click Telephone if you want to play and record your voice messages from your telephone Make sure the correct telephone number appears Or click Computer if you want to play and record your voice messages through your computer s speakers and microphone Note You can also change your audio device on the CallPilot Player 4 In Volume check the two Volume check boxes if you want to coordinate your CallPilot volume settings with your computer s speaker and microphone volumes 5 If you want a reminder to check these settings before playing or recording voice messages check Confirm settings 6 If you want to download voice messages to your computer before playing them check Download file This option is useful if you are using a modem E 18 Linking to My CallPilot Desktop Messaging provides links to the web based resources in My CallPilot To view or change the URL for My CallPilot see Changing your mailbox settings page 15 For more information on My CallPilot refer to the My CallPilot User Guide 1 In your e mail Inbox on the Tools menu click CallPilot Desktop Messaging Tools gt My CallPilot 2 Select one of the tabs To view or change your C
3. 3 Make any changes required then click OK KA Mail Address Book Audio tormactrial ca nortel com v fistess7 H rass www nortelnetworks com To change your CallPilot password This is the same password that you use from the telephone 1 Repeat steps 1 and 2 above CallPilot Password Change then click Change Password 2 In Old password type your current password 3 In New password type your new password 4 In Validate password type your new password again 5 Click OK to save the change 6 Click OK to exit the General settings Changing mail delivery settings To view or change your mail settings Your administrator enters the default mail settings for you You can change them if required Refer to the online Help for a detailed explanation 1 In your e mail Inbox on the Tools menu click Services or E mail accounts if you are using XP and open CallPilot Desktop Messaging configuration 2 Click the Mail tab to display the current mail settings General Mail Address Book Audio Path C PROGRA 1 Nortel CallPilot callpilot cs Notification Automatically 7 IV Use CallPilot form Default compose form Voice x Default forward reply form as received x IV Include message header when forwarding replying IV Convert voice messages to WAY for non CallPilot recipients IV Show message waiting indicator MW on taskbar Personal folders Advanced 3 T
4. Delivery receipt For Delivery select Urgent or leave the setting as Normal For Sensitivity select Private or leave the setting as Public Be aware that messages you send marked Private can be forwarded by the recipient Also recipients in non CallPilot systems may not be informed of Private settings In your message tell the recipient that the message is Private For Receipt acknowledgment check Read receipt to request acknowledgment that your recipient opened the message Check Delivery receipt to request acknowledgment that your recipient received the message Continue to compose address and send the message as usual Addressing messages To address a message from an Address Book You can address a CallPilot message from the Address Book on the server or you can select addresses from your Personal Address Book A OND 5 The CallPilot Address Book on the server is maintained by your organization and contains the addresses of the CallPilot users and distribution lists that you are allowed to use You cannot edit this list You can download the Address Book to your computer so that you can work in offline mode See Changing your address book settings page 17 Your Personal Address Book is the list of e mail addresses that you maintain on your computer You can add CallPilot addresses to this list E3 Address Book olx File Edit View Tools Jesl Bal kal N Type Name or Select from List Show Names From th
5. VPIM messaging format described in the online help is not supported To address messages to remote sites use the format lt Remote SMTP VPIM prefix gt lt Remote Mailbox gt LocalCallPilotServer For example 14165557171 CallPilot MyOrg com Where 1416555 is the VPIM prefix of the remote site 7171 1s the mailbox on the remote site and CallPilot MyOrg com is the FQDN of the local CallPilot About forwarding Desktop Messaging messages Do not use the right click menu to forward a Desktop Messaging message To forward a message either e open the message and forward it from the CallPilot window or e for Outlook select the message in the Outlook Inbox and forward it from the Outlook toolbar About viewing faxes Imaging for Windows which can be used as a fax viewer is installed by default on Windows 95B Windows 98 Windows NT and Windows 2000 operating systems But if you use Windows XP Imaging for Windows is not included unless you have installed it Ask your system administrator whether you have Imaging for Windows installed on your system If you use a Windows XP system and you do not have Imaging for Windows installed you can view faxes in the default Windows XP fax viewer by double clicking the fax You can create one fax image at a time by using the fax driver Outlook Lotus Notes Groupwise Page 3 Call the sender of a message Call the sender of a message is not supported Page 3 Access web based My CallPilot to view
