Corporate Call™ for Microsoft® Outlook® User’s Guide GCA70–363.02 05/00 printed in U.S.A.
Microsoft and Microsoft Outlook, Windows 95, 98, NT, Excel ,and Word are registered trademarks of Microsoft Corp., Redmond WA.
Contents GCA70–363 Contents 1 Introducing Corporate Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Describing Corporate Call . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Describing Corporate Call Telephone Directories · · · · · · · · · · · · · · · · 3 Registering Corporate Call . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Detailing the Configuration Options · · · · · · · · · · · · · · · · · · · · · · · 5 Options. . . . . . . . . . . . . . . . . . . . . . . . . . .
GCA70–363 Contents Hanging Up a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Holding a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Retrieving Held Calls. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Identifying Callers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Making Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Dialing on an Existing Call. . . . . . . . . . . . . . . . . . . . . . . . . .
Introducing Corporate Call 1 GCA70–363 Introducing Corporate Call This guide was developed based on the use of Corporate Call with a Comdial digital communications system. Use of Corporate Call with another manufacturer’s TAPI-compliant system may cause the information in this guide to be inconsistent with your experience. Describing Corporate Call Corporate Call is a software program that serves as an extension to Microsoft® Outlook.
GCA70–363 Introducing Corporate Call • stores call history records in an Outlook folder allowing call review, call backs, and report printing, • supports drag and drop calling from web pages, e-mails, and most Windows applications. Corporate Call runs on a standard personal computer (PC) that meets the following software and hardware parameters: – Microsoft® Windows 95/98/2000/NT 4.
Introducing Corporate Call GCA70–363 Describing Corporate Call Telephone Directories Corporate Call reads its directory information from three sources: 1. The directory stored in the phone system. 2. The Primary Contacts folders you have stored within Microsoft Outlook. 3. The Global Address List kept by the Microsoft Exchange server. In the Dial, Transfer, and Conference dialogs, Corporate Call adds a new tab for each address book and contact folder.
GCA70–363 Introducing Corporate Call Registering Corporate Call The Registration Dialog has two buttons. Clicking the http://www.comdial.com/ button will take you to Comdial’s website, where you can register Corporate Call. Clicking the Print Registration Form button prints a registration form that you can fill out and mail or fax to Comdial. Choose whichever registration method is most convenient for you.
Introducing Corporate Call GCA70–363 Detailing the Configuration Options You can configure Corporate Call to meet the needs of each user. The following pages illustrate and describe the options available to each user. dial line Choose Phone The Choose Phone option allows you to choose the telephone extension that Corporate Call will use—this is usually your extension. The Dial and Line Properties buttons let you configure the Windows telephony drivers.
GCA70–363 Introducing Corporate Call Options The Options tab lets you customize the Corporate Call parameters. Option Description Pause key restores or hides Outlook The pause key brings Outlook to the top of the screen or hides it if it is already on the desktop. Always on Top of the screen This option keeps the CallBar visible at all times. Show CallBar when on a phone call With this option, you can have the CallBar appear when you are on a call. You can hide it when not on a call.
GCA70–363 option Introducing Corporate Call Options Tab Registering Corporate Call – 7
GCA70–363 Introducing Corporate Call Screen Pop Options This dialog lets you configure how you wish the screen pops to perform. Option Description Beep when popping a call record This option causes an audible beep to sound to indicate a call has caused a dialog to appear on the desktop. Pop when Ringing from outside Pop when Ringing from Inside This option causes screen pops to occur during outside ringing and inside ringing.
GCA70–363 scrnpop Introducing Corporate Call Screen Pop Options Tab Registering Corporate Call – 9
GCA70–363 Introducing Corporate Call Pager Options This tab lets you configure Corporate Call to integrate with a paging system such as Comdial’s Tracker Pager system, an external paging service, or message-ready cellular phone service. There are several parameter choices that you can make to customize Corporate Call’s paging operation. Option Description Page for Appointments To have appointment reminders in Outlook forwarded to your pager or cell phone, select this check box.
GCA70–363 pager Introducing Corporate Call Pager Options Tab Registering Corporate Call – 11
GCA70–363 Introducing Corporate Call Call History From the Call History dialog, you can determine the type and quantity of calls that you wish Corporate Call to place in your call history log. Corporate Call stores call history in your Outlook Call History folder. You can also access call history by clicking on the CallBar’s History button. The parameter choices that you make in this dialog include: • Keep all calls, • Keep just those calls that have caller ID attached to them, • Keep no calls at all.
