Toshiba STRATA CS Communication Server Release 6, STRATA CS Quick Reference Manual

STRATA
CS Quick Reference Guide
Communication Server Release 6
© Copyright 2004 Toshiba America Information Systems, Inc. Digital Solutions Division
All rights reserved. No part of this manual, covered by the cop yrights hereon, may be reproduced in any form or by any means—graphic, electronic, or mechanical, including recording, taping, photocopying, or information retrieval systems— without expres s wri tten permission of the publis he r of this material.
Strata is a registered trademark of Toshiba Corporation. Trademarks, registered trademarks, and service marks are the property of their
respective ow ners.
Publication Information
Toshiba America Information Systems, Inc., Digital Solutions Division, reserves the right, without prior notice, to revise this information publicati on for any reason, including, but not l imit ed to, utilization of new adv ances in the state of technical arts or to simply change the desig n of this d oc ume n t.
Further, Toshiba America Information Systems, Inc., Digital Solutions Division, also reserves the right, withou t prior notice, to make such changes in equipm e nt design or components as engineering or manufacturing methods may warrant.
SCS-QR-SYSR6-VA
Version A, April 2004
Contents
Quick Reference................................................ 2
Welcome to Strata CS........................................ 3
Access Strata CS................................................ 3
Setup for New Users.......................................... 4
Placing Calls...................................................... 5
Answering Calls................................................. 6
Transferring Calls .............................................. 7
Call Handling.....................................................8
Voice Messages......................................... .........9
Greetings..........................................................10
Personal Status..................................................11
Forwarding Calls .............................................12
Contacts........................................................... 13
Caller Recognition........................................... 14
Routing Lists....................................................15
Call Rules......................................................... 16
Handsfree and Voice-first Answering.............. 17
Intercom and Paging........................................ 18
Call Center Agents...........................................19
Remote Use of Strata CS.................................20
ViewPoint Folders ...........................................21
NOTES ............................................................ 22
Strata CS Quick Reference Guide 04/04 1
Quick Reference
Use this page as a quick reference for the information you use most often.
My Extension My Password My Direct Dial
Number ViewPoint Web
Access URL
Special Access Codes
Access
Code
Access
Code
Strata CS Feature Default
Access dial-by-name dire ctor y Log into account from internal dial tone Log into account from auto attendant Company Operator Extension Emergency
Dialing Service Default
Dial an outside line


2 Strata CS Quick Reference Guide 04/04
Welcome to Strata CS
Your office phone is part of the award-winning Strata CS phone system. This booklet provides an introduction to Strata CS and a quick reference that will help you use the phone system and take advantage of its many time-saving features.
Related Documents/Media
The following companion documentation is available:
Strata CS Client User Guide
Strata CS Qui ck Re ference Card
Strata CS Digital Telephone User Guide
Strata CS-UIP 300 IP Telephone Administrator Guide
Strata CS-UIP 300 IP Telephone User Guide
Strata CS-UIP 300 IP Telephone Quick Reference Guide
Strata CS Analog Telephone User Guide
Strata CS Library CD-ROM
Online Help. In any dialog box in the Client, click Help or press
) for an explanation of that dialog box. You can also access
Help using the Help menu.
Access Strata CS
You can access Strata CS in the following ways:
Phone. T o use mo st of Strata CS’ s features, the phone is all you
need. Verbal menus guide you through handling calls and customizing your account.
Strata CS ViewPoint application. V iewPoint enables you to use
the full power of the Strata C S sy stem. If you have View Point installed, you can run it by choosing Start > Progr ams > T oshiba > Strata CS > Strata CS ViewPoint.
Strata CS ViewPoint Web Access. You can access a version of
ViewPoint using a Web browser. Ask your Strata CS system administrator for the ViewPoint Web address, if it has been installed.
Strata CS Quick Reference Guide 04/04 3
Setup for New Users
If you ar e a new user, you should perform the following tasks in your account prior to us ing Strata CS:
Record a Voice Title
A voice title is a brief recording of just your name that Strata CS plays to callers under various circumstances (such as when they look you up in the dial-by-name directory).