6. CallPilot e mail or Personal Address Book See Addressing messages page 13 Or type the formatted address in the To field 7 Add attachments and options if required See Adding attachments to messages page 12 and Setting message options page 12 8 Click Send To create and send a text message To create a text message open a new CallPilot message form and type or paste plain text into it then click the Send Message icon nna MAA Calling the sender of a message You can respond to a message with a telephone call instead of a recorded message 1 In an open message click Call Sender Ye 2 Answer the telephone when it rings CallPilot immediately calls the sender of the message eX 3 When you finish the call hang up the telephone or click Disconnect Forwarding and replying to messages You can forward a message and compose an introduction to send with it You can also compose a reply to the sender of a message or to the sender and all recipients of a message To forward or reply to a message Compose voice message 1 In an open message click Forward Compose text message Reply or Reply to All Attach file EY CallPilot Player Co Reply E4 Reply to All O Forward 2 2 On the new message form compose a voice fax or text message Subject FWD 7366 0 06 Voice Message O Delivery Nomai Z Sensitivity Pubic je Readreceint 3 Address forwarded messages the O T same way as a new mes
7. NORTEL _ NETWORKS W CallPilot Release 2 0 Desktop Messaging User Guide for Microsoft Outlook Updates to the Desktop Messaging User Guides NORTEL 7 LA gt O ee Ke O of Seen Q O C QO 2 A c Q Pee O g am Oo O A A Q N faa Internet Clients Page 3 Call the sender of a message Call the sender of a message 1s not supported Page 4 About this guide The internet mail clients that are supported are e Microsoft Outlook 98 Corporate Mode e Microsoft Outlook 2000 e Microsoft Outlook 2002 XP e Lotus Notes 5 x and 6 x e GroupWise 6 x Unified Messaging on Business Communications Manager also supports e Microsoft Outlook Express 5 x e Microsoft Outlook Express 6 x e Microsoft Outlook 98 Internet Mail Mode e Microsoft Outlook 2000 Internet Mail Mode e Microsoft Outlook 2002 XP Internet Mail Mode e Netscape Messenger Netscape Communicator 4 7x e Netscape Messenger Netscape Communicator 6 2x e Netscape Messenger Netscape Communicator 7 0x e Qualcomm Eudora Pro 5 x Page 3 Access web based My CallPilot to view user information and change your feature settings My CallPilot is not supported Page 6 CallPilot Player The Call the sender button 1s not available Page 10 Linking to My CallPilot Linking to My CallPilot is not supported Page 11 Addressing messages When you address messages from internet mail clients the open
8. allPilot feature settings 1 In My CallPilot click the CallPilot Features tab 2 Select any feature and make changes to your setup as required Any changes you make to a feature go into effect immediately whether you use CallPilot from your computer or from your telephone a tel Networks My CallPilot Mic My CallPilot caupitot Messages Email Account 3Y CallPilot Features Useful information Mailbox Richard Dawkins 7401 CallPilot Tools Telephone Settings Telephone Options Mailbox Links allPilot Review an nalize your Create and maintain li inks to mailboxes other messaging services My CallPilot Preferences andset Set preferences for your message list r and options f message editing My Ga ANERO eny me Pa age er pil fox Local intranet a To view user information In My CallPilot click the Useful Information tab to view online user information specific to your mailbox 2 Nortel Networks My CallPilot Microsoft Internet Explorer Favorites Tools Help E Do R nite hh rea ye Stop Refresh Home Search Favorites History Mail Print My CallPilot Mailbox 2222 Your Mailbox Status 1 Yo ur mailbox store appr aa Aa an of audio i r deleted daye after listen ing to them ocked Pana u delete them Voice Mail Access Numbers 1 Voice Messaging 2526 2 Express Voice Messaging Not Available 3 Speech Activated Messaging Not Available 4 Name D
