Enterprise Edge Personal Call Manager User Guide 1-800-4 NORTEL www.nortelnetworks.
Contents Enterprise Edge Personal Call Manager 9 Using a handsfree telephone with Enterprise Edge Personal Call Manager 9 About this guide 9 Installing Enterprise Edge Personal Call Manager 10 Starting Enterprise Edge Personal Call Manager 10 Enterprise Edge Personal Call Manager icons 11 Enterprise Edge Personal Call Manager task tray icon 11 Enterprise Edge Personal Call Manager task tray menu 12 Enterprise Edge Personal Call Manager main window 13 Opening the main window 13 Components of the main window
Making a call 29 Making a call using the Address Book 29 Making a call using the task tray or Calls menu 30 Making a call using the toolbar 31 Redialing a number 32 Returning a call 32 Calling from the Quick Dial list 33 Answering a call 34 Knowing when someone is calling 34 Knowing who is calling 34 Displaying who is calling from the task tray 34 Answering a call using the You Have a New Call dialog box 35 Answering a call from the main window 35 Answering a call from the task tray or Calls menu 35 Acce
Conferencing a call 44 Creating a conference 44 Creating a conference using the Conference box 44 Creating a conference using the Calls box 44 Creating a conference using the task tray or Calls menu 44 Putting conferences call on hold 45 Putting the conference calls on hold using the main window 45 Putting conference calls on hold using the task tray or Calls menu 45 Taking a conference off hold 45 Restoring a held conference using the main window 45 Restoring a held conference using the task tray or Cal
Address Book 54 The Tree View of the Address Book 54 The List View portion of the Address Book 55 Contacts 56 Adding a new contact to the Address Book 56 Address Properties dialog box 57 Adding a caller to the Address Book 62 Finding a contact in the Address Book 63 Editing the properties of a contact 66 Organizing the Address book 67 Copying a contact 68 Copying a contact using the linked copy method 69 Copying a contact using the template copy method 70 Moving a contact 71 Deleting a contact 72 Printin
Enterprise Edge Personal Call Manager Preferences 84 Changing the Search preferences 84 Changing the Startup Option 85 Changing the Dialing Rule Setting 85 Changing the Caller’s Record Display Setting 86 Quitting Enterprise Edge Personal Call Manager 88 Removing Enterprise Edge Personal Call Manager 88 Glossary 89 Index 91 P0908542 Issue 01 Enterprise Edge Personal Call Manager User Guide
Enterprise Edge Personal Call Manager User Guide P0908542 Issue 01
Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager is a TAPI-based (Telephony Application Programming Interface) application that provides an easy to use computer interface for your telephone.
About this guide Installing Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager must be installed on your computer before you can use it. The files required to install Enterprise Edge Personal Call Manager are on the Enterprise Edge server. To install Enterprise Edge Personal Call Manager: 1. Exit any Windows programs that are running. 2. Click the Start button, point to Find and then click Computer. The Find: Computer dialog box appears. 3.
About this guide 11 The Enterprise Edge Personal Call Manager introduction screen appears briefly. The Enterprise Edge Personal Call Manager icon is added to the task tray and task bar, and the Enterprise Edge Personal Call Manager main window appears. Note: When you install Enterprise Edge Personal Call Manager, the shortcut icon is installed by default.
Enterprise Edge Personal Call Manager task tray menu Enterprise Edge Personal Call Manager task tray menu The Enterprise Edge Personal Call Manager task tray menu is divided into two main sections.
Opening the main window 13 Enterprise Edge Personal Call 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 Manager setup. Opening the main window When you start Enterprise Edge Personal Call Manager, the main window appears.
Components of the main window Menu Bar Toolbar Address Book Current Calls Status Bar Tree View Calls box List View Conference box Menu bar The Menu bar shows the menus available from the main window. From these menus you can access all of the features available from Enterprise Edge Personal Call Manager. The Menu bar is always visible on the main window. One of the menus on the Menu bar is the Calls menu.
