Avaya BCM Personal Call Manager Betriebsanweisung

BCMBusiness Communications ManagerDocument Status: StandardDocument Version: 04.01Document Number: NN40010-104Date: August 2008Personal Call Manager U

10 ContentsNN40010-104NN40010-104

100 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To remove the Personal Call Manager software1 Make sure you quit Personal Call Manager.2 Clic

101Personal Call Manager User GuideGlossaryAddress BookThe portion of Personal Call Manager where you store the telephone numbers and addresses of peo

102 GlossaryNN40010-104NN40010-104List ViewThe portion of the Address Book that shows the contacts and folders stored in the selected folder.Menu bar

Index 103Personal Call Manager User GuideIndexAacronyms 14Active Call icon 21, 25, 43Address Book 22adding a contact 66changing the view 65d

104 IndexNN40010-104NN40010-104Exiting Personal Call Manager 99FFinding a contact 73entering a name or number 75using wild cards 75Foldersaddi

Index 105Personal Call Manager User Guideregulatory information 2related publications 16Removing Personal Call Manager 99Returning a call 42Ri

106 IndexNN40010-104NN40010-104

11Personal Call Manager User GuideHow to get helpThis section explains how to get help for Nortel products and services.Getting Help from the Nortel W

12 How to get helpNN40010-104NN40010-104

13Personal Call Manager User GuideChapter 1Getting started with Personal Call ManagerThis section contains information on the following topics:• “Abou

14 Chapter 1 Getting started with Personal Call ManagerNN40010-104NN40010-104AcronymsThis guide uses the following acronyms:API Application Programmin

Chapter 1 Getting started with Personal Call Manager 15Personal Call Manager User GuideSymbols and text conventionsThese symbols are used to highlight

16 Chapter 1 Getting started with Personal Call ManagerNN40010-104NN40010-104These conventions and symbols are used to represent the Business Series T

17Personal Call Manager User GuideChapter 2Personal Call ManagerBCM Personal Call Manager is a TAPI-based application that provides an easy-to-use com

18 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Using a handsfree telephone with Personal Call ManagerPersonal Call Manager is a tool designed

Chapter 2 Personal Call Manager 19Personal Call Manager User Guidereboot before the administrator configuration is complete, you will have to reboot t

Copyright © Nortel Networks 2005–2008All rights reserved.The information in this document is subject to change without notice. The statements, configu

20 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To start Personal Call Manager from the shortcut icon1 Double-click on the Personal Call Manag

Chapter 2 Personal Call Manager 21Personal Call Manager User GuidePersonal Call Manager task tray menuThe Personal Call Manager task tray menu is divi

22 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Components of the windowThe Personal Call Manager window shows the following components, all o

Chapter 2 Personal Call Manager 23Personal Call Manager User GuideTo display the toolbar1 Click the View menu2 Click Toolbar.The toolbar toggles betwe

24 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Address BookThe Address Book is a list of all the contacts stored in Personal Call Manager. Th

Chapter 2 Personal Call Manager 25Personal Call Manager User GuideCurrent Calls iconsThere are several icons that are used in the Current Calls sectio

26 Chapter 2 Personal Call ManagerNN40010-104NN40010-104• Call Forward: Indicates that the Call Forward feature is activated, and to which number your

Chapter 2 Personal Call Manager 27Personal Call Manager User GuideTo choose a line1 Click the Tools menu2 Click Dial Using.The Choose a TAPI Line dia

28 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To access dialing properties1 Click the Tools menu2 Click Dialing Properties.The Dialing Rule

Chapter 2 Personal Call Manager 29Personal Call Manager User Guide3 Click New or Edit to add information or edit existing information.

Task list 3Personal Call Manager User GuideTask listTo install Personal Call Manager on a BCM50, BCM450or a BCM running version 4.0...

30 Chapter 2 Personal Call ManagerNN40010-104NN40010-104From the Dialing Properties dialog box, you can control the following options:• location you a

Chapter 2 Personal Call Manager 31Personal Call Manager User GuideSelecting a locationWhen you select a location, all of the dialing properties are ch

32 Chapter 2 Personal Call ManagerNN40010-104NN40010-1044 Select the country in which you are currently located. Area CodeThe Area Code field defines

Chapter 2 Personal Call Manager 33Personal Call Manager User GuideTo set the prefixes that are long distance1 Click the Tools menu2 Click Dialing Pro

34 Chapter 2 Personal Call ManagerNN40010-104NN40010-1046 Complete the fields.To delete a prefix that is considered long distance1 Click the prefix yo

