group1.cdr
Impact
Group
PC
Impact Group
User’s Guide
For The DXP, DXP Plus and FX Series
Digital Communications Systems
Comdial®strives to design the features in our communications systems
to be fully interactive with one another. However, this is not always
possible, as the combinations of accessories and features are too varied
and extensive to insure total feature compatibility.
Accordingly, some features identified in this publication will not
operate if some other feature is activated. Comdial disclaims all
liability relating to feature non-compatibility or associated in any way
with problems which may be encountered by incompatible features.
Notwithstanding anything contained in this publication to the contrary,
Comdial makes no representation herein as to the compatibility of
features.
Issued: 2/12/97
Impact Group User's Guide GCA70–358
Contents
1 Introducing Impact Group ........................................1–1
Using This Guide ............................................................1–1
Describing Impact Group ......................................................1–1
Starting The Program .........................................................1–2
Understanding Some Special Terms..............................................1–3
Detailing The Impact Group View ...............................................1–4
Using Drop-Down Menus........................................................1–4
Using The Tool Bar.............................................................1–4
Describing The Station Status Icons ................................................1–5
Explaining The Selection Tabs ....................................................1–5
Detailing the Call Windows ......................................................1–6
Setting The System Configurations ..............................................1–8
Using The Keyboard..........................................................1–9
Using The Mouse ...........................................................1–10
2 Using Impact Group..............................................2–1
Using Impact Group To Handle Calls ............................................2–1
Answering Calls ...............................................................2–1
Holding Calls..................................................................2–2
Parking And Retrieving Parked Calls ...............................................2–3
Transferring Calls ..............................................................2–3
Paging Other Stations ...........................................................2–4
Conferencing Calls .............................................................2–4
Dialing Calls ..................................................................2–5
Hanging Up Calls ..............................................................2–5
Forwarding Calls...............................................................2–6
Using Special-Purpose Impact Group Features .....................................2–7
Selecting The Station Operating Conditions..........................................2–7
Tagging A Call ................................................................2–8
Creating Personal Groups ........................................................2–9
Contents – 1
GCA70–358 Impact Group User's Guide
Making A Personal Directory ....................................................2–10
Sending Messages.............................................................2–11
Using The Tracker Pager........................................................2–12
Configuring Action Events ......................................................2–13
Index.......................................................Index–1
2 – Contents
Impact Group User's Guide GCA70–358
Introducing Impact Group
1
Using This Guide
This user’s guide contains two sections:
Section 1, Introducing Impact Group, helps you to become familiar with the software’s basic features and startup
requirements.
Section 2, Using Impact Group, provides basic call handling details and discusses the special purpose features
that you can employ.
Describing Impact Group
Impact Group is software that runs on a personal computer and works in conjunction with a digital
communications system. Impact Group allows you to handle a large volume of call traffic in a short period of
time. With this software, you can control your own telephone and view call and status activity at all other stations
in the system. Among the many features that Impact Group makes available to you are the following items:
real-time status updates of telephone activity,
•
tracking people using wireless pagers,
•
access to system-wide features such as Park Orbits and Page Zones,
•
full keyboard and mouse interfaces (Impact Group uses a special-purpose keyboard and avoids any conflict
•
with standard Windows® keyboard commands),
printed reports.
•
NOTE: Anytime you are operating Impact Group, you can press F1 to open the on-line help file. If you
press F1 while you have a dialog box open, the help file for that particular dialog box appears.
Windows is a registered trademark of Microsoft Corporation, Redmond, WA.
Introducing Impact Group 1 – 1
GCA70–358 Impact Group User's Guide
Starting The Program
Impact Group will start automatically when your turn the computer on. If the program does not start
automatically, you can start it by:
Clicking Start/Programs/Impact Group.
•
—OR—
If there is an Impact Group icon on your desktop, double-click on it.
•
Once Impact Group is running, the main window appears:
1 – 2 Introducing Impact Group
group2.cdr
Impact Group User's Guide GCA70–358
Understanding Some Special Terms
There are a few specialized terms used in this publication. The following list defines a few of the more common
terms that you may encounter.