1. Pick up the phone and press
2. Follow the prompts to log in, and then press your name.
3. Press
immediately after saying your name to end recording.
.
 to record
Record a Voice Mail Greeting
A voice-mail greeting is the message that callers hear when they reach your voice mail. Your account comes with a prerecorded greeting, but it is best to record one in your own voice.
1. Pick up the phone and press
2. Follow the prompts to log in, and then press greeting.
3. Press
to end recording.
.
 to record the
Change Your Password
Your Strata CS System Administrator gave you your initial password. You should enter a new password that will be more secure.
1. Pick up the phone and press
2. Follow the prompts to log in, and then press your password.
You should choose a secure password. A secure password has at least five digits and contains neither your extension number nor repeating digit s (111), nor s equent ial di gits (123). Your system ma y enforce some of these guidelines as requirements.
4 Strata CS Quick Reference Guide 04/04
.
 to change
Placing Calls
Strata CS enables you to place calls either manually using the phone or visually using the Client.
Using the Phone
³ To call another extension pick up the handset and dial the
extension.
³ T o call an external number dial an access code (usually ) and
the number. Your Strata CS system administrator can tell you the access codes to dial for various types of external calls.
³ To call direct to voice mail, dial the extension followed by
(May not be enabled for your syst em.)
³
To call while on another call
1. Press )ODVK. Your caller is put on hold.
2. Dial the number.
3. To switch between calls, press
)ODVK.
Using ViewPoint
³ To call another extension
1. Choose File > New > Call.
2. In the Place Call To dialog box, click Extensions and then click the extension you want to call.
3. Cli ck OK.
³
To call an external number
1. Choose File > New > Call.
2. From the Call Using drop-down list, select the access code and dialing service to use.
.
3. In Name/Number, enter the number to dial. Then click OK to place the call.
Quick Ways to Place Calls with ViewPoint
You can also use the Dial field on the toolbar to place a call. Type an extension or phone number and press the name of a user or contact or drag-and-drop text into it.
You can also right-click an extension or contact in the Phonebook pane of the Call Monitor folder and ch oos e
.
&DOO
Strata CS Quick Reference Guide 04/04 5
Enter. You can also type
6SHHG'LDO or 3ODFH
Answering Calls
Strata CS enables you to screen your calls before answering them, either verbally over the phone using call announcing or visually in ViewPoint.
Using the Phone
³ To answer your phone pick up the handset.
³
To answer another ringing phone
1. Pick up your handset.
2. Press extension that you want to answer before pressing
 . If more than one phone is ringing, enter the
.
Call From Prompt
If you hear “Call from <name>” when you answer the phone, you have call announcing turned on. After the announcement, you can do the following:
1. Press
2. Press sends them to your next routing list action; pressing them to the final action.)
3. Press as it is being left. (To pick up, press
. Accept the call. or hang up. Send the call to voice mail. (Hanging up
sends
. Send the call to voice mail and monitor the message
)ODVK 
Turning Off Call From Prompt
1. In ViewPoint, choose Tools > Options.
2. Click the Phone > Call Announcing tab.
3. Uncheck Internal, External, and External Direct. Click OK.
When you answer the phone now, you will be connected immediately with the caller.
Using ViewPoint
1. Pick up t he handset.
2. Select the row of an incoming call in the Call Monitor and choose Actions > Take Call. If you are already on a call, that call is put on hold.
6 Strata CS Quick Reference Guide 04/04
Transferring Calls
A blind transfer transfers the call without your announcing it first. The recipient answers the phone and speaks to the caller directly.
A supervised transfer puts the caller on hold and lets you speak to the recipient first. If the recipient agrees to take the call, you can transfer it. Otherwise, the call stays with you.
Using the Phone
³ To perform a blind transfer
1. Press )ODVK .
2. Enter the extension or external number (incl. access code).
3. Hang up to complete the transfer.
³
To perform a supervised transfer
1. Press )ODVK .
2. Enter the extension. You are conn ected to the recipient, and the caller is put on hold.
3. To complete the transfer, hang up ...or To cancel the transfer, press
with the caller. If you have turned on direct transfer, use just
)ODVK.
