Nortel Networks P0936571 02 manual Finding and editing caller information

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2Click the New Caller button.

This clears only the Name box in the Edit Caller Information dialog box. The other boxes do not change.

3In the Name list box type the new caller’s name.

4Click the Save button when you are done to save the record.

To create a new caller record when there are no active calls:

1On the Attendant Console window, in the Caller Information options, click the Edit button. The Edit Caller Information dialog box appears.

2Click the New Caller button.

A new blank caller record is created with a new Record Number assigned.

3Type the desired information in the boxes.

4Press the Save button to save the new caller record.

To create a new caller record associated with an existing Caller ID when there are no active calls:

1On the Attendant Console window, in the Caller Information options, click the Edit button. The Edit Caller Information dialog box appears.

2Click the Find button.

The Find dialog box appears.

3In the Name box type the name of another caller from the same company and click the OK button.

4Click the New Name button.

The Name box clears. The other boxes do not change.

5Type the new caller’s name.

6Click the Save button.

The record is saved in the database.

7Click the Close button.

If you click the Close button without clicking the Save button, the Edit Caller Information dialog box closes without saving the changes.

Finding and editing caller information

You can edit caller information at any time and save the changes.

To find caller information:

1In the Attendant Console window, in the Caller Information options, click the Edit button. The Edit Caller Information dialog box appears.

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 Example Use the dinfo command Indicates command names and options and text thatPreface Text conventionsCarrier sense multiple access/collision detection BootP Bootstrap ProtocolEllipsis points BothMedia access control Integrated Services Digital NetworkMedia access unit Nonbroadcast multi-accessAcronyms P0936571 Components of the Attendant Console Chapter Introduction to Attendant ConsoleServer component Client component Attendant Console featuresReports component PC compatibilityAdvanced software capabilities Graphical User Interface GUIAttendant Console’s advanced software capabilities Attendant typesStarting the Client component Chapter Getting startedMinimizing and maximizing the Attendant Console window Quitting the Client componentStarting 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 Menu bar Title barToolbar Loop buttonsStatus Bar Using the menu barFile menu File menu containsView menu Edit menuEdit menu contains View menu containsTransfer menu Tools menuTools menu contains Transfer menu containsCaller menu contains Caller menuAttendant menu Target menuHelp menu Target menu containsAccess keys Using keyboard shortcutsShortcut keys defined on the menus Help menu containsShortcuts 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 Report types Chapter Generating reportsCalls by Customers report Calls to Employees reportExtension Directory report Using the Reports windowDatabase box Information list 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