Nortel Networks P0908542 Issue 01 manual

1-800 -4 NORTEL www.nortelnetwo rks.com © 1999 Nor tel Netw orks P0908 542 Iss ue 01 Enterprise Edge Personal Call Manager User Guid e[...]

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P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Contents Enterprise Edge Personal Call Manager 9 Using a handsfree telephone with Enterprise Edge Personal Call Manager 9 About this guide 9 Installing Enterp rise Edge Personal Call Manage r 10 Starting Enterprise Edge Personal Call Manager 10 Enterprise Edge Personal Call Manage[...]

4 Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 Answeri ng a call 34 Knowing when someone is calling 34 Kn[...]

5 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Conferen cing 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 calls on hold u[...]

6 Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 63 Editing the[...]

7 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Enterpri se Edge Personal Call Manager Pre ferences 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 Enterprise Edge Personal Call Manager 88 Removing Enter[...]

8 Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01[...]

P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Enterprise Edge Pe rsonal Call M anager 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: • m[...]

10 About this guide Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 Enterprise Edge ser ver. To install E[...]

About this guide 11 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 main window appe ars. Note: When you install En[...]

12 Enterprise Edge Personal Call Man ager task tra y menu Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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: ?[...]

Opening the ma in window 13 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Enterprise Edge Personal Ca ll Manager main window From the main 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[...]

14 Components of the main window Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Menu bar The Menu bar shows the menus available from the main window. From these menus you can access all of the features av ailable from Enterprise Edge Personal Call Manager. The Menu bar is always visible on the main window. One of the menus on [...]

Components of the main window 15 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 Contact Adds a new co[...]

16 Components of the main window Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 which shows the fold[...]

Components of the main window 17 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Current Calls icons There are se veral 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. Current Calls Toolbar Above the Calls box and the Conference box are toolba[...]

18 Closing the main window Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 the pointer is on one of the[...]

Defin ing the line used 19 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 are several lines ava ilable, y[...]

20 Changing th e dial ing proper ties Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Changing the dialing proper ties You use the Dialing Properties to def ine where you are situated and what is require d to dial from this location. To access dialing properties: 1. Click the T ools menu and then click Dialing Properties . The [...]

Changing th e dialing pr operties 21 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 save the se ttings for [...]

22 Changing th e dial ing proper ties Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 b utton in the I am d ialing from list box. The list of locations appears. 2. Click the location you want [...]

Changing th e dialing pr operties 23 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide To set the prefixes that are long distance: 1. Click the Di aling Rules button. The Dialing Rules dialog box appears. To add a prefix that is considered long distance 1. Click the New button l ocated in the top half of the dialog box. The New A[...]

24 Changing th e dial ing proper ties Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 card: 1. Select the[...]

Changing th e dialing pr operties 25 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide 5. In the PIN number 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 and appear in the lis[...]

26 Changing th e dial ing proper ties Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 7. Click the L ong Distance Usage button. A second Calling Card dialog box appears. 8. Click the first Di al list box and then click the first set of numbers that must be dialed. 9. Click the next Dial list b ox and then click the next set of [...]

Changing th e dialing pr operties 27 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 waiting when require[...]

28 Defini ng long distanc e numb ers in y our area cod e Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 a dded to the f[...]

Maki ng a ca ll us ing t he Add ress Book 29 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 app[...]

30 Making a call using th e task tray or Calls menu Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 [...]

Making a cal l using the tool bar 31 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 want to dial. If you have the Search Option set to Fast Search, Enterpr ise Edge Personal Call Manager [...]

32 Rediali ng a num ber Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 ano[...]

Calling from the Quic k Dial li st 33 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 [...]

34 Knowing whe n someone is calling Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Answering a call Knowing when someone i s calling Enterprise Edge Personal Call Manager notifies you when the re is an inc oming call. When someone calls you, the You Have a Ne w Call dialog box appears, and the Ringing icon appears in the Calls[...]

Answ ering a call usi ng the You Ha ve a N ew Ca ll di alog box 35 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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, info[...]

36 Accessing the Notes tab Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 ab[...]

Putting a c all on hold u sing the m ain wind ow 37 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 task tray [...]

38 Switching be tween call s using the main wind ow Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 [...]

Transf erring a call wi thout an annou ncement 39 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Note: Transferr ing your telephone to an external telephone number is not supported. T ransferring a call without an anno uncement When you transfer a ca ll without an announcement, you are transferring without checking if the pers[...]

40 Transferring a call without an announcement Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 4. Click Other . The Transfer dialog box appea rs. 5. Type the telephone number of the person you wa nt 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 ena[...]

Transf erring a call wi thout an annou ncement 41 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 E nterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to Tr ansfer . A menu of the[...]

42 Transferring a call without an announcement Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Transferring a call using the keyboard You can use the keyboard and the icons on the main window to transfer a call. To transfer a call: 1. Make or answer the call. 2. Click the icon in the Call s box. 3. Press the F4 key. The Transfe[...]

Transferri ng a call with an anno uncement 43 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide T ransferring a call with an announcement When you transfer a call with an announcem ent, you are calling the per son you are transferring the call to before you transfer the call. Calling the person first allows you to check if the pe[...]

