Avaya BCM 2.0 Personal Call Manager User Guide

Enterprise Edge 2.0 Personal Call Manager User Guide

P0911958 Issue 01

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 window 13

Opening the window 13 Components of the window 13

Menu bar 14 Toolbar 14 Address Book 16 Current Calls 16 Status bar 18

Closing the window 18

Setting up Enterprise Edge Personal Call Manager 19

Defining the line used 19 Changing the dialing properties 20

I am dialing from 21 I am in this country 22 Area Code 22 Use a calling card for long distance 24 Disable call waiting by dialing 27 To access outside lines 27 Dial using 27

Defining long distance numbers in your area code 28

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4 Contents

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 window 35 Answering a call from the task tray or Calls menu 35 Accessing the Notes tab 36

Putting a call on hold 37

Putting a call on hold using the window 37 Putting a call on hold using the task tray or Calls menu 37 Answering a held call using the window 37 Answering a held call using the task tray or Calls menu 37

Multiple calls 38

Switching between calls using the window 38 Switching between calls using the task tray and Call menus 38

Transferring a call 39

Transferring a call without an announcement 39

Transferring a call using the window 39

Transferring a call using the right mouse button 39

Transferring a call using the task tray or Calls menu 41

Transferring a call using the keyboard 42 Transferring a call with an announcement 43

Transferring a call with an announcement using the window 43

Transferring a call with an announcement using the right mouse

button 43

Transferring a call with an announcement using the task tray or Calls

menu 43

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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 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 window 45

Restoring a held conference using the task tray or Calls menu 45 Splitting a conference 45

Splitting a conference using the window 46

Splitting a conference using the task tray or Calls menu 46 Ending a conference 47

Ending a conference using the release button 47

Ending a conference using the window 47

Ending a conference using the keyboard 47

Ending a conference using the task tray or Calls menu 47

Contents 5

Ending a call 48

Ending a call using the release button 48 Ending a call using the window 48 Ending a call using the task tray or Calls menu 48 Ending a call using the keyboard 48

Calling features 49

Do Not Disturb (DND) 49

Turning DND on or off 49 Call Forward 50

Calls Log Window 51

Viewing the Calls Log 51

Viewing the Incoming Calls 52

Viewing the Outgoing Calls 52

Updating the Calls Log 52

Sorting the Calls Log 52 Making a call from the Calls Log 53 Printing call information from the Calls Log 53 Deleting calls from the Calls Log 53 Closing the Calls Log Window 53

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6 Contents

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

Printing Contacts 73 Folders 74

Creating a new folder in the Address Book 74

Copying a folder 75

Moving a folder 76

Renaming a folder 77

Deleting a folder 77

Importing Contacts 78

Exporting Contacts 80

Quick Dials 81

Adding Quick Dials 81

Displaying the information about Enterprise Edge Personal Call

Manager 81

Synchronization with the telephone 81

Accessing Help 82

Accessing context-sensitive Help 82 Opening the Help contents screen 82 Accessing the Tip of the Day 82

Turning the Tip of the Day off 82

Turning the Tip of the Day on 83

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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

Contents 7

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8 Contents

Enterprise Edge 2.0 Personal Call Manager User Guide P0911958 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.

With Enterprise Edge Personal Call Manager you can:

• make calls

• redial telephone numbers

• return calls

• answer calls

• put calls on and off hold

• manage multiple calls

• transfer calls

• conference calls

• activate and de-activate Do Not Disturb

• call forward your telephone Enterprise Edge Personal Call Manager also has an Address Book that allows you

to store the names, addresses, and telephone numbers of your contacts on your computer where they are easy to find and use.

Using a handsfree telephone with Enterprise Edge Personal Call Manager

Enterprise Edge Personal Call Manager is a tool designed to accompany your telephone. It provides tools to make processing calls easier, but you must still use your telephone to speak with the caller. For this reason, we recommend that you use a telephone equipped with handsfree. When using a handsfree telephone, you can perform all of the Enterprise Edge Personal Call Manager functions without picking up the telephone handset.

