Nortel Networks P0887496 01 manual Using the Make Caller button, Adding notes to employee records

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66 Maintaining caller and employee information

Using the Make Caller button

This function is used when an employee calls from a customer’s office.

To assign the name of an employee to a caller record:

1.Select the employee's extension in the Directory (or enter the employee’s extension num- ber in the Target box)

2.Click .

The name of the employee is now assigned to the caller record and is not saved as a customer record.

Adding notes to employee records

You can select from a list of notes or type a personal note for an extension to appear in the Notes column under Directory in the Attendant main window.

Note: You cannot change an extension’s note unless the Attendant and Server databases are synchronized and, the

Synchronization icon, , appears on the Status Bar.

To select from the available list of notes:

1.Click an extension number in the Full, Assigned or Selected Directory views.

2.Click the drop down arrow of the Note box.

3.Click the applicable note from the drop down list. The note now appears in the Notes column under Directory.

To type a note:

1.Click an extension number in the Full, Assigned or Selected Directory views.

2.Position the cursor in the Note box, and type a note.

3.Press Enter. The note now appears in the Notes column under Directory.

Norstar PC Console 1.1 User Guide

P0887496 01

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Contents Norstar PC Console User Guide Page Table of contents Chapter Handling calls Chapter Maintaining caller and employee informationIii Chapter Generating reportsGlossary Index Norstar PC Console 1.1 User Guide About this guide Using the keyboard to navigate around Norstar PC Console ConventionsNaming of window components Processing a call with right-click mouse capability Shortcut keys defined on the menusInstallation Guide ReferencesServer program Attendant programNorstar PC Console features Reports programEasy to use, time saving Graphical User Interface GUI Advanced software capabilitiesAttendant types Attractiveness of PC compatibilityUnderstanding Norstar PC Console Getting started Starting the Server programShutting down the Server program Starting the Attendant programClick Close on the Tip of the Day window Minimizing and maximizing the Attendant main window Shutting down the Attendant programChecking that the Server and Attendant programs are running Initializing and configuring the Attendant program Starting the Attendant program for the first timeTypes of attendant setups Full-time main attendant setupPart-time main attendant setup Backup attendant setupOverflow attendant setup Assistant attendant setup Setting up other attendant features Notifying the attendant of incoming calls Save the Attendant program optionsSetting the Attendant Selected option Setting Transfer options for voice mail and linkingGetting started Components of the Attendant main window Caller Information group boxDirectory group box Title bar Menu barToolbar Loop buttonsDirectory group box Status BarUsing the menu bar File menuEdit menu Exit Closes the Attendant programView menu Tools menuTransfer menu Options…Assigned tab Selected tabCaller menu Transfer to VMailPark Target menu Using the toolbar Attendant menuHelp menu Norstar PC Console 1.1 User Guide Words and colors on Loop buttons View menuUsing the Caller Information group box Edit Caller Information dialog box Using the call processing area Using the Directory group box Search and edit functions in the Directory group box Edit Employee Information dialog box Directory list Directory list tab viewsSynchronization icon FullAssigned SelectedDirectory list employee and extension information Person status iconName ExtDepartment Employee Information dialog box. Refer to MaintainingHandling calls Answering calls as an attendantNorstar PC Console 1.1 User Guide Using the Contacts group box Using the Directory tab views Using the Directory Find boxClick the Full, BLF, Assigned or Selected tab Click TransferUsing the Department box Transferring a callEmployee Information dialog box ICS Parking, holding and screening calls Parking calls and paging employeesPlacing and retrieving calls on hold On the Caller menu, click View Parked CallsClick Retrieve Screening calls Contacting employees using Voice Call Linking and Joining callsHandling a callback call Responding to a callback that an extension did not answerResponding to a callback that a called party returned Making a call from the attendant’s extension Managing calls at the employee’s telephone Attendant transfers the call to the Assistant extension Handling calls Maintaining caller information Creating a new caller recordNorstar PC Console 1.1 User Guide P0887496 Finding and editing caller information Maintaining employee information Working with the Directory listFinding an employee record P0887496 Resetting the Full tab view Editing employee informationClick Close to close the Edit Employee Information window Creating a new name for an extensionUsing the Make Caller button Adding notes to employee recordsP0887496 Maintaining caller and employee information Report types Calls by Customers reportCalls to Employees report Extension Directory reportWorking with the Reports window Database group boxInformation group box Period group box Employees and customers group boxes All and Select option buttonsList box Customer/EmployeeUsing the Current Database box Creating and viewing reportsSelecting the database Customers and Employees Selection dialog boxSelecting a report type ConsoleServerDBSetting the report period Selecting employees and customers for the report Clearing a dateTo select the Employees or Customers Create Report button Viewing the report you generatedPrinting a report Generating reports Assistant attendant Caller IDCTA Computer Telephony Adapter Destination extensionExternal call ICS Norstar Integrated Communications SystemInternal call HookflashServer program Shared systemStand-alone model Target extensionGlossary Index Norstar PC Console 1.1 User Guide P0887496 Norstar PC Console 1.1 User Guide P0887496

P0887496 01 specifications

Nortel Networks P0887496 01 is a pivotal component in the realm of telecommunications, reflecting the company’s legacy in innovation and network management solutions. Nortel Networks, once a giant in the telecom industry, designed the P0887496 01 with features and technologies that cater to the evolving needs of modern communication systems.

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Overall, the Nortel Networks P0887496 01 is an exemplary model of telecommunications technology that incorporates comprehensive features aimed at enhancing network performance, scalability, and security. Its combination of sophisticated signaling capabilities and robust architecture makes it a valuable asset for organizations seeking to improve and modernize their telecommunications infrastructure. As networks continue to evolve, devices like the P0887496 01 remain essential in meeting the demands of contemporary communication strategies.