44 Creating a con ference Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 le ast two lines, one for each ca ller. These two lines can be external lines or interna[...]

Putti ng con fer ence s ca ll on h old 45 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 ma in window To p[...]

46 Splitt ing a conf erence Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Splitting a c onf erence using the main window To split a conference using the main window: 1. Drag one of the icons from the Conf erenc e box. The call whose icon you remove from the Confer ence box becomes the active call and the other call is put on [...]

Ending a confe rence 47 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 lines. I[...]

48 Ending a call u sing the re lease button Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Ending a call Ending a call using the release button To end a call: 1. Click the i con 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 . Endin[...]

Do Not Disturb (DND) 49 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide 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[...]

50 Call Forward Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Call For ward To call forward your telephone: 1. Click the T ools menu and then click Forward . The Forward dialog box appears. 2. Type the telephone number you want to call forward your telephone to. 3. Click the Forward butto n. The number your telephone is forwa[...]

Viewing the Calls Log 51 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 teleph[...]

52 View ing the C a ll s Log Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Viewing the Incoming Calls To view the Incoming Calls: 1. Click . or 1. Click the Vi ew menu and then click Incoming Calls Log . Viewing the Outgoing Ca lls To view the Outgoing Calls: 1. Click . or 1. Click the Vi ew menu and then click Outgoing Calls[...]

Making a call from the Ca lls Log 53 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 [...]

54 The Tr ee Vi ew of the A ddress Boo k Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Address 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 contac[...]

The List View portion of the Address Book 55 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 hide[...]

56 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 then cli[...]

Contacts 57 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 contact is [...]

58 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 me must [...]

Contacts 59 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 settings you s[...]

Contacts 61 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 this contac[...]

62 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 a call, y[...]

Contacts 63 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 Searc h. In [...]

64 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Qui c k Se a r ch To find a contact: 1. Click the T ools menu and then click Find Person . or Click . The Search dialog box appears. 2. Enter the first character of the name or telephone number of the contac t you want to find. Enterprise Edge Personal Call Manager com[...]

Contacts 65 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 name or nu[...]

66 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Editing the properties of a contact The information stored with a contact can be changed whenever r equired. 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 the contact[...]

Contacts 67 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 contact [...]

68 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 the informa[...]

Contacts 69 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 method to [...]

70 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 feature allows [...]

Contacts 71 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 View and th[...]

72 Contacts Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Deleting a contact To delete a contact using the right mouse button: 1. Right-click the contact you want to delete and then click Delet e . 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 . T[...]

Contacts 73 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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, and t e le[...]

74 Fold ers Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 create a[...]

Folde rs 75 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 folde r. 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[...]

76 Fold ers Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 the folde[...]

Folde rs 77 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Renaming a folder To change the name of a folder using the right mouse button: 1. Right-click the folder you want to rename and then click Pr operties . The Folder Property dialog box appear s. 2. Type the new name of the folder a nd then click the OK button. To change[...]

78 Fold ers Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 contains your ex[...]

Folde rs 79 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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 Name list box and then click the text field number that contains the last name information. N[...]

80 Fold ers Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 To export contacts: 1. Click the Fi le menu and then click Expor t Addr ess . The Export address into a text file dialog box appears. 2. Click to enter the name of the text file. The Save a s dialog box appears. 3. Move to the folder you want to store the text file in.[...]

Adding Q uick D ials 81 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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[...]

82 Accessing context-sens itive Help Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Access ing 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 Yo[...]

Accessing the Tip of the Day 83 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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. 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 wind[...]

84 Changing th e Search prefer ences Enterprise Ed ge Personal Call Mana ger User Guide P0908542 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 whether the dialing r[...]

Changing th e Startup Option 85 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide To change the Search mode fr om the task tray: 1. Right-click the Enterprise Edge P ersonal Call Manager task tray i con and then click Opti ons . The Options dialog box appears. 2. Click the Search Option you want to use. Changing the Star tup Opti[...]

86 Changing the Caller’s Record Disp lay Setting Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 When the Dialing Rule Setting is enabled, Enterpr ise Edge Personal Call Mana ger 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[...]

Changing th e Caller’s Record D isplay Setting 87 P0908542 Issue 01 Enterprise Edg e Personal Call Manag er 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’s Reco[...]

88 Changing the Caller’s Record Disp lay Setting Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 Quitting Enterprise E dge Personal Call Manager You can quit Enterpri se Edge Personal Call Manage r from the task tray or the main window. To quit Enterprise Edge Personal Call Manager using the task tray: 1. Right-click the Ente[...]

P0908542 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 P0908542 Issue 01 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 select ing a menu item. Statu[...]

P0908542 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Index A Active Cal l i con 12 , 17 , 34 Address Book 13 adding a contact 56 changi ng th e vi ew 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 main window 35 task tray 35 when is[...]

92 Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01 E E-Mail Ad dress 59 Enterprise Edge Pe rsonal Call Mana ger 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 Pe rsonal Call Manager 88 F Find ing a c ontact 63 enteri ng a name or nu mber 65 us[...]

93 P0908542 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 mo de 63 Quick Se arch 64 Slow Sea[...]

94 Enterprise Ed ge Personal Call Mana ger User Guide P0908542 Issue 01[...]