Chapter 2 Personal Call Manager 35Personal Call Manager User Guide4 Click Edit.5 Click the Calling Card tab.The Calling Card tab appears. 6 Click the

36 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To add a custom calling card1 Click the Tools menu2 Click Dialing Properties.The Dialing Rule

Chapter 2 Personal Call Manager 37Personal Call Manager User GuideAccessing outside linesThere are two boxes for accessing outside lines. The first bo

38 Chapter 2 Personal Call ManagerNN40010-104NN40010-1043 From the list of prefixes in the Local phone numbers, select the prefix that requires an are

Chapter 2 Personal Call Manager 39Personal Call Manager User GuidePlacing a call using the Address BookBefore you can call a number from the Address B

4 Task listNN40010-104NN40010-104To transfer a call using the keyboard ...51T

40 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Placing a call using the task tray or Calls menuTo place a call1 Click the Personal Call Manag

Chapter 2 Personal Call Manager 41Personal Call Manager User GuidePlacing a call using the toolbarTo place a call using the toolbar1 Click .The Dial d

42 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Redialing a numberPersonal Call Manager keeps a list of the last ten telephone numbers you cal

Chapter 2 Personal Call Manager 43Personal Call Manager User GuideTo call a number from the Quick Dial list using the Address Book1 Click the Quick Di

44 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Displaying who is calling from the task trayWhen you click the Personal Call Manager icon in t

Chapter 2 Personal Call Manager 45Personal Call Manager User GuideAlso, if the caller is one of the contacts in your Address Book, and you assign a pi

46 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To display the Notes tab1 Click the icon of the caller.2 Click .or1 Right-click on the icon of

Chapter 2 Personal Call Manager 47Personal Call Manager User GuideMultiple callsPersonal Call Manager can control several calls at once. The maximum n

48 Chapter 2 Personal Call ManagerNN40010-104NN40010-104You can use the right mouse button and the icons in the window to transfer a call or you can u

Chapter 2 Personal Call Manager 49Personal Call Manager User Guide5 If the person to whom you want to transfer the call does not appear on the list of

Task list 5Personal Call Manager User GuideTo copy a contact using the right mouse button...8

50 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To transfer a call using the task tray or Calls menu1 Make or answer the call.2 Click the Pers

Chapter 2 Personal Call Manager 51Personal Call Manager User GuideTo transfer a call using the keyboardYou can use the keyboard and the icons on the w

52 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To transfer a call with an announcement using the window1 Make or answer the call.2 Put the ca

Chapter 2 Personal Call Manager 53Personal Call Manager User GuideConference callsIn a conference call, you connect yourself and two or more other cal

54 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To create a conference call using the Calls pane1 Make or answer the calls you want to connect

Chapter 2 Personal Call Manager 55Personal Call Manager User GuidePutting conference calls on holdWhen you put a conference call on hold, all calls ar

56 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Splitting a conference callWhen you split a conference call, the conference call ends, but the

Chapter 2 Personal Call Manager 57Personal Call Manager User GuideEnding a conference call When you disconnect yourself from a conference call, the re

58 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Ending a callTo end a call using the release button1 Click the icon of the call in the Calls b

Chapter 2 Personal Call Manager 59Personal Call Manager User GuideDo Not Disturb (DND)When DND is enabled, the telephone does not ring when someone ca

6 Task listNN40010-104NN40010-104

60 Chapter 2 Personal Call ManagerNN40010-104NN40010-1044 Click the Forward button.The number to which your telephone is forwarded appears on the “Sta

Chapter 2 Personal Call Manager 61Personal Call Manager User GuideThe Calls Log window appears with either the Incoming Calls showing or the Outgoing

62 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Updating the Calls logTo update the Calls LogIf you make or answer a call while the Calls Log

Chapter 2 Personal Call Manager 63Personal Call Manager User GuidePrinting call information from the Calls LogYou can print the Calls Log information

64 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Address BookThe Address Book is the portion of Personal Call Manager where you store telephone

Chapter 2 Personal Call Manager 65Personal Call Manager User GuideList View portion of the Address BookOn the right side of the screen is the List Vie

66 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Viewing the Address Book in Details ViewIf you select Details View, the last name, first name,

Chapter 2 Personal Call Manager 67Personal Call Manager User Guide4 Click OK.The contact is added to the folder shown in the List View of the Address

