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Avaya BCM 2.0 Personal Call Manager User Guide

1. About button 15 buttons 15 Copy button 15 Cut button 15 Detail button 15 17 displaying 14 Find Person button 15 Large Icons button 15 17 List button 15 17 Manual Dial button 17 New Contact 15 New Folder 15 Paste button 15 Small Icons button 15 17 Up one level button 15 P0911958 Issue 01 Index 93 Transferring a call blind 39 Calls menu 41 43 task tray 41 43 window 39 43 with an announcement 43 without an announcement 39 Tree View 54 W W ild cards 65 W indow closing 18 components 13 opening 13 Enterprise Edge Personal Call Manager User Guide 94 Index Enterprise Edge Personal Call Manager User Guide P0911958 Issue 01
2. If you want to call a contact that is in the Address Book and you only remember the contact s name type the contact s name If Fast Search is enabled any contacts that match the name you are entering appear in the bottom of the dialog box Click the contact you want and click the Transfer button If Slow Search is enabled you must enter the name and then click the Find Now button Any contacts that match the name you entered appear in the bottom of the dialog box Click the contact you want and click the Transfer button For information about Fast and Slow Search see Changing the Search preferences on page 84 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 42 Transferring a call Transferring a call using the keyboard You can use the keyboard and the icons on the window to transfer a call To transfer a call 1 Make or answer the call 2 Click the icon in the Calls box 3 Press the F4 key The Transfer dialog box appears Enter Phone Number or Name Last Name First Name 3429 Find Now Phone Number Type gt Help Cancel Business Ph Extension Home Phon Mobile Phon Em Johnson Donna 3429 4 Enter the telephone number of the person you want to transfer the call to and click the Transfer button The call is transferred to the number entered Tip If Fast Search is enabled Enterprise Edge Personal Call Manager compares the telephone number you are entering
3. Knowing who is calling 34 Displaying who is calling from the task tray 34 Answering a call using the You Have a New Call dialog box 35 Answering a call from the window 35 Answering a call from the task tray or Calls menu 35 Accessing the Notes tab 36 Putting a call on hold 37 Putting a call on hold using the window 37 Putting a call on hold using the task tray or Calls menu 37 Answering a held call using the window 37 Answering a held call using the task tray or Calls menu 37 Multiple calls 38 Switching between calls using the window 38 Switching between calls using the task tray and Call menus 38 Transferring a call 39 Transferring a call without an announcement 39 Transferring a call using the window 39 Transferring a call using the right mouse button 39 Transferring a call using the task tray or Calls menu 41 Transferring a call using the keyboard 42 Transferring a call with an announcement 43 Transferring a call with an announcement using the window 43 Transferring a call with an announcement using the right mouse button 43 Transferring a call with an announcement using the task tray or Calls menu 43 Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Contents 5 Conferencing a call 44 Creating a conference 44 Creating a conference using the Conference box 44 Creating a conference using the Calls box 44 Creating a conference using the task tray or Calls menu 44 Putting conferences call on hold 45
4. Putting the conference calls on hold using the window 45 Putting conference calls on hold using the task tray or Calls menu 45 Taking a conference off hold 45 Restoring a held conference using the window 45 Restoring a held conference using the task tray or Calls menu 45 Splitting a conference 45 Splitting a conference using the window 46 Splitting a conference using the task tray or Calls menu 46 Ending a conference 47 Ending a conference using the release button 47 Ending a conference using the window 47 Ending a conference using the keyboard 47 Ending a conference using the task tray or Calls menu 47 Ending a call 48 Ending a call using the release button 48 Ending a call using the window 48 Ending a call using the task tray or Calls menu 48 Ending a call using the keyboard 48 Calling features 49 Do Not Disturb DND 49 Turning DND on or off 49 Call Forward 50 Calls Log Window 51 Viewing the Calls Log 51 Viewing the Incoming Calls 52 Viewing the Outgoing Calls 52 Updating the Calls Log 52 Sorting the Calls Log 52 Making a call from the Calls Log 53 Printing call information from the Calls Log 53 Deleting calls from the Calls Log 53 Closing the Calls Log Window 53 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 6 Contents Address Book 54 The Tree View of the Address Book 54 The List View portion of the Address Book 55 Contacts 56 Adding a new contact to the Address Book 56 Address
5. to the TAPI functions Extension name The name used to identify your telephone on the Enterprise Edge system Handsfree A feature you can use to make calls without using the telephone handset Icon A graphic symbol used to represent an object such a contact or call or a task such as manual dialing in Enterprise Edge Personal Call Manager List View The portion of the Address Book that shows the contacts and folders stored in the selected folder P0911958 Issue 01 Enterprise Edge Personal Call Manager User Guide 90 Menu bar The menu bar shows the menus available from the main window PC Personal Computer A Windows compatible computer that runs the Enterprise Edge Personal Call Manager software Quick dials A group of telephone numbers that you can call by selecting a menu item Status bar An area at the bottom of the computer screen which provides information messages about Enterprise Edge Personal Call Manager TAPI TAPI stands for Telephony Application Programming Interface It is a set of programming tools that allows Enterprise Edge Personal Call Manager to communicate with the telephone system TA PI line The telephone line that Enterprise Edge Personal Call Manager uses to make a call Task tray An area in the bottom right hand corner of the PC screen It contains the Enterprise Edge Personal Call Manager task tray icon which is used to perform several common call control functions Task
6. Click the contact you want and click the Transfer button If Slow Search is enabled you must enter the name and then click the Find Now button Any contacts that match the name you entered appear in the bottom of the dialog box Click the contact you want and click the Transfer button For information about Fast and Slow Search see Changing the Search preferences on page 84 Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Transferring a call 41 Transferring a call using the task tray or Calls menu To transfer a call 1 Make or answer the call 2 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to Transfer A menu of the current calls appears 3 Click one of the current calls The call is transferred to the person selected If the person you want to transfer the call to does not appear on the list of current calls perform steps 4 and 5 4 Click Other The Transfer dialog box appears 5 Type the telephone number of the person you want to transfer the call to and click the Transfer button The call is transferred to the number entered Tip If Fast Search is enabled Enterprise Edge Personal Call Manager compares the telephone number you are entering to the contacts stored in the Address Book Any contacts that match the numbers you are entering appear in the bottom of the dialog box Click the contact you want and click the Transfer button Tip
7. Double click the voice announcement file you want to use Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 61 If you decide you no longer want a voice announcement for this contact you can remove the voice announcement from the contact To remove the voice announcement 1 Click K beside the Voice Announce File Path field The voice announcement no longer plays for this contact Note The WAV file you delete from the contact is not deleted from the computer hard drive and can be used again later You can select a bitmap image that displays on the You Have a New Call dialog box when you receive a call from this contact The image gives you a visual reminder of who the caller is The image is typically a bitmap picture BMP file of the contact but can be any BMP file that reminds you of the contact To add or change the bitmap image 1 Create or find the image you want to display when this contact calls You can create this file with any graphics application that saves the image as a BMP file 2 Click _ beside the Image File Path field 3 Move to the folder where the image file is stored 4 Double click the image file you want to use If you decide you no longer want Enterprise Edge Personal Call Manager to display an image when this contact calls you can remove the image file from the contact To remove the image file 1 Click beside the Image File Path field The i
8. Edge Personal Call Manager To import addresses 1 Open the application that contains your existing contact list and save the list as a comma delimited text file Make a note of the order of the information fields in the existing file Note Refer to the documentation that came with the application for instructions on how to save the contact list as a comma delimited text file 2 Open the Enterprise Edge Personal Call Manager window 3 Click the File menu and then click Import Address The Import address from text file dialog box appears Import address from text file Ed Source Text File m Fields Assignment Last Name x First Name Business 7 Home Ph 7 Mobile Ph gt Company gt Department 7 Import Help 4 Click Eee to choose the file you want to import The Open dialog box appears 5 Move to the folder that contains the file you want to import Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Importing Contacts 79 6 Double click the file you want to import The Import address from text file dialog box appears with the path and file name in the Source Text File field 7 Click the Last Name list box and then click the text field number that contains the last name information Note The text field number is determined by the order the information is in when you save the file in step 1 8 Repeat step 7 for each of the informati
9. P0911958 Issue 01 Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager is a TAPI based Telephony Application Programming Interface application that provides an easy to use computer interface for your telephone With Enterprise Edge Personal Call Manager you can e make calls e redial telephone numbers e return calls e answer calls e put calls on and off hold e manage multiple calls e transfer calls e conference calls e activate and de activate Do Not Disturb e call forward your telephone Enterprise Edge Personal Call Manager also has an Address Book that allows you to store the names addresses and telephone numbers of your contacts on your computer where they are easy to find and use Using a handsfree telephone with Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager is a tool designed to accompany your telephone It provides tools to make processing calls easier but you must still use your telephone to speak with the caller For this reason we recommend that you use a telephone equipped with handsfree When using a handsfree telephone you can perform all of the Enterprise Edge Personal Call Manager functions without picking up the telephone handset About this guide Enterprise Edge Personal Call Manager provides several ways to perform each task Although this document describes all of the possible methods you only need to use one of the methods to perform the tas
10. Properties dialog box 57 Adding a caller to the Address Book 62 Finding a contact in the Address Book 63 Editing the properties of a contact 66 Organizing the Address book 67 Copying a contact 68 Copying a contact using the linked copy method 69 Copying a contact using the template copy method 70 Moving a contact 71 Deleting a contact 72 Printing Contacts 73 Folders 74 Creating a new folder in the Address Book 74 Copying a folder 75 Moving a folder 76 Renaming a folder 77 Deleting a folder 77 Importing Contacts 78 Exporting Contacts 80 Quick Dials 81 Adding Quick Dials 81 Displaying the information about Enterprise Edge Personal Call Manager 81 Synchronization with the telephone 81 Accessing Help 82 Accessing context sensitive Help 82 Opening the Help contents screen 82 Accessing the Tip of the Day 82 Turning the Tip of the Day off 82 Turning the Tip of the Day on 83 Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Contents 7 Enterprise Edge Personal Call Manager Preferences 84 Changing the Search preferences 84 Changing the Startup Option 85 Changing the Dialing Rule Setting 85 Changing the Caller s Record Display Setting 86 Quitting Enterprise Edge Personal Call Manager 88 Removing Enterprise Edge Personal Call Manager 88 Glossary 89 Index 91 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 8 Contents Enterprise Edge 2 0 Personal Call Manager User Guide
11. a contact when you want to create a copy that is linked to the original contact For information about the two different methods of copying a contact refer to Deciding which copy method to use on page 68 To copy a contact using drag and drop the contact must be visible in the List View and the folder you are copying it to must be visible in the Tree View To copy a contact 1 Press and hold the Control key on your PC keyboard 2 Drag the contact you want to copy to the new folder To copy a contact using the toolbar 1 Click the contact you want to copy Ep Click El Open the folder you want to copy the contact into The contents of the folder appear in the List View box 4 Click The contact is copied to the new folder B m To copy a contact using the right mouse button 1 Right click the contact you want to copy and then click Copy 2 Open the folder you want to copy the contact into The contents of the folder appear in the List View box 3 Right click an open area in the folder and then click Paste The contact is copied to the new folder To copy a contact using the Menu bar 1 Click the contact you want to copy Click the Edit menu and then click Copy i Open the folder you want to copy the contact into The contents of the folder appear in the List View box 4 Click the Edit menu and then click Paste The contact is copied to the new folder P0911958 Issue 01 Enterprise Edge 2
12. appears asking if you want to add this caller P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 18 Enterprise Edge Personal Call Manager window Status bar The Status bar is at the bottom of the screen and provides four information message areas e Help messages Shows a help message if available for the area the mouse pointer is pointing on For example if the pointer is on one of the buttons on the toolbar the message describes what the button does e Line used Identifies which telephone line is being used by Enterprise Edge Personal Call Manager e DND The acronym DND appears if the Do Not Disturb DND feature is turned on for your telephone e Call Forward Indicates if Call Forward is activated and to which number your telephone is call forwarded For Help press F1 Tapi Line ROGER L250 FwD 8188 4 Help messages Line used DND Call Forward Displaying the Status bar To display the Status bar 1 Click the View menu and then click Status Bar The Status bar toggles between being displayed and not being displayed When the Status bar is set to be displayed appears beside the Status Bar menu item Closing the window To close the window click the minimize button in the top right corner of the window The window is minimized to an icon on the taskbar When you close the window call control features are still available from the Enterprise