9. ceee Viewing fax messages administrator must enable fax capability for your mailbox To view a fax message 1 Double click a fax message in your CallPilot Inbox When you open a fax only message the fax image appears right away In mixed voice and fax or text messages click the Fax icon to view the fax 2 While viewing the fax you can enlarge or reduce the image rotate or move it print it delete it save it add a voice annotation to the saved file forward it and reply to it 3 When you are finished close the message Print Delete message Select part of image Drag scroll image fw CallPilot Player Fax Message Pile Es File Edit View Actions Page Zoom Annotation Help ta bel b X Se Gel Frox Marion Stirrett To Marion Stirrett Ec Subject Fax Message Delivery Normal Sensitivity Public 9 25 01 2 10 PM nja 2 b ajaj sie af alla mG 4 work more efficiently as a team and accomplish more in le33xti And they all say How did we ever work without it A satiric Coder Citir To view faxes on your computer you must have Imaging for Windows or other imaging software installed on your computer In addition your CallPilot Close message Open next or previous message Forward Reply to All Reply Change page Views Go to next or previous page Rotate left Rotate right Zoom in Zoom out Note f you are using imaging s
10. ct to the network another user who has access to your Outlook profile can send messages in offline mode that will be transmitted without your knowledge To protect your mailbox assign a password to your Outlook cst file For details refer to the Desktop Messaging online Help CallPilot Desktop Messaging User Guide for Microsoft Outlook Copyright 2002 Nortel Networks All Rights Reserved Information is subject to change without notice Nortel Networks reserves the right to make changes in design or components as progress in engineering and manufacturing may warrant This user guide is distributed in soft copy only Product release 2 0 Document issue Standard 1 0 Date September 2002 NETWORKS Ka 3 21 eee
11. e CallPilot Address Book local E mail Surname First Name 195289 Bloomington Name E mail Type Bloomington ALL Sal CALLPILOT Bloomington Sales SDL CALLPILOT 195289 Bloomington SDL Bloomington System CALLPILOT 195289 Bloomington SDL Caddick Joe CALLPILOT 195289 Caddick Joe Crosser Dave CALLPILOT 195289 Crosser Dave Davenport Ronnie CALLPILOT 195289 Davenport Ronnie Davis Ray CALLPILOT 195289 Davis Ray Dyrdahl Charlie CALLPILOT 195289 Dyrdahl Charlie Emergency Global C CALLPILOT 195289 Emergency Global Cust Car Emert Steve CALLPILOT 195289 Emert Steve Eydelman Lev CALLPILOT 195289 Eydelman Ley Foss Duane CALLPILOT 195289 Foss Duane Frink Coleen CALLPILOT 195289 Frink Coleen Geiser Joe CALLPILOT 195289 Geiser Joe Gilleland Mike CALLPILOT 195289 Gilleland Mike Hansen Jon CALLPILOT 195289 Hansen Jon Kampa Jim CALLPILOT 195289 Kampa Jim pa gt In a new CallPilot message click To In the Show names list select CallPilot Address Book or Personal Address Book Select the name of the recipient or distribution list Click To gt You can select one or more addresses clicking To gt after each one Click OK to return to the new CallPilot message To add CallPilot addresses to your Personal Address Book You can add CallPilot addresses and distribution lists to your e mail Personal Address Book You may want to di
12. he default settings shown here are recommended for most users gt Notification You can set CallPilot to update your message list automatically manually or at intervals such as every 5 minutes Choose Manually to save costs on long distance or ISDN connections gt Use CallPilot form Your CallPilot messages appear on a CallPilot form instead of an e mail form gt Convert voice messages to WAV for non CallPilot users Your recorded messages are automatically converted from vbk to wav files when you send them to non CallPilot users b Show message waiting indicator MWI on taskbar The CallPilot telephone icon on the Windows taskbar turns red when you have a new message 4 Make any changes required then click OK nna FF ee Changing your address book settings To view or change your Address Book settings Your administrator enters the default Address Book settings for you You can change them if required Refer to the online Help for a detailed explanation 1 2 3 In your e mail Inbox on the Tools menu click Services or E mail accounts if you are using XP and open CallPilot Desktop Messaging configuration Click the Address Book tab to display the current Address Book settings Make any changes required then click OK General Mail Address Book Audio Path C PROGRA 1 Nortel CallPilot call ja Search base dc nortel do ca Order Last Name Smith John 7 IV Notify me of search base cha