)ODVK . You are reconnected
Using ViewPoint
³ To perform a transfer
1. In the Call Monitor view, click the call that you want to transfer.
2. Choose Actions > Transfer .
3. Select the recipient (if it is an extension or contact) or enter the phone number.
4. To perform a blind transfer, click Blind > OK ...or To perform a supervised transfer, click Supervised > OK.
5. To complete the transfer, click Complete ...or To cancel the transfer and return to the caller, click Cancel.
Drag-and-drop Transfers
With the Phone pane turned on in the Call Monitor view (View >Phonebook Pane), you can blind-transfer a call by dragging it from the Call Monitor to the extension. supervised transfer. voice mail.
SHIFT-drag to open the Transfer To di alog box.
ALT-drag to transfer directly to the extension’s
CRTL-drag to do a
Strata CS Quick Reference Guide 04/04 7
Call Handling
See the Strata CS Client User Guide for many more call handling options.
Placing a Call On Hold
Using the Phone
³ To place a call on hold press )ODVK. To return to the caller,
press
³ To place a caller on hold without hearing the telephone
command prompts, press
Using ViewPoint
³ Select the call in the Call Monitor view and click Actions >
Hold.
Creating Conference Call
Using the Phone
)ODVK again.
)ODVK .
1. Place the first call.
2. Press call.
3. Repeat for subsequent calls.
4. When you have placed all calls, press them together.
)ODVK  to put the call on hold and place the second
)ODVK  to conference
Using ViewPoint
1. Place the first call.
2. Click the call in the Call Monitor view and click Actions > Conference.
3. Using the Conference With dialog box, place the second call.
4. When the call is answered, click Complete to add the party to the conference.
5. Repeat to add other parties.
You can also create a conference with drag-and-drop by dragging an extension from the P honeboo k pane to a cal l in the C all Mon itor. The extension is added to the call.
8 Strata CS Quick Reference Guide 04/04
Voice Messages
Managing voice mail is easy using the phone or Client.
Using the Phone
³ To log in dial <extension> <password> . ³ To listen to your new voice messages log in and press . You
can also press
³
To send a voice message
1. Log in and press .
2. Record your message.
to hear your saved messages.
3. When you are done, press
4. Enter one or more extensions to which you want to send the message, followed by
Enter multiple extensions like this: ext1
.
.
ext2 ext3  
Using ViewPoint
In the Vo ice Messages view, double-click the message that you want to hear .
³ To save a message drag the message to the Saved folder or to
another folder of your own creation.
³ T o create a new folder right-click Inbox in the Folder List and
choose New Folder.
³ T o delete a message click the m essage and pr ess Delete. The
message moves to the Deleted folder.
³ To delete the message permanently empty the Deleted fold er
by choosing Tools > Empty Deleted Folder.
³ To view the Folder List choose All Folders in the Navigation
pane.
Strata CS Quick Reference Guide 04/04 9
Greetings
A greeting is the message callers hear when they reach your voice mail. Strata CS lets you record and name mul tiple greetings for different occasions (for example, “Away from my desk,” “Weekend,” “On Vacation”), and easily switch between t hem. The active greeting is the one currently bei ng used.
Using the Phone
³ To log in press <extension><password> . ³ To hear your greeting log in and press . ³ To record a new greeting log in and press .
³
To change the active greeting
1. Log in and press .
2. After a greeting plays, press
3. When you reach the greeting you want to make active, press
.
to advance to the next greeting.
Using ViewPoint
You can use personal statuses as an eas y way to chang e you r active greeting. See next page.
You can also go to the Greetings view. The active greeting is marked by .
³ To hear a greeting double-click the greeting.