Components of the main window 15 Using the toolbar The toolbar buttons provide access to commonly used features. P0908542 Issue 01 Up One Level Exits from the current directory and moves one level up in the contact tree. New Folder Adds a new folder to the Address Book. New Contact Adds a new contact to the Address Book. Cut Copies the selected folder or contact onto the clipboard and deletes it. Copy Copies the selected folder or contact onto the clipboard.
Components of the main window Address Book The Address Book is a list of all the contacts stored in Enterprise Edge Personal Call Manager. The Address Book consists of two parts: • the Tree View which shows the structure of your folders • the List View which shows the folders and contacts stored in the currently selected folder For more information about the Address Book, refer to Address Book on page 54. Displaying the Address Book To display the Address Book: 1.
Components of the main window 17 Current Calls icons There are several icons that are used in the Current Calls section. Each icon is used to represent a call. The icons also show the status of the calls. Active Call Appears beside the call you are on. Held Call Appears beside calls that are on hold. Any call that is not active is on hold. Conference Call Appears beside the two calls that you are connected to when you are on a conference call.
Closing the main window Status bar The Status bar is at the bottom of the screen and provides four information message areas: • Help messages – Shows a help message, if available, for the area the mouse pointer is pointing on. For example, if the pointer is on one of the buttons on the toolbar, the message describes what the button does. • Line used – Identifies which telephone line is being used by Enterprise Edge Personal Call Manager.
Defining the line used 19 Setting up Enterprise Edge Personal Call Manager Before you can use Enterprise Edge Personal Call Manager you must choose the TAPI line that will be used and define the dialing properties. Defining the line used If there are several lines available, you can choose which line Enterprise Edge Personal Call Manager uses to make calls. To choose a line: 1. Click the Tools menu and then click Dial Using. The Choose a TAPI Line dialog box appears. 2. Click the TAPI Line list box. 3.
Changing the dialing properties Changing the dialing properties You use the Dialing Properties to define where you are situated and what is required to dial from this location. To access dialing properties: 1. Click the Tools menu and then click Dialing Properties. The Dialing Properties dialog box appears.
Changing the dialing properties 21 I am dialing from Use the I am dialing from list box to save different sets of dialing properties. You can use I am dialing from when you have a computer (such as a laptop) that you use at different locations. You can save the settings for the different locations under different names in the I am dialing from list box. You can then quickly change to the new settings when you switch locations.
Changing the dialing properties 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 the I am dialing from list box. The list of locations appears. 2. Click the location you want to delete. 3. Click the Remove button. A confirm deletion dialog box appears. 4. Click the Yes button. I am in this country This field defines the country of the you are currently in. To select a country: 1.
Changing the dialing properties 23 To set the prefixes that are long distance: 1. Click the Dialing Rules 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 dialog box. The New Area Code and Prefix dialog box appears. 2. Type the prefix and click the OK button. To delete a prefix that is considered long distance 1. Click the prefix you want to delete. 2. Click the Remove button.
Changing the dialing properties 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 define which calling card you are using. To use a calling card: 1. Select the Use calling card for long distance check box. If you have previously set up a calling card, the settings for that calling card are used. If you have not set up a calling card, refer to Setting up a calling card.
Changing the dialing properties 25 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 list of calling cards. If the calling card you are using is not on the list of cards, you must set up how to use your calling card. To add a custom calling card: 1. Click the Calling Card button. The Calling Card dialog box appears.
Changing the dialing properties 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 the next set of numbers to be dialed. Repeat step 9 until you have completed all of the steps needed to make a call using your calling card.
Changing the dialing properties 27 Disable call waiting by dialing 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 required. To enter the numbers required to disable call waiting: 1. Select the Disable call waiting by dialing check box. 2. From the Disable call waiting by dialing list box select the appropriate disable call waiting code.