Answer
Answering the currently ringing call
Both
Establishing a conference between Impact Group, the current call, and the last call put on hold
Conference
Joining stations together on a call—conference capacity can be as large as permitted by the communications
system
I.D.
Text attached to calls so that you can remember its details if the call returns to you
Page
Making general announcements using system telephones as paging devices
Park
Placing or picking up calls from any of 90 park orbits
Pick
Answering calls that ring at any other extension
Release
Another term for hanging up on a call
Split
Switching between the current call and the last call on hold—the previously active call goes on hold
Silent
Stops the Impact Group PC console's station from ringing—silenced calls are still answerable and this condition
is canceled when the next call rings
Tap
Retrieving the last call that was placed on hold, transferred, or parked
Introducing Impact Group 1 – 3
GCA70–358 Impact Group User's Guide
Detailing The Impact Group View
The main Impact Group window provides an overview of the activity on the digital communications system.
Task Menus
Tool Bar
group3.cdr
Station Status Icons
Selection Tabs
Using Drop-Down Menus
The drop-down menus provide access to many of Impact Attendant’s features. Some features are only available
through the drop-down menus, but most of the features are duplicated elsewhere in the program and can be
activated by clicking on a tool or station icon.
Using The Tool Bar
As with the task menus, the tool bar buttons provide commands that activate as you click on them—some unique
and some duplicating actions that you can do with different techniques. The tools identify their actions as you
move the cursor across them.
1 – 4 Introducing Impact Group
Impact Group User's Guide GCA70–358
Describing The Station Status Icons
The icons indicate the operational status of the stations. You can click one of the buttons from the tool bar to
show the icons in small or large format. Icon definitions are as detailed in the following table:
Telephone Operation State Telephone Icon Color
On Hook Black Black
Do Not Disturb Black with red slashed circle Black
Off Hook Black Black–lifted over telephone Icon
Calling Black Yellow–lifted over telephone Icon
Ringing Dark Blue Light Blue
Connected Green Green–lifted over telephone Icon
Message Waiting Black with red light showing Black
On Hold Black Red–lifted over telephone Icon
Out Of Service Gray Gray
Handset Icon
Color and Position
Explaining The Selection Tabs
The different tabs on the main screen allow you to view different selections of stations. The names and stations
shown in the checklist are the names entered by the installers as they program the digital communications system.
The following table details the selection categories:
Tab Category Selection
All Phones Shows all system stations and their current operation state
Active Calls Shows all system stations currently on a call
Personal Groups
Shows system stations that you have grouped together using the Options/Groups task
menu or the Set Config Options tool.
Introducing Impact Group 1 – 5
GCA70–358 Impact Group User's Guide
y
Detailing the Call Windows
This section describes how Impact Group presents calls for your viewing.
Active Calls Display
Current Calls Display
group4.cdr
Station and Lines Displa
Current Calls Window
The Current Calls display shows all calls associated with your Impact Group position and presents the following
items:
all current calls, both active and on hold,
•
the extension a call is on, and whether the call is alerting, connected, on hold, conferenced, etc.
•
You can highlight the call to be connected when you press the Answer key (if several calls are ringing at
once—for example calls recalling from hold or park—you can highlight one of the other calls).
Call History
The Current Calls Window includes a call history log that contains a detailed listing of the calls that you have
made and received. Double-click on the call history log to open it for viewing. You can recall any calls in the
log by double-clicking on that line item.
1 – 6 Introducing Impact Group
Impact Group User's Guide GCA70–358
Active Call Window
The Active Call window is a display that shows the currently active call. The Active Call window is always
visible when the Impact Group software is active. You cannot re-size the window to hide the identity of the call.
The Active Call window shows these following details:
the extension a call is on, and whether the call is ringing, connected, on hold, conferenced, etc.,
•
any call ID tag set by you or another Impact Group user or an Impact Attendant user on the same system,
•
information from your personal directory.