About this guide

Enterprise Edge Personal Call Manager provides several ways to perform each task. Although this document describes all of the possible methods, you only need to use one of the methods to perform the task.

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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. Type the name of the Enterprise Edge server, or select the Enterprise Edge server from the list. If you do not know the name of the Enterprise Edge server, ask your System Administrator.

4. Click the Find Now button. The Enterprise Edge server icon appears in the list below.

5. Double-click the Enterprise Edge server icon. The Enterprise Edge server window opens.

6. Double-click the NortelDT folder.

7. Double-click the Voice Director folder.

8. Double-click the Setup.exe file.

9. Follow the instructions on the display to complete the installation.

Starting Enterprise Edge Personal Call Manager

You can start Enterprise Edge Personal Call Manager from the shortcut icon on the desktop or from the Windows Start button.

To start Enterprise Edge Personal Call Manager from the shortcut icon:

1. Double-click .

To start Enterprise Edge Personal Call Manager using the Start button:

1. Click the Start button, point to Programs, point to Enterprise Edge

Personal Call Manager and then click Enterprise Edge Personal Call Manager.

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Enterprise Edge Personal Call Manager icons 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 window appears.

Note: When you install Enterprise Edge Personal Call Manager, the shortcut icon

is installed by default.

Enterprise Edge Personal Call Manager icons

When Enterprise Edge Personal Call Manager starts up, two icons are added to the screen: the taskbar icon and the task tray icon. These two icons have different tasks. The taskbar icon opens the Enterprise Edge Personal Call Manager window. The task tray icon gives you access to Enterprise Edge Personal Call Manager functions when you are using another program. The diagram below shows where these icons are located.

Taskbar icon Task tray icon

Enterprise Edge Personal Call Manager task tray icon

The Enterprise Edge Personal Call Manager icon appears on the right side of the task tray.

When you move the mouse pointer over the Enterprise Edge Personal Call Manager icon, the number of current calls is displayed. The number displayed includes the active call, conference calls and calls on hold.

When you right-click the Enterprise Edge Personal Call Manager icon, a menu appears that allows you to exit from Enterprise Edge Personal Call Manager, set Enterprise Edge Personal Call Manager options, or open the Enterprise Edge Personal Call Manager window. The Enterprise Edge Personal Call Manager window provides access to additional features such as the Address Book.

When you click the Enterprise Edge Personal Call Manager icon, the task tray menu appears. From the task tray menu you can perform most basic call functions, such as making and answering calls, putting calls on hold, transferring calls and conferencing calls.

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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 the following call control options:

• Callers List - a list of the telephone numbers of the last ten calls

• Redial List - a list of the last ten telephone numbers you dialed

• Quick Dials - a group of telephone numbers you want quick access to

• Transfer - allows you to transfer the active call to another telephone

• Manual Dial - allows you to call someone by entering their telephone number on the computer keyboard

• DND - turns the Do Not Disturb feature on or off

The upper portion of the menu contains the current calls. Each of these calls has an icon beside it to indicate the status of the call. If there are currently no calls, the upper portion of the menu does not appear.

Active Call Appears beside the call you are currently on.

Held Call

Conference Call

Held Conference Appears beside conference calls that are on hold.

Ringing Appears beside calls that are ringing.

Appears beside calls that are on hold. Any call that is not active is on hold.

Appears beside the two calls that you are connected to when you are on a conference call.

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Enterprise Edge Personal Call Manager window

From the Enterprise Edge Personal Call Manager 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 window

When you start Enterprise Edge Personal Call Manager, the window appears. If you do not want the window to appear when you start Enterprise Edge Personal Call Manager, refer to Changing the Startup Option on page 85. When you change this option, the window is minimized to an icon on the taskbar when you start Enterprise Edge Personal Call Manager. You can also minimize the window at anytime by clicking the minimize button in the top right corner of the window.

