Personal Call Manager User Guide - Help | BT Business | BT.com

102 Pages·2005·1.08 MB·English

Personal Call Manager User
Guide
Part No. N0027256 01
08 April 2005
2
Copyright © Nortel Networks Limited 2005
All rights reserved.
The information in this document is subject to change without notice. The statements, configurations, technical data, and
recommendations in this document are believed to be accurate and reliable, but are presented without express or implied
warranty. Users must take full responsibility for their applications of any products specified in this document. The
information in this document is proprietary to Nortel Networks NA Inc.
Trademarks
*Nortel, Nortel (Logo), the Globemark, and This is the way, This is Nortel (Design mark) are trademarks of Nortel Networks.
*Microsoft, MS, MS-DOS, Windows, and Windows NT are registered trademarks of Microsoft Corporation.
All other trademarks and registered trademarks are the property of their respective owners.
N0027256 01
3
Contents
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
About BCM Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Text conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
How to get help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
USA and Canada Authorized Distributors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
EMEA (Europe, Middle East, Africa) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
CALA (Caribbean & Latin America) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
APAC (Asia Pacific) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Personal Call Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using a handsfree telephone with Personal Call Manager . . . . . . . . . . . . . . . . . . . . . 17
About this guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Installing Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Starting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Personal Call Manager icons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Personal Call Manager task tray icon . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Personal Call Manager task tray menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Personal Call Manager window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Opening the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Components of the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Closing the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Setting up Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Defining the line used . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Changing the dialing properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Defining long distance numbers in your area code . . . . . . . . . . . . . . . . . . . . . . . . 35
Placing a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Placing a call using the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Placing a call using the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Placing a call using the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Redialing a number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Returning a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Calling from the Quick Dial list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Answering a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Knowing when someone is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Knowing who is calling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
BCM Personal Call Manager
4 Contents
Answering a call using the You Have a New Call dialog box . . . . . . . . . . . . . . . . . 42
Answering a call from the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Answering a call from the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . . . . . 43
Accessing the Notes tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Putting a call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Putting a call on hold using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Putting a call on hold using the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . 44
Answering a held call using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Answering a held call using the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . 44
Multiple calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Switching between calls using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Switching between calls using the task tray and Call menus . . . . . . . . . . . . . . . . 45
Transferring a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Transferring a call without an announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Transferring a call with an announcement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Conferencing a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Creating a conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Putting conferences call on hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Taking a conference off hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Splitting a conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Ending a conference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Ending a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Ending a call using the release button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Ending a call using the window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Ending a call using the task tray or Calls menu . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Ending a call using the keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Calling features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Do Not Disturb (DND) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Call Forward . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Calls Log Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Viewing the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Making a call from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Printing call information from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Deleting calls from the Calls Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Closing the Calls Log Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
The Tree View of the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
The List View portion of the Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Adding Quick Dials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
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Displaying the information about Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . 88
Synchronization with the telephone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Accessing Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Accessing context-sensitive Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Opening the Help contents window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Accessing the Tip of the Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Personal Call Manager Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Changing the Search preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Changing the Startup Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Changing the Dialing Rule Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Changing the Caller’s Record Display Setting . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Quitting Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Removing Personal Call Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Glossary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
BCM Personal Call Manager
6 Contents
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Tables
Table 1 You Have a New Call descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Table 2 Copy Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
BCM Personal Call Manager
8 Tables
N0027256 01
9
Getting Started
This section contains information on the following topics:
• “About BCM Personal Call Manager” on page 9
• “Before you begin” on page 9
• “Text conventions” on page 10
• “Acronyms” on page 10
• “Related publications” on page 11
• “How to get help” on page 14
About BCM Personal Call Manager
Business Communications Manager Personal Call Manager is a Telephony Application
Programming Interface (TAPI)-based application that provides an easy-to-use interface between
your computer and your telephone. You use the telephone to speak with a caller. You can
customize your Address Book and your calls. Basic functions that Personal Call Manager
performs include making and answering calls, putting calls on hold, transfer calls, and making
conference calls.
Before you begin
This guide is intended for users who wish to manage their own calls, and who have Personal Call
Manager installed on their PC, which is registered with the Business Communications Manager
server. This guide assumes that you have the following background:
• Working knowledge of the Windows operating system
• Some experience with windowing systems or graphical user interfaces (GUIs).
BCM Personal Call Manager
10 Getting Started
Text conventions
This guide uses the following text conventions:
bold Courier text Indicates command names and options and text that you must enter.
Example: Use the dinfo command.
Example: Enter show ip {alerts|routes}.
italic text Indicates new terms, book titles, and variables in command syntax
descriptions. Where a variable is two or more words, the words are
connected by an underscore.
Example: If the command syntax is
show at <valid_route>, valid_route is one
variable and you substitute one value for it.
bold text indicates dialog boxes, buttons and menu options
separator ( > ) Shows menu paths.
Example: Protocols > IP identifies the IP option on the Protocols menu.
Acronyms
This guide uses the following acronyms:
API Application Programming Interface
CLID Calling Line Identification
CTE Computer Telephony Engine
CTI Computer Telephony Integration
DND Do Not Disturb
ERC Express Routing Code
IP Internet Protocol
O/S Operating System
PCM Personal Call Manager
PIN Personal Identification Number
TAPI Telephony Application Programming Interface
TSP TAPI Service Provider
URL Uniform Resource Locator
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