³
To record a new greeting
1. Choose File > New > Greeting and pick up your handset.
2. In the Greeting dialog box, click .
3. After the beep, begin speaking.
4. When you are finished, click .
5. Enter a Name and the Contents of the greeting. Click OK.
³
To change the active greeting
1. Click the greeting that you want to make active.
2. Click Actions > Set as Default and Active.
10 Strata CS Quick Reference Guide 04/04
Personal Status
Personal statuses such as Available, In a Meeting, or On Vacation, displays your location and availability to your coworkers. You can see other users’ personal statuses and they can see yours, maki ng it easy to tell at a glance whether someone i s available to take a call.
Personal status also can determine how your incoming calls are handled. You can use personal status as a quick way to send calls directly to voice mail, play a specific voice mail greeting, or forward your calls.
Changing Your Personal Status
Your current pers onal status is always visible on the ViewPoint status bar.
³
To change your personal status
³ In ViewPoint, click and choose another personal
status ...or
Using the phone, log in and press
.
Predefined Statuses
The following statuses are predefined in Strata CS:
Available. Indicates that you are at your desk and ready to
receive calls.
Do Not Disturb. Sends your incoming calls directly to voice
mail without ringing your phone.
In a Meeting / Out of the Office / On Vacation. Same as DND,
and tells people where you are.
Agent Status (for Call C enter Agents only). Indicates whether
they are taking queue calls.
³ To edit a personal status, double-click it in the ViewPoint’s
Personal Statuses view.
Custom Personal Statuses
You can create custom personal statuses, for example, a status called “Working From Home” that forwards calls to your home phone.
³ To create a custom personal status choose File > New >
Personal Status.
Strata CS Quick Reference Guide 04/04 11
Forwarding Calls
Strata CS lets you forward your calls to another extension or to an external phone number so t hat you can receive your calls whether you are down the hall, at home, or on the road.
Using the Phone
³ To log in press <extension> <password> . ³ To forward your calls to another extension log in and press
. Enter the extension.
³ From anot her extensi on log in and press .
³
To forward your calls to an external number
1. Log in and press .
2. Enter the phone number as you would dial it, including the access code (usually
Note From an external phone that supplies Caller ID, you can call
your office, log in, and press
).
.
³ To turn off call forwarding log in and press .
Using ViewPoint
³ To forward your calls to another extension
1. Choose Tools > Call Forwarding. Check Forward Calls.
2. Enter the extension under Name/Extension. Click OK.
³
To forward your calls to an external number
1. Choose Tools > Call Forwarding. Check Forward calls.
2. From the Call Using drop-down list, select the access code to use (usually
3. Click OK.
³
To forward your calls from a remote location
³ Log into ViewPo int using the Rem ote Number o pti on, then
check Forward my calls... at the next dialog box.
³
To turn off call forwarding
1. Choose Tools > Call Forw arding or click on the status bar.
).
2. Uncheck Forward calls.
You can also use personal statuses as an easy way to forward your calls.
12 Strata CS Quick Reference Guide 04/04
Contacts
The Contacts view in ViewPoint functions as an online p hon e b ook in which you can store your telephone contacts. After you enter contacts into Strata CS, you can do the following:
Place a call to a contact with a click of the mouse.
Teach Strata CS to recognize contacts when they call. Their
names appear in the Call Monitor view when your phone rings so that you can see who is calling. You can also play custom greetings for individual contacts or route their calls differently than other calls, using call rules.
Entering Contact
1. In ViewPoint, click File > New > Contact.
2. In the Contact dialog box, enter the contact’s information (click Help for assistance) and click OK.
Contact Voice Titles
A contact can have a voice title, which is a short recording you make of the contact’s name. If you use call announcing, Strata CS announces calls from a contact by saying “Call from <voice title>.”
Placing Call to a Contact
Using ViewPoint
1. Type a portion of the contact’s name in the toolbar Dial field in ViewPoint.
2. Press
Enter to place the call.
Strata CS Quick Reference Guide 04/04 13
Caller Recognition
Strata CS recognizes contacts when they call by their Caller ID numbers (or PIN numbers – see below). Each contact has a list of phone numbers that Strata CS uses to identify that contact.
³ To view the list double-click the contact in the Contacts view
and click the Caller Identification tab.