13. ialing Not Available 5 Default Fax Number Not Available Done nna GO AA Working offline To work offline you need a computer that has CallPilot installed and configured in the same way as your office computer You can download your messages and addresses to this computer before working offline 1 Optional You may want to download your CallPilot messages to the computer that you will use offline Log in to your e mail and CallPilot and on the Tools menu click CallPilot Desktop Messaging then click Download all CallPilot Messages When your messages are downloaded log out 2 Optional You may want to download the server Address Book to your computer See Changing your address book settings page 17 3 Open your e mail while not connected to the network and wait for the CallPilot Logon window to appear You do not need to enter your password 4 Click Cancel You can then work offline reviewing your messages and recording and addressing new messages You must use your computer s speakers and microphone to play and record messages offline you cannot use a telephone for offline access CallPilot stores your recorded messages in your Outbox and sends them the next time you log in to the CallPilot server Message security in offline mode If you share your computer with others you should password protect your messages in Outlook Since Outlook automatically sends messages stored in the Outbox when you reconne
14. ilot Inbox Outbox Sent Items and Deleted Items Your CallPilot Inbox Inbox Microsoft Outlook Iof x Eile Edit Yiew Favorites Tools Actions Help Anew S OS X Gerenly Go Reply to Al YE Forward Send Receive Borind CB Q 38 W Z Inbox sd Call the sender i Folder List t D7 g From Subject Received 4 Cal P l lot H Q CallPilot Infonet a LE Marion Stirrett 7366 0 03 Yoice Message Wed 12 5 01 6 54 Com ose n ew M St H 4 CallPilot Message Store Diane Boutilier 7241 0 05 Voice Message Wed 12 5 01 6 50 PM p essage store 9 Deleted emis 0 LINDA SZOSTAK 7609 0 03 Voice Message wed 12 5 01 2 42 PM message peb Nicola Yap 7240 Fax ID 1009 1 pFWD Wed 12 5 01 2 21 PM Unknown 7366 Read receipt Wed 12 5 01 12 27 PM N ew m essag e G Postmaster System Fax ID 1006 Deliver Wed 6412 27 PM M essa e was Deca Marion Stirrett 7366 Fax ID 1003 Text Mes Wed 12 5 01 10 52 AM g Urgent agi Ouilook day Mailbox opened by the Eend na message ra Saba recipient 7 G9 Deleted Items Attached files aA oa Message was voice fax text 3 Journal received Kes Notes KS Outbox Sent Items w gt Tasks H Q Public Folders amn a 4 r B F Items 1 Unread To check for new messages na The CallPilot message waiting indicator on your screen turns red when you have kta a new message To turn the indicator on or off
15. n 21 5 cm wide or less 2 On the File menu click Print 3 From the list of printers select Nortel Fax then click Print or OK 4 The Compose Fax dialog box appears Before sending the fax you can add more documents including a cover page by repeating steps 1 to 3 You can also view the fax and save it as a file 5 Select a Send option b To send a simple fax type the fax machine number s or CallPilot mailbox number m plus number e g m7366 type a subject then click Send gt To send your fax as an attachment to a new CallPilot message select Send using then click Send fw Compose Fax View before sending http www nortelnetworks com index html File name Hemoye Move Up Delete before sending Hove Davy Ta Totalpages 1 dd more pages to this fax by opening another document and printing to the Nortel Fax printer Return to this window when ready to send or save the fax Change order of files to be Options fax S end fax Send to fax machines Separate each fax machine number with a axed Fax machine s fas 952 555 1234 Subject Nortel Networks Send as an M Receive a confirmation of delivery attachment Send using CalPilot Desktop Messaging for Microsoft Exchange Outlook Y Save to send TUT Save ds Send Exit later 6 Ifyou selected Send using a new message form opens with your fax file attached Address the message from the
16. nges Use server address book Use local copy of server address book IV Remind me to download address book every 20 day s Download now Advanced cot o ap To download the Address Book to your computer You can download the CallPilot address book from the server to your computer and tell CallPilot to go to this list so that you can work offline 1 2 3 4 5 Select the Address Book tab as described above Click Download now The server address book downloads to your computer Select Use local address book From now on when you click To in a CallPilot message whether working online or offline you go to the address book that you downloaded to your computer Check Remind me to remember to update this list by downloading it from the server occasionally Set the number of days between reminders Click OK Whenever you want to address directly from the server again reselect Use server address book nna y Changing audio settings To change the audio device and volume You can play and record your messages from your telephone or your computer 1 In your e mail Inbox on the Tools menu click Services or E mail accounts if you are using XP and open CallPilot Desktop Messaging configuration Or on the CallPilot Player select View gt Options 2 Click the Audio tab to display the current Audio settings General Mail Address Book Audio Device C Telephone Computer