Defining long distance numbers in your area code Defining long distance numbers in your area code In some locations, calls within the same area code are considered long distance calls. These calls require the country code and area code (e.g. 1-403) to be added to the front of the telephone number before they can be dialed. The Toll Prefixes feature allows you to define the prefixes (e.g. 222-xxxx) that are long distance calls in your area code. To define toll prefixes: 1.
Making a call using the Address Book 29 Making a call Using Enterprise Edge Personal 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, the Enterprise Edge Personal Call Manager task tray menu and the Calls menu. When the call is answered, the icon changes to the Active Call icon.
Making a call using the task tray or Calls menu Making a call using the task tray or Calls menu To make a call: 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 want to dial. If you have the Search Option set to Fast Search, Enterprise Edge Personal Call Manager compares the number you are entering to the contacts stored in the Address Book.
Making a call using the toolbar 31 Making a call using 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, Enterprise Edge Personal Call Manager compares the number you are entering to the contacts stored in the Address Book. Any contacts that match the number you are entering appear in the bottom of the dialog box.
Redialing a number Redialing a number Enterprise Edge Personal Call Manager keeps a list of the last ten telephone numbers you called. The most recent call is at the top of the list and the oldest call is at the bottom. When there are ten calls on the list and you make another call, the new call is added to the top of the list and the oldest call is deleted. If you call a number that is on the list, the number does not appear on the list a second time.
Calling from the Quick Dial list 33 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 Dials on page 81. To call one of the numbers from the Quick Dial list using the Address Book: 1. Click the Quick Dials icon in the Tree View portion of the Address Book. The icons of all the Quick Dials appear in the List View of the Address Book. 2.
Knowing when someone is calling Answering a call Knowing when someone is calling Enterprise Edge Personal Call Manager notifies you when there is an incoming call. When someone calls you, the You Have a New Call dialog box appears, and the Ringing icon appears in the Calls box, the Enterprise Edge Personal Call Manager task tray menu and the Calls menu.
Answering a call using the You Have a New Call dialog box 35 Answering a call using the You Have a New Call dialog box Enterprise Edge Personal Call Manager displays the You Have a New Call dialog box when you receive a call. If you subscribe to Caller ID services, information about the caller is displayed in the You Have a New Call dialog box. If the caller is one of the contacts in your Address Book, the name, telephone number, type of call, department, and Company appear on the dialog box.
Accessing the Notes tab Accessing the Notes tab After you have answered the call, you can display the Notes tab of the Address Properties dialog box. Use the Notes tab to record information about the contact, such as recent orders, meeting locations, etc. For instructions about adding information to the Notes tab, refer to Note on page 62. To display the Notes tab: 1. Click the icon of the caller. 2. Click .
Putting a call on hold using the main window 37 Putting a call on hold When a call is put on hold, the icon for the call changes from the Active Call icon to the Held Call icon. For information about the various icons, refer to Enterprise Edge Personal Call Manager task tray menu on page 12 and Current Calls icons on page 17. Putting a call on hold using the main window To put a call on hold: 1. Make or answer the call. 2. Right-click the icon of the call in the Calls box and then click Hold.
Switching between calls using the main window Multiple calls Enterprise Edge Personal Call Manager can control several calls at once. The maximum number of calls is equal to the maximum number of lines available. All of the calls currently connected appear on the Enterprise Edge Personal Call Manager task tray menu, the Calls menu, and the main window. Although several calls can be controlled, only one call can be active at any time, except if you have a conference.
Transferring a call without an announcement 39 Note: Transferring your telephone to an external telephone number is not supported. Transferring a call without an announcement When you transfer a call without an announcement, you are transferring without checking if the person is available to answer the call. This is also known as a blind transfer. Transferring a call using the main window To transfer a call: 1. Make or answer the call. 2.
Transferring a call without an announcement 4. Click Other. The Transfer dialog box appears. 5. Type the telephone number of the person you want to transfer the call to and click the Transfer button. The call is transferred to the number entered. Tip: If Fast Search is enabled, Enterprise Edge Personal Call Manager compares the telephone number you are entering to the contacts stored in the Address Book. Any contacts that match the numbers you are entering appear in the bottom of the dialog box.