13. e DND turns the Do Not Disturb feature on or off The upper portion of the menu contains the current calls Each of these calls has an icon beside it to indicate the status of the call If there are currently no calls the upper portion of the menu does not appear Active Call Appears beside the call you are currently on Appears beside calls thatare on hold Any call thatis not Held Call active is on hold Appears beside the two calls that you are connected to Conference Call when you are on a conference call Held Conference Appears beside conference calls that are on hold Ringing Appears beside calls that are ringing pros d se Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager window 13 Enterprise Edge Personal Call Manager window From the Enterprise Edge Personal Call Manager window you can perform all of the functions of the Enterprise Edge Personal Call Manager task tray icon as well as access the Address Book the Help files and Enterprise Edge Personal Call Manager setup Opening the window When you start Enterprise Edge Personal Call Manager the window appears If you do not want the window to appear when you start Enterprise Edge Personal Call Manager refer to Changing the Startup Option on page 85 When you change this option the window is minimized to an icon on the taskbar when you start Enterprise Edge Personal Cal
14. folders and contacts stored in the currently selected folder For more information about the Address Book refer to Address Book on page 54 Displaying the Address Book To display the Address Book 1 Click the View menu and then click Only Address Book to display only the Address Book or 1 Click the View menu and then click Both Address Book and Calls to display both the Address Book and the Current Calls The symbol appears beside the current selection Current Calls The Current Calls section of the screen shows which calls are active The Current Calls section consists of two parts e the Calls box which shows the calls that are currently on your telephone e the Conference box which shows the conference calls that are currently on your telephone Displaying the Current Calls To display the Current Calls 1 Click the View menu and then click Only Calls to display only the Current Calls or 1 Click the View menu and then click Both Address Book and Calls to display both the Address Book and the Current Calls The symbol appears beside the current selection Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Current Calls icons Enterprise Edge Personal Call Manager window 17 There are several icons that are used in the Current Calls section Each icon is used to represent a call The icons also show the status of the calls J Active Call Appears beside the call you are
15. menu point to the caller you want to talk to and then click UnHold The caller you point to becomes the active call and the other call is put on hold Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Transferring a call 39 Transferring a call Enterprise Edge Personal Call Manager allows you to transfer a call to a different telephone You can transfer the call with an announcement or without With an announcement you are calling the person you are transferring the call to before you transfer the call Use announcements to inform the person who the caller is and why they are calling Note Transferring your telephone to an external telephone number is not supported Transferring a call without an announcement When you transfer a call without an announcement you are transferring without checking if the person is available to answer the call This is also known as a blind transfer Transferring a call using the window To transfer a call 1 Make or answer the call 2 Drag the icon of the call to another call icon in the Calls box or to a contact icon in the Address Book If you are transferring the call to a contact in the Address Book the contact must be showing in the List View portion of the Address Book For information about finding a contact see Finding a contact in the Address Book on page 63 Transferring a call using the right mouse button You can use the right mouse button and the icons on
16. performed on either the telephone or on Enterprise Edge Personal Call Manager For example to end a call you can press the Rls Release key on the telephone or click Release in Enterprise Edge Personal Call Manager Any telephone programming you use to customize your telephone is not synchronized For example the personal speed dials programmed on the telephone are not automatically copied into Enterprise Edge Personal Call Manager P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 82 Accessing Help Accessing Help Accessing context sensitive Help You can access context sensitive Help by pressing the F1 key The Help information that appears is about the currently active window dialog box or menu item Opening the Help contents screen You can access Help from the Menu bar To access the Help window 1 Click the Help menu and then click Help topics The main Help window gives you access to all of the help information Use the Contents tab to view the Help topics To go to one of the topics double click the topic Use the Index tab to view an alphabetically sorted list of Help topics The topics on the Index tab are more detailed than the topics on the Contents tab To go to a topic click the topic Use Find tab to enter a word or topic you need help information about The Find feature searches through the Help information and displays information about the word or topic you enter Accessing the Tip
17. step 6 until all of the fields show the information you want For any field you do not want information in click None Note Only one type of information can appear in each box 7 Click the Export button All the contacts in the Address Book are saved to a comma delimited text file Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Quick Dials 81 Quick Dials The Address Book is divided into two mains sections My Contacts and Quick Dials The My Contacts section stores your contacts The Quick Dials section used stores contacts that you use frequently or need to access quickly The contacts you add to the Quick Dials section are automatically added to the Quick Dials menu You can access the Quick Dials menu from the Calls menu or the Enterprise Edge Personal Call Manager task tray menu Adding Quick Dials To add a Quick Dial add the contact to the Quick Dials section of the Address Book Any of the methods described earlier to add a contact can be used to add Quick Dials Displaying the information about Enterprise Edge Personal Call Manager The About Enterprise Edge Personal Call Manager window shows the version number of the Enterprise Edge Personal Call Manager software you are using To access the About Enterprise Edge Personal Call Manager window 1 Click the Help menu and then click About Director or 1 Click 2 Synchronization with the telephone Common call control operations can be
18. stored in the Address Book If a match is found the name from the Address Book is used as the label If no match is found the number dialed is used as the label Making a call using the Address Book Before you can call a number from the Address Book you must add the number to the Address Book For more information about adding numbers to the Address Book refer to Adding a new contact to the Address Book on page 56 To make a call using the right mouse button 1 Look in the Address Book to find the icon of the person you want to call 2 Right click the icon point to Dial and click the telephone number you want to dial for the person e g the contact s Business number You can use the drag and drop feature to make a call To make a call using the drag and drop method 1 Look in the Address Book to find the icon of the person you want to call 2 Use the right mouse button to drag the icon into the Calls box 3 Click the telephone number you want to dial for the person e g the contact s Business number To call the prime telephone number using the Address Book 1 Look in the Address Book to find the icon of the person you want to call 2 Make the call by double clicking on the icon or dragging the icon to the Calls box Note When you add a contact you define one of the telephone numbers as the prime number P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 30 Making a call Making a
19. the Calls Log is not updated To update the Calls Log 1 Click Bl or 1 Click the View menu and then click Refresh Sorting the Calls Log You can sort the Calls Log by name telephone number duration or date and time e To sort the Calls Log by the name of the caller click Name e To sort the Calls Log by the telephone number of the caller click Phone No e To sort the Calls Log by the length of the call click Duration e To sort the Calls Log by time the call was made or received click Date amp Time Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Calls Log Window 53 Making a call from the Calls Log You can call any of the numbers stored in the Incoming or Outgoing Call Log To make a call 1 Click the number you want to dial 2 Click or 1 Click the number you want to dial 2 Click the Edit menu and then click Redial Printing call information from the Calls Log You can print the Calls Log information for any call in the Calls Log To print the Calls Log information 1 Click the call you want to print Note You can select several calls to print by holding down the Control or Shift key and clicking other calls 2 Click amp or Click the Edit menu and then click Print Deleting calls from the Calls Log To delete a call from the Calls Log 1 Select the call you want to delete 2 Click PS or 1 Click the Edit menu and then click Delete Closing the Call
20. want to add the caller to the Address Book Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Enterprise Edge Personal Call Manager Preferences 87 Enterprise Edge Personal Call Manager receives the incoming telephone number only if e You subscribe to a Caller ID CLID service or e You are receiving an internal call through Enterprise Edge To change Caller s Record Display Setting from the Menu bar 1 Click the Tools menu and then click Options The Options dialog box appears Options Search Option Startup Option Slow Search PCM main window stay open C Fast Search need Pentium CPU PCM main window minimized m Dialing Rule Setting NV Use Rules defined in the Dialing Property Dialog r Caller s Record Display Option PF Auto display contact s notes page upon answering the call Cancel Help 2 Click the Auto display contact s notes page upon answering the call check box to change the setting To change the Dialing Rule Setting from the task tray 1 Right click the Enterprise Edge Personal Call Manager task tray icon and then click Options The Options dialog box appears 2 Click the Auto display contact s notes page upon answering the call check box to change the setting P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 88 Quitting Enterprise Edge Personal Call Manager Quitting Enterprise Edge Personal Call Man
21. 0 Personal Call M anager User Guide 70 Address Book Copying a contact using the template copy method Use this method of copying a contact when you want to create a new contact that is based on an existing contact All of the contact information except the contact name is copied to the new contact This feature allows you to quickly add contacts that are similar to existing contacts For information about the two different methods of copying a contact refer to Deciding which copy method to use on page 68 To copy a contact using the right mouse button 1 Right click the contact you want to copy and then click Copy 2 Open the folder you want to copy the contact into The contents of the folder appear in the List View box 3 Right click one of the contacts in the folder The contact click is not affected by the pasting procedure 4 Click Paste Special You are prompted to enter a name 5 Type the name of the contact and click the OK button After the contact is copied into the folder you can open the contact properties and change any properties To copy a contact using the Menu bar 1 Click the contact you want to copy 2 Click the Edit menu and then click Copy 3 Open the folder you want to copy the contact into The contents of the folder appear in the List View box 4 Click the Edit menu and then click Paste Special You are prompted to enter a name 5 Type the name of the contact and click the OK button Af
22. 17 37 held conference 12 17 ringing 12 17 task tray menu 12 Enterprise Edge Personal Call Manager User Guide L Last callers 32 Last calls 32 Line used 19 List View 55 M Making a call 29 Address Book 29 Calls menu 30 Quick Dials 33 redialing a number 32 returning a call 32 task tray 30 toolbar 31 Menu bar 13 14 Moving contacts 71 folders 76 My Contacts 54 N Name 58 New Call dialog box 34 0 On line help accessing 82 contents tab 82 find tab 82 index tab 82 opening 82 O utside lines 27 P Preferences dialing properties 20 Enterprise Edge Personal Call Manager 84 search 84 Prime telephone number calling 29 Pulse dialing 27 Q Quick Dials 54 adding 81 list 33 Q uitting Enterprise Edge Personal Call Manager 88 P0911958 Issue 01 R Redialing a telephone number 32 Removing Enterprise Edge Personal Call Manager 88 Returning a call 32 Ringing icon 12 17 S Search entering a name or number 65 for a contact 63 options 85 86 87 preferences 84 wild cards 65 Search mode 63 Quick Search 64 Slow Search 63 Starting Enterprise Edge Personal Call Manager 10 Status bar 13 displaying 18 Synchronization with the telephone 81 T Task tray icon 11 displaying the number of calls 11 menu 11 who is calling 34 Task tray menu 12 icons 12 Telephone line used 18 19 Telephone lines 27 Telephone number of contact 58 default 60 Telephone synchronization 81 Tone dialing 27 Toolbar 13
23. 65 Entering names or numbers If you know only part of the name or telephone number of the contact you want to find you can type the letters or digits you know and the Search feature finds any contacts that match the information you enter If the portion of the name or number you know is at the beginning type the portion you know and click the Find Now button Enterprise Edge Personal Call Manager finds any contacts that start with the letters or digits you enter If you remember the contact s first name but not last name type a comma followed by the contact s first name For example if you are looking for a contact named Tom type Tom All of the contacts whose first name is Tom are found If the portion you know is not at the start you can use wild card characters at the start of the name or number There are two wild card characters you can use Use the question mark to represent any single character Use the asterisk to represent any characters that precede the characters you entered For example the following names are in the Address Book Chatterton Jones Mason Smith Stanley Steward Washington e If you enter S the names found are Smith Stanley and Steward e If you enter Ste the only name found is Stewart e If you enter a the names found are Mason and Washington e Ifyou enter a the names found are Chatterton and Stanley e If you enter a the names found are Chatte
