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66
CallPath CallCoordinator for Windows:
User’s Guide
Contents
Main
Page
Page
Second Edition (October 1994)
Contents
iv
Page
Page
Figures
viii
Notices
Trademarks and Service Marks
Page
About This Book
Who Should Use This Book
How to Use This Book
How This Book is Organized
xii
Highlighting Conventions
Bold Italic
Whats New in This Book
Where to Find More Information
xiv
Chapter 1. Introducing CallCoordinator for Windows
What Is CallCoordinator for Windows?
QuickKeys
Coordinated voice and data transfer
Intelligent answering
Notes Feature:
Call Log Feature:
2
intelligent answering
Personal Directory Feature:
Coordinated Voice and Data Transfer:
coordinated voice and data transfer
QuickKeys
Faster Keyboard Operation through QuickKeys:
the other agent can update
Page
How CallCoordinator for Windows Works
CallCoordinator for Windows Environment:
Host Application Transaction (HAT) files
Host Application Transaction Files:
6
Chapter 2. Getting Started
CallPath CallCoordinator for Windows System Administrators Guide
How to Start CallCoordinator for Windows
8
CallCoordinator for Windows Main Window
Pushbuttons
Menu Bar
Status Messages
Comment Line
10
automatic call distribution (ACD)
Page
Making Selections Using Your Keyboard
Opening a Pull-Down Menu:
12
Selecting from a Pull-Down Menu:
Using Windows Pushbuttons:
Canceling a Selection:
before
Managing Windows in CallCoordinator for Windows
Moving the CallCoordinator for Windows Main Window
14
Closing a Window in CallCoordinator for Windows
Using the Windows Control Menu Box:
Using CallCoordinator for Windows Exit Options:
Displaying System Messages
16
Page
Page
Page
Displaying the CallCoordinator for Windows Main Window on Inbound Calls
20
Setting the Colors for the Telephone Icons
22
Getting Help Information
Getting Help from CallCoordinator for Windows
Getting Help from Your System Administrator
Page
Chapter 3. Using the Telephone Features
How to Select a Line
26
How to Access the Telephone Features
Using the Pushbuttons
Using the Actions Pull-Down Menu
28
Page
How to Log on to Your Switch
Logging on to the AT&T DEFINITY Generic 3 Switch:
30
Logging on to the Northern Telecom Meridian 1 Switch:
How to Indicate Your Activity Status
Indicating Activity Status to the AT&T DEFINITY Generic 3 Switch:
32
Indicating Activity Status to the Northern Telecom Meridian 1 Switch:
Indicating Activity Status to the ROLM 9751 Switch:
34
How to Make Calls
Dialing a Number
Searching the Directory
Keeping the Dial Pad Open
36
Selecting a Directory
Refreshing the Directories in the CCWin Dial Pad Window
38
Selecting a HAT Table for Making Outbound Calls
40
Using Other Features after Dialing a Number
Using the Notes Feature
42
How to Answer Calls
Using Other Features after Answering a Call
Using the Notes Feature
44
Page
How to Transfer Calls and Data
Transferring Calls and Data
46
Page
48
if
Selecting Your Defaults
Data Default for Transfers:
Default Directory for Transfers:
Default Transfer Number:
50
Default Host Session:
Refreshing the Directories in the CCWin Transfer Window
52
How to Set Up Three-Way Conference Calls
Setting Up Three-Way Conference Calls
54
Selecting Your Defaults
Data Default for Three-Way Conference Calls:
Default Directory for Three-Way Conference Calls:
56
Default Conference Number:
Default Host Session:
Refreshing the Directories in the CCWin Conference Window
58
Page
Accessing the Call Log and Personal Directory Features
60
Using the Pushbutton
Using the Features Pull-Down Menu
Page
How to Use the Call Log
Enabling the Call Log
Opening the Call Log
64
Opening Notes in the Call Log
Adding Notes to the Call Log
Page
Managing the Call Log InformationSettings Feature
Setting the View:
not
68
Sorting the Call Log:
Page
Setting the Filter:
72
Filtering the Type Column:
Filtering the Date Column:
74
Filtering the Time Column:
Filtering the Party Column:
76
Filtering the Phone Number Column:
Filtering the Notes Column:
78
Using the View, Sort, and Filter Settings Together
Setting the Overflow:
80
Page
Setting the Toolbar:
82
Page
84
Controlling Your Call Log
Printing Your Call Log:
Deleting a Call Log Entry:
Clearing Your Call Log:
Saving Your Call Log to a File:
86
How to Create Your Personal Directory
Adding an Entry
88
Updating an Entry
Removing an Entry
Refreshing the Personal Directory
90
Displaying Entries
Page
Page
Glossary
Dictionary of Computing
A
C
D
H
I
94
agent
L
A
C
(continued)
See also
D
96
F
H
See
I
L
T
98
Page
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