17. oftware other than Microsoft Imaging for Windows as your default viewer the appearance of the fax message may differ from this one and you may not be able to use some of the controls shown here such as Zoom in and Zoom out Composing voice messages You can record a voice message from the computer or the telephone then address and send it the same way as an e mail message To record and send a voice message 1 In your CallPilot Inbox click the New CallPilot Message icon a 2 On the new message form click the Telephone icon in the toolbar to open the CallPilot Player 3 Onthe CallPilot Player click the red Record button to start recording 4 If you are recording from the computer record your message into the microphone Click Stop to end the recording Click Play to review it To add to the recording click Record speak again then click Stop gt If you are recording from the telephone answer when it rings At the tone record your message Click Stop to end the recording Click Play to review it To add to the recording or re record it move the playback slider to the desired position click Record speak again then click Stop Hang up the telephone 5 Click To to address from the CallPilot e mail or Personal Address Book See Addressing messages page 13 Or type a formatted address in the To field 6 Add attachments and options if required See Adding attachments to messages page 12 and Setting message options
18. page 12 7 On the toolbar click the Send Message icon IB CallPilot Player Iof x File Edit View Actions Help Send Message fal E Baa ee ee Save message an Yap Nicola TOR 9771 EXCH a ina Cem Bee Telephone icon Address opens CallPilot message Subject Voice message Player Set options sip Z Sensini kel Bina PO 0000 N RTEL Playback sider 0 an Play ine 4 gt e ia a bj Nipa eee Stop PEB wy laf Record from telephone 5 Si Record from Record Go to start Go to end computer Adjust volume Skipback Skip forward Adjust speed To save a newly created voice message as a file 1 Onanew message form record a message and on the File menu click Save as 2 Inthe File name box type a name for the file select a folder to keep the file in then click Save Save voice files as vbk files CallPilot can automatically convert vbk files to wav files when sending to non CallPilot users See Changing mail delivery settings page 16 E 9 A Composing fax and text messages To create and send a fax message To create a fax your CallPilot mailbox must have fax capability The CallPilot recipients of your fax must also have fax capability to view the fax on their computer If your recipients access their messages from their telephone they can view the fax only by printing it You can also send your fax to a fax machine 1 Open the document that you want to fax It must be 8 5 i
19. sage Replies are addressed automatically 4 Add attachments set options and change the subject line if required 5 Click the Send Message icon From marion stirrett Sent 9 6 01 1 11 PM To marion stirrett kanais 7366 0 06 Voice Message Note Your administrator may block messages forwarded to external e mail addresses ee 11 PAA Adding attachments to messages Before sending a message you can attach a voice fax or text file to it Voice files can be vbk or wav format for CallPilot recipients CallPilot can automatically convert vbk files to wav files when sending to non CallPilot users See Changing mail delivery settings page 16 Fax files must be tif format Text files must be txt format To attach a file to a message 1 2 CallPilot Player On a new message form click the File Edit View Actions Help Attach File icon In the Open dialog box select or Sita type the name of the file that you P Lookin E My Documents want to attach j Ems Click Open to attach the file and E return to the new CallPilot Ka E ubject message Delivery ft Setting message options Before sending a message you can set options for handling and delivery To set message options 1 2 E 2 aaaaaaagaaagaaagaaagaagQaaama On a new message form select Delivery Sensitivity and Receipt options as required a O iW Read receipt Delivery Urgent Sensitivity Private FF
