Nortel Networks Business Communications Manager (BCM) & Norstar Installation manual Pop-up Method

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Console.NET Installation & User Guide

oCall Preview; when enabled, prior to a call being answered, caller information is displayed including; the Customer/Company name, Contact, company phone numbers and the first 80 characters of the notes field. For example, in a Business Center environment, you could have the company the caller is calling along with a script of how to greet the caller. For general business, Call Preview can assist an Attendant by displaying the Customer/Company name along with the sales rep’s they usually deal with.

NOTE: Any changes made to a logged in user will not take affect until they exit and log back in or after refreshing Console.NET by pressing (F5) from the keyboard

Pop-up Method

•Pop-up method is used in conjunction with Call Preview and Database Screen pop’s. The specific call information used to perform a search are;

o By Calling Number; this method will use the Caller ID number information to search the customer database

o By DNIS; this method will use the number the person dialed to search the customer database

o By DID; this method will use the Direct Inward Dialed number the person dialed to search the customer database

o By Line Number; used in conjunction with analog lines, this search method links the physical Norstar or BCM line to a database record. This is used primarily in a Business Center environment.

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Contents By ConverTec Inc Table of Contents Introduction Introduction Introduction Minimum Requirements Console.NET Client User PC Hardware/Software RequirementsNortel Norstar Requirements Telephone Subscription ServicesNortel BCM Requirements Page Nortel Prerequisites Norstar CTA Installation Norstar OnlyBCM Systems Only Reports Framework Installing Microsoft IISMicrosoft Prerequisites Installation Upgrading Additional Installation Components Reports Directory number range entry BCM Installation Wizard Console.NET Installation & User Guide Reports Console.NET Installation & User Guide Console.NET Licensing Console.NET Installation & User Guide Reports Configuration Server / Configuration How to LoginConsole.NET login screen Console.NET Installation & User Guide Add, Delete, Save Use outside Line PrefixRun in Debug Mode Access Codes for PRI PoolsWait Timeout Assist DNLabel Current Switch NameLine Number SaveMessage Server / Notification Messages Code Creating Users First Name Disable AccessFull Name Last NameCompany Name PasswordAdministrator ExtensionLine Pools Feature Button SettingsSettings SecurityDatabase screen pop with quick transfer phone links Pop-up Method Adding a Company Related Contact Click on Customers/CompaniesEdit, Delete a Contact Adding a new Contact Independent of a CompanyClick on Customers/Companies/Contacts Phone Number Fields Contact NameFirst, Last Name Search URL Auto SearchFirst Name + Last Name Ringback MessagesFull Name Order Last Name + First Name Delete all Directory Numbers Reports Select Criteria filter Customer Number Customer NameInclude Internal Calls Report Criteria FiltersNumber Group NameInbound Calls, Duration& Averages Generate ReportReport Results Outbound Calls, Duration & AveragesCall Duration Inbound TimeAll OutboundReport Results Inbound Calls Summary by Extension Call Duration DurationDID/DNIS Exporting OptionsPrint ControlsGo To Data Search FieldUsing Console.NET Console.NET Login 12345Message Window Active Call WindowPersonal Call Window Answer Extension Display WindowControl Buttons HoldDirected Pickup ParkPark & ConferenceConference with Spilt DialingConsole.NET dialer keypad Screen XferCamp-On Voice Mail XferVoice Call Call Waiting via Camp OnText Messaging Click on Msg Notification Sticky MessagesMessage Notification Telephone MessagingTo View all Extensions GroupsCompany Speed Dialing Contact Speed Dialing By Contact Name By Contact Name and CompanyTo Cancel an External Call Transfer External Call TransferExtensions Only DetailsNames Only On TopExtension buttons sorted by Name Extension buttons sorted by Extension number To change the language Go to Tools Ι Internet OptionsAppendices Appendix a Appendices BCM 3.xConfiguration Window Click on the Licensing Information tabPublished IP address Console.NET Installation & User Guide Appendices Un-Install Appendix B TroubleshootingInstallation Troubleshooting Norstar CTA Compatibility Chart Warranty/Software Support Console.NET Installation & User Guide Index