Nortel Networks P0908542 Issue 01 manual Accessing the Notes tab

Page 36

36Accessing the Notes tab

Accessing the Notes tab

After you have answered the call, you can display the Notes tab of the Address Properties dialog box. Use the Notes tab to record information about the contact, such as recent orders, meeting locations, etc. For instructions about adding information to the Notes tab, refer to Note on page 62.

To display the Notes tab:

1.Click the icon of the caller.

2.Click .

Enterprise Edge Personal Call Manager User Guide

P0908542 Issue 01

Image 36

Contents Enterprise Edge Personal Call Manager User Guide Page Contents Making a call Answering a callPutting a call on hold Multiple callsCalling features Conferencing a callEnding a call Calls Log WindowAddress Book Importing Contacts Exporting the Contacts Quick DialsEnterprise Edge Personal Call Manager Preferences Enterprise Edge Personal Call Manager User Guide Enterprise Edge Personal Call Manager About this guideInstalling Enterprise Edge Personal Call Manager Starting Enterprise Edge Personal Call ManagerEnterprise Edge Personal Call Manager icons Enterprise Edge Personal Call Manager task tray iconEnterprise Edge Personal Call Manager task tray menu Enterprise Edge Personal Call Manager main window Opening the main windowComponents of the main window Menu bar ToolbarToolbar buttons provide access to commonly used features Address Book Current CallsComponents of the main window Current Calls icons Closing the main window Status barSetting up Enterprise Edge Personal Call Manager Defining the line usedChanging the dialing properties Am dialing from Am in this country Click the I am in this country list boxArea Code Click the prefix you want to delete Click the Remove button Use a calling card for long distance Select the Use calling card for long distance check boxClear the Use calling card for long distance check box Adding a custom calling card Click the Long Distance Usage button Click the International Usage buttonDisable call waiting by dialing Select the Disable call waiting by dialing check boxTo access outside lines Dial usingDefining long distance numbers in your area code Making a call using the Address Book Making a callMaking a call using the task tray or Calls menu Making a call using the toolbar Redialing a number Returning a callCalling from the Quick Dial list Click the icon of the person you want to callKnowing when someone is calling Answering a callKnowing who is calling Displaying who is calling from the task trayAnswering a call using the You Have a New Call dialog box Answering a call from the main windowAnswering a call from the task tray or Calls menu Accessing the Notes tab Putting a call on hold using the main window Putting a call on hold using the task tray or Calls menuAnswering a held call using the main window Answering a held call using the task tray or Calls menuSwitching between calls using the main window Switching between calls using the task tray and Call menusMultiple calls Transferring a callTransferring a call using the main window Transferring a call using the right mouse buttonTransferring a call without an announcement Transferring a call without an announcement Transferring a call using the task tray or Calls menu Transferring a call using the keyboard Transferring a call with an announcement Creating a conference using the Conference box Creating a conference using the Calls boxCreating a conference using the task tray or Calls menu Conferencing a callPutting the conference calls on hold using the main window Restoring a held conference using the main windowPutting conferences call on hold Taking a conference off holdSplitting a conference using the main window Splitting a conference using the task tray or Calls menuEnding a conference using the release button Ending a conference using the main windowEnding a conference using the keyboard Ending a conference using the task tray or Calls menuCalling features Ending a callDo Not Disturb DND Turning DND on or offCall Forward Calls Log Window Viewing the Calls LogViewing the Incoming Calls Viewing the Outgoing CallsUpdating the Calls Log Sorting the Calls LogMaking a call from the Calls Log Printing call information from the Calls LogDeleting calls from the Calls Log Closing the Calls Log WindowAddress Book Tree View of the Address BookList View portion of the Address Book Contacts Adding a new contact to the Address BookAddress Properties dialog box Contacts Business Contacts Mail Address Click beside the Voice Announce File Path field Contacts Adding a caller to the Address Book Finding a contact in the Address Book Contacts Quick Search Contacts Entering names or numbers Editing the properties of a contact Organizing the Address book Copying a contact Copying a contact using the linked copy method Copying a contact using the template copy method Click Paste SpecialMoving a contact Deleting a contact Printing Contacts Folders Creating a new folder in the Address BookCopying a folder Moving a folder Renaming a folder Deleting a folderImporting Contacts Exporting the Contacts Folders Quick Dials Synchronization with the telephoneAdding Quick Dials Accessing Help Accessing context-sensitive HelpOpening the Help contents screen Accessing the Tip of the DayTurning the Tip of the Day on Enterprise Edge Personal Call Manager Preferences Changing the Search preferencesChanging the Dialing Rule Setting Changing the Startup OptionChanging the Caller’s Record Display Setting Changing the Caller’s Record Display Setting Quitting Enterprise Edge Personal Call Manager Removing Enterprise Edge Personal Call ManagerClick Enterprise Edge Personal Call Manager Glossary Menu bar shows the menus available from the main window Index P0908542 Issue Who is calling 34 Task tray menu Enterprise Edge Personal Call Manager User Guide