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www.nortelnetwo rks.com © 2000 Nortel Network s P0911 958 Issue 01 Enterprise Edge 2. 0 Personal Call Man ager User Guid e[...]

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P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Contents Enterprise Edge Persona l Call Manager 9 Using a handsfree telephone with Enterprise Edge Personal Call Manager 9 About this guide 9 Installing Enterprise Edge Persona l Call Manager 10 Starting Enterprise Edge Persona l Call Manager 10 Enterprise Edge Personal Call M[...]

4 Contents Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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 c[...]

Contents 5 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Conferencing a call 44 Creati ng a conference 44 Creating a confer ence 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 cal[...]

6 Contents Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Address Book 54 The Tree View of the Addr ess 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 6[...]

Contents 7 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Persona l Call Manager Preferences 84 Chan ging the Sea rch pr ef erence s 84 Changing the Startup Option 85 Changing the Dia ling Rule Se tting 85 Changing the Caller’s Record Display Setting 86 Quitting Enterp rise Edge Personal Call Manager 88 R[...]

8 Contents Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01[...]

P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Personal Ca ll Manager Enterprise Edge Personal Call Manager is a TAPI-bas ed (Telephony Application Programming Interface) application that provides an ea sy to use computer interfa ce for your telephone. With Enterprise Edge Personal Call Manager you ca n: ?[...]

10 Installing Enterp rise Edge Person al Call Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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[...]

Enterpri se Edge Person al Call Man ager icons 11 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide The Enterprise Edge Personal Call Manager introduc tion screen appears briefly. The Enterprise Edge Personal C all Manager icon is added to the task tray and task bar, and the Enterprise Edge Personal Call Manager window appe a[...]

12 Enterprise Edge Personal Call Manage r task tray icon Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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 t he following call control options:[...]

Enterprise Edge Persona l Call M anager wind ow 13 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Personal Ca ll Manager w indow From the Enterprise Edge Personal Call Manager window you can pe rform all of the functions of the Enterprise Edge Personal Call Mana ger task tray icon as well as access the Addr[...]

14 Enterprise Edge Personal Call Manage r window Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Menu bar The Menu bar shows the menus available from the window. From these menus you can access all of the feature s available from Enterprise Edge Personal Call Manager. The Menu bar is always visible on the window. One of the[...]

Enterprise Edge Persona l Call M anager wind ow 15 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Using the toolbar The toolbar buttons provide access to commonly used features. Up One Level Exits from the current directory and moves one level up in the contact tree. New Folde r Adds a ne w folder to the Add ress Book. New[...]

16 Enterprise Edge Personal Call Manage r window Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Address Book The Address Book is a list of all t he 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 [...]

Enterprise Edge Persona l Call M anager wind ow 17 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Current Calls icons There are se veral icons that are used in the Cur rent Calls section. Each icon is used to represent a call. The icons also show the status of the calls. Current Calls Toolbar Above the Calls box and the Co[...]

18 Enterprise Edge Personal Call Manage r window Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Stat us ba r 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 are a the mouse pointer is pointing on. For example, if th[...]

Setting up Enterprise Edge P ersonal Call Manager 19 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Setting up Enterprise Ed ge Personal Call Manager Before you can use Enterprise Edge Personal Call Manage r you must choose the TAPI line that will be used and define the dialing properties. Defining the line used If there a[...]

20 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Changing the dialing proper ties You use the Dialing Properties to def ine where you are situated a nd what is require d to dial from this location. To access dialing properties: 1. Click the Tools menu and then click Diali[...]

Setting up Enterprise Edge P ersonal Call Manager 21 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide I am di aling from Use the I am dialing from list box to save different sets of dialing properties. You can use I am dialing from whe n you have a computer ( such as a laptop) that you use at different locations. You can sav[...]

22 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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 t he I am dialing from list box. The list of locations appears. 2. Click the[...]

Setting up Enterprise Edge P ersonal Call Manager 23 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide To set the prefixes that are long distance: 1. Click the Dialing Rule s button. The Dialing Rules dialog box appears. To add a prefix that is considered long distance 1. Click the New button located in the top half of the di[...]

24 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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 def ine which calling card you ar e using. To use a callin g[...]

Setting up Enterprise Edge P ersonal Call Manager 25 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 5. In the PIN num ber box, type the calling card PIN number. 6. Click the OK button. Adding a custom calling card The dialing parameters for some calling cards are already configured in Enterprise Edge Personal Call Manager [...]