Transferring a call without an announcement 41 Transferring a call using the task 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 Transfer. A menu of the current calls appears. 3. Click one of the current calls. The call is transferred to the person selected. If the person you want to transfer the call to does not appear on the list of current calls, perform steps 4 and 5. 4.
Transferring a call without an announcement 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 Calls box. 3. Press the F4 key. The Transfer dialog box appears. 4. Enter the telephone number of the person you want to transfer the call to and click the Transfer button. The call is transferred to the number entered.
Transferring a call with an announcement 43 Transferring a call with an announcement When you transfer a call with an announcement, you are 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 and give that person information about the call. Transferring a call with an announcement using the main window To transfer a call: 1. Make or answer the call. 2. Put the call on hold. 3.
Creating a conference Conferencing a call In a conference call you connect yourself and two other people onto a single call. Creating a conference To create a conference you must have at least two lines, one for each caller. These two lines can be external lines or internal lines. Creating a conference using the Conference box To create a conference: 1. Make or answer the two calls you want to connect in a conference call. 2. Drag the icon of the first call from the Calls box to the Conference box. 3.
Putting conferences call on hold 45 Putting conferences 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 each other. Putting the conference calls on hold using the main window To put the conference calls on hold: 1. Right-click one of the calls in the Conference box and then click HoldConf. The calls are put on hold and the icons change to Held Conference icons.
Splitting a conference Splitting a conference using the main window To split a conference using the main window: 1. Drag one of the icons from the Conference box. The call whose icon you remove from the Conference box becomes the active call and the other call is put on hold. The icons for both calls move to the Calls box. You can also use the right mouse button and the icons on the main window to split a conference. To split a conference: 1.
Ending a conference 47 Ending a conference When you end a conference, you remove yourself from the conference and let the other two callers to continue to talk to each other. While the other callers are talking to each other they are still using two of your telephone lines. If you want to end the conference and disconnect both the callers, split the conference and end each of the calls. Ending a conference using the release button To end a conference: 1.
Ending a call using the release button 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 main window To end a call: 1. Right-click the icon of the call in the Calls box and then click Release. Ending a call using the task tray or Calls menu To end a call: 1.
Do Not Disturb (DND) 49 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. You can turn the Do Not Disturb (DND) feature on or off from the Calls menu or the Enterprise Edge Personal Call Manager icon in the task tray. Turning DND on or off To turn DND on or off: 1.
Call Forward Call Forward 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 want to call forward your telephone to. 3. Click the Forward button. The number your telephone is forwarded to appears on the Status bar. Tip: If Fast Search is enabled, Enterprise Edge Personal Call Manager compares the telephone number you are entering to the contacts stored in the Address Book.
Viewing the Calls Log 51 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 telephone. Calls made or received while Enterprise Edge Personal Call Manager was not operating do not appear. The Calls Log shows the name and telephone number of the caller, if available.
Viewing the Calls Log Viewing the Incoming Calls To view the Incoming Calls: 1. Click . or 1. Click the View menu and then click Incoming Calls Log. Viewing the Outgoing Calls To view the Outgoing Calls: 1. Click . or 1. Click the View menu and then click Outgoing Calls Log. Updating the Calls Log If you make or answer a call while the Calls Log is open, the Calls Log is not updated. To update the Calls Log: 1. Click . or 1. Click the View menu and then click Refresh.
Making a call from the Calls Log 53 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 call: 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 Redial. Printing call information from the Calls Log You can print the Calls Log information for any call in the Calls Log. To print the Calls Log information: 1. Click the call you want to print.
The Tree View of the Address Book Address Book The Address Book is the portion of Enterprise Edge Personal Call Manager where you store telephone numbers and addresses of the people and businesses you deal with. Each entry in the Address Book is called a contact. A contact is normally the telephone number of a person or business, but it can be any number you want to keep track of or store in Enterprise Edge Personal Call Manager.
