Avaya Personal Call Manager Guida Utente

Part No. N0027256 1.2Business Communications Manager Personal Call Manager User GuidePart No. N0027256 1.222 March 2005

4 PrefaceN0027256 1.2 AcronymsThis guide uses the following acronyms:API Application Programming InterfaceCLID Calling Line IdentificationCTE Compu

5BCM Personal Call Manager Chapter 1Personal Call ManagerBusiness Communications Manager Personal Call Manager is a TAPI-based application that provid

6 Chapter 1 Personal Call ManagerN0027256 1.2 Installing Personal Call ManagerPersonal Call Manager must be installed on your computer before you

Chapter 1 Personal Call Manager 7BCM Personal Call Manager Starting Personal Call ManagerYou can start Personal Call Manager from the shortcut ico

8 Chapter 1 Personal Call ManagerN0027256 1.2 When you click the Personal Call Manager icon, the task tray menu, appears. From the task tray menu

Chapter 1 Personal Call Manager 9BCM Personal Call Manager To maximize the window:• click the Personal Call Manager icon in the taskbaror• right-c

10 Chapter 1 Personal Call ManagerN0027256 1.2 One of the menus on the Menu bar is the Calls menu. The items on the Calls menu are identical to th

Chapter 1 Personal Call Manager 11BCM Personal Call Manager Address BookThe Address Book is a list of all the contacts stored in Personal Call Man

12 Chapter 1 Personal Call ManagerN0027256 1.2 1 Click the View menu.2 Click Both Address Book and Calls to display both the Address Book and the

Chapter 1 Personal Call Manager 13BCM Personal Call Manager Status barThe Status bar is at the bottom of the window, and provides four information

2N0027256 1.2 Copyright © 2002 Nortel NetworksAll rights reserved. The information in this document is subject to change without notice. The statement

14 Chapter 1 Personal Call ManagerN0027256 1.2 Setting up Personal Call ManagerBefore you can use Personal Call Manager you must choose the TAPI l

Chapter 1 Personal Call Manager 15BCM Personal Call Manager Changing the dialing propertiesYou use the Dialing Properties to define where you are

16 Chapter 1 Personal Call ManagerN0027256 1.2 From the Dialing Properties dialog box, you can control these options:• location you are dialing fr

Chapter 1 Personal Call Manager 17BCM Personal Call Manager Selecting a locationWhen you select a location, all of the dialing properties are chan

18 Chapter 1 Personal Call ManagerN0027256 1.2 Area CodeThe Area Code box defines the area code in which you are located currently. Personal Call

Chapter 1 Personal Call Manager 19BCM Personal Call Manager Adding a prefix that is considered long distance1 Click the New button located in the

20 Chapter 1 Personal Call ManagerN0027256 1.2 Setting up a calling cardYou must set up the calling card parameters before you can use a calling c

Chapter 1 Personal Call Manager 21BCM Personal Call Manager To add a custom calling card:1 Click the Calling Card button.The Calling Card dialog b

22 Chapter 1 Personal Call ManagerN0027256 1.2 11 Click the next set of numbers to be dialed.Repeat step 9 until you have completed all of the ste

Chapter 1 Personal Call Manager 23BCM Personal Call Manager Choosing Dial usingUse these options to choose tone dialing signals or pulse dialing s

3BCM Personal Call Manager ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

24 Chapter 1 Personal Call ManagerN0027256 1.2 The Toll Prefixes feature is available only if the country you choose in the Dialing Properties dia

Chapter 1 Personal Call Manager 25BCM Personal Call Manager Placing a call using the task tray or Calls menuTo place a call:1 Click the Personal C

26 Chapter 1 Personal Call ManagerN0027256 1.2 Placing a call using the toolbarTo place a call using the toolbar:1 Click .The Dial dialog box appe

Chapter 1 Personal Call Manager 27BCM Personal Call Manager Redialing a numberPersonal Call Manager keeps a list of the last ten telephone numbers

28 Chapter 1 Personal Call ManagerN0027256 1.2 Calling from the Quick Dial listBefore you can call a number from the Quick Dial list, you must add

Chapter 1 Personal Call Manager 29BCM Personal Call Manager Answering a callKnowing when someone is callingPersonal Call Manager notifies you when

30 Chapter 1 Personal Call ManagerN0027256 1.2 Answering a call using the You Have a New Call dialog boxPersonal Call Manager displays the You Hav

Chapter 1 Personal Call Manager 31BCM Personal Call Manager Also, if the caller is one of the contacts in your Address Book, and you assign a pict

