TOSHIBA NET PHONE User Guide

Business Communications Solutions
9910 Irvine Center Drive
Irvine, CA 92618
[ m ] 949.333.1000
[ f ] 949.333.1001
TOSHIBA NET PHONE USER GUIDE
THE GRAND TOUR
The Main Screen
Call Window – This window displays that status and
associated information for each active phone call on the phone. Thus you can easily view and manage multiple phone calls. Right click the mouse on any call to view a menu of options for handling the call (like Hold, Transfer to Voice Mail, Hang Up, etc.).
Call Info Indicators – on the right side of the Call
Window is a “Call Info Indicator" that indicates if Extra
call info is attached to a call. A gray notebook icon means no information is attached, a blue notebook icon means standard info is attached, and a red notebook icon indicates priority info. Press the Call Notes icon to view or change Notes information on the call. Notes are retained with the call even when you transfer it to another person. You may use Call Notes to attach a Customer Name, Credit Card
Number, and Zip Code to the call before you answer, saving you from asking the caller for this information.
Programmable Buttons – A number of keys can be
easily configured by the user as "Feature" keys, "Speed Dial" keys, "Call" keys, "User Action" keys, etc. To change one of these keys simply Right-Click the mouse over the key and use the Setup Key window to configure the settings for the key.
ACD Buttons – ACD keys are larger programmable
buttons that would give ACD agents easy login/logout of ACD groups. These keys also display the current ACD agent status.
Record Button: The user can click on this button and
select ‘Start Recording’ to initiate recording of the call. Click on the button again to terminate the recording.
Skins
Skins provide the method for changing the color scheme and button appearance. Skins can affect the following elements of Net Phone:
Screen colors, texture, rounding, and appearance. LCD colors
Calls window size. Programmable Button shapes and colors
Dial Pad button shape and colors Graphic on the main screen
To Change Skin Selection
Right-click your mouse on the logo on the main window.
Select one of the “Skins” from the Phone Colors menu or choose the <Skin Designer> to
create a new design. Note: When you design a new “Skin” and save it as a new file name,
this change will not appear in the Phone Colors menu until the next time you restart Net Phone.
NET PHONE SETTINGS
Docking Tab
The docking tab defines the contents of Net Phone when docked to the top or bottom of the screen. This includes whether docking is enabled or disabled, uses the slim or regular profile and a listing of contents by display priority (space limits what can be displayed).
Enable Screen Docking – When enabled, the Net Phone will automatically ‘dock’ to the
top or bottom of the PC screen when it is moved to the top or bottom.
Docking Settings
Docked Profile – Once screen-docked the Net Phone will take on either a Slim or a Regular
profile selected here.
Enable ReDock on Startup – Place a check in the box to cause Net Phone to startup in the
same position and condition as when it was last shut down.
Used Elements – The displays, buttons, etc. to be used in each profile are configured by
moving available elements to the “Used Elements” list. Whenever the Net Phone is screen docked, it will place the elements from the “Used Elements” list on its screen starting from
the top of the list, using as many elements as possible until it runs out of space on the right side of the PC screen. Some types of elements can only be used once (like an “LCD”) whereas other elements (like “Programmable Keys”) can be used numerous times.
Available Elements – The “Available Elements” list shows the types of elements that are
available for use in this profile. Note: Once you’ve changed the screen-docking settings, the new settings will not be used until the Net Phone is ‘undocked’ (if it’s already
screen-docked) and then re-docked.
User Programmable Keys
The Net Phone has many different User Programmable keys on the main screen, on the Side Window, or on the Extra Button windows. These keys and can be easily configured by the user as "Feature" keys, "Speed Dial" keys, "User Action" keys, “DSS” keys, “Web Access” keys, “Run another Application” keys, or “ACD” keys, etc. This provides the user with one-touch access to features, applications, files, phone numbers, employees, and more. To change any of these keys simply right-click the mouse over the key and select from the menu one of the following options:
To Initialize Key
This resets the key to a blank default state. This makes it much easier to use the drag and drop techniques for setting up keys.