To maximize the window:

• click the Enterprise Edge Personal Call Manager icon in the taskbar or

• right-click the Enterprise Edge Personal Call Manager icon in the task tray and click Open.

Components of the window

The Enterprise Edge Personal Call Manager window shows the following:

• the Menu bar

• the toolbar

• the address book

• the current calls

• the status bar

All of these components, except the Menu bar, can be turned on or off to suit your needs.

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Tree View List ViewCalls box Conference box

Menu Bar Toolbar

Address Book

Current Calls

Status Bar

Menu bar

The Menu bar shows the menus available from the 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 window.

One of the menus on the Menu bar is the Calls menu. The i tems on the Cal ls menu are identical to the items on the Enterprise Edge Personal Call Manager task tray menu.

Toolbar

The toolbar contains several buttons that provide quick and easy access to Enterprise Edge Personal Call Manager functions.

Displaying the toolbar

To display the toolbar:

1. Click the View menu and then click Toolbar. The toolbar toggles between being displayed and not being displayed. When the toolbar is set to be displayed, ✔ appears beside the Toolbar menu item in the View menu.

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Using the toolbar

The toolbar buttons provide access to commonly used features.

Up One Level

New Folder Adds a new folder to the Address Book.

New Contact Adds a new contact to the Address Book.

Cut

Copy Copies the selected folder or contact onto the clipboard.

Paste

Properties

Exits from the current directory and moves one level up in the contact tree.

Copies the selected folder or contact onto the clipboard and deletes it.

Copies the folder or contact stored on the clipboard to the selected folder.

Displays the Address Properties dialog box if a contact is selected or the Folder Property dialog box if a folder is selected.

Prints information about the currently selected contact. If a folder is selected, prints information about all of the contacts in the folder.

Large Icons

Small Icons

List

Detail

Find Person

Calls Log

About

Displays the folders and contacts in the Address Book in large icons.

Displays the folders and contacts in the Address Book in small icons.

Displays the folders and contacts in the Address Book in small icons organized in vertical columns.

Displays the folders and contacts in the Address Book in a report view format. In this format the icon, first name, last name, telephone numbers, and email information of the contact appears.

Displays the Search dialog box. The Search dialog box is used to find a particular contact within the Address Book.

Displays the Calls Log Window. This window shows all of the calls made or received while Enterprise Edge Personal Call Manager was operating.

Displays a dialog box containing information about the Enterprise Edge Personal Call Manager software such as the software version.

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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. Click the View menu and then click Only Address Book to display only the Address Book.

1. Click the View menu and then click Both Address Book and Calls to display both the Address Book and the Current Calls.

The symbol • appears beside the current selection.

Current Calls

The Current Calls section of the screen shows which calls are active. The Current Calls section consists of two parts:

• the Calls box which shows the calls that are currently on your telephone

• the Conference box which shows the conference calls that are currently on your telephone.

Displaying the Current Calls

To display the Current Calls:

1. Click the View menu and then click Only Calls to display only the Current Calls.

1. Click the View menu and then click Both Address Book and Calls to display both the Address Book and the Current Calls.

The symbol • appears beside the current selection.

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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

Conference Call

Held Conference Appears beside conference calls that are on hold.

Ringing Appears beside the calls that are ringing.

Current Calls Toolbar

Appears beside calls that are on hold. Any call that is not active is on hold.

Appears beside the two calls that you are connected to when you are on a conference call.

Above the Calls box and the Conference box are toolbars that you use to control the calls or change how the calls are displayed.

Manual Dial

Displays the Dial dialog box. This dialog box allows you to call someone who is not in the Address Book.

Release

Large Icons Displays the current calls or conference calls in large icons.

Small Icons Displays the current calls or conference calls in small icons.

List

Detail

Properties

Hangs up the selected ca ll. If only there is only one call, that cal l is automatically selected.

Displays the current calls or conference calls in small icons organized in vertical columns.