The List View portion of the Address Book 55 You can change which folders appear by clicking certain portions of the Tree View. 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. Double-click a folder to open or close the folder. When a folder is open, the contents of the folder appear in the List view portion of the Address Book.
Contacts Displaying the Address Book in details view If you select details view, the last name, first name, telephone numbers you can call and Email Address and Email type are shown for each contact. To view in details view: • Click . or • Click the View menu and then click Detail. Contacts A contact is any entry in the Address Book. A contact can be a person, business, or any number or address you want stored in Enterprise Edge Personal Call Manager.
Contacts 57 4. Click the OK button. Note: If a contact 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 added to the folder shown in the List View of the Address Book. To add a contact using the Menu bar: 1. Click the File menu, point to New and then click Contact. The Address Properties dialog box appears. 2.
Contacts 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 divided into the first name and the last name. Both the first name and the last name must be entered before a contact can be added to the Address Book. The last name is used as the label for the contact in the Address Book. The first name is used as the label in the Calls box when you are on a call to the contact.
Contacts 59 E-Mail Address The E-Mail Address tab has two boxes: E-mail address and E-mail type. E-mail address specifies where the contact’s E-mail account is. E-mail type specifies which type of E-mail service the contact uses.
Contacts Settings Use the Settings tab to select the dialing default used for the contact and the picture displayed and voice announcement heard when this contact calls you. For the default telephone number dialed, you can choose Business, Home, or Mobile. The settings you specify define the telephone number automatically used for this contact only. Other contacts are not affected by the defaults you choose for this contact.
Contacts 61 If you decide you no longer want a voice announcement 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 contact. Note: The .WAV file you delete from the contact is not deleted from the computer hard drive and can be used again later.
Contacts Note Use the Note tab to record miscellaneous information about the contact. You can enter significant dates, recent orders, meeting locations or any information you want handy when you call the contact. Adding a caller to the Address Book When you receive a call, you can add the caller to your Address Book. You must open the Enterprise Edge Personal Call Manager main window before you add a caller. To add a caller: 1. Click the caller’s icon in the Calls box. 2. Click .
Contacts 63 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 feature operates in two different modes: Slow Search and Quick Search. In Slow Search mode, you enter the characters you want to find and click the Find Now button. Enterprise Edge Personal Call Manager searches the Address Book to find the contact.
Contacts Quick Search To find a contact: 1. Click the Tools 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 contact you want to find. Enterprise Edge Personal Call Manager compares the letter or number you entered to the contacts stored in the Address Book. Any contacts that match the character you entered appear in the bottom of the Search dialog box.
Contacts 65 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 number you know is at the beginning, type the portion you know and click the Find Now button. Enterprise Edge Personal Call Manager finds any contacts that start with the letters or digits you enter.
Contacts Editing the properties of a contact The information stored with a contact can be changed whenever required. A typical example is when a contact moves or changes telephone numbers. To change the properties of a contact using the right mouse button: 1. Find the contact in the Address Book. You can find the contact manually or use the Enterprise Edge Personal Call Manager Search feature. 2. Right-click the contact and then click Properties. The Address Properties dialog box appears. 3.
Contacts 67 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 describes the information that can be entered. To change the properties of a contact using the Menu bar: 1. Find the contact in the Address Book. You can find the contact manually or use the Enterprise Edge Personal Call Manager Search feature. 2. Click the contact. 3. Click the File menu and then click Properties.
Contacts Copying a contact When you copy a contact, you create a new contact in the Address Book based on the original contact. Enterprise Edge Personal Call Manager provides two ways to copy a contact: a linked copy and a template copy. In the linked copy, all of the information about the contact is copied. In a template copy, all of the information about the contact except the contact name is copied. In both methods of copying, the original contact remains in the original folder.