68 Chapter 2 Personal Call ManagerNN40010-104NN40010-104BusinessUse the Business tab to enter the name, address, and telephone number of a contact. Th

Chapter 2 Personal Call Manager 69Personal Call Manager User GuideE-mail AddressThe EMail Address tab has two boxes: E-mail address and E-mail type.E-

7Personal Call Manager User GuideContentsTask list. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

70 Chapter 2 Personal Call ManagerNN40010-104NN40010-104SettingsUse the Settings tab to select the dialing default used for the contact, the picture a

Chapter 2 Personal Call Manager 71Personal Call Manager User Guide4 Double-click the voice announcement file you want to use.If you decide you no long

72 Chapter 2 Personal Call ManagerNN40010-104NN40010-104NotesUse the Note tab to record miscellaneous information about the contact. You can enter sig

Chapter 2 Personal Call Manager 73Personal Call Manager User Guide4 Enter the address information for this contact.For descriptions of the address fie

74 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Slow SearchTo find a contact1 Click the Tools menu.2 Click Find Person.orClick .The Search di

Chapter 2 Personal Call Manager 75Personal Call Manager User GuideQuick SearchTo find a contact1 Click the Tools menu.2 Click Find Person.or Click .T

76 Chapter 2 Personal Call ManagerNN40010-104NN40010-104If the portion of the name or number you know is at the beginning, type the portion you know,

Chapter 2 Personal Call Manager 77Personal Call Manager User Guide3 Click Properties.The Address Properties dialog box appears.4 Click the tab that ha

78 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To change the properties of a contact using the Menu bar1 Find the contact in the Address Book

Chapter 2 Personal Call Manager 79Personal Call Manager User GuideDeciding which copy method to useThe copy method you choose depends on what you want

8 ContentsNN40010-104NN40010-104Placing a call using the toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Redi

80 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To copy a contact using the toolbar1 Click the contact you want to copy.2 Click .3 Open the fo

Chapter 2 Personal Call Manager 81Personal Call Manager User GuideTo copy a contact using the right mouse button1 Right-click the contact you want to

82 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To move a contact using the toolbar1 Click the contact you want to move.2 Click .The icon for

Chapter 2 Personal Call Manager 83Personal Call Manager User GuideDeleting a contactTo delete a contact using the right mouse button1 Right-click on t

84 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To print a contact list for all of the contacts in a folder1 Click the folder or folders that

Chapter 2 Personal Call Manager 85Personal Call Manager User Guide4 Type the name of the new folder and click OK.The new folder is added to the select

86 Chapter 2 Personal Call ManagerNN40010-104NN40010-104To copy a folder1 Press and hold the Control key on your keyboard.2 Drag the folder you want t

Chapter 2 Personal Call Manager 87Personal Call Manager User GuideTo move a folder1 Drag the folder you are moving to the folder you want it moved to.

88 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Renaming a folderTo change the name of a folder using the right mouse button1 Right-click the

Chapter 2 Personal Call Manager 89Personal Call Manager User GuideTo delete a folder using the Menu bar1 Click the folder you want to delete.2 Select

Contents 9Personal Call Manager User GuideCopying a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

90 Chapter 2 Personal Call ManagerNN40010-104NN40010-1043 Select the File menu and then click Import Address.The Import address from text file dialog

Chapter 2 Personal Call Manager 91Personal Call Manager User GuideExporting ContactsYou can save all of the contacts in your Address Book into a comma

92 Chapter 2 Personal Call ManagerNN40010-104NN40010-1047 Repeat step 6 until all of the fields show the information you want. For any field in which

Chapter 2 Personal Call Manager 93Personal Call Manager User GuideSynchronization with the telephoneCommon call control operations can be performed on

94 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Turning the Tip of the Day offThe Tip of the Day window appears when you start Personal Call M

Chapter 2 Personal Call Manager 95Personal Call Manager User GuideTo change the Search mode from the Menu bar1 Select the Tool s menu and then click O

96 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Changing the Startup OptionThe Startup Option determines if the window is open or minimized wh

Chapter 2 Personal Call Manager 97Personal Call Manager User GuideChanging the Dialing Rule SettingThe Dialing Rule Setting determines if the dialing

98 Chapter 2 Personal Call ManagerNN40010-104NN40010-104Changing the Caller’s Record Display SettingWhen the Caller’s Record Display Setting is on, Pe

Chapter 2 Personal Call Manager 99Personal Call Manager User GuideTo change the Dialing Rule Setting from the task tray1 Right-click the Personal Call