NEC NDA-30103-004 How This Guide is Organized, Introduction, Getting Started, Processing Calls

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Introduction	OpenWorX Business Attendant System User Guide

How This Guide is Organized

Chapter 1 - Introduction

This chapter outlines how to use the manual, including the actual manual organization, chapter layout, keyboard conventions, function keys, and basic terminology for the Business Attendant System.

Chapter 2 - Getting Started

This chapter gives a detailed overview of the Business Attendant System and its functions and features, including the hardware and software requirements, screen format, and menu descriptions.

Chapter 3 - Processing Calls

This chapter describes how to perform call processing procedures in the Business

Attendant Client application.

Chapter 4 - Configuring the User Options

This chapter shows you how to customize the Business Attendant Client to meet your preferences and change your password.

Chapter 5 - Working With the Directory

This chapter describes how to use the Business Attendant Client directories, including how to add, modify, and delete individual directory entries.

Chapter 6 - Using the Wave File Recording Features

This chapter shows you how to work with recorded greetings and recorded calls in the Business Attendant Client.

Appendix A - Error Messages

This appendix describes the error messages that can be encountered when using the Business Attendant System Client application, including the potential causes of the error, and suggested solutions to resolve the error.

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NDA-30103 Revision 4

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Contents USER GUIDE NEC America, IncOpenWorX BUSINESS ATTENDANT SYSTEM NDA-30103-004 Revision November, Stock #LIABILITY DISCLAIMER TABLE OF CONTENTS PagePage Chapter 5 - Working With the Directory Page LIST OF FIGURES TitlePage Greeting group box LIST OF TABLES This Page Left Blank TABLESWhat is the Business Attendant System? ChapterWhat is the Business Attendant System? How This Guide is Organized Using This GuideHow This Guide is Organized Chapter 4 - Configuring the User OptionsAppendix A - Error Messages Chapter 1 - IntroductionUsing This Guide Document ConventionsProcedures Keyboard ConventionsSummary of Shortcut and Function Keys Business Attendant System Terminology Hold Time Screened Transfer Server PortSource Transfer to Voice MailChapter 2 Getting Started OverviewAbout the Business Attendant Client Windows About the Business Attendant Client WindowsLine Status Window MenusLine Menu Call Menu AnswerDial HoldCancel Options Menu Window MenuHelp Menu Change PasswordCommand Buttons LoopsFigure 2-2Command Buttons Figure 2-3Loop ButtonsLoop Queues Tab Queuesmore information Source and Destination Areas vacant levelNumber Entered Field Status LineFigure 2-6Number Entered Field Figure 2-7Status LineDirectory Window MenusInternal/External Tabs Line Status Indicator Call Forward IndicatorSearch Fields Line Status Group BoxSpeed Dials Window About Monitoring Speed DialsOptions Menu Speed Dial ButtonsRunning the Business Attendant Client Application Exiting theApplication Connecting to the Business Attendant Server If the Server Goes Down While You Are Logging InIf the Server Goes Down While You Are Working Chapter 3 Processing Calls Canceling Transactions Releasing CallsSwitching Between Source and Destination Callers Setting Do-not-disturbProcessing Calls Using the Directory About Call ProcessingTo Make a Call Using the Speed Dials Processing Calls Using the Speed DialsMaking Calls To Make a Call from the Line Status WindowTo Make a Call Using the Directory Answering Calls Canceling Transactions Holding CallsPlacing a Call On HoldTransferring Calls Making a BlindTransfer a blind transferTo Make a Blind Transfer Using the Speed Dials To Make a Blind Transfer Using the DirectoryMaking a Screened a screened transferMaking Conference Calls To Transfer a Call to Voice MailTo Place a Conference Call Releasing Calls Camping On To a Busy LineTo Camp On a Busy LineSwitching Between Source and Destination Callers To Switch Between Source and Destination CallersOverriding Calls Parking Calls Parking a CallAbout Orbit Numbers Parked Call” on page 40 for more informationTo Park a Call Joining a Caller with a Parked CallTo Join a Parked Call paged partyRetrieving a Parked CallTo Retrieve a Parked Call Timeout Forwarding CallsTo Cancel Call ForwardingSetting Do-not-disturb To Set Do-not-disturbCanceling Do-not-disturb 4.Select Don’t allow incoming calls4.Select Allow incoming calls Working With Messages Creating a MessageFigure 3-10New Message dialog box Press CTRL+R The Directory window displays 5.Do one of the following This Page Left Blank Chapter 4 Configuring the User Options Configuring the Speed Dial KeysConfiguring the Window Display Options Setting the Health Check Server IntervalGeneral Line WindowEmployee DB External Number DBConfiguring the Speed Dial Keys Adding or Modifying a Speed Dial NumberTo Add or Modify a Speed Dial Using the Directory Press CTRL+P Deleting a Speed Dial Button Configuring the Window Display Options Setting the Window Display OptionsSetting the Health Check Server Interval Configuring Incoming Call Notification Selecting the Displayed Command Buttons Figure 4-7Command Buttons group boxFigure 4-8Employee DB tab Figure 4-9External Number DB tab Figure 4-10DID DB tab6. Click OK to save your changes 2.Do one of the following Changing Passwords Saving the Screen LayoutConfiguring the User Options Chapter 5 Working With the Directory About the Directory WindowAbout the Directory Window Displaying the Directory Sorting the DirectoryDisplaying the Directory Sorting the DirectoryChanging the Default Sort Order Figure 5-2Default Sort fieldAdding a Directory Entry Adding an Internal Directory EntryAdding an External Directory Entry Name Account Department Company Address Modifying a Directory Entry Modifying an Internal Directory EntryModifying an External Directory Entry Deleting a Directory Entry Deleting an Internal Directory EntryDeleting an External Directory Entry Chapter 6 Using the Wave File Recording Features About Wave File RecordingWave File Naming ConventionsConfiguring Wave Files Settings Configuring Greetingsgreetings Stereo Mic/Speakers Phone Voice Channel Configuring Automatic Greetings Configuring Time-DependentGreetingsConfiguring Group Greetings Configuring Automatic Call Recording Enabling Call Recording2.Select the Record phone conversation check box Stereo Mic/Speakers Phone Voice Channel Configuring the Number of Calls Recorded Configuring the Notification Warning2.Do one of the following Working with Greetings Recording a GreetingClick the Play button to play the wave file All day Morning Afternoon Working with Recorded Calls CTRL+F9Playing a Recorded Call26. The Play Back dialog box displays Figure Deleting Wave Files Troubleshooting Wave Files Appendix A Error Messages BASQueueDB.mdb fileBASQueueDB.mdb file, and Operation failed, Line is busy The local workstation is not a valid A Client was logged in when Error Messages OpenWorX Business Attendant System User GuidePage NDA-30103Revision