Nortel Networks P0936571 02 manual Edit Caller Information dialog box

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Caller Information options include:

•Name, Caller Type list boxes (Unclassified, Personal, Employee, Vendor, or Customer), Company and Note boxes

•Contacts boxes that display the three numbers the caller most frequently calls in your company The following buttons appear in the Caller Information options:

opens the Edit Caller Information dialog box. Refer to “Maintaining caller information” on page 59.

places the active call on Hold.

disconnects the active call.

places the active call in park and opens the Page dialog box so that you can page the person whose extension is in the Target list box.

Refer to “Parking calls and paging employees” on page 48.

The Edit Caller Information dialog box

Use the Edit Caller Information dialog box to change or add information about callers.

To access the Edit Caller Information dialog box:

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Contents Business Communications Manager Attendant Console User Guide Copyright 2001 Nortel Networks TrademarksContents Chapter Handling calls Glossary Index Contents P0936571 Preface Indicates command names and options and text thatExample Use the dinfo command Text conventionsEllipsis points BootP Bootstrap ProtocolCarrier sense multiple access/collision detection BothMedia access unit Integrated Services Digital NetworkMedia access control Nonbroadcast multi-accessAcronyms P0936571 Components of the Attendant Console Chapter Introduction to Attendant ConsoleServer component Reports component Attendant Console featuresClient component PC compatibilityGraphical User Interface GUI Advanced software capabilitiesAttendant types Attendant Console’s advanced software capabilitiesMinimizing and maximizing the Attendant Console window Chapter Getting startedStarting the Client component Quitting the Client componentInitializing and configuring the Client component Starting the Client component for the first timeTypes of attendant setups Full-time main attendant setupPart-time main attendant setup Backup attendant setupOverflow attendant setup Assistant attendant setupSetting up other attendant features Call notificationSetting the Attendant Selected option Restoring the Attendant Console windowDisabling Transfer options Components of the Attendant Console window Chapter Using the Attendant Console windowAttendant Console window components are shown in Figure Toolbar Title barMenu bar Loop buttonsFile menu Using the menu barStatus Bar File menu containsEdit menu contains Edit menuView menu View menu containsTools menu contains Tools menuTransfer menu Transfer menu containsCaller menu Caller menu containsHelp menu Target menuAttendant menu Target menu containsShortcut keys defined on the menus Using keyboard shortcutsAccess keys Help menu containsUsing right-click capability Shortcuts initiated by pressing the Alt key and another keyUsing the toolbar Linking and Joining calls onUsing Caller Information options Words and colors on Loop buttonsEdit Caller Information dialog box To the caller’s name Using the call processing area Following buttons are in the call processing areaUsing the Directory options Search and edit functions in the Directory optionsEdit Employee Information dialog box Entered Directory list tab views Directory list employee and extension informationSorting information in the Directory list tabs Other columns in the Directory list areP0936571 Chapter Handling calls Answering calls as an attendantP0936571 Using the Contacts boxes Using the Directory tab views Using the Directory Find boxUsing the Department list box Transferring a callParking, holding and screening calls Parking calls and paging employeesAttendant Console User Guide Placing and retrieving calls on hold Contacting employees using Voice Call Screening callsJoining a call on hold Linking and Joining callsCreating a conference call Responding to a callback that an extension did not answer Handling a callback callResponding to a callback that a called party returned Making a call from the attendant’s extension Handling calls at an employee’s telephone P0936571 Attendant transfers the call to the Assistant extension P0936571 Maintaining caller information Chapter Maintaining caller and employee informationCreating a new caller record P0936571 Finding and editing caller information Maintaining employee information Using the Directory list Finding an employee recordResetting the Full tab view Editing employee information Using the Make Caller buttonCreating a new name for an extension Adding notes to employee records Attendant Console User Guide P0936571 Calls by Customers report Chapter Generating reportsReport types Calls to Employees reportDatabase box Using the Reports windowExtension Directory report Information list boxPeriod list box Employees and Customers optionsCreating and viewing reports Customer and Employee Selection dialog boxLoading the database Setting the report periodSelecting a report type P0936571 Selecting employees and customers for the report Clearing a dateCreate Report button Viewing the report Printing a reportAttendant Console User Guide P0936571 Do not disturb GlossaryTelephone system that Attendant Console works with Local area network Voice mail or voice message mailbox Glossary P0936571 Index NumbersP0936571 LAN P0936571