20. see Changing mail delivery settings page 16 New messages appear in bold To open a message To open a CallPilot message double click anywhere on the message line See Playing voice messages page 7 and Viewing fax messages page 8 To delete a message To delete a CallPilot message in your Inbox click on the message to select it then click the Delete icon on the toolbar You can also click the Delete icon in an open CallPilot message The deleted message moves to the Deleted Items folder When you log out or click Exit from Outlook your CallPilot messages in the Deleted Items folder are immediately deleted without confirmation To organize your messages To organize your messages you can create new CallPilot folders in the CallPilot Message Store and move or copy your messages to these folders You can access these message when you log in by telephone or through My CallPilot Playing voice messages When you open a voice only message the CallPilot Player appears In mixed LG voice and fax or text messages click the Voice icon to open the CallPilot Player To select your telephone or computer to play voice messages You can choose to play your voice messages from your telephone or your computer To change from one to the other or to change the telephone number that CallPilot dials see Changing audio settings page 18 You can also click the Telephone or Computer icon on the CallPilot Player to change the setting To play a me
21. ssage from your telephone 1 To play a voice message when your telephone is selected for playback double click the message in your CallPilot Inbox and answer your telephone when it rings 2 Use the buttons on the CallPilot Player to play or stop the message go backward and forward and call the sender 3 When you are finished hang up and close the message To play a message from your computer 1 To play a voice message when your computer is selected for playback double click the message in your CallPilot Inbox The message plays through your computer s speakers or your headphones 2 Use the buttons on the CallPilot Player to play or stop the message go backward and forward adjust the volume and speed and call the sender 3 When you are finished close the message I CallPilot Player 7241 0 05 Voice Message Zofi Close File Edit View Actions Help message ar ld X Ee a Open next or Fiom Diane Boutilier es previous To Manion Stirrett message Ce Forward Subject 7241 0 05 Voice Message Reply to All Repl Delivery Urgent Sensitivity Public 12 5 2007 6 50 PH Ply Kan fo me NORTEL i o a alee a Ley NETWORKS Play poo AA AA Ram em Re play io K 44 bini Stopped Status Stop gt b xy e Disconnect Call the g sender lls Play messages from telephone Play messages from computer Adjust Go to start Gotoend Adjust volume Skip back Skip forward speed ce 7 aaa arccccccc
22. stinguish between CallPilot and e mail addresses by adding CallPilot after the recipient s name 1 2 Double click a name in the server Address Book In Properties click Add to Personal Address Book Or you can create an address manually and add it to your Personal Address Book Refer to the online Help for the correct addressing formats To address a message manually You can type an address directly into the To field of a new message Enclose the address in square brackets Refer to the online Help for the correct addressing formats E 13 Personal distribution lists You can create CallPilot personal distribution lists in Outlook in My CallPilot or from your telephone To use existing CallPilot personal distribution lists You can address messages using CallPilot personal distribution lists that you created in My CallPilot or on your telephone In Outlook select these lists from the CallPilot Address Book or add them to your personal Address Book To create a personal distribution list in Outlook You create a CallPilot personal distribution list in Outlook the same way that you create an e mail personal distribution list After you create a list it appears in your e mail Personal Address Book so that you can select the list to address a message You cannot access a list created in Outlook from your telephone or from My CallPilot 1 In your Inbox on the Tools menu click Address Book Select Personal Address Book and on