26 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 7. Click the Long Distance Usage button. A second Calling Card dialog box appears. 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[...]

Setting up Enterprise Edge P ersonal Call Manager 27 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Disabl e call w aitin g by diali ng 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 [...]

28 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Defining long distance numbers in your area code In some locations, calls within the same area c ode a re considered long distance calls. These calls require the country code and area c ode (e.g. 1-403) to be added to the f[...]

Making a call 29 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Making a call Using Enterprise Edge Per sonal 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, t[...]

30 Making a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Making a call using the task tray or Calls menu To make a ca ll: 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. 2. Type the telephone number you wa nt to dial. If yo[...]

Making a call 31 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Making a call us ing the toolbar To make a call using the toolbar: 1. Click . The Dial dialog box appears. 2. Enter the telephone number you wa nt to dial. If you have the Search Option set to Fast Search, Enterpr ise Edge Personal Call Manager compares the nu[...]

32 Making a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Redialing a numb er Enterprise Edge Personal Call Manager keeps a list of the last ten telephone numbers you called. The most re cent call is at the top of the list and the oldest call is at the bottom. When there ar e ten calls on the list and you make anothe[...]

Making a call 33 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 Dia ls on page 81. To call one of the numbers from the Quick Dial list us[...]

34 Answering a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Answering a call Knowing when someone i s calling Enterprise Edge Personal Call Manager notifies you when the re is an incoming call. When someone calls you, the You Have a Ne w Call dialog box appears, and the Ringing icon appears in the Calls box, the Ent[...]

Answer ing a cal l 35 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Answering a call usi ng the Y ou Have a New Call di alog box Enterprise Edge Personal Call Manage r displays the You Have a New Call dialog box when you receive a ca ll. If you subscribe to Caller ID services, informa tion about the caller is displayed in[...]

36 Answering a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Accessing the Notes tab After you have answere d the call, you can display the Notes tab of the Address Properties dialog box. Use the Notes tab to record inf ormation about the contact, such as recent orders, mee ting locations, etc. For instructions about[...]

Putting a call on hol d 37 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Putting a call on hold When a call is put on hold, the icon for the call changes f rom the Active Call icon to the Held Call icon. For information about the various icons, refer to Enterprise Edge Personal Call Manager t ask tray menu on page 12 and [...]

38 Multip le c alls Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Multiple calls Enterprise Edge Personal Call Manager can control sever al calls at once. The maximum num ber of calls is equal to the maximum number of lines ava ilable. All of the calls currently connected appear on the Enterpr ise Edge Personal Call Manag[...]

Transferring a c all 39 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide T ransferring a call Enterprise Edge Personal Call Manager allows you to transfer a c all to a different telephone. You can transfer the call with an announcement or without. Wi th an announcement, you are calling the person you a re transferring the ca[...]

40 Tran sferr ing a c all Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 4. Click Other . The Transfer dialog box appea rs. 5. Type the telephone number of the person you want to transfer the call to and click the Transf er button. The call is transferred to the number entered. Tip: If Fast Sear ch is enabled, Enterprise E[...]

Transferring a c all 41 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Transferring a call using the tas k 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 Tr ansfer . A menu of the current calls appears.[...]

42 Tran sferr ing a cal l Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Transferring a call using the keyboard You can use the keyboa rd and the icons on the window to tra nsfer a call. To tra nsfer 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 appea r[...]

Transferring a c all 43 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide T ransferring a call wi th an announcement When you transfer a call with an announcement, you ar e 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 [...]

44 Con f eren cing a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Conferencing a call In a conference call you connect yourself and two other people onto a single c all. Creating a conference To create a c onference you must have at least tw o lines, one for each caller. The se two lines can be external lines or int[...]

Conferen cing a call 45 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Putting conference s 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 eac h other. Putting the conference calls on hold using the w indow To put the conference c[...]

46 Con f eren cing a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Splitting a c onf erence using the window To split a conference using the window: 1. Drag one of the icons from the Confere nce box. The call whose icon you remove from the Confer ence box becomes the active call and the other call is put on hold. The[...]

Conferen cing a call 47 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Ending a conference When you end a confere nce, you remove yourself from the confere nce and let the other two callers to c ontinue to talk to each other . While the other callers are talking to each other they are still using two of your telephone line[...]