Contacts 69 Copying a contact using the linked copy method Use this method of copying a contact when you want to create a copy that is linked to the original contact. For information about the two different methods of copying a contact, refer to Deciding which copy method to use on page 68. To copy a contact using drag and drop, the contact must be visible in the List View and the folder you are copying it to must be visible in the Tree View. To copy a contact: 1.
Contacts Copying a contact using the template copy method Use this method of copying a contact when you want to 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 you to quickly add contacts that are similar to existing contacts. For information about the two different methods of copying a contact, refer to Deciding which copy method to use on page 68.
Contacts 71 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 drag and drop, the contact must be visible in the List View and the folder you are moving it to must be visible in the Tree View. To move a contact: 1. Drag the contact you want to copy to the new folder. To move a contact using the toolbar: 1. Click the contact you want to move. 2. Click .
Contacts Deleting a contact To delete a contact using the right mouse button: 1. Right-click the contact 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 click Delete. To delete a contact using the keyboard: 1. Click the contact you want to delete. 2. Press the Delete key.
Contacts 73 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 telephone numbers stored in the Address Book for the contact are printed. You can print contact list information for one or many contacts. Tip: When printing a contact list, set your page orientation to landscape.
Folders 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 Address Book To create a new folder using the right mouse button: 1. Click a folder in the Tree View of the Address Book. The contents of the selected folder appear in the List View. The new folder is added to this folder. 2.
Folders 75 Copying a folder When you copy a folder, the folder and all of the contacts and folders contained in the folder are copied to the 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 must be visible in the Tree View. To copy a folder: 1. Press and hold the Control key on your PC keyboard. 2. Drag the folder you want to copy to the folder you want it copied to.
Folders 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 folder you are moving it to must be visible in the Tree View. To move a folder: 1. Drag the folder you are moving to the folder you want it moved to. To move a folder using the toolbar: 1. Click the folder you want to move. 2. Click .
Folders 77 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 Properties. The Folder Property dialog box appears. 2. Type the new name of the folder and then click the OK button. To change the name of a folder using the toolbar: 1. Click the folder you want to rename. 2. Click . The Folder Property dialog box appears. 3. Type the new name of the folder and then click the OK button.
Folders Importing Contacts If you have a list of contacts in another application, you can save your list of contacts as a text file and then import those contacts into Enterprise Edge Personal Call Manager. To import addresses: 1. Open the application that contains your existing contact list and save the list as a comma delimited text file. Make a note of the order of the information fields in the existing file.
Folders 79 6. Double-click the file you want to import. The Import address from text file dialog box appears 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. Note: The text field number is determined by the order the information is in when you save the file in step 1. 8. Repeat step 7 for each of the information fields.
Folders To export contacts: 1. Click the File menu and then click Export Address. The Export address into a text file dialog box appears. 2. Click to enter the name of the text file. The Save as dialog box appears. 3. Move to the folder you want to store the text file in. 4. In the File name box type the file name. 5. Click the Save button. The Export address into text file dialog box appears with the path and file name in the Destination Text File field. 6.
Adding Quick Dials 81 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 section used stores contacts that you use frequently or need to access quickly. The contacts you add to the Quick Dials section are automatically added to the Quick Dials menu. You can access the Quick Dials menu from the Calls menu or the Enterprise Edge Personal Call Manager task tray menu.
Accessing context-sensitive Help 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 contents screen You can access Help from the Menu bar. To access the Help main window: 1. Click the Help menu and then click Help topics. The main Help window gives you access to all of the help information.
Accessing the Tip of the Day 83 Turning the Tip of the Day 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 window appears when you start Enterprise Edge Personal Call Manager.
Changing the Search preferences Enterprise Edge Personal Call Manager Preferences Enterprise Edge Personal Call Manager preferences determine how the Address Book is searched, how Enterprise Edge Personal Call Manager appears when you start it up, and whether the dialing rules are used. Changing the Search preferences The Search feature operates in one of two different modes: Slow Search and Quick Search. In Slow Search mode, you type the characters you want to find and click the Find Now button.