Using Corporate Call 2 GCA70–363 Using Corporate Call Opening Corporate Call Using Corporate Call requires that you merely click the appropriate button on the Call drop-down menu in Microsoft Outlook, click the appropriate CallBar button, or press the appropriate key on your PC’s keyboard.
GCA70–363 Using Corporate Call Using the Keyboard with Corporate Call Certain keyboard functions add flexibility to Corporate Call. The following illustrations detail those keyboard functions.
Using Corporate Call GCA70–363 Using the CallBar Corporate Call places a CallBar on your desktop whenever Microsoft Outlook is running on your PC. You can use the CallBar to access Corporate Call functions. NOTE: If you hold your mouse cursor over a button, a tip that describes that button’s function appears on the screen. The CallBar can appear with large buttons or small buttons—you make this choice from the Options dialog. toolbar.
GCA70–363 Using Corporate Call Using On-Line Help To access the on-line help file, click the Options button on the CallBar. Providing Feedback If you wish to provide Comdial with feedback or feature requests, please send e-mail to: CoporateCall@Comdial.com. This mailbox is checked weekly and is only for user feedback, not technical assistance or problem solving. Technical assistance is available from Comdial’s Technical Support department.
Using Corporate Call GCA70–363 Conferencing Calls You can establish both supervised and unsupervised conference calls with Corporate Call. By using the Conference dialog, you can select numbers from the overall list, different groups, or a personal directory. The software even keeps a list of recent numbers in the combo-box for redialing. The maximum number of conference calls supported by Corporate Call is four.
GCA70–363 Using Corporate Call Controlling Do Not Disturb You can use Corporate Call to turn on and off the Do Not Disturb condition at your telephone. Do so in the following manner: • Click Do Not Disturb on the Call drop-down menu. —OR— • When the CallBar is active, press F2 on the keyboard. Forwarding Calls Corporate Call provides several call forwarding features: Always Forward Allows call forwarding for every call that the system routes to your station.
Using Corporate Call GCA70–363 Hanging Up a Call To hang up an active call, • Choose the Hangup button on the CallBar. • Click Hangup on the Call drop-down menu. —OR— • Press the + key on the keyboard. Holding a Call To place an active call on hold, do either of the following: • Choose the Hold/Retrieve button on the CallBar. —OR— • Click Hold on the Call drop-down menu. NOTE: If you are on a call, and then make another call, Corporate Call will automatically put your original call on hold.
GCA70–363 Using Corporate Call Identifying Callers Corporate Call supports caller identification when the central office provides the caller ID and caller name (this can be number-only or name and number), and under the following circumstances: • if the system knows the caller ID number from a database, • if Corporate Call finds the caller ID number in an Outlook Address Book or in the default Contacts list. Corporate Call can be configured in the Options menu to store call history.
Using Corporate Call GCA70–363 Making Calls With Corporate Call, you can place a call by typing the contact’s name, e-mail address, company name, phone number, or extension number (for internal calls). By using the dialing dialog, you can select numbers from the overall list, different groups, or a personal directory. The software keeps a list of recent numbers in the combo-box for redialing. To make a call, do any one of the following actions: • Press the Call button on the CallBar.
GCA70–363 Using Corporate Call Parking Calls You can park any active call or pick up any calls left in park orbits. The dialog shows who is parked and who parked them. If you are parking an active call, the dialog selects the first empty park orbit to drop the call into. If you are not on an active call, the dialog selects the first call that you can retrieve. You can choose which park orbit to use if you wish. To park a call, do one of the following: • Select the Park/Retrieve button on the CallBar.
Using Corporate Call GCA70–363 Tagging Calls You can tag a call with a text identifier that Corporate Call displays whenever this call is viewable. This feature is used for identifying calls that the system returns as a result of a Transfer or Hold Recall. A call tag is stored in the Call History and is also visible with Comdial’s Impact Attendant and Impact Group CTI applications. To tag an active call, follow this procedure: 1. Press F5 on the keyboard. 2. Type the tag message in the pop-up dialog.
GCA70–363 Using Corporate Call Tracking a User You can track any party stored in the directory used by the Comdial QuikTrak pager system, and you can select more than one person to receive the same message. To issue a tracking message, do one of the following: • Choose the Track button on the CallBar. • Click QuikTrak on Outlook’s Call drop-down menu. —OR— • Press Alt-K when the CallBar is the active screen.
Using Corporate Call GCA70–363 Transferring Calls You can transfer active calls to other parties in the Outlook directories in both a supervised and unsupervised manner with Corporate Call. The transfer dialog lets you select numbers in the same manner as dialing a new call. Corporate Call keeps a list of recent numbers in the combo-box for redialing. Once you are in the dialog, you can select a name or start typing the name, e-mail address, or extension number.