24. Call Manager and appear in the list of calling cards If the calling card you are using is not on the list of cards you must set up how to use your calling card To add a custom calling card 1 Click the Calling Card button The Calling Card dialog box appears Click the New button The Create New Calling Card dialog box appears Type the name of the calling card and click the OK button A message appears informing you that you must set up the dialing rules for the new calling card Click the OK button In the Calling Card Phone Number box type the calling card number In the PIN number box type your calling card PIN number P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 26 Setting up Enterprise Edge Personal Call Manager 7 Click the Long Distance Usage button A second Calling Card dialog box appears Calling Card CallingCard phone number Destination Number including area code 8 Click the first Dial list box and then click the first set of numbers that must be dialed 9 Click the next Dial list box and then click the next set of numbers to be dialed Repeat step 9 until you have completed all of the steps needed to make a call using your calling card Note Refer to the documentation that came with your calling card for the sequence of steps that are required with your card 10 When all of the required steps are added click the OK button 11 Click the International Usage bu
25. Edge Personal Call Manager icon in the task tray Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Setting up Enterprise Edge Personal Call Manager 19 Setting up Enterprise Edge Personal Call Manager Before you can use Enterprise Edge Personal Call Manager you must choose the TAPI line that will be used and define the dialing properties Defining the line used If there are several lines available you can choose which line Enterprise Edge Personal Call Manager uses to make calls To choose a line 1 Click the Tools menu and then click Dial Using The Choose a TAPI Line dialog box appears Choose a TAPI Line Ea Connect Using TAPI Line 7 Configure Line Address L250 z ome Click the TAPI Line list box Click the line Enterprise Edge Personal Call Manager uses 2 3 4 Click the Address list box 5 Click the address for the line you chose 6 Click the OK button Note When using the Enterprise Edge TSP the name of the TAPI line is the same as the extension name for your telephone P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 20 Setting up Enterprise Edge Personal Call Manager Changing the dialing properties You use the Dialing Properties to define where you are situated and what is required to dial from this location To access dialing properties 1 Click the Tools menu and then click Dialing Properties The Dialing
26. Forward Do Not Disturb DND When DND is enabled the telephone does not ring when someone calls but the line indicator flashes In Enterprise Edge Personal Call Manager the You Have a New Call dialog box appears and the icon for the call appears in the Calls box You can turn the Do Not Disturb DND feature on or off from the Calls menu or the Enterprise Edge Personal Call Manager icon in the task tray Turning DND on or off To turn DND on or off 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then click DND When DND is on e the Enterprise Edge Personal Call Manager task tray icon changes to ites e acheck mark appears beside the DND menu item on the Calls menu and the Enterprise Edge Personal Call Manager task tray menu e DND appears in the Status bar P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 50 Calling features Call Forward To call forward your telephone 1 Click the Tools menu and then click Forward The Forward dialog box appears Enter Phone Number or Name Last Name First Name 3429 Find Now Phone Number Type Help Cancel Business Ph Extension Home Phon Mobile Phon Em Johnson Donna 3429 2 Type the telephone number you want to call forward your telephone to 3 Click the Forward button The number your telephone is forwarded to appears on the Status bar Tip If Fast Search is enabled Enterp
27. NORTEL NETWORKS Enterprise Edge 2 0 Personal Call Manager User Guide www nortelnetworks com 2000 Nortel Networks P0911958 Issue 01 Contents Enterprise Edge Personal Call Manager 9 Using a handsfree telephone with Enterprise Edge Personal Call Manager 9 About this guide 9 Installing Enterprise Edge Personal Call Manager 10 Starting Enterprise Edge Personal Call Manager 10 Enterprise Edge Personal Call Managericons 11 Enterprise Edge Personal Call Manager task tray icon 11 Enterprise Edge Personal Call Manager task tray menu 12 Enterprise Edge Personal Call Manager window 13 Opening the window 13 Components of the window 13 Menu bar 14 Toolbar 14 Address Book 16 Current Calls 16 Status bar 18 Closing the window 18 Setting up Enterprise Edge Personal Call Manager 19 Defining the line used 19 Changing the dialing properties 20 Iam dialing from 21 Iam in this country 22 Area Code 22 Use a calling card for long distance 24 Disable call waiting by dialing 27 To access outside lines 27 Dial using 27 Defining long distance numbers in your area code 28 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 4 Contents Making a call 29 Making a call using the Address Book 29 Making a call using the task tray or Calls menu 30 Making a call using the toolbar 31 Redialing a number 32 Returning a call 32 Calling from the Quick Dial list 33 Answering a call 34 Knowing when someone is calling 34
28. P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 48 Ending a call Ending a call Ending a call using the release button To end a call 1 Click the icon of the call in the Calls box Note If there is only one call in the Calls box you do not need to select the call Ir 2 In the Calls box click izk Ending a call using the window To end a call 1 Right click the icon of the call in the Calls box and then click Release Ending a call using the task tray or Calls menu To end a call 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to the call you want to disconnect and then click Release Ending a call using the keyboard To end a call using the keyboard the Enterprise Edge Personal Call Manager window must be visible To end a call 1 Click the icon of the call in the Calls box 2 Press the Delete key on your PC keyboard Note When you use the keyboard to end a call make sure you click the icon in the Calls box before you press the Delete key If you do not and a contact in the Address Book is highlighted the contact is deleted To retrieve a contact that is accidentally deleted click the Edit menu and then click Undo Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Calling features 49 Calling features Enterprise Edge Personal Call Manager gives you easy access to two common calling features Do Not Disturb and Call
29. Properties dialog box appears Dialing Properties Default Location Remove fo From the Dialing Properties dialog box you can control these options e the location you are dialing from I am dialing from e the country you are in I am in this country e the area code you are dialing from Area Code e if you are using a calling card Use a calling card for long distance e the number used to disable Call Waiting Disable call waiting by dialing e access to lines To access an outside lines e the type of dialing system Dial using Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Setting up Enterprise Edge Personal Call Manager 21 I am dialing from Use the I am dialing from list box to save different sets of dialing properties You can use I am dialing from when you have a computer such as a laptop that you use at different locations You can save the settings for the different locations under different names in the I am dialing from list box You can then quickly change to the new settings when you switch locations For example you can have a laptop computer that you use at both the north and south locations If the north and south locations have different dialing requirements such as call waiting in the north but not in the south you can set up two different sets of dialing properties in the I am dialing from list box Then when you switch locations you can change the dialing properties by cha
30. a folder Folders can be moved from one enclosing folder to another When you move a folder you move the folder and all of the contacts and folders that it contains To move a folder using drag and drop the folder must be visible in the List View and the folder you are moving it to must be visible in the Tree View To move a folder 1 Drag the folder you are moving to the folder you want it moved to To move a folder using the toolbar 1 Click the folder you want to move 2 Click EJ 3 Open the folder you want to move the folder to The contents of the folder appear in the List View box 4 Click El The folder must be in the List View box to use the right mouse button To move a folder using the right mouse button 1 Right click the folder you want to move and then click Cut 2 Open the folder you want to move the folder to The contents of the folder appear in the List View box 3 Right click an open area in the folder and then click Paste To move a folder using the Menu bar 1 Click the folder you want to move w Click the Edit menu and then click Cut p Open the folder you want to move the folder to The contents of the folder appear in the List View box 4 Click the Edit menu and then click Paste Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Address Book 77 Renaming a folder To change the name of a folder using the right mouse button 1 Right click the fol
31. ager You can quit Enterprise Edge Personal Call Manager from the task tray or the window To quit Enterprise Edge Personal Call Manager using the task tray 1 Right click the Enterprise Edge Personal Call Manager task tray icon and then click Exit To quit Enterprise Edge Personal Call Manager using the window 1 Click the File menu and then click Exit You can also quit Enterprise Edge Personal Call Manager by clicking the close button in the upper right corner of the Enterprise Edge Personal Call Manager window Removing Enterprise Edge Personal Call Manager You can remove Enterprise Edge Personal Call Manager from your computer For example if you get a new computer you want to move Enterprise Edge Personal Call Manager to the new computer The Uninstall program makes sure all of the files that comprise Enterprise Edge Personal Call Manager are removed from the computer hard disk Tip If you are moving Enterprise Edge Personal Call Manager to a new computer make a copy of the PCMAddressBook mdb file before you remove Enterprise Edge Personal Call Manager You can then copy this file to the new computer where Enterprise Edge Personal Call Manager is installed This copies all of the contacts you have added to the Address Book to the new computer To remove the Enterprise Edge Personal Call Manager software 1 Make sure you have quit Enterprise Edge Personal Call Manager 2 Click the Windows Start button point to Setting
32. all department and Company appear on the dialog box Also a small picture appears in the dialog box and a voice announce message plays if you assigned them when you added the contact For more information about adding contacts to the Address Book refer to Adding a new contact to the Address Book on page 56 If the Caller is not one of your contacts the name and or telephone number and call type appears To answer a call using the You Have a New Call dialog box 1 Click the Answer button Note The Cancel button cancels only the You Have a New Call dialog box not the call If you click the Cancel button the You Have a New Call dialog box closes but the call continues to ring on your telephone Answering a call from the window To answer the call 1 Double click the Ringing icon The icon changes to the Active Call icon and the call is answered or 1 Right click the Ringing icon in the Calls box and then click Answer Answering a call from the task tray or Calls menu To answer a call 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to the label of the call 2 Click Answer P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 36 Answering a call Accessing the Notes tab After you have answered the call you can display the Notes tab of the Address Properties dialog box Use the Notes tab to record information about the contact such as recent order
33. aller These two lines can be external lines or internal lines Creating a conference using the Conference box To create a conference Le 2 3 Make or answer the two calls you want to connect in a conference call Drag the icon of the first call from the Calls box to the Conference box Drag the icon of the second call from the Calls box to the Conference box The icons for the two calls change to Conference icons Creating a conference using the Calls box To create a conference 1 2 Make or answer the two calls to be connected in a conference call Right click the icon of the first call to be connected in a conference call and then click Conference Right click the icon of the second call to be connected in a conference call and then click Conference The icons for the two calls move to the Conference box and their icons change to Conference icons Creating a conference using the task tray or Calls menu To create a conference 1 2 Make or answer the two calls to be connected in a conference call Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu Point to the first call to be conferenced and then click Conference Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu Point to the second call to be conferenced and then click Conference The icons for the two calls change to the Conference icon Enterprise Edge 2 0 Personal Call Manager Use
34. alling card you are using To use a calling card 1 Select the Use calling card for long distance check box If you have previously set up a calling card the settings for that calling card are used If you have not set up a calling card refer to Setting up a calling card To stop using a calling card 1 Clear the Use calling card for long distance check box Setting up a calling card You must set up the calling card parameters before you can use a calling card To set up a calling card 1 Click the Calling Card button The Calling Card dialog box appears Calling Card Ed None Direct Dial New Hemose Phone Number Calling Card Phone Number PIN number Long Distance Usage International Usage Cancel 2 Click the list box at the top of the dialog box 3 Scroll through the list to find the calling card you are using and then click the calling card Note Ifthe calling card you are using is not on this list refer to Adding a custom calling card on page 25 4 Inthe Calling Card Phone Number box type the calling card telephone number Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Ds 6 Setting up Enterprise Edge Personal Call Manager 25 In the PIN number box type the calling card PIN number Click the OK button Adding a custom calling card The dialing parameters for some calling cards are already configured in Enterprise Edge Personal