32 Chapter 1 Personal Call ManagerN0027256 1.2 Putting a call on holdWhen a call is put on hold, the icon for the call changes from the Active Cal

Chapter 1 Personal Call Manager 33BCM Personal Call Manager Multiple callsPersonal Call Manager can control several calls at once. The maximum num

4N0027256 1.2 Returning a call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Calling from t

34 Chapter 1 Personal Call ManagerN0027256 1.2 Transferring a callPersonal Call Manager enables you to transfer a call to a different telephone. Y

Chapter 1 Personal Call Manager 35BCM Personal Call Manager 6 Type the telephone number of the person to whom you want to tranfer the call and cli

36 Chapter 1 Personal Call ManagerN0027256 1.2 Transferring a call using the task tray or Calls menuTo transfer a call:1 Make or answer the call.2

Chapter 1 Personal Call Manager 37BCM Personal Call Manager Transferring a call using the keyboardYou can use the keyboard and the icons on the wi

38 Chapter 1 Personal Call ManagerN0027256 1.2 Transferring a call with an announcementWhen you transfer a call with an announcement, you call the

Chapter 1 Personal Call Manager 39BCM Personal Call Manager Conferencing a callIn a conference call, you connect yourself and two other people int

40 Chapter 1 Personal Call ManagerN0027256 1.2 Putting conferences call on holdWhen you put a conference on hold, both calls are put on hold. Neit

Chapter 1 Personal Call Manager 41BCM Personal Call Manager Splitting a conferenceWhen you split a conference, the conference ends, but both calls

42 Chapter 1 Personal Call ManagerN0027256 1.2 Ending a conferenceWhen you end a conference, you remove yourself from the conference, and allow th

Chapter 1 Personal Call Manager 43BCM Personal Call Manager Ending a callEnding a call using the release buttonTo end a call:1 Click the icon of t

5BCM Personal Call Manager Ending a conference using the release button . . . . . . . . . . . . . . . . . . . . . . . . 42Ending a conference using t

44 Chapter 1 Personal Call ManagerN0027256 1.2 Calling featuresPersonal Call Manager provides easy access to two common calling features: Do Not D

Chapter 1 Personal Call Manager 45BCM Personal Call Manager 3 Type the telephone number to which you want to call forward your telephone.4 Click t

46 Chapter 1 Personal Call ManagerN0027256 1.2 Calls Log WindowThe Calls Log consists of two parts: the Incoming Calls Log, and the Outgoing Calls

Chapter 1 Personal Call Manager 47BCM Personal Call Manager 1 Click the View menu.2 Click Incoming Calls Log.Viewing the Outgoing CallsTo view the

48 Chapter 1 Personal Call ManagerN0027256 1.2 1 Click the number you want to dial.2 Click the Edit menu.3 Click Redial.Printing call information

Chapter 1 Personal Call Manager 49BCM Personal Call Manager Closing the Calls Log WindowTo close the Calls Log Window:1 Click the File menu.2 Clic

50 Chapter 1 Personal Call ManagerN0027256 1.2 Address BookThe Address Book is the portion of Personal Call Manager where you store telephone numb

Chapter 1 Personal Call Manager 51BCM Personal Call Manager The List View portion of the Address BookOn the right side of the screen is the List V

52 Chapter 1 Personal Call ManagerN0027256 1.2 Displaying the Address Book in Details ViewIf you select Details View, the last name, first name, t

Chapter 1 Personal Call Manager 53BCM Personal Call Manager 3 Type the address information for this contact.For descriptions of the address fields

6N0027256 1.2 Renaming a folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Deleting a folder . . .

54 Chapter 1 Personal Call ManagerN0027256 1.2 BusinessUse the Business tab to enter the name, address, and telephone number of a contact. The fir

Chapter 1 Personal Call Manager 55BCM Personal Call Manager E-mail AddressThe EMail Address tab has two boxes: E-mail address and E-mail type.E-ma

56 Chapter 1 Personal Call ManagerN0027256 1.2 SettingsUse the Settings tab to select the dialing default used for the contact, the picture displa

Chapter 1 Personal Call Manager 57BCM Personal Call Manager 3 Move to the folder where the voice announcement file is stored.4 Double-click the vo

58 Chapter 1 Personal Call ManagerN0027256 1.2 NoteUse the Note tab to record miscellaneous information about the contact. You can enter significa

Chapter 1 Personal Call Manager 59BCM Personal Call Manager Finding a contact in the Address BookThe Address Book has a search feature to help you

60 Chapter 1 Personal Call ManagerN0027256 1.2 4 Click the last name of the contact you want.5 Click the OK button.The folder containing the conta