48 Ending a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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. 2. In the Calls box, click . Ending a call using the windo[...]

Calling features 49 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Calling features Enterprise Edge Personal Call Manager gives you easy access to two common calling features: Do Not Disturb and Call Forward. Do Not Disturb (DND) When DND is enabled, the telephone does not ring when someone calls, but the line indicator fl[...]

50 Calling feature s Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Call For ward To call forward your telephone: 1. Click the Tools menu and then click Forward . The Forward dialog box appears. 2. Type the telephone number you wa nt to call forward your telephone to. 3. Click the Forward button. The number your telephone [...]

Calls Log Window 51 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 telepho[...]

52 Calls Log Wind ow Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Viewing the Incoming Calls To view the Incoming Calls: 1. Click . or 1. Click the View menu and then click Incoming Calls L og . Viewing the Outgoing Ca lls To view the Outgoing Calls: 1. Click . or 1. Click the View menu and then click Outgoing Calls Log [...]

Calls Log Window 53 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 ca ll: 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 Re[...]

54 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Addres s Book The Address Book is the portion of Enterprise Edge Per sonal Call Manager where you store telephone numbers and addresses of the people and businesses you dea l with. Each entry in the Address Book is called a contact. A contact is normally the t[...]

Address Book 55 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide You can change which folder s appear by clicking certain portions of the Tree V iew. 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[...]

56 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Displaying the Address Book in details view If you select details view, the last name, first name, te lephone numbers you can call and Email Address and Email type are shown for each c ontact. To view in details view: • Click . or • Click the View menu and[...]

Address Book 57 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 4. Click the OK button. Note: If a contac t 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 con[...]

58 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Business Use the Business tab to enter the name, address, and telephone number of a contact. The first information you enter is the contact’s name. The contact’s name is di vided into the firs t name and t he last name. B oth the first name and the last na[...]

Address Book 59 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide E-Mai l Addre ss The E-Mail Address tab has two boxes: E-mail address and E-mail type. E-mail address s pecifies where the conta ct’s E-m ail accoun t is. E-mail type specifies which type of E-mail service the c ontact uses.[...]

60 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Settings Use the Settings tab to select the dialing de fault used for the contac t and the picture displayed and voice announcement heard when this contact ca lls you. For the default telephone number dialed, you can choose Business, Home, or Mobile. The setti[...]

Address Book 61 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide If you decide you no longer want a voice announceme nt for this contact, you can remove the voice announcement from the contact. To remove the voice announcement: 1. Click beside the Voice Announce File Path field. The voice announcement no longer plays for thi[...]

62 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Note Use the Note tab to record miscellaneous information about the contact. You can enter significant dates, recent orde rs, meeting locations or any information you want handy when you call the contact. Adding a ca ller to the Addre ss Book When you receive [...]

Address Book 63 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 fe ature operates in two different modes: Slow Sear ch and Quick Sear[...]

64 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Qui c k Se a r ch To find a contact: 1. Click the Tools menu and then click Find Pe rson . or Click . The Search dialog box appears. 2. Enter the f irst character of the name or telephone number of the contact you want to find. Enterprise Edge Personal Call Ma[...]

Address Book 65 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 na[...]

66 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Editing the properties of a contact The information stored with a contact can be changed whenever require d. A typical example is when a contact moves or changes telephone number s. To change the properties of a contact using the right mouse button: 1. Find th[...]

Address Book 67 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 descr ibes the information that can be enter ed. To change the properties of a contact using the Menu bar: 1. Find the [...]

68 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Copying a contact When you copy a contact, you create a new contac t in the Address Book based on the original contact. Enterprise Edge Personal Call Mana ger provides two ways to copy a contact: a linked copy and a template copy. In the linked copy, all of th[...]

Address Book 69 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Copying a contact usi ng the linked copy method Use this method of copying a c ontact when you want to crea te a copy that is linked to the original contact. For information about the two different methods of copying a con tact, refe r to Deciding which copy me[...]

70 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Copying a contact usi ng the template copy method Use this method of copying a contact when you want t o 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 featur[...]

Address Book 71 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 dr ag and drop, the contact must be visible in the List Vie[...]

72 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Deleting a contact To delete a contact using the right mouse button: 1. Right-click the contac t 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 c lick [...]

Address Book 73 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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, an[...]

74 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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 Ad dress Book To [...]