35. are long distance calls in your area code Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Setting up Enterprise Edge Personal Call Manager 23 To set the prefixes that are long distance 1 Click the Dialing Rules button The Dialing Rules dialog box appears Dialing Rules Ed Dial phone numbers with the following prefixes as long distance Remove Dial phone numbers with the following area codes as local New Remove Cancel To add a prefix that is considered long distance 1 Click the New button located in the top half of the dialog box The New Area Code and Prefix dialog box appears 2 Type the prefix and click the OK button To delete a prefix that is considered long distance 1 Click the prefix you want to delete 2 Click the Remove button To add a prefix that is considered local 1 Click the New button located in the bottom half of the dialog box The New Area Code and Prefix dialog box appears 2 Type the prefix and click the OK button To delete a prefix that is considered local 1 Click the prefix you want to delete 2 Click the Remove button P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 24 Setting up Enterprise Edge Personal Call Manager Use a calling card for long distance Select this check box if you want to use a calling card for long distance telephone numbers The Calling Card button lets you define which c
36. area code added 3 Click the Add gt button 4 Repeat steps 3 and 4 for each prefix that requires an area code added Note If you add a prefix to the Dial first list that does not require an area code remove it by clicking the prefix and clicking the lt Remove button 5 When you have finished moving all of the prefixes that require an area code click the OK button The Toll Prefixes dialog box closes The Toll Prefixes feature is available only if the country you choose in the Dialing Properties dialog box has a country code of 1 For more information about dialing properties refer to Changing the dialing properties on page 20 Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Making a call 29 Making a call Using Enterprise Edge Personal Call Manager you can make a call using the Calls menu the Enterprise Edge Personal Call Manager task tray menu the toolbar or the Address Book When you make a call the Ringing icon appears in the Calls box the Enterprise Edge Personal Call Manager task tray menu and the Calls menu When the call is answered the icon changes to the Active Call icon Both the Ringing and the Active icons have a label that is used to identify the call If you make a call using the Address Book the name in the Address Book is used as the label for the call If you manually dial the telephone number Enterprise Edge Personal Call Manager compares the number dialed to the numbers
37. artup Option determines if the window is open or minimized when you start Enterprise Edge Personal Call Manager To change the Startup Option from the Menu bar 1 Click the Tools menu and then click Options The Options dialog box appears Options m Search Option Startup Option O Slow Search PCM main window stay open C Fast Search need Pentium CPU PCM main window minimized Dialing Rule Setting JV Use Rules defined in the Dialing Property Dialog r Caller s Record Display Option F Auto display contact s notes page upon answering the call Cancel Help 2 Click the Startup Option you want to use To change the Startup Option from the task tray 1 Right click the Enterprise Edge Personal Call Manager task tray icon and then click Options The Options dialog box appears 2 Click the Startup Option you want to use Changing the Dialing Rule Setting The Dialing Rule Setting determines if the dialing properties entered in the Dialing Properties dialog box are used This feature is enabled by default P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 86 Enterprise Edge Personal Call Manager Preferences When the Dialing Rule Setting is enabled Enterprise Edge Personal Call Manager uses dialing properties such as the local area code and the outside line access code when making a call When the Dialing Rule Setting is disabled Enterprise Edge Per
38. bar An area at the bottom of the computer screen It contains the Enterprise Edge Personal Call Manager taskbar icon that is used to maximize the Enterprise Edge Personal Call Manager Window or bring it to the foreground Tool bar The tool bar contains several buttons that provide quick and easy access to Enterprise Edge Personal Call Manager functions Tree View The portion of the Address Book that shows how the folders used to store the contacts are organized Wild card character A special character that can be used represent any letter or number Enterprise Edge Personal Call Manager User Guide P0911958 Issue 01 Index A Active Call icon 12 17 34 Address Book 13 adding a contact 56 changing the view 55 displaying 16 icons 54 list view 55 tree view 54 Address of contact 58 Answering a call Call Answer dialog box 35 Calls menu 35 held call 37 task tray 35 when is someone calling 34 who is calling 34 window 35 Answering a held conference call Calls menu 45 task tray 45 window 45 B Blind transfer 39 Buttons About 15 Copy 15 Cut 15 Detail 15 17 Find Person 15 Large Icons 15 17 List 15 17 Manual Dial 17 New Contact 15 N ew Folder 15 Paste 15 Small Icons 15 17 toolbar 15 Up One Level 15 C Call Answer dialog box 35 Call duration 17 Call Forward 18 50 Call W aiting 27 P0911958 Issue 01 Calling last callers 32 last calls 32 prime telephone number 29 Quick Dials 33 redialing 32 retur
39. blank To change the outside line access numbers 1 In the for long distance box type the number required to access an outside line for a long distance call 2 In the for local box type the number required to access an outside line for a local call Dial using Use these options to choose tone dialing signals or pulse dialing signals when making a call To select pulse dialing click the Pulse dial option To select tone dialing click the Tone dial option P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 28 Setting up Enterprise Edge Personal Call Manager Defining long distance numbers in your area code In some locations calls within the same area code are considered long distance calls These calls require the country code and area code e g 1 403 to be added to the front of the telephone number before they can be dialed The Toll Prefixes feature allows you to define the prefixes e g 222 xxxx that are long distance calls in your area code To define toll prefixes 1 Click the Tools menu and then click Toll Prefixes The Toll Prefixes dialog box appears Toll Prefixes Ea If any of these numbers require you to dial 1 403 first 7 yl move them to the list on the right j Cancel Local phone numbers Dial 1 403 first Add aa Add All gt 207 ano KENY lt Remove All 2 From the list of prefixes in the Local phone numbers select the prefix that requires an
40. call using the task tray or Calls menu To make a call 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then click Manual Dial The Dial dialog box appears Enter Phone Number or Name Last Name First Name 3429 Find Now Phone Number Type gt Help Cancel Business Ph Extension Home Phon Mobile Phon Er Johnson Donna 3429 2 Type the telephone number you want to dial If you have the Search Option set to Fast Search Enterprise Edge Personal Call Manager compares the number you are entering to the contacts stored in the Address Book Any contacts that match the numbers you are entering appear in the bottom of the dialog box To dial one of these contacts click the contact you want to call The default number appears in the Phone Number Type list box To choose a different number from the Phone Number Type list box select Business Home or Mobile 3 Click the Dial button If you want to call a contact in the Address Book and you remember only the contact s name enter the contact s name in the Enter Phone Number or Name box If you are using Fast Search any contacts that match the name you are entering appear in the bottom of the dialog box If you are using Slow Search you must click the Find Now button to find the contacts For more information about Search Options refer to Changing the Search preferences on page 84 Tip You can open the Dial dia
41. cons Splitting a conference When you split a conference the conference is ended but both calls remain connected One of the callers becomes the active call and the other caller is put on hold The conference ends and the two callers can no longer speak to each other P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 46 Conferencing a call Splitting a conference using the window To split a conference using the window 1 Drag one of the icons from the Conference box The call whose icon you remove from the Conference box becomes the active call and the other call is put on hold The icons for both calls move to the Calls box You can also use the right mouse button and the icons on the window to split a conference To split a conference 1 Right click one of the icons in the Conference box and then click Split Conf The caller you select becomes the active call while the other caller is put on hold The icons for both calls move to the Calls box Splitting a conference using the task tray or Calls menu To split a conference 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to the icon of one of the callers in the conference and then click Split Conf The caller you select becomes the active call and the other caller is put on hold Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Conferencing a call 47 Ending a conference When you
42. contact into The contents of the folder appears in the List View box 4 Click the Edit menu and then click Paste The contact is moved to the new folder Tip After you use the Cut command indicated by the contact icon dimming you must use the Paste command to move the contact before using the Cut or Copy commands again If you use the Cut or Copy command before pasting the contact the contact remains in the original folder and does not move P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 72 Address Book Deleting a contact To delete a contact using the right mouse button 1 Right click the contact you want to delete and then click Delete To delete a contact using the Menu bar 1 Click the contact you want to delete 2 Click the Edit menu and then click Delete To delete a contact using the keyboard 1 Click the contact you want to delete 2 Press the Delete key Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 73 Printing Contacts There are two printing formats you can use to print information about any of the contacts stored in the Address Book You can print a contact list or contact details Printing a contact list When you print a contact list the name company and telephone numbers stored in the Address Book for the contact are printed You can print contact list information for one or many contacts Tip When printing a contact list set
43. contact with the same name is in the Address Book a message appears asking 1f you want to make a duplicate If you want to make a duplicate of a contact use the copy method described in Copying a contact on page 68 The contact is added to the folder shown in the List View of the Address Book To add a contact using the right mouse button 1 Right click in an open area in the List view portion of the Address Book 2 Point to New and then click Contact The Address Properties dialog box appears 3 Type the address information for this contact For descriptions of the address fields refer to Address Properties dialog box on page 57 Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 57 4 Click the OK button Note If a contact with the same name is in the Address Book a message appears asking if you want to make a duplicate If you want to make a duplicate of a contact use the copy method described in Copying a contact on page 68 The contact is added to the folder shown in the List View of the Address Book To add a contact using the Menu bar 1 Click the File menu point to New and then click Contact The Address Properties dialog box appears 2 Type the address information for this contact For descriptions of the address fields refer to Address Properties dialog box on page 57 3 Click the OK button Note If a contact with the same name is in the Address Book a message a
44. dded to the My Contacts section do not appear in the Calls or Enterprise Edge Personal Call Manager task tray menu but can easily be accessed from the Address Book In the My Contacts section you can add contacts and folders Folders are added to help organize the contacts By grouping the contacts into smaller groups of similar contacts the contacts are easier to view on the screen and easier to find and access Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 55 You can change which folders appear by clicking certain portions of the Tree View Clicking a box with in it expands the folder and shows the folder s contents Clicking a box with in it collapses the folder and hides the folder s contents Double click a folder to open or close the folder When a folder is open the contents of the folder appear in the List view portion of the Address Book The List View portion of the Address Book On the right side of the screen is the List View of the Address Book The List View shows the contacts and folders stored in the folder selected in the Tree View The List View of the Address Book can be viewed in four different formats large icons small icons list and detail Displaying the Address Book in large icons If you select large icons each contact appears with the last name of the contact below the icon To view in large icons D e Click _ E or e Click the View men
45. der you want to rename and then click Properties The Folder Property dialog box appears Folder Property Ed Folder Name IN ortel Cancel 2 Type the new name of the folder and then click the OK button To change the name of a folder using the toolbar 1 Click the folder you want to rename The Folder Property dialog box appears 3 Type the new name of the folder and then click the OK button To change the name of a folder using the Menu bar 1 Click the folder you want to rename 2 Click the File menu and then click Properties The Folder Property dialog box appears 3 Type the new name of the folder and then click the OK button Deleting a folder When you delete a folder the folder and all the contacts and folders contained in the folder are deleted To delete a folder using the right mouse button 1 Right click the folder you want to delete and then click Delete 2 Click the OK button to confirm deleting the folder and its contents To delete a folder using the Menu bar 1 Click the folder you want to delete 2 Click the Edit menu and then click Delete 3 Click the OK button to confirm deleting the folder and its contents P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 78 Importing Contacts Importing Contacts If you have a list of contacts in another application you can save your list of contacts as a text file and then import those contacts into Enterprise
46. dge Personal Call Manager The Menu bar is always visible on the window One of the menus on the Menu bar is the Calls menu The items on the Calls menu are identical to the items on the Enterprise Edge Personal Call Manager task tray menu Toolbar The toolbar contains several buttons that provide quick and easy access to Enterprise Edge Personal Call Manager functions Displaying the toolbar To display the toolbar 1 Click the View menu and then click Toolbar The toolbar toggles between being displayed and not being displayed When the toolbar is set to be displayed appears beside the Toolbar menu item in the View menu Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager window 15 Using the toolbar The toolbar buttons provide access to commonly used features Up O ne Level Exits from the current directory and moves one level up in the p contact tree ki New Folder Adds a new folder to the Address Book ki LE New Contact Adds a new contact to the Address Book at Cut Copies the selected folder or contact onto the clipboard and deletes it Copy Copies the selected folder or contact onto the clipboard Copies the folder or contact stored on the clipboard to the Paste selected folder Properties Displays the Address Properties dialog box if a contact is EI p selected or the Folder Property dialog box if a folder is s