Adding a Phone Number for Contact Recognition
Use either of the following methods to add a phone number to a contact’s Caller Identification tab:
³ Enter the phone number as one of the contact’s phone
numbers and check “Use phone number as caller identification for this contact.”
...or
1. When the contact calls, associate the Caller ID number of the call with the contact.
2. Select either the active call in the Call Monitor, the record of the call in the Call Log, or the voice message from a Voice Mail folder.
3. Choose Actions > Associate.
4. In the Associate dialog box, select the contact. Select whether to use the Caller ID name or number for contact recognition.
5. Click OK.
Strata CS will then recognize the contact on subsequent calls from that phone number.
Contact PINs
Contact PINs enable Strata CS to recognize contacts when they call from any phone, even a phone withou t Caller ID. A co ntact PIN is a unique number that you give t o the contact to add to your extensi on. For exampl e, if your extension is 115, and you assig n Tom Smith a contact PIN of 77, you would tell T om Smith that your extension is 1157 7. W hen a call arrives for extension 11577, Strata CS knows it is Tom Smith calling for you .
³
To assign a contact PIN to a conta ct
1. Right-click the contact.
2. Select Open.
3. Click the Caller Identification tab and enter the PIN number.
14 Strata CS Quick Reference Guide 04/04
Routing Lists
A routing list tells Strata CS how to route calls to you. All incoming calls are handled by a routing list. By default, you have a routing list that rings one phone—yo ur desk phone, known a s Where I Am—and if there is no answer, sends the call to your voice mail. (When you use call forwarding, the Where I Am phone number changes to the forwarding number, but the routing list remains otherwise the same.)
You can create custom routing lists that ring any number of phones in sequence to find you and that send callers to somewhere other than voice mail if you do not answer. You can create different routing lists for different situations and easily switch between them. The active routing list is the one that is currently used.
An easy way to switch between routing lists is to create custom personal statuses that use the different routing lists, and switch between those.
Example Routing Lists
If you work in your of fice and in the conferen ce room down the
hall, a routing list can ring your office phone first, and then if you do not answer, ring the conference room phone.
When you go on vacation, you might for ward your calls to a co-
worker. You could also switch to a routi ng list that, if your co­worker does not answer , sends calls to his voice mail instead of yours.
With call rules, you can create routing lists for specific callers.
You can have important callers follow a routing list that tries you at your desk and then at your mobile pho ne. See Call Rules on the next page.
Creating Routing List
³ In ViewPoint, click File > New > Routing List. For further
instructions, click Help in the dialog box or see Strata CS Client User Guide.
Changing Active Routing List
1. In ViewP oint, g o to the Routin g Li sts view.
2. Select the routing list that you want to make active and choose Actions > Set as Default and Active. The active routing list is marked by .
Strata CS Quick Reference Guide 04/04 15
Call Rules
Call rules enable you to handle certai n incoming calls differently than others. For example, you can have callers after business hours go directly to voice mail without ringing your phone and hear a voice mail greeting that says you are gone for the day. You can also have calls from your boss (or a group of important callers) use a routing list that tries your desk an d mobile phones.
Creating Call Rule
1. In ViewPoint, choose File > New > Call Rule.
Ways to Distinguish Incoming Calls
You can choose which incoming calls activate a call rule by using any or all of the following as criteria in your call rule:
Identified callers. The rule can be activated for an individual
user, a contact, or a workgroup. If you choose a workgroup, calls from any member o f th e wor kgro up activate th e ru le. Th e rule can also be activated for unidentified callers.
Type of caller. The rule can be activated for internal callers or
external callers.
Date and time of calls. The rule can be activated if the call
occurs on certain dates or during certain times of the day. Uncheck all “caller” options to have a time condition apply to all callers.
Ways to Change How Call Is Handled
You can have a call rule handle a call in any or all of the following ways:
Greeting. You can choose the greeting that plays.
Routing list. You can choose the routing list that the call
follows.
T aking calls. You can specify whether the call rings your phon e
or is sent directly to voice mail.
Personal status. You can select a personal status and have the
call handled as if that personal status were in effect. Note that the call rule’s settings for greeting, routing list, and taking calls override the personal status’ settings.
