Nortel Networks P0936571 02 manual Chapter Handling calls, Answering calls as an attendant

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Chapter 4

Handling calls

With Attendant Console you can manage calls using a mouse or a keyboard. When a call comes in, you can respond to the caller using either a telephone or a headset. If you use a headset your hands are free to use your PC.

The basic steps in processing an incoming call with Attendant Console include:

answering a call. Refer to “Answering calls as an attendant” on pag e43.

finding the called person’s extension and placing it in the Target list box. Refer to “Finding the called person’s extension and placing it in the Target list box” on page 45.

transferring a call. Refer to “Transferring a call” on page47 .

Other telephone functions include:

parking the incoming call and paging the employee. Refer to “Parking, holding and screening calls” on page 48.

linking and joining calls. Refer to “Linking and Joining calls” on page 52.

handling a callback call. Refer to “Handling a callback call” on pag e53.

making a call from the attendant’s extension. Refer to “Making a call from the attendant’s extension” on pag e54.

managing calls at the employee’s telephone. Refer to “Handling calls at an employee’s telephone” on page55 .

The following steps explain how you handle calls as an attendant using the Attendant window. For further information about the Attendant window, refer to “Components of the Attendant Console window” on page 23.

Answering calls as an attendant

The Attendant Console window uses six Loop buttons to answer calls. Each Loop button can handle a single call in progress. The color of the Loop button changes depending on the activity.

To show or hide inactive Loop buttons:

On the View menu click Hide Loop Buttons.

If the Loop buttons are hidden, they appear when a call occurs. If the Loop Overflow icon appears on the Status Bar there are more than six calls.

A new incoming call appears as a yellow Loop button that displays the word Ringing. Information about the call appears beside the Loop button to assist you with personalized call processing:

Attendant Console User Guide

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Contents Business Communications Manager Attendant Console User Guide Trademarks Copyright 2001 Nortel NetworksContents Chapter Handling calls Glossary Index Contents P0936571 Text conventions Indicates command names and options and text thatExample Use the dinfo command PrefaceBoth BootP Bootstrap ProtocolCarrier sense multiple access/collision detection Ellipsis pointsNonbroadcast multi-access Integrated Services Digital NetworkMedia access control Media access unitAcronyms P0936571 Components of the Attendant Console Chapter Introduction to Attendant ConsoleServer component PC compatibility Attendant Console featuresClient component Reports componentAdvanced software capabilities Graphical User Interface GUIAttendant Console’s advanced software capabilities Attendant typesQuitting the Client component Chapter Getting startedStarting the Client component Minimizing and maximizing the Attendant Console windowStarting the Client component for the first time Initializing and configuring the Client componentFull-time main attendant setup Types of attendant setupsBackup attendant setup Part-time main attendant setupAssistant attendant setup Overflow attendant setupCall notification Setting up other attendant featuresRestoring the Attendant Console window Setting the Attendant Selected optionDisabling Transfer options Components of the Attendant Console window Chapter Using the Attendant Console windowAttendant Console window components are shown in Figure Loop buttons Title barMenu bar ToolbarFile menu contains Using the menu barStatus Bar File menuView menu contains Edit menuView menu Edit menu containsTransfer menu contains Tools menuTransfer menu Tools menu containsCaller menu contains Caller menuTarget menu contains Target menuAttendant menu Help menuHelp menu contains Using keyboard shortcutsAccess keys Shortcut keys defined on the menusShortcuts initiated by pressing the Alt key and another key Using right-click capabilityLinking and Joining calls on Using the toolbarWords and colors on Loop buttons Using Caller Information optionsEdit Caller Information dialog box To the caller’s name Following buttons are in the call processing area Using the call processing areaSearch and edit functions in the Directory options Using the Directory optionsEdit Employee Information dialog box Entered Directory list employee and extension information Directory list tab viewsOther columns in the Directory list are Sorting information in the Directory list tabsP0936571 Answering calls as an attendant Chapter Handling callsP0936571 Using the Contacts boxes Using the Directory Find box Using the Directory tab viewsTransferring a call Using the Department list boxParking calls and paging employees Parking, holding and screening callsAttendant Console User Guide Placing and retrieving calls on hold Screening calls Contacting employees using Voice CallJoining 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 Finding an employee record Using the Directory listResetting 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 to Employees report Chapter Generating reportsReport types Calls by Customers reportInformation list box Using the Reports windowExtension Directory report Database boxEmployees and Customers options Period list boxCustomer and Employee Selection dialog box Creating and viewing reportsLoading the database Setting the report periodSelecting a report type P0936571 Selecting employees and customers for the report Clearing a dateCreate Report button Printing a report Viewing the 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 Numbers IndexP0936571 LAN P0936571