IBM SC31-6254-01 manual Who Should Use This Book, About

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About	This Book
This	book	describes		how to	use	IBM CallPath*	CallCoordinator*	for Windows to make, answer, transfer,
and	set	up	three-way conference calls from				your Windows-based		computer. This	book	also describes
how	to use		the Call Log and Personal Directory features					in CallCoordinator for		Windows.
Note:	In	the	remainder of this book, references to IBM					CallPath	CallCoordinator	for	Windows are a
viated to “CallCoordinator for Windows.”
CallCoordinator for Windows runs under the Microsoft Windows 3.1 operating system. To use
CallCoordinator			for Windows, you should know how to work in					the Windows environment. If you are not
familiar		with	Windows,	read	the	appropriate	Windows documentation.

Who Should Use This Book

This book is for anyone who works with customers and clients over the telephone. Typical users of CallCoordinator for Windows include agents who handle billing, order, and claim inquiries, as well as catalog sales personnel, insurance and brokerage professionals, medical office personnel, and so on.

Note: The term “agent” is used generically in this book to refer to any user of this product.

 Copyright IBM Corp. 1994

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Contents User’s Guide Page ÉÂÔ CallPath CallCoordinator for Windows SC31-6254-01 1994 Contents Glossary Index Contents Vi CallPath CallCoordinator for Windows User’s Guide Figures Page Marks ServiceCallPath CallCoordinator for Windows User’s Guide About Who Should Use This BookHow This Book is Organized How to Use This BookHighlighting Conventions BoldWhat’s New in This Book Where to Find More Information What Is CallCoordinator for Windows? FeaturesIntroducing CallCoordinator Call FeatureIntelligent Answering Personal DirectoryTransfer Access to a System DirectoryCallPath CallCoordinator for Windows User’s Guide Works ForHost FilesHAT Chapter How to Start CallCoordinator for WindowsSystem Manager Menu Bar Main WindowComment Line Status MessagesMenu PushbuttonsSelecting HelpMenu Your KeyboardFrom KeyWindow Only By doing Following Move For Windows Managing Windows in CallCoordinator for WindowsMenu Box MovingExit Options Messages MessagesFor Windows Screen ModeCallCoordinator for Windows Screen Mode-Icons with Text CallCoordinator for Windows Screen Settings Pull-Down Menu Click onScreen SettingsReceived CallsSet Color Window Setting the Colors for the Telephone IconsUsing the steps Just Described Getting AdministratorTo Exit Exiting CallCoordinator for WindowsExit Features How To Select Line CallCoordinator for Windows Main Window-Pushbuttons How to Access the Telephone FeaturesUsing the Actions Pull-Down Menu Displays Text Icon for That Feature Gray. You cannot Select Switch How to Log on to Your SwitchDefinity Generic ¹ Agent IDAgent ID OnLogonActivity Status ActivityIndicating Click onAgent ActivityStatus to the Northern Telecom Meridian WorkNot Available Indicating Activity Status toDialing a Number How to Make CallsPrefix Pad Open Keeping the Dial Pad OpenDirectory OrPersonal Directory WindowDirectories Dial PadClick onDirectory Updating Entries in Your Personal DirectoryCalls HAT Click onDo not run HAT with Dial AfterOnHold OnNotesMake any other edits.←UseBackspace How to Answer Calls After Can Seen Data How to Transfer Calls and DataAgent You May Find This Feature Most Useful When Transferring Host Transfers Selecting Your DefaultsImage Directory For Transfers NumberOnDefaults DefaultYour Personal Directory SessionOr Del Key to Delete any Characters Enter any New Ones Click Setting Up Three-Way Conference Calls How to Set Up Three-Way Conference CallsOptionally, click You cannot Enter Default Directory for Three-Way Data Default for Three-Way¹ Send Session Your Personal Creating Chapter UsingCallCoordinator for Windows Main Window-Call Log Pushbutton Accessing the Call Log and Personal Directory FeaturesUsing the Features Pull-Down Menu Using the PushbuttonCall Logging Agent ActivityCallPath CallCoordinator for Windows User’s Guide Enabling the Call Log Use the CallOpening the Call Log Call OrDelCallPath CallCoordinator for Windows User’s Guide Managing the Call LogLog Settings View Folder Setting ViewSorting Call LogAscending Button for the columnSortedin Columnsthe Box Filter Setting the FilterView ColumnsTheSort Type Type ColumnOrAfter DateCall Log Filter Time Box TheTimeFiltering DisplaysFilterhe Phone Number Phone Number ColumnCall Log Filter Notes Box DescriptionSort SettingsThreshold SettingUsing the Call Log and Creating Your Personal81 Directory Log Settings Toolbar Folder Setting ToolbarCall Log Toolbar-Icons and Text ¹ Click onNo toolbarCall Log Toolbar-Icons Only Your Call Log YourDeleting a Call Log Entry ControllingFile FileHow CCWin Personal Directory Window Adding an EntryUpdating an Entry Removing an Entry OnCancelPersonal Using the Call Log and Creating Your Personal91 Directory CallPath CallCoordinator for Windows User’s Guide Glossary PBX Index Window See Host Switches Page Communicating Your Comments to IBM User’s ForBusiness Reply Mail Page Éâôù