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Enterprise Edge 2.0 Personal Call Manager
User Guide
www.nortelnetworks.com
© 2000 Nortel Networks
P0911958 Issue 01
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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 Manager icons 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
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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 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 Ca
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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 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
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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 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
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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
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8 Contents Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 Issue 01
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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: • make calls • redial telephone numbers • return calls • answer calls • put calls on and off hold • manage multiple calls • transfer calls • conference calls • activate and de-activate Do Not Disturb • call forward your telephon
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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. Exit any Windows programs that are running. 2. Click the Start button, point to Find and then click Computer. The Find: Computer dialog box appe
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Enterprise Edge Personal Call Manager icons 11 The Enterprise Edge Personal Call Manager introduction screen appears briefly. The Enterprise Edge Personal Call Manager icon is 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 add
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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: • Callers List - a list of the telephone numbers of the last ten calls • Redial List - a list of the last ten telephone numbers you dialed • Quick Dials - a group of telephone numbers you want quick access to • Transfer -
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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 Ent
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14 Enterprise Edge Personal Call Manager window Menu Bar Toolbar Address Book Current Calls 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 Edge 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 P
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Enterprise Edge Personal Call Manager window 15 Using the toolbar The toolbar buttons provide access to commonly used features. Exits from the current directory and moves one level up in the Up One Level contact tree. New Folder Adds a new folder to the Address Book. New Contact Adds a new contact to the Address Book. Copies the selected folder or contact onto the clipboard and Cut deletes it. Copy Copies the selected folder or contact onto the clipboard. Copies the folder or contact store
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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: • the Tree View which shows the structure of your folders • the List View which shows the 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
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Enterprise Edge Personal Call Manager window 17 Current Calls icons 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. Active Call Appears beside the call you are on. Appears beside calls that are on hold. Any call that is 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 co
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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: • 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. • Line used – Identifies which telephone line is being used by Enterprise Edge Personal Call Manager. • DND – The acronym DND appe
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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.
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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 Properties dialog box appears. From the Dialing Properties dialog box you can control these options: • the location you are dialing from (I am dialing from) • the country you are in (I am in this coun