16 Strata CS Quick Reference Guide 04/04
Handsfree and Voice-first Answering
Hands-free and voice-first answering are s p ecial modes that make answering the phon e easier f or high- volum e or heads et phone us ers.
Using Handsfree answering
Handsfree answering is primarily an aid for headset and speakerphone users. It enables you to answer calls without picking up and holding a receiver.
Turning Handsfree Answering On and Off
1. Choose Tools > Options and click the Phone tab.
2. Check or uncheck Enable handsfree answering. ...or
³ Pick up the telephone and press  to togg le the handsfree
answering feature on and off.
Placing/Answering Calls with Handsfree Answering
Wit h handsfree ans wer ing, th e phone is considered to be of f-h ook , but you do not hear a dial tone.
³ To place a call press )ODVK to get a dial tone. Incoming calls
do not ring your phone, but are signaled by a beep.
You do not need to pick up the hand set to answer an incomin g call. After you hear the beep, you are connected with the caller and can start talking (unless you have announce caller on).
Using Voice-first Answering
Voice-first answering enables you to treat your incoming intern al calls as intercom calls. When an internal call arrives, yo ur phone does not ring. Instead, a beep plays, and a two-way audio connection is established over your speakerphone. You can speak without lifting the receiver. (External calls ring your phone as usual.)
You must have a Toshiba, Cybiolink, or Aastra phone to use voice­first an swering.
Turning Voice-first Answering On and Off
1. Choose Tools > Options.
2. On the General tab, check or uncheck Enable voice-first answering.
Strata CS Quick Reference Guide 04/04 17
Intercom and Paging
Users do not receive an intercom call or page under the following circumstances:
If they are using the phone; for example, if they are in a call.
If they have the Do Not Disturb personal status selected.
If you have permi ssion, yo u can dial an intercom call or page as follows:
Making an Intercom Call
 plus an extension to place
³ Dial
two-way audio connecti on with the u ser’ s speaker phone. You can speak with the user without the user needing to pick up the phone.
 plus a user’s extension. Places an intercom call, a
Paging
³ Dial
way audio connection to all users within the workgroup. When you speak, your voice is heard over the workgroup's speakerphones.
You might experience a delay before the page is connected, depending on the size of the workgroup being paged. When you hear the beep, you may begin speaking.
Note By default, you have 30 seconds after hearing the beep to
 plus a workgroup’s extension. Places a page, a one-
speak, before the page ends automatically. Your system administrator may have changed that time limit.
Who Can Receive Intercom Calls and Pages
In order to receive an intercom call or page, you must have a Cybiolink, Aastra, or Toshiba Strata phone, with that phone type selected in ViewPoint under Tools > Options on the Phone t ab, o r a regular analog phone with hands-free mode enabled.
18 Strata CS Quick Reference Guide 04/04
Call Center Agents
If you are a Call Center Agent, this page provides the commands you need to know.
Working In Call Center Queue
The following functions can be done in either ViewPoint or by telephone.
Start of Workday
Select one of the following personal status commands:
³ Dial
...or
Non-queue calls are sent to voice mail.
 (Available) to receive queue and non-queue calls.
 (Available Queue Only) to receive only queue calls.
Breaks
1. Dial
2. When your break is over, dial
 (On Break).
 or .
End of Workday
³ Dial
 (Available Non-Queue).
Signing In/Out of Queues
³ Using ViewPoint, select Tools > Queue Sign In/Out.
Note When you are signed out of a queue, you do not receive calls
from it.
Working In ACD Workgroup
³ To begin taking ACD Workgroup calls
1. Using ViewPoint, select Tools > Options > Incoming Calls tab.
2. Check “Accept ACD Workgroup calls.”
3. Click O K.
³
To stop taking calls
³ Uncheck “Accept ACD Workgroup calls” field.
Using Call Monitor
³ To monitor and control call center calls visually
³ Use the appropriate tab of V iewPoint’ s Call Monitor. You will
see a separate tab for each queue or ACD Workgroup in which you are an agent.
