Introduction

The advanced technology of the MERLIN® communications system allows you to customize the system to meet your business needs. As the system administrator, you are responsible for selecting MERLIN system options and features that will enhance your business operations.

This guide will help you decide which features to assign to your MERLIN system, and to each voice terminal. Voice terminals are MERLIN system telephones. We would like you to read through this guide and also the System Configuration Forms before the Technical Customer-Support Specialist (TC-SS) assigned to your account contacts you. Reading this guide beforehand will enable you to have an understand- ing of the questions the TC-SS will ask you, and also how you want your system to operate. Since the needs of customers vary, we need you to supply the information contained in the System Configuration Forms to customize your system.

This planning guide explains everything you need to know to customize your MERLIN communications system.

Here is what you need to do:

1. Read this planning guide, which is divided into the following sections:

●Decisions: This section helps you make the following systemwide choices:

— How will people access outside lines? Will you have a square or pooled s y s t e m ?

—If you decide to have a pooled system, how will people access the line pools? Will they press a button or dial a number to get an outside line?

—Will you be using the Automatic Route Selection feature with your MERLIN communications system?

—Will you have a Call Management System working with your MERLIN communications system?

●Getting Started: This section discusses systemwide features that will be set by you when your system is installed. If necessary, you can change these features at any time.

●Voice Terminal Programmability: This section discusses the features that are programmed at each voice terminal. Voice terminals can also be pro- grammed from the administration console.

●Initial Feature Assignments: This section shows you the initial features preassigned to voice terminal buttons.

●Documents: This section discusses the documentation that you will receive with your MERLIN system and who the appropriate person for each document would be.

2.After reading through this guide, remove the forms from the front pocket of this package. Read through the “Instructions for Completing System and Voice Terminal Configuration Forms.” If you want to begin filling out the forms,

follow the directions in those instructions to complete:

●The System Configuration Form.

●One Voice Terminal Configuration Form for each voice terminal in your system (make enough photocopies of this form for all the voice terminals in your system). When filling out this form, make certain that you have the correct form for your system; there are several of these forms.

3 . If you have any questions, please call the Technical Customer-Support Specialist responsible for your account. You will find his or her name on the letter that accompanies this package.