IBM SC31-6254-01 manual Call, Feature, Intelligent Answering, Personal Directory, Customized

Page 18

You

can use the CallCoordinator for

Windows telephone features

from

any of the

telephone lines on y

set

(four

is the limit). Through CallCoordinator for Windows, you

can

also log on and log off your t

phone

system

switch, and indicate

your activity status—just as

you

currently do

from your telephone

See Chapter 3, “Using the Telephone Features,” for instructions on using all of the CallCoordinator for Windows telephone features.

Notes Feature:

 

 

CallCoordinator

for

Windows

provides a

note

pad feature that enables you

to

take

notes

while

on

the telephone with a caller. Your notes are

stored

by

CallCoordinator

for Windows and

easily

retrieved

through the

Call

Log.

 

 

 

 

 

 

 

 

 

See

“Using

the

Notes

Feature”

on

page 41

for instructions

on

using

the

CallCoordinator

for

Windows

Notes

 

feature.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Call

Log

Feature:

 

CallCoordinator for Windows provides a Call Log feature that collects data

 

 

 

about

the

calls

you

made, received, or

missed. The

data

it

collects

includes the

date

and

time

who

the

caller

or called party was, the phone number, and

the duration of the call. The

Call

Log

indicates if you made any notes for the call. You can manage

the

Call

Log data by, for

example,

filtering,

and

printing

it.

 

 

 

 

 

 

 

 

 

 

 

See “How to Use the Call Log” on page 63 for instructions on using this feature.

Personal Directory

Feature:

CallCoordinator for Windows enables you to set up your own per-

 

 

sonal

(electronic) telephone directory. Called the Personal

Directory,

this feature

simplifies making o

bound

calls

to

customers,

as

well as transferring calls

to

other agents and setting

up

three-way

conference

calls.

 

 

 

 

 

 

 

See

“How

to

Create Your

Personal Directory” on page 87 for instructions on creating

and

maintaining

your

Personal Directory. See Chapter 3, “Using the Telephone Features,” for instructions

on using your

Personal

Directory when making,

transferring, and setting

up

three-way

conference calls.

 

Customized

CallCoordinator for

Windows

Features

Your

system

administrator can

customize CallCoordinator for Windows so that you have available one or

more

of

the

following

additional features:

¹Intelligent answering

¹ Coordinated voice and data transfer

¹QuickKeys

¹Access to a system directory

These features are intended to enhance your call handling capability and your access to the comp applications you use in your business—such as applications for handling sales calls, service calls, an on.

Intelligent Answering:

When your phone

rings, CallCoordinator for Windows can

automatically

retrieve

the caller’s

account

data

from

your business

database

and

instantly display it in your

window—even

before you

answer

the

call.

Thisintelligentis answeringcalled

. You do

not

have

to ask

2 CallPath CallCoordinator for Windows: User’s Guide

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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 Service MarksCallPath CallCoordinator for Windows User’s Guide Who Should Use This Book AboutHighlighting Conventions How to Use This BookHow This Book is Organized BoldWhat’s New in This Book Where to Find More Information Features What Is CallCoordinator for Windows?Introducing CallCoordinator Intelligent Answering FeatureCall Personal DirectoryAccess to a System Directory TransferCallPath CallCoordinator for Windows User’s Guide Host ForWorks FilesHAT How to Start CallCoordinator for Windows ChapterSystem Manager Main Window Menu BarStatus Messages Comment LineSelecting PushbuttonsMenu HelpFrom Your KeyboardMenu KeyWindow Only By doing Following Move Menu Box Managing Windows in CallCoordinator for WindowsFor Windows MovingExit Options Messages MessagesMode For Windows ScreenCallCoordinator for Windows Screen Mode-Icons with Text Click onScreen Settings CallCoordinator for Windows Screen Settings Pull-Down MenuCalls ReceivedSetting the Colors for the Telephone Icons Set Color WindowUsing the steps Just Described Administrator GettingExiting CallCoordinator for Windows To ExitExit Features How To Select Line How to Access the Telephone Features CallCoordinator for Windows Main Window-PushbuttonsUsing the Actions Pull-Down Menu Displays Text Icon for That Feature Gray. You cannot Select Definity Generic How to Log on to Your SwitchSwitch ¹ Agent IDOnLogon Agent IDIndicating ActivityActivity Status Click onAgent ActivityWork Status to the Northern Telecom MeridianNot Indicating Activity Status to AvailableHow to Make Calls Dialing a NumberPrefix Keeping the Dial Pad Open Pad OpenDirectory Directories WindowOrPersonal Directory Dial PadUpdating Entries in Your Personal Directory Click onDirectoryCalls HAT OnHold AfterClick onDo not run HAT with Dial OnNotesMake any other edits.←UseBackspace How to Answer Calls After Can Seen How to Transfer Calls and Data DataAgent You May Find This Feature Most Useful When Transferring Host Selecting Your Defaults TransfersImage Number Directory For TransfersYour Personal Directory DefaultOnDefaults SessionOr Del Key to Delete any Characters Enter any New Ones Click How to Set Up Three-Way Conference Calls Setting Up Three-Way Conference CallsOptionally, click You cannot Enter Data Default for Three-Way Default Directory for Three-Way¹ Send Session Your Personal Chapter Using CreatingAccessing the Call Log and Personal Directory Features CallCoordinator for Windows Main Window-Call Log PushbuttonCall Logging Using the PushbuttonUsing the Features Pull-Down Menu Agent ActivityCallPath CallCoordinator for Windows User’s Guide Use the Call Enabling the Call LogOpening the Call Log OrDel CallCallPath CallCoordinator for Windows User’s Guide Log Managing the CallSetting View Log Settings View FolderCall Log SortingAscending Button for the columnSortedin Columnsthe Box View Setting the FilterFilter ColumnsTheSort Type Column TypeDate OrAfterTheTime Call Log Filter Time BoxFiltering Phone Number Column DisplaysFilterhe Phone NumberDescription Call Log Filter Notes BoxSettings SortSetting ThresholdUsing the Call Log and Creating Your Personal81 Directory Setting Toolbar Log Settings Toolbar Folder¹ Click onNo toolbar Call Log Toolbar-Icons and TextCall Log Toolbar-Icons Only Deleting a Call Log Entry YourYour Call Log ControllingFile FileHow Adding an Entry CCWin Personal Directory WindowUpdating an Entry OnCancel Removing an EntryPersonal 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 For User’sBusiness Reply Mail Page Éâôù