Displays the current calls or conference calls in a report view format. In this format the icon, caller’s name, telephone number and call duration appears. The duration is a running count of how many minutes the call has been connected.

Displays the Notes tab of the Address Properties dialog box for the selected call. If the selected call i s not in the Address book, a message appears asking if you want to add this caller.

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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.

• DND – The acronym DND appears if the Do Not Disturb (DND) feature is turned on for your telephone.

• Call Forward – Indicates if Call Forward is activated, and to which number your telephone is call forwarded.

Help messages Line used DND Call Forward

Displaying the Status bar

To display the Status bar:

1. Click the View menu and then click Status Bar. The Status bar toggles between being displayed and not being displayed. When the Status bar is set to be displayed, ✔ appears beside the Status Bar menu item.

Closing the window

To close the window, click the minimize button in the top right corner of the window. The window is minimized to an icon on the taskbar.

When you close the window, call control features are still available from the Enterprise Edge Personal Call Manager icon in the task tray.

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Setting up Enterprise Edge Personal Call Manager 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. Click the line Enterprise Edge Personal Call Manager uses.

4. Click the Address list box.

5. Click the address for the line you chose.

6. Click the OK button.

Note: When using the Enterpris e Edge TSP, the name of the TAPI line is th e same

as the extension name for your telephone.

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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.

From the Dialing Properties dialog box you can control these options:

• the location you are dialing from (I am dialing from)

• the country you are in (I am in this country)

• the area code you are dialing from (Area Code)

• if you are using a calling card (Use a calling card for long distance)

• the number used to disable Call Waiting (Disable call waiting by dialing)

• access to lines (To access an outside lines)

• the type of dialing system (Dial using)

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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.

For example, you can have a laptop computer that you use at both the north and south locations. If the north and south locations have different dialing requirements (such as call waiting in the north but not in the south), you can set up two different sets of dialing properties in the I am dialing from list box. Then, when you switch locations, you can change the dialing properties by changing the name that appears in the I am dialing from list box.

Creating a new location

When you create a new location, you are creating the name that is used to access the new set of dialing properties. After you create the location, any changes made to Dialing Properties dialog box are saved with this name.

To create a new location:

1. Click the New button. A dialog box appears confirming that a new location was created.

2. Select the text in the I am dialing from list box.

3. Type the name of the new location.

4. Change the other parameters on the Dialing Properties dialog box to match the dialing properties required for this location. These fields are described later in this section.

5. Click the Apply button to store the changes with the new location.

Selecting a location

When you select a location, all of the dialing properties are changed to the settings that are stored for that location.

To select a location:

1. Click the button in the I am dialing from list box. A list of locations appears.

2. Click the location you are currently at. The dialing properties are changed to the setting stored for this location.

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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. Click the I am in this country list box.

2. Scroll through the list of countries.

3. Click the country you are in.

Tip: You can scroll quickly through the list of countries by typing the first few

letters of the country’s name. As you type, the list finds the country that matches the letters you type.

Area Code

The Area Code box defines the area code you are currently in. Enterprise Edge Personal Call Manager uses the number in this fiel d to determine if a c all is a local call (to the same area code) or a long distance call.

To enter an area code:

1. Select the characters in the Area Code box and type the area code.

In some locations, the area code must always be added when dialing a telephone number. To make Enterprise Edge Personal Call Manager include the area code, select the I always have to dial the area code before the phone number check box.

Dialing Rules

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 are dialed.

The Dialing Rules feature allows you to define the prefixes (e.g. 222-xxxx) that are long distance calls in your area code.

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Setting up Enterprise Edge Personal Call Manager 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.

To add a prefix that is considered local

1. Click the New button located in the bottom 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 local

1. Click the prefix you want to delete.

2. Click the Remove button.

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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.

To stop using a calling card:

1. Clear the Use calling card for long distance check box.

Setting up a calling card

You must set up the calling card parameters before you can use a calling card. To set up a calling card:

1. Click the Calling Card button. The Calling Card dialog box appears.

2. Click the list box at the top of the dialog box.

3. Scroll through the list to find the calling card you are using and then click the calling card.

Note: If the calling card you are using is not on this list, refer to Adding a

custom calling card on page 25.