Chapter 1 Personal Call Manager 61BCM Personal Call Manager Entering names or numbersIf you know only part of the name or telephone number of the

62 Chapter 1 Personal Call ManagerN0027256 1.2 Editing the properties of a contactThe information stored with a contact can be changed whenever re

Chapter 1 Personal Call Manager 63BCM Personal Call Manager “Adding a new contact to the Address Book” on page 51 describes the information that c

Tables 1BCM Personal Call Manager TablesTable 1 You Have a New Call descriptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Tabl

64 Chapter 1 Personal Call ManagerN0027256 1.2 Deciding which copy method to useThe copy method you choose depends on what you want to do. Refer t

Chapter 1 Personal Call Manager 65BCM Personal Call Manager To copy a contact using the toolbar:1 Click the contact you want to copy.2 Click .3 Op

66 Chapter 1 Personal Call ManagerN0027256 1.2 4 Click Paste Special.You are prompted to enter a name.5 Type the name of the contact and click the

Chapter 1 Personal Call Manager 67BCM Personal Call Manager 2 Open the folder you want to move the contact into.The contents of the folder appear

68 Chapter 1 Personal Call ManagerN0027256 1.2 Printing a contact listWhen you print a contact list, the name, company, and telephone numbers stor

Chapter 1 Personal Call Manager 69BCM Personal Call Manager To print contact details:1 Click the contact or contacts you want.2 Click the File men

70 Chapter 1 Personal Call ManagerN0027256 1.2 To create a new folder using the Menu bar:1 Click a folder in the Tree View of the Address Book. Th

Chapter 1 Personal Call Manager 71BCM Personal Call Manager To copy a folder using the Menu bar:1 Click the folder you want to copy.2 Click the Ed

72 Chapter 1 Personal Call ManagerN0027256 1.2 Moving a folderFolders can be moved from one enclosing folder to another. When you move a folder, y

Chapter 1 Personal Call Manager 73BCM Personal Call Manager Renaming a folderTo change the name of a folder using the right mouse button:1 Right-c

2 TablesN0027256 1.2

74 Chapter 1 Personal Call ManagerN0027256 1.2 Importing ContactsIf you have a list of contacts in another application, you can save your list of

Chapter 1 Personal Call Manager 75BCM Personal Call Manager 7 Click the list box of one of the information fields (for example, Last Name), and th

76 Chapter 1 Personal Call ManagerN0027256 1.2 5 Click the Save button.The Export address into text file dialog box appears with the path and file

Chapter 1 Personal Call Manager 77BCM Personal Call Manager Synchronization with the telephoneCommon call control operations can be performed on e

78 Chapter 1 Personal Call ManagerN0027256 1.2 Turning the Tip of the Day offThe Tip of the Day window appears when you start Personal Call Manage

Chapter 1 Personal Call Manager 79BCM Personal Call Manager Personal Call Manager PreferencesPersonal Call Manager preferences determine how the A

80 Chapter 1 Personal Call ManagerN0027256 1.2 Changing the Startup OptionThe Startup Option determines if the window is open or minimized when yo

Chapter 1 Personal Call Manager 81BCM Personal Call Manager Changing the Dialing Rule SettingThe Dialing Rule Setting determines if the dialing pr

82 Chapter 1 Personal Call ManagerN0027256 1.2 Changing the Caller’s Record Display SettingWhen the Caller’s Record Display Setting is on, Persona

Chapter 1 Personal Call Manager 83BCM Personal Call Manager Quitting Personal Call ManagerYou can quit Personal Call Manager from the task tray or

3BCM Personal Call Manager PrefaceBusiness Communications Manager Personal Call Manager is a Telephony Application Programming Interface (TAPI)-based

84 Chapter 1 Personal Call ManagerN0027256 1.2

83BCM Personal Call Manager GlossaryAddress BookThe portion of Personal Call Manager where you store the telephone numbers and addresses of people and

84 GlossaryN0027256 1.2Menu bar The menu bar shows the menus available from the main window.PC (Personal Computer)A Windows® compatible computer th

BCM Personal Call Manager85IndexAacronyms 4Active Call icon 8, 12, 29Address Book 9adding a contact 51changing the view 50displaying 11icons 49list vi

86 IndexN0027256 1.2Do Not Disturb (DND) 13, 44Duration, call 12EE-Mail Address 54Exiting Personal Call Manager 81FFinding a contact 58entering a n

Index 87BCM Personal Call ManagerQQuick Dials 49adding 74list 28Quitting Personal Call Manager 81RRedialing a telephone number 27Removing Personal

88 IndexN0027256 1.2