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

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

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 Service CallPath CallCoordinator for Windows User’s Guide About Who Should Use This Book How This Book is Organized How to Use This BookHighlighting Conventions Bold What’s New in This Book Where to Find More Information What Is CallCoordinator for Windows? FeaturesIntroducing CallCoordinator Call FeatureIntelligent Answering Personal Directory Transfer Access to a System Directory CallPath CallCoordinator for Windows User’s Guide Works ForHost Files HAT Chapter How to Start CallCoordinator for WindowsSystem Manager Menu Bar Main Window Comment Line Status Messages Menu PushbuttonsSelecting Help Menu Your KeyboardFrom Key Window Only By doing Following Move For Windows Managing Windows in CallCoordinator for WindowsMenu Box Moving Exit Options Messages Messages For Windows Screen Mode CallCoordinator for Windows Screen Mode-Icons with Text CallCoordinator for Windows Screen Settings Pull-Down Menu Click onScreen Settings Received Calls Set Color Window Setting the Colors for the Telephone Icons Using the steps Just Described Getting Administrator To Exit Exiting CallCoordinator for WindowsExit Features How To Select Line CallCoordinator for Windows Main Window-Pushbuttons How to Access the Telephone Features Using 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 ID Agent ID OnLogon Activity Status ActivityIndicating Click onAgent Activity Status to the Northern Telecom Meridian WorkNot Available Indicating Activity Status to Dialing a Number How to Make CallsPrefix Pad Open Keeping the Dial Pad Open Directory OrPersonal Directory WindowDirectories Dial Pad Click onDirectory Updating Entries in Your Personal DirectoryCalls HAT Click onDo not run HAT with Dial AfterOnHold OnNotes Make 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 Number OnDefaults DefaultYour Personal Directory Session Or Del Key to Delete any Characters Enter any New Ones Click Setting Up Three-Way Conference Calls How to Set Up Three-Way Conference Calls Optionally, click You cannot Enter Default Directory for Three-Way Data Default for Three-Way¹ Send Session Your Personal Creating Chapter Using CallCoordinator for Windows Main Window-Call Log Pushbutton Accessing the Call Log and Personal Directory Features Using the Features Pull-Down Menu Using the PushbuttonCall Logging Agent Activity CallPath CallCoordinator for Windows User’s Guide Enabling the Call Log Use the Call Opening the Call Log Call OrDel CallPath CallCoordinator for Windows User’s Guide Managing the Call Log Log Settings View Folder Setting View Sorting Call LogAscending Button for the columnSortedin Columnsthe Box Filter Setting the FilterView Columns TheSort Type Type Column OrAfter Date Call Log Filter Time Box TheTime Filtering DisplaysFilterhe Phone Number Phone Number Column Call Log Filter Notes Box Description Sort Settings Threshold Setting Using the Call Log and Creating Your Personal81 Directory Log Settings Toolbar Folder Setting Toolbar Call Log Toolbar-Icons and Text ¹ Click onNo toolbar Call Log Toolbar-Icons Only Your Call Log YourDeleting a Call Log Entry Controlling File File How CCWin Personal Directory Window Adding an Entry Updating 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 For Business Reply Mail Page Éâôù