•
Stations Window
The Stations window shows the operating status of the system’s stations. Clicking on a tab shows all the stations
in a group you have defined with the Options/Groups menu or the Group tool. The Stations window is always
visible when Impact Group is active. The display is scrollable whenever there are too many stations to be
displayed at once.
The Stations window shows the following items:
the extension and display name of the stations in the groups you have defined,
•
icons of different colors and different handset positioning to differentiate between the station operating
•
states.
NOTE: If the installer adds stations to the system or changes the intercom information (other than via
Impact Group), those updates are reflected by the call windows only after the system periodically
refreshes the database through wideopen.office or after someone restarts the Impact Group
software.
If you place the cursor over the telephone icon, the display shows additional information.
NOTE: Depending on the security settings the installer choose, your Impact Call might not display all of
the information described here.
Introducing Impact Group 1 – 7
GCA70–358 Impact Group User's Guide
Setting The System Configurations
The Configuration—Settings dialog under the Options drop-down menu allows you to choose your station
extension and customize several system settings.
Audit Log
When you check this entry, the Impact Group software keeps an audit file of all call activity. This file gives the
duration of the calls and identifies the call parties. With Audit Log checked, the Reports menu command lets you
view the call activity.
Auto Hold Calls When Needed
By checking this option, you permit Impact Group to automatically place calls on hold when needed. If you leave
this box unchecked, the automatic hold configuration that the installers set for the digital communications system
prevails.
Beep When Popping Up
When you check this option, the computer sounds an audible signal whenever the Impact Group application
comes to the top of your display screen.
Debug Mode
Should problems occur during Impact Group operation, the installer can use this debug mode to find a solution.
Do not use this feature during normal operation as the software runs slower while it is active.
Hide When Done With Call
When you check this option, the Impact Group application automatically returns the caller’s user group to the
background on your display screen when you are finished with a call.
1 – 8 Introducing Impact Group
Impact Group User's Guide GCA70–358
Pop To Top On Incoming Call
When you check this option, the Impact Group application automatically comes to the top on your display screen
whenever you receive a call. This action allows the Impact Group software to run in the background until the
system receives a call. Upon receipt of a call, Impact Group becomes the main display thus letting you respond to
the call.
Pop Group For Answered Call
When you check this option, the Impact Group application automatically brings the caller’s user group to the top
of your display screen whenever you answer a call at your Impact Group PC console station.
Your Telephone Number
Enter here the telephone extension number for the station at the Impact Group computer. The number that you
enter here is the one that you will use when you call other system stations.
Using The Keyboard
The PC console keyboard provides you with keyboard access to the more frequently used Impact Group
functions. Many people find using the keyboard keys to be faster that moving the computer mouse and clicking on
the functions that they need.
From almost every menu, you can type a system user’s name and automatically highlight the icon associated with
their telephone.
Function Keys
F1 = Help
F2 = Dial
Shift F2 = Add To Personal Directory
F3 = Mute On/Off*
F4 = Headset On/Off*
F5 = Tag Call
F6 = Split
Shift F6 = Both
Accent (`)
Silences
The Ringer
F7 = not currently assigned
Shift F9 = Track
F10 = not currently assigned
F11 = Park/Retrieve
F12 = Enter Voice Mail or
Transfer Active Call to Voice Mail
Shift F12 = Message
Shift + Enter = TAP
Minus (-)
Holds A Call
Decimal (.)
Transfer Calls
Plus (+)
Hangs Up Calls
Pause
Pop/Hide Window
call006
Enter
Answers Calls
Shift-Enter
Sends TAP Signal
*If you are using Impact Call for PCIU, these functions require feature buttons on the telephone.
Introducing Impact Group 1 – 9
GCA70–358 Impact Group User's Guide
Using The Mouse
You can use the computer mouse to effect many of the same actions that are available from the keyboard. The
following chart provides the computer mouse details.
