NEC NDA-30103-004 manual Working With the Directory

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Chapter 5 - Working With the Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

OpenWorX Business Attendant System User Guide

CONTENTS

 

 

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To Add or Modify a Speed Dial from the Speed Dials Window. . . . . . . . . . . . . . . . . . . . . . . . 55 Deleting a Speed Dial Button. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 To Delete a Speed Dial from the Line Status Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 To Delete a Speed Dial from the Speed Dials Window. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Configuring the Window Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Setting the Window Display Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Setting the Health Check Server Interval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Configuring Incoming Call Notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Selecting the Displayed Command Buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Displaying the Call Source/Destination Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Configuring the Fields Displayed in the Directory Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Changing Passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Saving the Screen Layout. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Chapter 5 - Working With the Directory. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

About the Directory Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Displaying the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Sorting the Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

Changing the Default Sort Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Adding a Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Adding an Internal Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Adding an External Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Modifying a Directory Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Modifying an Internal Directory Entry. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Modifying an External Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Deleting a Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Deleting an Internal Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Deleting an External Directory Entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Chapter 6 - Using the Wave File Recording Features . . . . . . . . . . . . . . . . . . . . . . . . . 77

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 About Wave File Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Wave File Naming Conventions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Configuring Wave Files Settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Configuring Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79 Setting Up Greeting Recording Wave File Input/Output Devices . . . . . . . . . . . . . . . . . . . . . . 79 Configuring Automatic Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Configuring Time-Dependent Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Configuring Group Greetings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Configuring Automatic Call Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Enabling Call Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Setting Up Call Recording Wave File Input/Output Devices . . . . . . . . . . . . . . . . . . . . . . . . . . 83 Configuring the Number of Calls Recorded . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Configuring the Notification Warning. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Setting the Wave File Path . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Working with Greetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Recording a Greeting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Working with Recorded Calls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Recording a Call . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

NDA-30103 Revision 4

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Contents NEC America, Inc USER GUIDEOpenWorX BUSINESS ATTENDANT SYSTEM NDA-30103-004 Revision November, Stock #LIABILITY DISCLAIMER Page TABLE OF CONTENTSPage Chapter 5 - Working With the Directory Page Page LIST OF FIGURESTitle Greeting group box LIST OF TABLES TABLES This Page Left BlankChapter What is the Business Attendant System?What is the Business Attendant System? How This Guide is Organized Using This GuideChapter 4 - Configuring the User Options How This Guide is OrganizedAppendix A - Error Messages Chapter 1 - IntroductionDocument Conventions Using This GuideKeyboard Conventions ProceduresSummary of Shortcut and Function Keys Business Attendant System Terminology Hold Time Server Port Screened TransferSource Transfer to Voice MailOverview Chapter 2 Getting StartedAbout the Business Attendant Client Windows About the Business Attendant Client WindowsLine Menu Line Status WindowMenus Answer Call MenuDial HoldCancel Window Menu Options MenuHelp Menu Change PasswordLoops Command ButtonsFigure 2-2Command Buttons Figure 2-3Loop ButtonsLoop more information Queues TabQueues vacant level Source and Destination AreasStatus Line Number Entered FieldFigure 2-6Number Entered Field Figure 2-7Status LineInternal/External Tabs Directory WindowMenus Call Forward Indicator Line Status IndicatorSearch Fields Line Status Group BoxAbout Monitoring Speed Dials Speed Dials WindowOptions Menu Speed Dial ButtonsApplication Running the Business Attendant Client ApplicationExiting the If the Server Goes Down While You Are Logging In Connecting to the Business Attendant ServerIf the Server Goes Down While You Are Working Canceling Transactions Releasing Calls Chapter 3 Processing CallsSwitching Between Source and Destination Callers Setting Do-not-disturbAbout Call Processing Processing Calls Using the DirectoryProcessing Calls Using the Speed Dials To Make a Call Using the Speed DialsMaking Calls To Make a Call from the Line Status WindowTo Make a Call Using the Directory Answering Calls Holding Calls Canceling TransactionsPlacing a Call On HoldMaking a Blind Transferring CallsTransfer a blind transferTo Make a Blind Transfer Using the Directory To Make a Blind Transfer Using the Speed Dialsa screened transfer Making a ScreenedTo Transfer a Call to Voice Mail Making Conference CallsTo Place a Conference Call Camping On To a Busy Line Releasing CallsTo Camp On a Busy LineOverriding Calls Switching Between Source and Destination CallersTo Switch Between Source and Destination Callers Parking a Call Parking CallsAbout Orbit Numbers Parked Call” on page 40 for more informationTo Park a Call with a Parked Call Joining a CallerTo Join a Parked Call paged partyTo Retrieve a Parked Call Retrieving aParked Call Forwarding Calls TimeoutForwarding To Cancel CallTo Set Do-not-disturb Setting Do-not-disturb4.Select Allow incoming calls Canceling Do-not-disturb4.Select Don’t allow incoming calls Creating a Message Working With MessagesFigure 3-10New Message dialog box Press CTRL+R The Directory window displays 5.Do one of the following Processing Calls Configuring the Speed Dial Keys Chapter 4 Configuring the User OptionsConfiguring the Window Display Options Setting the Health Check Server IntervalLine Window GeneralEmployee DB External Number DBAdding or Modifying a Speed Dial Number Configuring the Speed Dial KeysTo Add or Modify a Speed Dial Using the Directory Press CTRL+P Deleting a Speed Dial Button Setting the Window Display Options Configuring the Window Display OptionsSetting the Health Check Server Interval Configuring Incoming Call Notification Figure 4-7Command Buttons group box Selecting the Displayed Command ButtonsFigure 4-8Employee DB tab Figure 4-10DID DB tab Figure 4-9External Number DB tab6. Click OK to save your changes 2.Do one of the following Saving the Screen Layout Changing PasswordsThis Page Left Blank About the Directory Window Chapter 5 Working With the DirectoryAbout the Directory Window Displaying the Directory Sorting the DirectorySorting the Directory Displaying the DirectoryFigure 5-2Default Sort field Changing the Default Sort OrderAdding an Internal Directory Entry Adding a Directory EntryAdding an External Directory Entry Name Account Department Company Address Modifying an Internal Directory Entry Modifying a Directory EntryModifying an External Directory Entry Deleting an Internal Directory Entry Deleting a Directory EntryDeleting an External Directory Entry About Wave File Recording Chapter 6 Using the Wave File Recording FeaturesWave File Naming ConventionsConfiguring Wave Files Settings greetings ConfiguringGreetings Stereo Mic/Speakers Phone Voice Channel Configuring Group Greetings Configuring Automatic GreetingsConfiguring Time-DependentGreetings 2.Select the Record phone conversation check box Configuring Automatic Call RecordingEnabling Call Recording Stereo Mic/Speakers Phone Voice Channel Configuring the Notification Warning Configuring the Number of Calls Recorded2.Do one of the following Recording a Greeting Working with GreetingsClick the Play button to play the wave file All day Morning Afternoon CTRL+F9 Working with Recorded Calls26. The Play Back dialog box displays Figure Playing aRecorded Call Deleting Wave Files Troubleshooting Wave Files BASQueueDB.mdb file Appendix A Error MessagesBASQueueDB.mdb file, and Operation failed, Line is busy The local workstation is not a valid A Client was logged in when OpenWorX Business Attendant System User Guide Error MessagesPage NDA-30103Revision