GCA70–363 Using Corporate Call Transferring to Voice Mail With this Corporate Call feature, you can send a call into someone’s voice mail box. The transfer to voice mail the dialog lets you select numbers from the local directory. Corporate Call determines the voice mail box to which you will send the call. Corporate Call keeps a list of recent numbers in the combo-box for redialing. To transfer a call to a voice mail box, take one of the following actions: • Choose the Voicemail button on the CallBar.
Using Corporate Call GCA70–363 Viewing Call History The Call History log shows a list of calls you have both made and received. View your call history using either of the following actions: • Choose the History button on the CallBar. —OR— • Press Alt-I on the keyboard. history To return a call from the Call History dialog, simply double-click the entry. This feature is only accessible when viewing the call history from the CallBar or the Call drop-down menu in Outlook.
Notes
Installing Corporate Call A GCA70–363 Installing Corporate Call Requirements Corporate Call runs on a standard personal computer that meets the following software and hardware parameters: – Microsoft Windows 95/98/2000/NT 4.0, – Microsoft Outlook 98 and Outlook 2000, – Microsoft Exchange Server, – 16 Meg of RAM (32 Meg for Windows NT), – VGA monitor (SVGA preferred), – 5 Mbytes of hard disk space, – either a serial port or network interface, – Corporate Call uses Comdial’s wideopen.
GCA70–363 Installing Corporate Call Connecting the Equipment You can install Corporate Call as a network-based installation or as a stand-alone installation. These installation schemes are illustrated below. Refer to the appropriate installation manual for connection details. User's PC Connect3 Local Area Network Wideopen.
Installing Corporate Call GCA70–363 System Telephone User's PC Serial Data Connection Exchange Server connect1 Digital Communications System Corporate Call Stand-Alone Installation Appendix – 31
GCA70–363 Installing Corporate Call Client-Server Installation When installed as a client-server application, Corporate Call uses Comdial’s wideopen.office telephony server software to provide its interface. IPX, TCP/IP, or NetBIOS protocol provides communication between the client PC and the wideopen.office server. The wideopen.office server is linked directly to the digital communications system. Stand-Alone Installation When installed as a stand-alone installation, both the wideopen.
Installing Corporate Call GCA70–363 To install the wideopen.office software, refer to IMI89–235, wideopen.office Installation Guide. After you have properly installed wideopen.office, install Corporate Call on the client PC. To do this, take the following steps: 1. Exit Microsoft Outlook. 2. Using Windows Explorer, navigate to the Corporate Call folder and double-click on the setup.exe icon.
GCA70–363 Installing Corporate Call Locating Related Publications When performing the installation of the Corporate Call hardware, you will need to refer to the related publications listed below: • IMI66–105, Installing The FXS Common Equipment Cabinet • IMI66–141, Installing The FXT Common Equipment Cabinet • IMI66–134, Installing The DXP Plus Main Common Equipment Cabinet • IMI66–001, Installing The DXP Main Common Equipment Cabinet • IMI89–235, Wideopen.
Index GCA70–363 Index A H Answering Calls . . . . . . . . . . . . . . . . . 16 Holding a Call . . . . . . . . . . . . . . . . . . 19 C I Call Answering. . . . . . . . . . . . . . . . . . 16 Call Conferencing. . . . . . . . . . . . . . . . 17 Call Hangup . . . . . . . . . . . . . . . . . . . . 19 Call History . . . . . . . . . . . . . . . . . 12, 27 Call Holding . . . . . . . . . . . . . . . . . . . . 19 Call Park . . . . . . . . . . . . . . . . . . . . . . . 22 Call Tagging . . . . . . . . . . . .
GCA70–363 Q QuikTrak Configuration . . . . . . . . . . . 10 R Registering Corporate Call . 4, 5, 6, 7, 8, 9, 10, 11, 12 Related Publications . . . . . . . . . . . . . . 33 S Screen Pop Options . . . . . . . . . . . . . . . 8 Setting Your Telephone’s Audio Volume 22 Software, Installing . . . . . . . . . . . . . . 32 Stand-Alone Installation. . . . . . . . 31, 32 T Tagging Calls . . . . . . . . . . . . . . . . . . . 23 Tracking a User . . . . . . . . . . . . . . . . . 24 Transferring Calls. . . . . . . .
This manual has been developed by Comdial Corporation (the “Company”) and is intended for the use of its customers and service personnel. The information in this manual is subject to change without notice. While every effort has been made to eliminate errors, the Company disclaims liability for any difficulties arising from the interpretation of the information contained herein.
GCA70–363.02 05/00 Printed in U.S.A.