Mouse Action In Current Calls Window Definition Of Action
Double click your station when it is on-hook Places your station in a do not disturb condition
Double click on a station selection with a ringing call Answers the call
Double-click on an active call Puts the call on hold
Double-click the Call History icon Shows the last 300 calls to your station
Double click on a station selection with a held call Retrieves the call
Double click tracks line
Click a station selection with an active call and drag it
to another station location
Click your station selection when a call is ringing and
drag it to another station
Double-click the Notes line
Shows a history of all Tracker calls to the attendant
station Pager
Transfers the call to the new station location (Note: you
cannot transfer a conference call.)
Transfers the ringing to the other station.
Shows history of messages sent by other Comdial
applications.
Mouse Action In Phones Window Definition Of Action
Click and drag a station selection from the Phones
Window to the Calls Window
Makes a call to the dragged station (If the attendant
station is active on a call, that call goes on hold.)
Double click a station selection Makes a call to clicked-on station
Click and drag a station selection from the Phones
Window and drop over an active call in the Calls
Window
Joins the dragged station in the active call (conference
call)
Click and drag a telephone number from a Microsoft®
Word®, Exce® or Access®program onto the Attendant
screen.
Microsoft, Word, Excel, and Access are trademarked terms of Microsoft
Corporation, Redmond WA.
Causes the system to dial that number.
1 – 10 Introducing Impact Group
Impact Group User's Guide GCA70–358
Using Impact Group
2
Using Impact Group To Handle Calls
This section describes basic call handling procedures.
Answering Calls
To answer calls ringing at your telephone,
press the Answer key (Enter key) on the keyboard,
•
click the Answer button on the toolbar,
•
right-click the call you wish to answer and select Answer from the dialog box,
•
use the Call task menu and select Answer,
•
—OR—
press Alt-C then press A.
•
NOTE: The system automatically places a currently active call at your station on hold when you answer a
new call.
Using Impact Group 2 – 1
GCA70–358 Impact Group User's Guide
Holding Calls
To place the current call on hold.
press the Hold/Retrieve key (minus key),
•
click the Hold/Retrieve button on the toolbar,
•
right-click the call you wish to hold and select Hold from the dialog box,
•
use the Call task menu and select Hold,
•
—OR—
press Alt-C then press H.
•
Retrieving Held Calls
To retrieve a call from hold, highlight the call to select it and then use one of the methods listed below to retrieve
the call,
press the Hold/Retrieve key (minus key),
•
click the Hold/Retrieve button on the toolbar
•
right-click the call you wish to take off hold and select Retrieve from the dialog box,
•
use the Call task menu entry and select Retrieve,
•
—OR—
press Alt-C then press R.
•
Using The Split Feature
Use the Split feature to toggle between two held calls thus making first one call then the other the active call.
To use the Split feature,
1.
Press the Split key (F6 key) to replace the currently active call with the call that is on hold.
2.
Press F6 again to reverse the locations of the calls.
2 – 2 Using Impact Group
Impact Group User's Guide GCA70–358
Parking And Retrieving Parked Calls
The park orbit display shows parked stations and who parked them. If you retrieve a parked call while you have
an active call, that active call automatically goes on hold. The system selects the first available park orbit for use
when you park a call; however, you can select any available park orbit if you wish. When you retrieve a parked
call, the system chooses the first call that you can retrieve.
To park a call in orbit,
press the Park key (F11 key) to open the Park and Retrieve dialog box.
•
Transferring Calls
It is possible to transfer a current active call to another system station in either a supervised or unsupervised
manner. (With a supervised transfer, you remain on line to announce the transferred call to the new station. With
an unsupervised transfer, you hang up as soon as you exercise the transfer.)
Using the Transfer dialog box from the Call task menu you can create transfer arrangements by selecting numbers
from the overall list, different groups, or a personal directory. The dialog shows which system stations are busy so
that before you call someone you can determine whether he or she can answer your call.
To transfer calls,
press the Transfer key (Decimal key),
•
click the Transfer button on the toolbar,
•
click and drag the ringing call from the Current Calls Display to the selected station in the Stations window,
•
from the Call task menu, select Transfer,
•
—OR—
press Alt-C then press T.