4. In the Calling Card Phone Number box, type the calling card telephone number.

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Setting up Enterprise Edge Personal Call Manager 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.

2. Click the New button. The Create New Calling Card dialog box appears.

3. Type the name of the calling card and click the OK button. A message appears informing you that you must set up the dialing rules for the new calling card.

4. Click the OK button.

5. In the Calling Card Phone Number box, type the calling card number.

6. In the PIN number box, type your calling card PIN number.

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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.

Note: Refer to the documentation that came with your calling card for the

sequence of steps that are required with your card.

10. When all of the required steps are added, click the OK button.

11. Click the International Usage button.

12. Repeat steps 8 to 11 to add the steps required to make an international call.

13. Click the OK button to return to the Dialing Properties dialog box.

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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. If the appropriate code does not appear in the list, type the disable call waiting code in the list box.

To identify that call waiting is not used, clear the Disable call waiting by dialing check box.

To access outside lines

There are two boxes for accessing outside lines. The first box is for the digits required to access local numbers and the second box is for the digits required to access long distance lines. These access numbers are required if you are using a line pool or call routing to make calls. These numbers are the same numbers you dial if you are making an outside call from your telephone.

If you do not dial an extra number (e.g. 9) when making a call from your telephone, leave these boxes blank.

To change the outside line access numbers:

1. In the for long distance box, type the number required to access an outside line for a long distance call.

2. In the for local box, type the number required to access an outside line for a local call.

Dial using

Use these options to choose tone dialing signals or pulse dialing signals when making a call. To select pulse dialing, click the Pulse dial option. To select tone dialing, click the Tone dial option.

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Defining long distance numbers in your area code

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. Click the Tools menu and then click Toll Prefixes. The Toll Prefixes dialog box appears.

2. From the list of prefixes in the Local phone numbers select the prefix that requires an area code added.

3. Click the Add-> button.

4. Repeat steps 3 and 4 for each prefix that requires an area code added. Note: If you add a prefix to the Dial first list that does not require an area

code, remove it by clicking the prefix and clicking the <-Remove button.

5. When you have finished moving all of the prefixes that require an area code, click the OK button. The Toll Prefixes dialog box closes.

The Toll Prefixes feature is available only if the country you choose in the Dialing Properties dialog box has a country code of 1. For more information about dialing properties, refer to Changing the dialing properties on page 20.

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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. Both the Ringing and the Active icons have a label that is used to identify the call.

If you make a call using the Address Book, the name in the Address Book is used as the label for the call.

If you manually dial the telephone number, Enterprise Edge Personal Call Manager compares the number dialed to the numbers stored in the Address Book. If a match is found, the name from the Address Book is used as the label. If no match is found, the number dialed is used as the label.

Making a call using the Address Book

Making a call 29

Before you can call a number from the Address Book, you must add the number to the Address Book. For more information about adding numbers to the Address Book, refer to Adding a new contact to the Address Book on page 56.

To make a call using the right mouse button:

1. Look in the Address Book to find the icon of the person you want to call.

2. Right-click the icon. point to Dial and click the telephone number you want to dial for the person (e.g. the contact’s Business number).

You can use the drag and drop feature to make a call. To make a call using the drag and drop method:

1. Look in the Address Book to find the icon of the person you want to call.

2. Use the right mouse button to drag the icon into the Calls box.

3. Click the telephone number you want to dial for the person (e.g. the contact’s Business number).

To call the prime telephone number using the Address Book:

1. Look in the Address Book to find the icon of the person you want to call.

2. Make the call by double-clicking on the icon or dragging the icon to the Calls box.

Note: When you add a contact, you define one of the telephone numbers as the

prime number.

P0911958 Issue 01 Enterprise Edge 2.0 Personal Call Manager User Guide

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