23. the File menu click New Entry Select Personal Distribution List and click OK In New Personal Distribution List Properties in Name type a list name Click Add Remove Members to display Edit New Personal Distribution List Members 6 Scroll to CallPilot Address Book and select it Select names to add to the Distribution List clicking Members gt after each name 7 Click OK when you have finished entering names 8 Click OK after viewing the list You can add or delete names for this list at any time oF ON Show Names From the Callilot Address Book local Type Name or Select From List bou Personal Distribution List BOUTILIER DIANE Yap Nicola Payne Patricia BOUTILIER DIANE BOZIC MILA Brampton Brampton Brazagski Petra Browne Janet Buchenica Gratziela BUFFAM BASIL Byer Jeff CallPilot1 TPS CallPilat TPS z z New Properties Find Cancel OO A e S AA Changing your mailbox settings To view or change your CallPilot access settings Your administrator enters the default CallPilot access information for you You can change these settings if required Refer to the online Help for a detailed explanation 1 In your e mail Inbox on the Tools menu click Services or E mail accounts if you are using XP and open CallPilot Desktop Messaging configuration Or on the CallPilot Player select View gt Options 2 Click the General tab to display your current access settings
24. ur computer or a telephone situated near your computer for recording voice messages A LAN Ethernet connection to the CallPilot server ISDN ADSL or dial up modem connection for accessing CallPilot messages Internet Explorer 5 x and 6 x or Netscape 6 2x and above to access My CallPilot Logging in When you log in to your e mail you can log in to CallPilot at the same time To log in from Microsoft Outlook 1 Open your Microsoft Outlook e mail The CallPilot Logon dalag box appears al Mailbox heoo ZH 469 z In Mailbox type or select your mailbox number Password In Password type your CallPilot password Check Remember password if you want CallPilot to log in automatically CallPilot Logon na42349 us nortel com Remember password Cancel Properties 5 Click OK Note Do not leave the Remember password box checked on a shared computer To log out When you exit Microsoft Outlook you automatically log out from CallPilot Remote login You can log in to your mailbox from any computer that has CallPilot installed and configured in the same way as your office computer For example you can use a computer set up for guest access or your home computer with a dial up connection to the server Working with your CallPilot messages When you open your e mail with CallPilot installed your CallPilot messages appear in the CallPilot Message Store The Message Store contains folders for your CallP
25. user information and change your feature settings My CallPilot is not supported Page 6 CallPilot Player The Call the sender button is not available Page 10 Composing fax and text messages On the Compose Fax dialog box you can use the Subject field to add additional information to the fax cover page for example the name of the recipient when you send a fax directly to a fax machine The maximum length you can enter in the Subject field is 80 characters Page 11 Calling the sender of a message Calling the sender of a message 1s not supported Page 12 Setting message options Delivery Receipt is not supported Page 14 Personal distribution lists Group Lists are the equivalent of Personal Distribution Lists Group Lists can be created by the system administrator only Group Lists appear in the server address book with the letters GL after the group list name and cannot be created from the telephone Page 19 Linking to My CallPilot Linking to My CallPilot is not supported a Printed in Canada 18 September 2003 Contents Welcome to CallPilot a 3 Getting started 1 aaa 4 LOGOO AA 5 Working with your CallPilot messages 6 Playing voice messages 0 ees 7 Viewing fax messages 1 a 8 Composing voice messages 0 AA 9 Composing fax and text messages 10 Calling the sender of a message 11 Forwarding and repl
26. ying to messages 11 Adding attachments to messages 12 Setting message options 4 AA 12 Addressing messages 0a 13 Personal distribution lists 2 0 0 0 cee eee 14 Changing your mailbox settings 15 Changing mail delivery settings 16 Changing your address book settings 17 Changing audio settings 0 AA 18 Linking to My CallPilot aa 19 Working offline a 20 Document information ee eee 21 Welcometo CallPilot CallPilot from Nortel Networks is an advanced business communications system that offers exceptional flexibility for managing your messaging needs You can work with CallPilot from your telephone or your computer Desktop Messaging gives you access to your CallPilot mailbox through your Microsoft Outlook e mail Here are some of the many ways you can use CallPilot with your e mail Listen to voice messages View and print fax messages Record and send voice messages Create and send fax messages Forward and reply to voice and fax messages Call the sender of a message Add message options such as urgent and private Add voice fax or text file attachments to messages Create personal distribution lists Change your CallPilot password Access web based My CallPilot to view user information and change your feature settings
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