•
Making Voice Mail Transfers
You can transfer calls directly to voice mail boxes. While Impact Group selects a voice mail box for use, you use
the dialog box to select numbers from the overall list, different groups, or a personal directory. Use either of two
methods, shown below, to make a voice mail transfer:
use the Voice Mail key (F12),
•
—OR—
click the Voice Mail button on the toolbar.
•
NOTE: If you do not have a call when you press the Voice Mail key, the system will take you to your voice
mailbox.
Using Impact Group 2 – 3
GCA70–358 Impact Group User's Guide
Paging Other Stations
To issue a page, lift the handset on your station and use either of the following actions,
press the Page key (F9 key) to open the Page Zone dialog box,
•
—OR—
click the Page button on the toolbar.
•
NOTE: You cannot send a page to any other nodes on a networked system.
Conferencing Calls
Impact Group lets you establish either supervised or unsupervised conference calls between your station and other
system stations. (With a supervised conference, you remain in the conference, and with an unsupervised
conference you drop out of the conference.)
Using the Conference dialog box from the Call Task menu, create conference arrangements by selecting numbers
from the overall list, different groups, or a personal directory.
The dialog shows which system stations are busy so that you can determine whether he or she can answer your
call. Use one of the following methods to set up a conference call:
press the Conference key (F8 key),
•
click the Conference button on the toolbar,
•
click and drag the station that you want in the conference from the Stations window to the Calls
•
Display—repeat for additional stations,
from the Call Task menu, select Conference,
•
press Alt-C then press C.
•
Using The Both Feature
The both feature allows you to quickly establish a conference between a call that you have previously placed on
hold and the call that is now currently active at your station. If there is no currently active call, this feature will
pick up the held call and make it active.
To activate the Both feature,
press and hold Shift and press the F6.
•
2 – 4 Using Impact Group
Impact Group User's Guide GCA70–358
Dialing Calls
From your attendant station, you can use either the extension number or station name to call other stations. There
are several ways to dial a call:
press the Dial key (F2 key) on the keyboard,
•
click and drag selected stations to the current calls display on the Call Displays window,
•
—OR—
use one of the techniques that bring up the Select a Number dialog as described in the following paragraph.
•
The Select a Number dialog lets you select numbers for dialing from the local directory, your personal directory,
or any special station groups. Click a number or name in the selected directory or group to place the selection in
the select who to call area. Use any of the following methods to dial a call:
click the Dial button on the toolbar,
•
click and drag the telephone you want to call from the Stations window to the Calls window,
•
from the Call task menu, select Dial,
•
press Alt-C followed by D.
•
Hanging Up Calls
To hang up calls at your station,
press the Hang-up key (plus key),
•
click the Hang-up button on the toolbar,
•
from the Call task menu, select Hang-up,
•
press Alt-C and then press U,
•
—OR—
right-click on your station's icon.
•
Using Impact Group 2 – 5
GCA70–358 Impact Group User's Guide
Forwarding Calls
Use Call Forwarding to forward calls that normally ring at one system station to another system station of your
choice.
The Call Forwarding feature has several options:
Always Forward
Forwards every call that the system routes to the station
Forward Ring No Answer
Forwards just the calls that ring at the station and receive no answer
No Forwarding (the default setting)
Disables the Call Forwarding feature. You can exercise the call forwarding feature for your station as well as
for any other station in the system.
To choose call forwarding,
from the Call task menu, select Forward,
•
—OR—
press ALT-C and then press F,
•
These actions open the Forward Phone dialog box from which you pick the forwarding type and the station to
receive the forwarded calls.
2 – 6 Using Impact Group
Impact Group User's Guide GCA70–358
Using Special-Purpose Impact Group Features
This section describes the special-purpose Impact Group features.
Selecting The Station Operating Conditions
The following are operating modes that you can set for Impact Attendant:
Silent
The Silent key lets you turn off the ringer at your station for the currently ringing call. The ringer will operate
normally during the next call.
To silence the ringer,
press the Silent key (Accent key) on the keyboard.
•
Do Not Disturb
Place your station in the Do Not Disturb mode whenever necessary. When a telephone is in Do Not Disturb mode,
the display shows the telephone icon for the station with a slashed red circle superimposed over it.