47. e operates in one of two different modes Slow Search and Quick Search In Slow Search mode you type the characters you want to find and click the Find Now button Enterprise Edge Personal Call Manager searches through the Address Book to find the contact In Quick Search mode Enterprise Edge Personal Call Manager starts searching through the contacts as soon as you type a character Tip If you plan on using the Quick Search mode your computer must have a Pentium processor or better If you use a slower processor Fast Search is slower To change the Search mode from the Menu bar 1 Click the Tools menu and then click Options The Options dialog box appears Options m Search Option Startup Option O Slow Search PCM main window stay open C Fast Search need Pentium CPU PCM main window minimized r Dialing Rule Setting M Use Rules defined in the Dialing Property Dialog r Caller s Record Display Option M Auto display contact s notes page upon answering the call 2 Click the Search Option you want to use Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager Preferences 85 To change the Search mode from the task tray 1 Right click the Enterprise Edge Personal Call Manager task tray icon and then click Options The Options dialog box appears 2 Click the Search Option you want to use Changing the Startup Option The St
48. ear The Calls Log shows the name and telephone number of the caller if available The Calls Log also shows the date and time the call was made and how long the call was Viewing the Calls Log To view the Calls Log Click or 1 Click the Tools menu and then click Show Call Log Window The Calls Log window appears with either the Incoming Calls showing or the Outgoing Calls showing Incoming Calls Log Window File Edit View ee xala sl Mane Tete Dae Tine Tous 2 Munro Donna 3429 11 07 98 11 55 Companion Phone 3429 11 07 98 11 54 Unknown 11 06 98 03 40 RAVINDER DAR 8141 11 06 98 03 02 MAUREEN 8010 11 06 98 02 16 Companion Phone 3429 11 06 98 01 57 Companion Phone 3429 11 06 98 01 55 Companion Phone 3429 11 06 98 01 09 Companion Phone 3429 11 06 98 01 08 MAUREEN 8010 11 06 98 01 06 Companion Phone 3429 11 06 98 12 51 SECURITY 7335 11 02 98 05 36 3429 3429 11 02 98 05 33 3429 11 02 98 05 33 For Help press F1 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 52 Calls Log Window Viewing the Incoming Calls To view the Incoming Calls 1 Click Sel or 1 Click the View menu and then click Incoming Calls Log Viewing the Outgoing Calls To view the Outgoing Calls 1 Click e or 1 Click the View menu and then click Outgoing Calls Log Updating the Calls Log If you make or answer a call while the Calls Log is open
49. elected Prints information about the currently selected contact Print If a folder is selected prints information about all of the contacts in the folder D Displays the folders and contacts in the Address Book in large D Large Icons ans Gone Displays the folders and contacts in the A ddress Book in small Es Small Icons icons ETET List Displays the folders and contacts in the Address Book in small CCE icons organized in vertical columns Displays the folders and contacts in the Address Book in a report Detail view format In this format the icon first name last name telephone numbers and email information of the contact appears Cay Find Person Displays the Search dialog box The Search dialog box is used to find a particular contact within the Address Book Displays the Calls Log Window This window shows all of the Calls Log calls made or received while Enterprise Edge Personal Call M anager was operating Displays a dialog box containing information about the T About Enterprise Edge Personal Call Manager software such as the software version P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 16 Enterprise Edge Personal Call Manager window Address Book The Address Book is a list of all the contacts stored in Enterprise Edge Personal Call Manager The Address Book consists of two parts e the Tree View which shows the structure of your folders e the List View which shows the
50. end a conference you remove yourself from the conference and let the other two callers to continue to talk to each other While the other callers are talking to each other they are still using two of your telephone lines If you want to end the conference and disconnect both the callers split the conference and end each of the calls Ending a conference using the release button To end a conference 1 Click the icon of one of the conference calls in the Conference box DE 2 Inthe Conference box click ask Ending a conference using the window To end a conference 1 Right click one of the icons in the Conference box and then click Release Conf The conference ends Ending a conference using the keyboard To end a conference 1 Click one of the icons in the Conference box 2 Press the Delete key on your PC keyboard The conference ends Note When you use the keyboard to end a call make sure you click one of the icons in the Conference Box before you press the Delete key If you do not and a contact in the Address Book is highlighted the contact is deleted To retrieve a contact that is accidentally deleted click the Edit menu and then click Undo Ending a conference using the task tray or Calls menu To end a conference 1 Click the Enterprise Edge Personal Call Manager task tray icon or Calls menu and then point to the icon of one of the calls in the conference 2 Click Release Conf The conference ends
51. ent information about the call Drag the icon of the call you are transferring to the Active Call icon Transferring a call with an announcement using the right mouse button You can use the right mouse button and the icons on the window to transfer a caller To transfer a call 1 Make or answer the call Put the call on hold Call the person you are transferring the call to 2 3 4 5 Give the person any pertinent information about the call Right click the icon in the Calls box and point to Transfer A menu of the current calls appears Click the icon of the person you are transferring Transferring a call with an announcement using the task tray or Calls menu To transfer a call 1 Make or answer the call Put the call on hold Call the person you are transferring the call to 2 3 4 5 Give the person any pertinent information about the call Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to the Transfer menu item A menu of the current calls appears Click the icon of the person you are transferring the first call you made or answered P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 44 Conferencing a call Conferencing a call In a conference call you connect yourself and two other people onto a single call Creating a conference To create a conference you must have at least two lines one for each c
52. information about Search Options refer to Changing the Search preferences on page 84 Tip You can open the Dial dialog box using two other methods 1 Press the F3 key or 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to Quick Dials and then click Other P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 32 Making a call Redialing a number Enterprise Edge Personal Call Manager keeps a list of the last ten telephone numbers you called The most recent call is at the top of the list and the oldest call is at the bottom When there are ten calls on the list and you make another call the new call is added to the top of the list and the oldest call is deleted If you call a number that is on the list the number does not appear on the list a second time The number is moved from its previous location to the top of the list To redial one of the last ten telephone numbers 1 Click the Enterprise Edge Personal Call Manager icon or the Calls menu and then point to Redial List 2 Click the number you want to redial Returning a call Enterprise Edge Personal Call Manager keeps a list of the telephone numbers of the last ten people who called you The Callers List shows both the calls you answered and the calls you were unable to answer You can use this list to return the calls The calls on the Callers List are numbered from one to ten Call number one is the most
53. ise Edge Personal Call Manager task tray or Calls menu 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to Quick Dials 2 Click the icon of the person you want to call P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 34 Answering a call Answering a call Knowing when someone is calling Enterprise Edge Personal Call Manager notifies you when there is an incoming call When someone calls you the You Have a New Call dialog box appears and the Ringing icon appears in the Calls box the Enterprise Edge Personal Call Manager task tray menu and the Calls menu If you subscribe to a Caller ID service or you are receiving an internal call through Enterprise Edge the name or number of the caller appears below the icon and in the You Have a New Call dialog box Knowing who is calling When a call is made or received an icon appears in the Calls box Calls menu and Enterprise Edge Personal Call Manager task tray menu These icons are given a label to help identify who is on the call The information on the label depends on several factors If you subscribe to a Caller ID service Enterprise Edge Personal Call Manager compares the received number to the numbers stored in the Address Book If a match is found the name from the Address Book appears with the Active Call icon If a match is not found the name sent with the Caller ID information appears If a match is no
54. ist of locations appears 2 Click the location you want to delete 3 Click the Remove button A confirm deletion dialog box appears 4 Click the Yes button l am in this country This field defines the country of the you are currently in To select a country 1 Click the I am in this country list box 2 Scroll through the list of countries 3 Click the country you are in Tip You can scroll quickly through the list of countries by typing the first few letters of the country s name As you type the list finds the country that matches the letters you type Area Code The Area Code box defines the area code you are currently in Enterprise Edge Personal Call Manager uses the number in this field to determine if a call is a local call to the same area code or a long distance call To enter an area code 1 Select the characters in the Area Code box and type the area code In some locations the area code must always be added when dialing a telephone number To make Enterprise Edge Personal Call Manager include the area code select the I always have to dial the area code before the phone number check box Dialing Rules In some locations calls within the same area code are considered long distance calls These calls require the country code and area code e g 1 403 to be added to the front of the telephone number before they are dialed The Dialing Rules feature allows you to define the prefixes e g 222 xxxx that
55. k P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 10 Installing Enterprise Edge Personal Call Manager Installing Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager must be installed on your computer before you can use it The files required to install Enterprise Edge Personal Call Manager are on the Enterprise Edge server To install Enterprise Edge Personal Call Manager 1 2 a ee l N Exit any Windows programs that are running Click the Start button point to Find and then click Computer The Find Computer dialog box appears Type the name of the Enterprise Edge server or select the Enterprise Edge server from the list If you do not know the name of the Enterprise Edge server ask your System Administrator Click the Find Now button The Enterprise Edge server icon appears in the list below Double click the Enterprise Edge server icon The Enterprise Edge server window opens Double click the NortelDT folder Double click the Voice Director folder Double click the Setup exe file Follow the instructions on the display to complete the installation Starting Enterprise Edge Personal Call Manager You can start Enterprise Edge Personal Call Manager from the shortcut icon on the desktop or from the Windows Start button To start Enterprise Edge Personal Call Manager from the shortcut icon 1 Double click i To start Enterprise Edge Personal Call Manage
56. l Manager You can also minimize the window at anytime by clicking the minimize button in the top right corner of the window To maximize the window e click the Enterprise Edge Personal Call Manager icon in the taskbar or e right click the Enterprise Edge Personal Call Manager icon in the task tray and click Open Components of the window The Enterprise Edge Personal Call Manager window shows the following e the Menu bar e the toolbar e the address book e the current calls e the status bar All of these components except the Menu bar can be turned on or off to suit your needs P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 14 Enterprise Edge Personal Call Manager window Katel Poel eae a Veiza Doi tot Fe idl Mes pau Ie En Menu Bar aaay ele a EM a ee t Toolbar Q Mp Tonis Hres Deeja piara Hoe Morte uraz Defias iaid EA EN Fry Copan Ehara des m i D Mortal erha Efsa Tadd HEHU PE iy ETna EI Ey eiad Era Mars PD DI Mebasa Ewki Fendi DERN Address Book H Diea Esiin Siret Eaa As Eel wiak Blah ES Pe ics aap el ren la El BE Gigi nie m ett a eu ameme tr E Hors nie loue CCE TC E ble Dra ME Current Calls Far Ha perf Eee Eee TT Status Bar Tree View Calls box List View Conference box Menu bar The Menu bar shows the menus available from the window From these menus you can access all of the features available from Enterprise E
57. lected folder appear in the List View The new folder is added to this folder 2 Right click an open area in the List View 3 Point to New and then click Folder The Create New Folder dialog box appears 4 Type the name of the new folder and then click the OK button The new folder is added to the selected folder When naming the new folder you must use a name that does not already exist in the selected folder To create a new folder using the toolbar 1 Click a folder in the Tree View of the Address Book The contents of the selected folder appear in the List View The new folder is added to this folder 2 Click ial The Create New Folder dialog box appears 3 Type the name of the new folder and then click the OK button The new folder is added to the selected folder When naming the new folder you must use a name that does not already exist in the selected folder To create a new folder using the Menu bar 1 Click a folder in the Tree View of the Address Book The contents of the selected folder appear in the List View The new folder is added to this folder 2 Click the File menu point to New and then click Folder The Create New Folder dialog box appears 3 Type the name of the new folder and then click the OK button The new folder is added to the selected folder When naming the new folder you must use a name that does not already exist in the selected folder Enterprise Edge 2 0 Personal Call Manage