Strata CS Quick Reference Guide 04/04 19
Remote Use of Strata CS
You can access most Strata CS features from a remote telephone. You can use the telephone commands from your home or cell telephone just as if from your office phone.
Note When using telephone comman ds from a remote pho ne, you
must press
Log In from Remote Telephone
1. Call your office.
instead of )ODVK.

2. At system prompt, press password> manage your greetings, or forward your calls, etc.
. You can now listen to your voice messages,
<your extension><your
Log Out of Remote Access
³ Before hanging up, press . This logs you off the system
and clears your telephone line so that you can immediately make other calls.
Place Calls Through Strata CS
1. Log in.
2. Press access code.
Note gives you an internal Strata CS dial tone, so you can dial
3. Press returns you to the voice mail/account menu.
...or
for a dial tone, and dial the number including the
Strata CS extensions or use the tel ephone commands.
to end the call and remain logged in to Strata CS. This
press
 and hang up to log of f o f the syst em and clear you r
phone.
Using ViewPoint with a Remote Telephone
You can use ViewPoint or ViewPoint Web Acces s to place, answer, and handle calls with your remote cell or home telephone. Note, that when you place a call from ViewPoint, Strata CS calls you, saving you the charge.
1. Click Options > Remote Number.
2. Enter the telephone number of the remote telephone. Click OK.
3. On the next screen, click “Forward my calls to this number.” This gives you V iew Point control on your in coming Strat a CS calls.
20 Strata CS Quick Reference Guide 04/04
ViewPoint Folders
Use the Navigation pane on the left side of the ViewPoint wi ndow to choose folders. Folders appear in the Favorite Folders list when you click the Navigation pane icon shown.
.
Navigation
pane
Folder Description
Call Monitor
Place calls and handle incoming calls (transfer calls, create conference calls, monitor voice mail).
Voice Mail \ Inbox
Hear and manage your voice messages. To call back a message, right-click it and choose Place Call.
Contacts
Manage an online phone book of your telephone contacts.
Call Log
View a record of all your phone calls. To return the call, right-click it and choose Place Call.
Call Monitor \ Extensions
View all TeleVantage extensions, their personal statuses, and who is on the phone now.
Call Monitor \ Queue Monitor
Call Center agents only. View and manage agents, and view real-time queue statistics.
Configuration \ Call Rules
Set up custom call handling for individual callers or for specific dates or times.
Configuration \ Greetings
Record your voice-mail greetings and change the active greeting.
Configuration \ Personal St atuses
Manage personal statuses that communicate your location and availability to your coworkers and control how your incoming calls are handled.
Configuration \ Routing Lists
Set up “follow me” call forwarding (calls ring a series of numbers to find you), and direct calls to workgroups or other extensions.
Configuration \ Workgroups
Define groups of users and contacts. You can then send voice messages to the group, call all group phones, share your ViewPoint folders with the group, and more.
Strata CS Quick Reference Guide 04/04 21
NOTES
Direct transfer is a special mode for users who only ans wer and
transfer calls. In direct transfer mode you can transfer a call simply by pressing the call handling menu are not availab le to you. T o ch ange your transfer mode, talk to your system administrator.
If you frequently work from the same remote telephone, your
system administrator can define t he telephone as an external station. If your remote telephone is an external station, do not forward your calls—they will come to you automatically.
³
To use ViewPoint at your remote telephone
³ Log on using your external Station ID.
³
To change the number that your external station calls (e.g., from home to cell)
³ Click Tools > Options > Phone\Station Features tab.
)ODVK. The other telephone commands on
22 Strata CS Quick Reference Guide 04/04
Toshiba America Information Systems, Inc., Digital Solutions Division
9740 Irvine Blvd., Irvine, CA 92618-1697 (949) 583-3700 www.telecom.toshiba.com
© 2004 Toshiba America Information Systems, Inc. Printed in U.S.A. Digital Solutions Division. Strata is a registered trademark of Toshiba Corporation. Specifications subject to change without notice. Some features require optional hardware to support full capabilities.
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