To place your station in do not disturb,
from the Call task menu, select Do Not Disturb,
•
—OR—
double-click your station icon in the current calls window.
•
Muting Your Telephone
You can mute voice transmission at your station if you wish. The status of the mute feature is shown at the bottom
on the screen.
To toggle the mute condition either on or off at your station,
press the Mute key (F3 key) on the keyboard.
•
Using Impact Group 2 – 7
GCA70–358 Impact Group User's Guide
Arranging Your Telephone For Headset Operation
Operate your station with a headset if you wish. See your installer for headset installation details. Headset
operation requires that you press the Headset key. The status line at the bottom of the screen details whether your
station is in the headset or Handset operating mode.
To toggle between headset and handset operation at your station,
press the Headset key (F4 key) on the keyboard.
•
Adjusting The Volume Control
You can adjust the volume level of the handset, the speaker, the ringer, and the music outputs for your attendant
station as needed.
To adjust the volume,
from the Programming menu, select Volume,
•
—OR—
press Alt-P then press V.
•
Either action opens the Phone Volume dialog box. From this box, drag the slider bars to the loudness settings that
you desire. Once you adjust the settings, click the OK button to accept them.
Tagging A Call
You can tag a call with text that you create. Impact Group displays this tag whenever the call is viewable. This
call tagging feature is useful to identify calls that have returned to your attendant station as a result of a transfer or
hold recall. You can change or edit the call tag by repeating the action.
To tag a call,
press the ID key (F5 key) on the keyboard,
•
—OR—
click the Call Tag button on the tool bar.
•
If you place a call on hold and it recalls, the tag helps identify who you were talking to. The call tag is also visible
when viewing park orbits. Other people will also see the call tag if they are using one of Comdial’s Impact
applications.
2 – 8 Using Impact Group
Impact Group User's Guide GCA70–358
Creating Personal Groups
By creating personal groups, you and other Impact Group users can view the call activity of different groups of
system users. Each defined group gets a tab in the main display. Selecting a particular tab causes only the
telephones in that group to be displayed. You can only edit personal groups that you create with this feature.
Personal groups created by other Impact Group users are permanent to you—you cannot edit them.
To create a personal group,
1.
From the Options menu, select Groups.
2.
From the Group Definition dialog, click the New button to create a new group.
A New Group entry window appears.
3. Type the new group’s name in the blank line.
4.
Click the OK button to accept the name then click on the names that you wish to add to the group.
5.
Once you have finished, click the OK button to accept your action.
6.
To rename a group from the Group Definition dialog box, click Rename.
To delete a group, click Delete.
Clicking OK accepts these actions.
Using Impact Group 2 – 9
GCA70–358 Impact Group User's Guide
Making A Personal Directory
The Personal Directory feature lets you create a personal directory.
The personal directory provides a directly available call feature or you can reach the directory from the Call
menu, by clicking Dial Selection and opening the personal directory from there.
To build or edit the Personal Directory dialog window, proceed in one of two ways,
from the Programming menu, select Personal Directory,
•
—OR—
press Alt-C then press P.
•
From the open Personal Directory dialog,
1.
Click the New button, type new information in the entry windows, and click OK.
2.
Click the Edit button to modify existing information, and click OK when you are done.
3.
Click the Delete button to eliminate calling information you no longer need, and click OK.
4.
Repeat the adds, edits, and deletes until the directory is complete, and click OK to accept the entries.
5.
Click the Print button to print a hard copy of the personal directory, and click OK.
2 – 10 Using Impact Group
per_dir.cdr
Impact Group User's Guide GCA70–358
Sending Messages
The Text Message window allows you to send messages to a station’s display, light a station’s message waiting
indicator, or take both actions at the same time. Further, the window permits you to choose the type of response
that you want to receive from a station user after he or she reads the message. These response choices include:
None, Yes/No,orTake Message or Hold.
In addition to sending messages to stations for display, you can send messages to other PC Attendant positions on
the system, and receive on your screen a reply from that attendant.