To Swap Keys
To swap the configuration of two programmable keys you can simply drag & drop one to the other. To do this, hold the Ctrl key down while using the left mouse button to drag a key to another location. Or select Swap Keys and then drag &drop key to new location. Keys will swap within the same window and between the Side window and the Main Screen. Keys on the Main Screen or the Side window will not swap with keys on the Extra Buttons windows or vice versa.
To Copy This Key
To Copy the configuration of one programmable key to another hold the keyboard Ctrl and Shift keys down while using the left mouse button to drag the key to be copied to its target. Or select Copy This Key and then drag & drop to new location. Keys will copy within the same window and between the Side window and the Main Screen. Keys on the Main Screen or the Side window will not copy to keys on the Extra Buttons windows or vice versa.
To Change Key
This opens the Setup Key configuration settings shown below. Several items in the upper portion of this window define the appearance and label of the button. Selecting an Action from the pull down listing will present additional parameters needed to define the choice.
Details for each Action follow this procedure. Note: Some users may not have permission to change buttons and keys.
Sample – Displays the appearance of the following selections. Key Label – Type a label for the key. Back Color – Choose the color of the key. Text Color – Choose the text color to use for the key label. Default Colors – Pressing this button will reset the colors of the key and text to the
default for the skin used.
Action – Choose an action to be performed. This selection will open additional
settings corresponding to that action. See the settings below for the different possible actions.
Feature Code Keys
Provides one-button access to a
Feature Code on the PBX. You can
include additional digits when
appropriate. The PBX used will
determine access to the Feature
Codes available. For example, to log
into ACD Group x2000, you could set
the Parameter to “326 2000” to
work as a Log In key.
Speed Dial Keys
Creates a speed dial key for one-button dialing. Net Phone automatically inserts the Trunk Access Code when a Dial Plan has been specified, making it unnecessary to enter this code in the speed dial number. Speed Dial numbers can be any number 0~9 and * and # digits. You can include commas to insert a 2-second pause in the dial string, i.e., setting up a key to call V-
mail (x2502) and logon to a mailbox (1000 with password 12345) then enter “2502, *1000,12345”. For Outside lines, input “9” then “1 + Area Code” & Phone #.
You can also include an "X" character in a phone number string to have the dialing stop at that point and queue up the rest of the number in the dial buffer. The user can listen to the call and click the Dial button to dial the rest of the digits at the appropriate time. Examples include: (1) dialing a person who has an extension number (i.e. "4969040 x1008"), (2) dialing a pager and you want to display a number on the LCD of the pager (i.e. "5551234x4969040#"), or (3) dialing a long distance access code (i.e. "8884083279 x17135551234"). Note: You can use more than one "X" in the phone number and it will wait after each "X" (i.e. "4969040 x8 x*1009,1234").
User Defined Action Keys
Customized features can be placed on keys by using User Defined Actions. Actions that have been defined will be available in the pull down list. To create a new action, go to the User Defined Actions section to create the action before defining the key. If the programmable key in on the Main Screen or the Right side window, an Edit button appears that is a short cut to the User-Defined Actions.
ACD Keys (Main Screen only)
These ACD Keys Actions are only available on the wide keys on the Main Screen (Net Phone
must be set to use “ACD Key View” in Preferences). Depending on the configuration of your
call center, these keys can be used to: (1) Login or Logout of ACD groups (via Agent ID and phone Extension) and/or (2) to Show/Set your Agent status. Other ACD functions may be
available in the User-Defined Actions depending upon the PBX used with Net Phone. Note: The color of ACD Keys cannot be changed as the colors are determined by the ACD State for the key.
DSS Extension Keys
Direct Station Selection provides one-button dialing to a specific station. DSS Keys also provide a visual status indicator of the station: Ringing, Busy, Idle, or Do-Not-Disturb. An easy method for creating DSS keys is to open the Directory and drag and drop names in the Directory onto keys. You can then change the colors and edit the name for easy identification.
Web Keys
Web keys allow you to program an Internet (or intranet) URL into the key. Press the key to open the default web browser to the specified web page.
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