58. log box using two other methods 1 Press the F3 key or 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to Quick Dials and then click Other Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Making a call 31 Making a call using the toolbar To make a call using the toolbar 1 Click The Dial dialog box appears Cal DA Last Name First Name Phora Number 7 Help Cancel Phone Number Name Business Ph Extension Home Phon Mobile Phon Eme 2 Enter the telephone number you want to dial If you have the Search Option set to Fast Search Enterprise Edge Personal Call Manager compares the number you are entering to the contacts stored in the Address Book Any contacts that match the number you are entering appear in the bottom of the dialog box To dial one of these contacts click the contact you want to call The default number appears in the Phone Number Type list box To choose a different number from the Phone Number Type list box select Business Home or Mobile 3 Click the Dial button If you want to call a contact in the Address Book and you remember only the contact s name enter the contact s name If you are using Fast Search any contacts that match the name you are entering appear in the bottom of the dialog box If you are using Slow Search you must click the Find Now button to find the contacts For more
59. mage file no longer appears for this contact Note The BMP file you delete from the contact is not deleted from the computer hard drive and can be used again later P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 62 Address Book Note Use the Note tab to record miscellaneous information about the contact You can enter significant dates recent orders meeting locations or any information you want handy when you call the contact Munro Donna Address Properties x Business EMail Address Settings Notes Notes Have 4 meeting with her on June 25 to discuss binding methods Order due on June 3 will be delayed due to supplier problems The new product colors she asked for in May are now available and will be included in the next delivery Cancel Help Adding a caller to the Address Book When you receive a call you can add the caller to your Address Book You must open the Enterprise Edge Personal Call Manager window before you add a caller To add a caller 1 Click the caller s icon in the Calls box 2 A dialog box appears asking you if you want to create a new contact 3 Click the Yes button The Address Properties dialog box appears 4 Enter the address information for this contact For descriptions of the address fields refer to Address Properties dialog box on page 57 5 Click the OK button The contact is added to the folder shown in the List View of the Addres
60. n the Address Book You can find the contact manually or use the Enterprise Edge Personal Call Manager Search feature 2 Click the contact 3 Click The Address Properties dialog box appears Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 67 4 Move to the tab that has the information you want to change and then make the changes Adding a new contact to the Address Book on page 56 describes the information that can be entered To change the properties of a contact using the Menu bar 1 Find the contact in the Address Book You can find the contact manually or use the Enterprise Edge Personal Call Manager Search feature 2 Click the contact 3 Click the File menu and then click Properties The Address Properties dialog box appears 4 Click the tab that has the information you want to change and then make the changes Adding a new contact to the Address Book on page 56 describes the information that can be entered Organizing the Address book As you add contacts to the Address Book divide the contacts into logical groups This makes it easier for you to find the contacts you enter You group the contacts together by adding folders to the Address Book and moving your contacts into the appropriate folders A simple example is to add two folders one named Personal and one named Business All of your business contacts are then stored in the Business folder and all of you
61. n you want to have identical copies of a single Use a template copy to create a new Purpose contactin several different folders You contact that is similar but not identical do this to make the contact easier to to an existing contact find and organize You know a person who is your sales representative and a member of your baseball team Put the original contact oe i A new person joins a company you in your Business folder and make a i that you already have a contact for linked copy of the contact in your i The address and telephone number of Personal folder You can then find the new contact is the same as the Example contact information for this person sae existing contact but the name is when you are looking for sales different To make a contact for the representatives or baseball players If new person make a copy of the this person s telephone number aA existing contact and change the name changes you can change either copy of the contact and both copies are updated For information about how to make a linked copy of a contact refer to Copying a contact using the linked copy method on page 69 For information about how to make a template copy of a contact refer to Copying a contact using the template copy method on page 70 Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 69 Copying a contact using the linked copy method Use this method of copying
62. nging the name that appears in the I am dialing from list box Creating a new location When you create a new location you are creating the name that is used to access the new set of dialing properties After you create the location any changes made to Dialing Properties dialog box are saved with this name To create a new location 1 Click the New button A dialog box appears confirming that a new location was created 2 Select the text in the I am dialing from list box 3 Type the name of the new location 4 Change the other parameters on the Dialing Properties dialog box to match the dialing properties required for this location These fields are described later in this section 5 Click the Apply button to store the changes with the new location Selecting a location When you select a location all of the dialing properties are changed to the settings that are stored for that location To select a location 1 Click the button in the I am dialing from list box A list of locations appears 2 Click the location you are currently at The dialing properties are changed to the setting stored for this location P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 22 Setting up Enterprise Edge Personal Call Manager Deleting a location When you no longer need a location you can delete it from the list of locations To delete a location 1 Click the button in the I am dialing from list box The l
63. ning 32 Calling card 24 Calling Line Identification service 32 34 87 Calls answering 35 displaying the number of 11 ending 48 switching between several calls 38 Calls menu 14 Closing the window 18 Conference answering a held conference call 45 creating 44 ending 47 hold 45 splitting 46 Conference Call icon 12 17 Contact adding 56 address 58 changing 66 copying 68 69 cutting 71 default telephone number 60 deleting 72 e mail address 59 finding 41 42 50 63 moving 71 name 58 pasting 69 71 telephone number 58 Copying contact 68 folders 75 Current Calls box 13 displaying 16 D Dialing properties 20 Do Not Disturb DN D 18 49 Duration call 17 Enterprise Edge Personal Call Manager User Guide 92 Index E E Mail Address 59 Enterprise Edge Personal Call Manager about 81 exiting 88 location 21 preferences 84 quitting 88 removing 88 starting 10 task tray icon 11 34 Exiting Enterprise Edge Personal Call Manager 88 F Finding a contact 63 entering a name or number 65 using wild cards 65 Folders adding 74 copying 75 cutting 76 deleting 77 moving 76 pasting 75 76 H Held Call icon 12 17 37 Held Conference icon 12 17 Help contents tab 82 find tab 82 index tab 82 messages 18 opening 82 Hold answering a held call 37 conference calls 45 putting a call on hold 37 l Icons active call 12 17 34 Address Book 54 conference call 12 17 Enterprise Edge Personal Call Manager 34 held call 12
64. of the Day The Tip of the Day window shows helpful information about how to use Enterprise Edge Personal Call Manager To display the Tip of the Day window 1 Click the Help menu and then click Tip of the Day Turning the Tip of the Day off The Tip of the Day window appears when you start Enterprise Edge Personal Call Manager To turn the Tip of the Day off 1 Click the Help menu and then click Tip of the Day 2 Clear the Show Tips at Startup check box When the Show Tips at Startup check box is empty the Tip of the Day window does not appear when you start Enterprise Edge Personal Call Manager Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Accessing Help 83 Turning the Tip of the Day on To turn the Tip of the Day on 1 Click the Help menu and then click Tip of the Day 2 Select the Show Tips at Startup check box When the Show Tips at Startup check box contains a check mark the Tip of the Day window appears when you start Enterprise Edge Personal Call Manager P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 84 Enterprise Edge Personal Call Manager Preferences Enterprise Edge Personal Call Manager Preferences Enterprise Edge Personal Call Manager preferences determine how the Address Book is searched how Enterprise Edge Personal Call Manager appears when you start it up and whether the dialing rules are used Changing the Search preferences The Search featur
65. on Held Call Appears beside calls thatare on hold Any call thatis not active is on hold Appears beside the two calls that you are connected to when you are on a conference call Held Conference Appears beside conference calls that are on hold TH gH Conference Call i Ringing Appears beside the calls that are ringing Current Calls Toolbar Above the Calls box and the Conference box are toolbars that you use to control the calls or change how the calls are displayed Displays the Dial dialog box This dialog box allows you to call Manual Dial i someone who is notin the Address Book Lin Relea e Hangs up the selected call If only there is only one call that call ak is automatically selected D D Large Icons Displays the current calls or conference calls in large icons LS Small Icons Displays the current calls or conference calls in small icons EERE List Displays the current calls or conference calls in small icons CEE organized in vertical columns Displays the current calls or conference calls in a report view Detail format In this format the icon caller s name telephone number and call duration appears The duration is a running count of how many minutes the call has been connected Displays the N otes tab of the Address Properties dialog box for Properties the selected call If the selected call is notin the Address book a message
66. on fields Choose None if the information for the field is not in the file you are importing 9 Click the Import button The contacts from the text file are added to your Address Book You can now move the new contacts into their folders P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 80 Exporting Contacts Exporting Contacts You can save all of the contacts in your Address Book into a comma delimited text file You can use this file in other applications For example you can add your contacts to a customer database or use the contacts to create a mailing list To export contacts 1 Click the File menu and then click Export Address The Export address into a text file dialog box appears Export address into text file xi Destination Text File Fields Assignment Field 1 Last Name Field 2 First Name x Field3 Business Phone Field Home Phone z Field 5 Mobile Phone ba Field 6 Company bd Field 7 Department bi 2 Click _ to enter the name of the text file The Save as dialog box appears 3 Move to the folder you want to store the text file in 4 In the File name box type the file name 5 Click the Save button The Export address into text file dialog box appears with the path and file name in the Destination Text File field 6 In the Field 1 list box select the information you want to appear in the first field of the text file e g Last Name Repeat
67. ppears asking if you want to make a duplicate If you want to make a duplicate of a contact use the copy method described in Copying a contact on page 68 The contact is added to the folder shown in the List View of the Address Book Address Properties dialog box The Address Properties dialog box has four tabs Use each tab to enter different types of contact information e Business Use this tab to enter the name address and telephone number of the contact e EMail Address Use this tab to enter the e mail address and type e Settings Use this tab to enter the default telephone number e Note Use this tab to enter any other information about the contact P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 58 Address Book Business Use the Business tab to enter the name address and telephone number of a contact Munro Donna Address Properties Ed Business EMail Address Settings Notes Name Last Munro First Donna conan n Company Nortel Networks Z Department Documentation City Calgary Dice fata SSCS State lbeta Assistant PO Zip code T2E 6v7 Phone number Est Country Canada Business 2429 Cancel Help The first information you enter is the contact s name The contact s name is divided into the first name and the last name Both the first name and the last name must be entered before a contact can be added to the Address Book The la
68. r Guide P0911958 Issue 01 Conferencing a call 45 Putting conferences call on hold When you put a conference on hold both calls are put on hold Neither caller can speak to you but the two callers can speak to each other Putting the conference calls on hold using the window To put the conference calls on hold 1 Right click one of the calls in the Conference box and then click HoldConf The calls are put on hold and the icons change to Held Conference icons Putting conference calls on hold using the task tray or Calls menu To put the conference calls on hold 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to one of the calls in the conference and then click HoldConf The calls are put on hold and the icons change to Held Conference icons Taking a conference off hold There are two ways to take a conference off hold Restoring a held conference using the window To cancel hold on a conference 1 Right click one of the calls in the Conference box and then click UnHoldConf The calls in the conference become active and the icons change to Conference icons Restoring a held conference using the task tray or Calls menu To cancel hold on a conference 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to one of the calls in the conference and then click UnHoldConf The calls in the conference become active and the icons change to Conference i