The software provides several methods for opening the Message dialog box. Choose a method from the following
list:
from the Options menu, select Message,
•
press Alt-O and type M,
•
press Shift + F12,
•
—OR—
right-click on the desired station.
•
Using Impact Group 2 – 11
GCA70–358 Impact Group User's Guide
Using The Tracker Pager
You can track anyone who has a Comdial pager if the installer has connected the Comdial QuikTrak to your
communications system. You have a choice of how you send the track message:
send the tracker message as soon as you prepare it by clicking the Track button,
•
—OR—
schedule a later time for Impact Group to send the tracker message.
•
To schedule a later time for Impact Group to send the message,
1.
Click the Schedule Track button.
2. Enter the time for the track to occur in the Schedule Track menu.
3.
Click OK.
Should someone track you, read the tracker message like an e-mail message by selecting the New Tracks entry
on the Current Calls window. You view previous tracks by double-clicking the Track line within the Current
Calls list.
Impact Group provides
several different methods for
opening the tracker window.
Choose a method to use from
the following list:
use the Tracker key
•
(Shift + F9) on the
keyboard,
click the Tracker
•
button on the toolbar,
right-click the name of
•
the person in the
Stations window that
you wish to track and
select Pager.
from the Options
•
task menu, select
Track,
press Alt-O then
•
press T.
2 – 12 Using Impact Group
Impact Group User's Guide GCA70–358
Configuring Action Events
Impact Group lets you determine how you want the system to handle telephone calls that you make or receive,
and to determine what happens when these call events occur. For example, you could arrange for an application to
open a customer profile database whenever you answer an incoming call (referred to as a screen pop).
Configuring event actions consists of the following tasks:
creating new actions,
•
building macros,
•
assigning actions.
•
Creating Actions
This feature lets you create new actions and edit previously created actions that perform tasks for you.
1.
From the Task menu, click Action.
The Create/Edit Actions menu appears.
2. From the Create/Edit Actions menu, click a
button to determine your next step. If
actions and applications already exist, you
can edit or delete them as desired. Further,
the Test Play button permits you to test an
application before you assign it to a call
event.
3. Begin the process of creating a new action
by clicking the New button. Complete the
task by entering the requested information
to create the macro that you want (see the paragraph below titled, Building The Macros).
edit.cdr
Building The Macros
Impact Group uses keyboard macros to activate call event actions. A macro is a list of instructions that execute
certain functions when the assigned call event occurs. Impact Group includes macros that it follows when
executing standard client applications; however, you must build the macro for any custom action that you wish to
take place. Do this by recording the keystrokes that it takes to perform the action. This means that you must be
familiar with applications you are using so you know what keystrokes create the macros.
To record keystrokes for a macro, you must know how to use the keyboard to perform the desired functions
within the application. Keystroke actions could include first starting a special application, then locating a
particular database and finally searching within that database for specific information.
Using Impact Group 2 – 13
GCA70–358 Impact Group User's Guide
Build a macro by taking the following action:
1.
From the Task menu, click Action.
The Create/Edit Action menu appears.
2.
Click the New button to open the
Macro Definitions menu.
3. In the Macro Definitions menu,
(a) enter the name for the new macro,
(b) specify if you do not want your new
application to run when you are already
on a call,
(c) browse for an existing application,
and click on it then add any needed
program arguments,
macro.cdr
(d) finish step (c) or skip it as unneeded, and click OK to open the Get Which Window menu.
4. In the Get Which Window menu, select the window that you wish to be in when you start recording the
macro keystrokes. (For example, if your macro involves opening a database program when a certain call
event occurs, you need to specify that window here.)
If the call event for which you are composing a
macro involves dialing an outbound call, click
the Dial using current window selection.
If the window that you need is not listed,
(a) start the application,
(b) minimize its window,
(c) click the Refresh button to update the list
of available windows,
(d) click on the desired window.
get_win
2 – 14 Using Impact Group
Impact Group User's Guide GCA70–358
Recording The Keystrokes
5.
Click OK to create the macro for this action.