Changing the Startup Option 85 To change the Search mode from the task tray: 1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then click Options. The Options dialog box appears. 2. Click the Search Option you want to use. Changing the Startup Option The Startup Option determines if the main window is open or minimized when you start Enterprise Edge Personal Call Manager. To change the Startup Option from the Menu bar: 1. Click the Tools menu and then click Options.
Changing the Caller’s Record Display Setting When the Dialing Rule Setting is enabled, Enterprise 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 disabled, Enterprise Edge Personal Call Manager does not use the dialing properties and you must manually enter any additional dialing information, such as the outside line access code. To change the Dialing Rule Setting from the Menu bar: 1.
Changing the Caller’s Record Display Setting 87 Enterprise Edge Personal Call Manager receives the incoming telephone number only if: • You subscribe to a Caller ID (CLID) service. or • You are receiving an internal call through Enterprise Edge. To change Caller’s Record Display Setting from the Menu bar: 1. Click the Tools menu and then click Options. The Options dialog box appears. 2. Click the Auto display contact’s notes page upon answering the call check box to change the setting.
Changing the Caller’s Record Display Setting Quitting Enterprise Edge Personal Call Manager You can quit Enterprise Edge Personal Call Manager from the task tray or the main window. To quit Enterprise Edge Personal Call Manager using the task tray: 1. Right-click the Enterprise Edge Personal Call Manager task tray icon and then click Exit. To quit Enterprise Edge Personal Call Manager using the main window: 1. Click the File menu and then click Exit.
Glossary Address Book The portion of Enterprise Edge Personal Call Manager where you store the telephone numbers and addresses of people and businesses. Call Forward A feature that forwards all the calls arriving at your telephone to another telephone. Calling Line Identification (CLID) A service provided by the telephone company that allows you to see the caller’s telephone number and in some cases the caller’s name.
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 selecting a menu item. Status bar An area at the bottom of the computer screen which provides information messages about Enterprise Edge Personal Call Manager. TAPI TAPI stands for Telephony Application Programming Interface.
Index A Active Call icon 12, 17, 34 Address Book 13 adding a contact 56 changing the view 55 displaying 16 icons 54 list view 55 tree view 54 Address of contact 58 Answering a call Call Answer dialog box 35 Calls menu 35 held call 37 main window 35 task tray 35 when is someone calling 34 who is calling 34 Answering a held conference call Calls menu 45 main window 45 task tray 45 B Blind transfer 39 Buttons About 15 Copy 15 Cut 15 Detail 15, 17 Find Person 15 Large Icons 15, 17 List 15, 17 Manual Dial 17 Ne
E L E-Mail Address 59 Enterprise Edge Personal Call Manager about 81 exiting 88 location 21 preferences 84 quitting 88 removing 88 starting 10 task tray icon 11, 34 Exiting Enterprise Edge Personal Call Manager 88 Last callers 32 Last calls 32 Line used 19 List View 55 F Finding a contact 63 entering a name or number 65 using wild cards 65 Folders adding 74 copying 75 cutting 76 deleting 77 moving 76 pasting 75, 76 H Held Call icon 12, 17, 37 Held Conference icon 12, 17 Help contents tab 82 find ta
R Redialing a telephone number 32 Removing Enterprise Edge Personal Call Manager 88 Returning a call 32 Ringing icon 12, 17 S Search entering a name or number 65 for a contact 63 options 85, 86, 87 preferences 84 wild cards 65 Search mode 63 Quick Search 64 Slow Search 63 Starting Enterprise Edge Personal Call Manager 10 Status bar 13 displaying 18 Synchronization with the telephone 81 Transferring a call blind 39 Calls menu 41, 43 main window 39, 43 task tray 41, 43 with an announcement 43 without an
Enterprise Edge Personal Call Manager User Guide P0908542 Issue 01