69. r User Guide P0911958 Issue 01 Address Book 75 Copying a folder When you copy a folder the folder and all of the contacts and folders contained in the folder are copied to the new folder To copy a folder using drag and drop the folder must be visible in the List View and the folder you are moving it to must be visible in the Tree View To copy a folder 1 Press and hold the Control key on your PC keyboard 2 Drag the folder you want to copy to the folder you want it copied to The folder must be in the List View box to use the right mouse button To copy a folder using the right mouse button 1 Right click the folder you want to copy and then click Copy 2 Open the folder you want to copy the folder to The contents of the folder appear in the List View box 3 Right click an open area in the List View box and then click Paste To copy a folder using the toolbar 1 Click the folder you want to copy Ee 2 Click al 3 Open the folder you want to copy the folder to The contents of the folder appear in the List View box 4 Click El To copy a folder using the Menu bar 1 Click the folder you want to copy 2 Click the Edit menu and then click Copy p Open the folder you want to copy the folder to The contents of the folder appear in the List View box 4 Click the Edit menu and then click Paste P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 76 Address Book Moving
70. r personal contacts are stored in the Personal folder For more information refer to Creating a new folder in the Address Book on page 74 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 68 Address Book Copying a contact When you copy a contact you create a new contact in the Address Book based on the original contact Enterprise Edge Personal Call Manager provides two ways to copy a contact a linked copy and a template copy In the linked copy all of the information about the contact is copied In a template copy all of the information about the contact except the contact name is copied In both methods of copying the original contact remains in the original folder Deciding which copy method to use The copy method you choose depends on what you want to do Refer to the table below to decide which copy method to use Copy Methods Linked Copy Template Copy intonation The new contact contains the exact The new contact has a different name copied same information as the original than the original contact The other P contact contact information is the same Yes W hen you change one of the properties of the contact Enterprise No Changes f W hen you change one of the Edge Personal Call Manager are linked a properties of the contact the other automatically updates the original coniesare not changed contact and all of the copies of the p ged contact Use a linked copy whe
71. r using the Start button 1 Click the Start button point to Programs point to Enterprise Edge Personal Call Manager and then click Enterprise Edge Personal Call Manager Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager icons 11 The Enterprise Edge Personal Call Manager introduction screen appears briefly The Enterprise Edge Personal Call Manager icon 1s added to the task tray and task bar and the Enterprise Edge Personal Call Manager window appears Note When you install Enterprise Edge Personal Call Manager the shortcut icon is installed by default Enterprise Edge Personal Call Manager icons When Enterprise Edge Personal Call Manager starts up two icons are added to the screen the taskbar icon and the task tray icon These two icons have different tasks The taskbar icon opens the Enterprise Edge Personal Call Manager window The task tray icon gives you access to Enterprise Edge Personal Call Manager functions when you are using another program The diagram below shows where these icons are located A Start p Nortel Networks Voice Dir 4 SE 12 54 PM Taskbar icon Task tray icon Enterprise Edge Personal Call Manager task tray icon The Enterprise Edge Personal Call Manager icon 5 appears on the right side of the task tray When you move the mouse pointer over the Enterprise Edge Personal Call Manager icon the number of current calls is di
72. recent call and is stored at the top of the list Call number ten is the oldest call and is stored at the bottom of the list When there are ten calls on the list and you receive another call the new call is added to the top of the list and the oldest call is deleted If you receive a call from a number that is on the list the number does not appear on the list twice The number is moved from its previous location to the top of the list Telephone numbers appear on the Callers List if e you subscribe to a Caller ID CLID service or e you receive an internal call through Enterprise Edge To return a call 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to Callers List 2 Click the number of the person you want to call Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Making a call 33 Calling from the Quick Dial list Before you can call a number from the Quick Dial list you must add the number to the Quick Dials For more information about Quick Dials refer to Quick Dials on page 81 To call one of the numbers from the Quick Dial list using the Address Book 1 Click the Quick Dials icon in the Tree View portion of the Address Book The icons of all the Quick Dials appear in the List View of the Address Book 2 Drag the icon of the contact you want to call into the Calls box To call one of the numbers from the Quick Dial list using the Enterpr
73. rise Edge Personal Call Manager compares the telephone number you are entering to the contacts stored in the Address Book Any contacts that match the numbers you are entering appear in the bottom of the dialog box Click the contact you want and click the Forward button Tip If you want to forward your telephone to a contact that is in the Address Book and you remember only the contact s name enter the contact s name If Fast Search is enabled any contacts that match the name you are entering appear in the bottom of the dialog box Click the contact you want and click the Forward button If Slow Search is enabled you must type the name and then click the Find Now button Any contacts that match the name you enter appear in the bottom of the dialog box Click the contact you want and click the Forward button For information about Fast and Slow Search see Changing the Search preferences on page 84 Note Call forwarding your telephone to an external telephone number is not supported Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Calls Log Window 51 Calls Log Window The Calls Log consists of two parts the Incoming Calls Log and the Outgoing Calls Log The Incoming Calls Log shows all of the calls that were made to your telephone The Outgoing Calls Log shows all of the calls you made from your telephone Calls made or received while Enterprise Edge Personal Call Manager was not operating do not app
74. rton Mason Stanley Steward and Washington Tip You can also enter a comma as a special character This special character adds a pause between the numbers dialed P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 66 Address Book Editing the properties of a contact The information stored with a contact can be changed whenever required A typical example is when a contact moves or changes telephone numbers To change the properties of a contact using the right mouse button 1 Find the contact in the Address Book You can find the contact manually or use the Enterprise Edge Personal Call Manager Search feature 2 Right click the contact and then click Properties The Address Properties dialog box appears Johnson Donna Address Properties x Business EMail Address Settings Note Name Last Johnson First Donna Title Production Manager Company Notel ha Department Documentation City Calgay O Office fara SSCS State lbeta 0 Assistant Roger Munro Zip code e Phone number Et Country Canada Business mfes Address 2421 37 Ave N E 4 Cancel Help 3 Click the tab that has the information you want to change and then make the changes Adding a new contact to the Address Book on page 56 describes the information that can be entered To change the properties of a contact using the toolbar 1 Find the contact i
75. s Book Tip If you subscribe to Caller ID service the telephone number and name if available are automatically entered into the dialog box Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Address Book 63 Finding a contact in the Address Book The Address Book has a search feature to help you find a contact You can search for a contact using the contact s name or telephone number The Search feature operates in two different modes Slow Search and Quick Search In Slow Search mode you enter the characters you want to find and click the Find Now button Enterprise Edge Personal Call Manager searches the Address Book to find the contact In Quick Search mode Enterprise Edge Personal Call Manager starts searching through contacts as soon as you type a character To change the Search mode used refer to Changing the Search preferences on page 84 Slow Search To find a contact 1 Click the Tools menu and then click Find Person or Click l The Search dialog box appears Enter Phone Number or Name Last Name First Name Phone Number Type gt Help Cancel Business Ph Extension Home Phon Mobile Phon En Johnson Donna 3429 2 Type the name or telephone number of the contact you want to find 3 Click the Find Now button A list of the contacts that match the name or number you entered appears in the Search dialog box 4 Click the last name of the contact yo
76. s meeting locations etc For instructions about adding information to the Notes tab refer to Note on page 62 To display the Notes tab 1 Click the icon of the caller 2 Click Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Putting a call on hold 37 Putting a call on hold When a call is put on hold the icon for the call changes from the Active Call icon to the Held Call icon For information about the various icons refer to Enterprise Edge Personal Call Manager task tray menu on page 12 and Current Calls icons on page 17 Putting a call on hold using the window To put a call on hold 1 Make or answer the call 2 Right click the icon of the call in the Calls box and then click Hold Putting a call on hold using the task tray or Calls menu To put a call on hold 1 Make or answer the call 2 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu point to the call you want to put on hold and click Hold Answering a held call using the window To answer a held call 1 Right click the icon of the call in the Calls box and then click UnHold Answering a held call using the task tray or Calls menu To answer a held call 1 Click the Enterprise Edge Personal Call Manager icon or the Calls menu and then point to the caller you want to talk to 2 Click UnHold P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 38 Multiple calls M
77. s Log Window To close the Calls Log Window 1 Click the File menu and then click Exit You can also close the Calls Log Window by clicking the Close Window button in the upper right corner of the window P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 54 Address Book Address Book The Address Book is the portion of Enterprise Edge Personal Call Manager where you store telephone numbers and addresses of the people and businesses you deal with Each entry in the Address Book is called a contact A contact is normally the telephone number of a person or business but it can be any number you want to keep track of or store in Enterprise Edge Personal Call Manager The Tree View of the Address Book When you view the Address Book the left side shows the tree structure of the Address Book The tree structure shows how the folders are organized It also lets you select the folder you want to view A sample tree view appears below EF L My Contacts Et re Business Financial Corporations fb T Nortel H E Calgary 1 Maidenhead Eai E Melbourne AR B Ottawa ie Raliegh Bae a Richardson aa SN Personal _ Quick Dials The contacts are stored in two main areas e Quick Dials Contacts added to the Quick Dials section appear on the Calls menu and the Enterprise Edge Personal Call Manager task tray menu You can add contacts to the Quick Dials section but not folders e My Contacts Contacts a
78. s and then click Control Panel 3 Double click the Add Remove Programs icon 4 Click Enterprise Edge Personal Call Manager 5 Click the Add Remove button All of the files associated with Enterprise Edge Personal Call Manager are removed from your computer hard drive Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Glossary Address Book The portion of Enterprise Edge Personal Call Manager where you store the telephone numbers and addresses of people and businesses Call Forward A feature that forwards all the calls arriving at your telephone to another telephone Calling Line Identification CLID A service provided by the telephone company that allows you to see the caller s telephone number and in some cases the caller s name If you subscribe to this service Enterprise Edge Personal Call Manager can then show you the caller s name or telephone number on the computer screen Contact A contact is any entry in the Address Book A contact can be a person business or any number or address you want stored in Enterprise Edge Personal Call Manager Dialing properties The dialing properties define where you are situated and what is required to dial from this location Do Not Disturb A feature that stops calls from ringing at your telephone The You Have a New Call dialog box still appears Enterprise Edge TSP The application that provides Enterprise Edge Personal Call Manager with access
79. sonal Call Manager does not use the dialing properties and you must manually enter any additional dialing information such as the outside line access code To change the Dialing Rule Setting from the Menu bar 1 Click the Tools menu and then click Options The Options dialog box appears Preference x Options r Search Option r Startup Option Slow Search PCM main window stay open C Fast Search need Pentium CPU PCM main window minimized rm Dialing Rule Setting MW Use Rules defined in the Dialing Property Dialog r Caller s Record Display Option I Auto display contact s notes page upon answering the call Cancel Help 2 Click the Use Rules defined in the Dialing Property Dialog check box to change the setting To change the Dialing Rule Setting from the task tray 1 Right click the Enterprise Edge Personal Call Manager task tray icon and then click Options The Options dialog box appears 2 Click the Use Rules defined in the Dialing Property Dialog check box to change the setting Changing the Caller s Record Display Setting When the Caller s Record Display Setting is on Enterprise Edge Personal Call Manager compares the incoming telephone number to the entries in the Address Book If a match is found the Notes tab of the Address Properties dialog box appears showing the information for the caller If a match is not found a message appears asking if you
80. splayed The number displayed includes the active call conference calls and calls on hold When you right click the Enterprise Edge Personal Call Manager icon a menu appears that allows you to exit from Enterprise Edge Personal Call Manager set Enterprise Edge Personal Call Manager options or open the Enterprise Edge Personal Call Manager window The Enterprise Edge Personal Call Manager window provides access to additional features such as the Address Book When you click the Enterprise Edge Personal Call Manager icon the task tray menu appears From the task tray menu you can perform most basic call functions such as making and answering calls putting calls on hold transferring calls and conferencing calls P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 12 Enterprise Edge Personal Call Manager task tray icon Enterprise Edge Personal Call Manager task tray menu The Enterprise Edge Personal Call Manager task tray menu is divided into two main sections The lower portion of the menu contains the following call control options e Callers List a list of the telephone numbers of the last ten calls e Redial List a list of the last ten telephone numbers you dialed e Quick Dials a group of telephone numbers you want quick access to e Transfer allows you to transfer the active call to another telephone e Manual Dial allows you to call someone by entering their telephone number on the computer keyboard