NOTE: Before you start, review the keystrokes in your mind or write them in a list that you can use as
reference while you record.
6. From the menu titled Start Recording or Select Existing Macro, you have several choices:
Press Cancel and quit defining the macro.
•
Select a predefined macro from the displayed
•
list and click OK. (Impact Group has
keystrokes already stored for several common
client applications and you need do nothing
more than select the application to complete
the recording process.)
Click the Record a new macro selection, and
•
press OK to turn on the keystroke recorder so
you can start recording keystrokes for the
start.cdr
macro. Once you have recorded your
keystrokes, press OK to store them.
keystrok.cdr
Using Impact Group 2 – 15
GCA70–358 Impact Group User's Guide
Assigning Actions
After creating new actions and building their accompanying macros, assign these applications or actions to the
call events in the following manner:
1.
From the task menu list, click Action.
The Action Assignment screen appears.
2. Click the down arrow next to a call event that you want to match with an accompanying action.
A list of actions appears.
3. Click on the action you want to assign.
4. Click the box next to the caller ID statement to check or uncheck its control (the statement only affects
outside calling—if checked, Call from Outside and Answer from Outside will be triggered only if Caller
ID is active).
5. Assign an action as an outgoing macro if wish, and specify a key you can type to activate the action. You
may find this feature useful for automatically dialing a number at any time regardless of what application
might be active on the computer's desktop at that time.
6.
Click OK to accept the action assignments.
2 – 16 Using Impact Group
Index GCA70–358
Index
A
Actions, Assigning to Call Events, 2–15
Active Call Window, 1–7
Answering Calls, 2–1
Audit Log, 1–8
Auto Hold, 1–8
B
Beep When Popping Up, 1–8
Both Feature, 2–4
Building Macros, 2–12
C
Call History, 1–6
Call Windows, Describing, 1–6
Conferencing Calls, 2–4
H
Hanging Up, 2–5
Headset Operation, 2–8
Hide When Done With Call, 1–8
Holding Calls, 2–2
I
Impact Group Window, 1–4
K
Keyboard Use, 1–9
M
Messages, 2–10
Mouse Use, 1–10
Configuring Action Events, 2–12
Current Calls Window, 1–6
D
Debug Mode, 1–8
Dialing, 2–5
Drop-Down Menus, 1–4
F
Forwarding Calls, 2–6
P
Paging, 2–4
Parking Calls, 2–3
Personal Directory, 2–9
Personal Groups, 2–8
Pop Group For Answered Call, 1–9
Pop To Top On Incoming Call, 1–9
R
Retrieving Held Calls, 2–2
Retrieving Parked Calls, 2–3
Index – 1
GCA70–358 Index
S
Selection Tabs, 1–5
Sending Messages, 2–10
Special-Purpose Features, 2–7
Split Feature, 2–2
Starting the Program, 1–2
Station Operating Conditions, 2–7
Do Not Disturb, 2–7
Mute, 2–7
Silent, 2–7
Station Status Icons, 1–5
Stations Window, 1–7
System Configurations, 1–8
T
Tabs, 1–5
Telephone Number, 1–9
Terms, 1–3
Tool Bar, 1–4
Tracker Pager, 2–11
Transferring Calls, 2–3
V
Volume Control, 2–8
2 – Index
This manual has been developed by Comdial Corporation (the “Company”) and is intended
for the use of its customers and service personnel. The information in this manual is subject
to change without notice. While every effort has been made to eliminate errors, the
Company disclaims liability for any difficulties arising from the interpretation of the
information contained herein.
The information contained herein does not purport to cover all details or variations in
equipment or to provide for every possible contingency to be met in connection with
installation, operation, or maintenance. Should further information be desired, or should
particular problems arise which are not covered sufficiently for the purchaser’s purposes
contact, Comdial, Inside Sales Department, P.O. Box 7266, Charlottesville, Virginia 22906.
R
Charlottesville, Virginia 22901-2829
World Wide Web: http://www.comdial.com/
Printed in U.S.A. GCA70–358.02
7/99
Loading...