Address Book 75 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Copying a folder When you copy a folder, the folder and all of the contacts and folders contained in the folder are copied to t he 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 [...]

76 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Moving 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 [...]

Address Book 77 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Renaming a folder To change the name of a folder using the right mouse button: 1. Right-click the folder you wa nt to rename and then click Properties . The Folder Property dialog box appear s. 2. Type the ne w name of the folder and then click the OK button. T[...]

78 Importing Con tacts Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Impor ting C onta cts If you have a list of contacts in another application, you can save your list of contacts as a text file and the n import those contacts into Enterprise Edge Personal Call Manager. To import addresses: 1. Open the application that c[...]

Impo rti ng Co ntac ts 79 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 6. Double-click the file you want to import. The Import address from text file dialog box appear s with the path and file name in the Source Text File field. 7. Click the Last Nam e list box and then click the text field number that contains the last [...]

80 Expor ting Co ntac ts Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Expor tin g Contacts You can save all of the contacts in your Address Book into a comma deli mited 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 cre ate a ma[...]

Quick Dials 81 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 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 sec tion used stores contacts that you use frequently or need to access quickly. The contacts you add to t[...]

82 Accessing Help Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 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 conten ts screen You can access Hel[...]

Accessing Help 83 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Turning the Tip of the Da y on To turn the Tip of the Day on: 1. Click the Help menu and then click Tip of the Day . 2. Se lect 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 appear[...]

84 Enterprise Edge Personal Call Manage r Preferences Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Enterprise Edge Personal Ca ll Manager Preferences Enterprise Edge Personal Call Manager pre ferences determine how the Address Book is searched, how Enterprise Edge Personal Call Manager appe ars when you start it up, and [...]

Enterpri se Edge Person al Call Man ager Prefe rences 85 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide To change the Search mode fr om the task tray: 1. Right-click the Enterprise Edge Personal Call Manager task tray icon and t hen click Opti ons . The Options dialog box appears. 2. Click the Search Option you want to use[...]

86 Enterprise Edge Personal Call Manage r Preferences Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 When the Dialing Rule Setting is enabled, Enterpr ise 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 di[...]

Enterpri se Edge Person al Call Man ager Prefe rences 87 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Personal Call Manager receive s the incoming telephone number only if: • You subscribe to a Caller ID (CLID) servic e. or • You are receiving an internal call through Enterprise Edge. To change Caller[...]

88 Quitting Enterprise Edge Personal Ca ll Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Quitting Enterprise Edge Pers onal Call Manager 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 Enterpr[...]

P0911958 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Glossar y Address Book The portion of Enterprise Edge Personal Call Manager w here you store the telephone numbers and addresses of people and businesses. Call Forward A feature that forw ards all the calls arriving at your telephone to another telephone. Calling Line Identificati[...]

90 Enterprise Ed ge Personal Call Mana ger User Guide P0911958 Issue 01 Menu bar The menu bar shows the menus available from the main window. PC (Personal Comput er) 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 select ing a menu item. Stat[...]

P0911958 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Index A Active Cal l icon 12 , 17 , 34 Address Book 13 adding a contact 56 changi ng th e view 55 displayi ng 16 icons 54 list v iew 55 tree view 54 Address of co ntact 58 Answ ering a call Call Answer di alog box 35 Calls menu 35 held call 37 task tray 35 when is some one c allin[...]

92 Index Enterprise Ed ge Personal Call Mana ger User Guide P0911958 Issue 01 E E-Mail Ad dress 59 Enterprise Edge Pe rsonal Call Manage r about 81 exiting 88 locat ion 21 prefere nces 84 quitting 88 removing 88 starting 10 task tray icon 11 , 34 Exiting Ente rprise Edge Personal Ca ll Manager 88 F Find ing a conta ct 63 enteri ng a name or nu mber[...]

Index 93 P0911958 Issue 01 Enterprise Edg e Personal Call Manag er User Guide R Redialin g a telephone number 32 Removing Enterprise Edge Per sonal Call Manager 88 Returning a c all 32 Ringing icon 12 , 17 S Searc h enteri ng a name or nu mber 65 for a contact 63 options 85 , 86 , 87 prefere nces 84 wild cards 65 Search mode 63 Quick Se arch 64 Slo[...]

94 Index Enterprise Ed ge Personal Call Mana ger User Guide P0911958 Issue 01[...]