81. st name is used as the label for the contact in the Address Book The first name is used as the label in the Calls box when you are on a call to the contact When you search for a contact you can search using the first name or the last name Address 2421 37 Ave N E After you enter the name you can enter the contact s address There are five different boxes for the address Address City State Zip code and Country After entering the address you can enter the Title Company Department Office and Assistant of the contact The final information to enter is the contact s telephone numbers The Phone number box has a list box that allows you to enter four different telephone numbers You can enter the Business Home Mobile and Fax telephone numbers for the contact Either the Business Home or Mobile telephone number can be dialed from the task tray or the Enterprise Edge Personal Call Manager window Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 59 E Mail Address The E Mail Address tab has two boxes E mail address and E mail type Munro Donna Address Properties E mail address specifies where the contact s E mail account is E mail type specifies which type of E mail service the contact uses P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 60 Address Book Settings Use the Settings tab to select the dialing default used for the con
82. t found and a name is not sent with the Caller ID information the telephone number appears If no Caller ID information is available or you do not subscribe to this service the word Unknown is used as the label Internal calls show the name of the contact stored in the Address Book if available When there is no name for the caller in the Address Book the Enterprise Edge extension name appears Displaying who is calling from the task tray When you click the Enterprise Edge Personal Call Manager icon in the task tray the current calls appears at the top of the menu If you subscribe to a Caller ID service or you are receiving an internal call through Enterprise Edge the name or number of the caller appears beside the icon To perform a function on one of the current calls point at the name or number of the caller and a menu appears Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Answering a call 35 Answering a call using the You Have a New Call dialog box Enterprise Edge Personal Call Manager displays the You Have a New Call dialog box when you receive a call You Have a New Call x From Munro Donna 3429 Type Direct Call Dept Documentation Company Nortel Networks Cancel If you subscribe to Caller ID services information about the caller is displayed in the You Have a New Call dialog box If the caller is one of the contacts in your Address Book the name telephone number type of c
83. tact and the picture displayed and voice announcement heard when this contact calls you Munro Donna Address Properties x Business EMail Address Settings Notes Default Dial m Voice Announce File Path Business x amp Mobile m Image File Path one ES Cancel Help For the default telephone number dialed you can choose Business Home or Mobile The settings you specify define the telephone number automatically used for this contact only Other contacts are not affected by the defaults you choose for this contact You can choose to override these settings when making a call by selecting any other telephone number defined for the contact in the Address Book You can select a voice announcement to play when you receive a call from this contact This voice announcement allows you to identify who is calling without having to look at the computer screen or telephone display To add or change the voice announcement for this contact 1 Record the voice announcement message you want to play when this contact calls and save it in a WAV file format The message is typically the contact s name but can be any WAV file Note You can record the voice announcement using the Sound Recorder accessory included with Windows 95 or any other sound editing application 2 Click beside the Voice Announce File Path field Move to the folder where the voice announcement file is stored 4
84. ter the contact is copied into the folder you can open the contact properties and change any properties Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book 71 Moving a contact Contacts can be moved from one folder to another to help organize the Address Book When you move a contact the contact does not remain in the original folder To move a contact using drag and drop the contact must be visible in the List View and the folder you are moving it to must be visible in the Tree View To move a contact 1 Drag the contact you want to copy to the new folder To move a contact using the toolbar 1 Click the contact you want to move 2 Click EJ The icon for the contact dims 3 Open the folder you want to move the contact into The contents of the folder appear in the List View box 4 Click Bj The contact is moved to the new folder To move a contact using the right mouse button 1 Right click the contact you want to move and then click Cut The icon for the contact dims 2 Open the folder you want to move the contact into The contents of the folder appear in the List View box 3 Right click an open area in the folder and then click Paste The contact is moved to the new folder To move a contact using the Menu bar 1 Click the contact you want to move 2 Click the Edit menu and then click Cut The icon for the contact dims 3 Open the folder you want to move the
85. the window to transfer a call To transfer a call 1 Make or answer the call 2 Right click the icon in the Calls box and then point to Transfer A menu of the current calls appears 3 Click one of the current calls The call is transferred to the person selected If the person you want to transfer the call to does not appear on the list of current calls perform steps 4 and 5 P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 40 Transferring a call 4 Click Other The Transfer dialog box appears Enter Phone Number or Name Last Name First Name 3429 Find Now Phone Number Type 2 Help Cancel Business Ph Extension Home Phon Mobile Phon Em Johnson Donna 3429 5 Type the telephone number of the person you want to transfer the call to and click the Transfer button The call is transferred to the number entered Tip Tip If Fast Search is enabled Enterprise Edge Personal Call Manager compares the telephone number you are entering to the contacts stored in the Address Book Any contacts that match the numbers you are entering appear in the bottom of the dialog box Click the contact you want and click the Transfer button If you want to call a contact that is in the Address Book and you remember only the contact s name type the contact s name If Fast Search is enabled any contacts that match the name you are entering appear in the bottom of the dialog box
86. to the contacts stored in the Address Book Any contacts that match the numbers you are entering appear in the bottom of the dialog box Click the contact you want and click the Transfer button Tip If you want to call a contact that is in the Address Book and you remember only the contact s name type the contact s name If Fast Search is enabled any contacts that match the name you are entering appear in the bottom of the dialog box Click the contact you want and click the Transfer button If Slow Search is enabled you must enter the name and then click the Find Now button Any contacts that match the name you entered appear in the bottom of the dialog box Click the contact you want and click the Transfer button For information about Fast and Slow Search see Changing the Search preferences on page 84 Enterprise Edge 2 0 Personal Call Manager User G uide P0911958 Issue 01 Transferring a call 43 Transferring a call with an announcement When you transfer a call with an announcement you are calling the person you are transferring the call to before you transfer the call Calling the person first allows you to check if the person is available and give that person information about the call Transferring a call with an announcement using the window To transfer a call 1 Make or answer the call Put the call on hold Call the person you are transferring the call to 2 3 4 5 Give the person any pertin
87. tton 12 Repeat steps 8 to 11 to add the steps required to make an international call 13 Click the OK button to return to the Dialing Properties dialog box Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Setting up Enterprise Edge Personal Call Manager 27 Disable call waiting by dialing If call waiting is available for the current location use this field to define the numbers required to disable call waiting Your telephony application uses these numbers to disable call waiting when required To enter the numbers required to disable call waiting 1 Select the Disable call waiting by dialing check box 2 From the Disable call waiting by dialing list box select the appropriate disable call waiting code If the appropriate code does not appear in the list type the disable call waiting code in the list box To identify that call waiting is not used clear the Disable call waiting by dialing check box To access outside lines There are two boxes for accessing outside lines The first box is for the digits required to access local numbers and the second box is for the digits required to access long distance lines These access numbers are required if you are using a line pool or call routing to make calls These numbers are the same numbers you dial if you are making an outside call from your telephone If you do not dial an extra number e g 9 when making a call from your telephone leave these boxes
88. u and then click Large Icon Displaying the Address Book in small icons If you select small icons the contacts appear horizontally with the last name of each contact on the right of the icon To view in small icons Click E or e Click the View menu and then click Small Icon Displaying the Address Book in list view If you select list view the contacts appear vertically with the last name of each contact on the right of the icon To view in list view e Click E or e Click the View menu and then click List P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 56 Address Book Displaying the Address Book in details view If you select details view the last name first name telephone numbers you can call and Email Address and Email type are shown for each contact To view in details view or e Click the View menu and then click Detail Contacts A contact is any entry in the Address Book A contact can be a person business or any number or address you want stored in Enterprise Edge Personal Call Manager Adding a new contact to the Address Book You add contacts using the Address Properties dialog box To add a contact using the toolbar 1 Click The Address Properties dialog box appears 2 Enter the address information for this contact For descriptions of the address fields refer to Address Properties dialog box on page 57 3 Click the OK button Note If a
89. u want 5 Click the OK button The folder containing the contact opens and the selected contact is highlighted P0911958 Issue 01 Enterprise Edge 2 0 Personal Call M anager User Guide 64 Address Book Quick Search To find a contact 1 Click the Tools menu and then click Find Person or Click al The Search dialog box appears Enter Phone Number or Name Last Name First Name pa Ed wW Phone Number Type 2 Help Cancel Name Business Ph Extension Home Phon Mobile Phon En Johnson Donna 3429 Jones Karen 3486 Perkins Mathew 3458 2 Enter the first character of the name or telephone number of the contact you want to find Enterprise Edge Personal Call Manager compares the letter or number you entered to the contacts stored in the Address Book Any contacts that match the character you entered appear in the bottom of the Search dialog box If you have several contacts starting with that character enter the next character in the name or telephone number Enterprise Edge Personal Call Manager then displays only the contacts that match both of those characters 3 Continue entering characters scroll to find the contact in the Search dialog box 4 Click the last name of the contact you want 5 Click the OK button The folder containing the contact opens and the selected contact is highlighted Enterprise Edge 2 0 Personal Call Manager User Guide P0911958 Issue 01 Address Book
90. ultiple calls Enterprise Edge Personal Call Manager can control several calls at once The maximum number of calls is equal to the maximum number of lines available All of the calls currently connected appear on the Enterprise Edge Personal Call Manager task tray menu the Calls menu and the window Although several calls can be controlled only one call can be active at any time except if you have a conference In a conference you can have two active calls When you answer a held call the currently active call is automatically put on hold This allows you to switch between held calls simply by answering the caller you want to talk to Switching between calls using the window On the window the currently connected calls appear in the Calls box The currently active call shows the Active Call icon while the rest of the calls show the Held Call icon To switch to a different call 1 Double click the icon of the caller you want to talk to or 1 Right click the icon of the caller you want to talk to and then click UnHold Switching between calls using the task tray and Call menus On the Enterprise Edge Personal Call Manager task tray menu and the Calls menu the currently connected calls appear at the top of the menu The currently active call shows the Active Call icon while the rest of the calls show the Held Call icon To switch to a different call 1 Click the Enterprise Edge Personal Call Manager task tray icon or the Calls
91. your page orientation to landscape To print a contact list 1 Click the contacts you want Note Use the Control or Shift keys to select more than one contact 2 Click the File menu and then click Print Contact List or Click al 3 Click the OK button To print a contact list for all of the contacts in a folder 1 Click the folder or folders that contain the contacts you want to print Note Use the Control or Shift keys to select more than one folder 2 Click the File menu and then click Print Contact List or Click amp 3 Click the OK button Print Contact Details When you print the contact details all the information in the Address Book for the selected contact is printed You can print contact detail information for one or many contacts To print contact details 1 Click the contact or contacts you want Note Use the Control or Shift keys to select more than one contact 2 Click the File menu and then click Print Contact Detail P0911958 Issue 01 Enterprise Edge 2 0 Personal Call Manager User Guide 74 Address Book Folders Folders can be added only to the My Contacts section and the folders in the My Contacts section You cannot add folders to the Quick Dials section For more information on refer to Quick Dials on page 81 Creating a new folder in the Address Book To create a new folder using the right mouse button 1 Click a folder in the Tree View of the Address Book The contents of the se

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