Configuring the User Options, Overview | NEC NDA-30103-004 instruction

OpenWorX Business Attendant System User Guide	Configuring the User Options

Chapter 4 Configuring the User Options

Overview

This chapter outlines the procedures used to change the Business Attendant Client options to create a more personalized environment. The options can be set individually by each user, so each user can customize their speed dials and screen layouts without affecting other users.

Chapter Topics

•About the Business Attendant Client Options Dialog Box

•Configuring the Speed Dial Keys

•Configuring the Window Display Options

•Setting the Health Check Server Interval

•Configuring Incoming Call Notification

•Selecting the Displayed Command Buttons

•Displaying the Call Source/Destination Information

•Configuring the Fields Displayed in the Directory Window

•Changing Passwords

•Saving the Screen Layout

NDA-30103 Revision 4

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NEC NDA-30103-004 manual Configuring the User Options, Overview, Chapter Topics, Configuring the Speed Dial Keys

Contents

NEC America, Inc USER GUIDEOpenWorX BUSINESS ATTENDANT SYSTEM NDA-30103-004 Revision November, Stock # LIABILITY DISCLAIMER Page TABLE OF CONTENTS Page Chapter 5 - Working With the Directory Page Title LIST OF FIGURESPage Greeting group box LIST OF TABLES TABLES This Page Left Blank Chapter What is the Business Attendant System?What is the Business Attendant System? How This Guide is Organized Using This Guide Chapter 4 - Configuring the User Options How This Guide is OrganizedAppendix A - Error Messages Chapter 1 - Introduction Document Conventions Using This Guide Keyboard Conventions Procedures Summary of Shortcut and Function Keys Business Attendant System Terminology Hold Time Server Port Screened TransferSource Transfer to Voice Mail Overview Chapter 2 Getting StartedAbout the Business Attendant Client Windows About the Business Attendant Client Windows Menus Line Status WindowLine Menu Answer Call MenuDial Hold Cancel Window Menu Options MenuHelp Menu Change Password Loops Command ButtonsFigure 2-2Command Buttons Figure 2-3Loop Buttons Loop Queues Queues Tabmore information vacant level Source and Destination Areas Status Line Number Entered FieldFigure 2-6Number Entered Field Figure 2-7Status Line Menus Directory WindowInternal/External Tabs Call Forward Indicator Line Status IndicatorSearch Fields Line Status Group Box About Monitoring Speed Dials Speed Dials WindowOptions Menu Speed Dial Buttons Exiting the Running the Business Attendant Client ApplicationApplication If the Server Goes Down While You Are Logging In Connecting to the Business Attendant Server If the Server Goes Down While You Are Working Canceling Transactions Releasing Calls Chapter 3 Processing CallsSwitching Between Source and Destination Callers Setting Do-not-disturb About Call Processing Processing Calls Using the Directory Processing Calls Using the Speed Dials To Make a Call Using the Speed DialsMaking Calls To Make a Call from the Line Status Window To Make a Call Using the Directory Answering Calls Holding Calls Canceling TransactionsPlacing a Call On Hold Making a Blind Transferring CallsTransfer a blind transfer To Make a Blind Transfer Using the Directory To Make a Blind Transfer Using the Speed Dials a screened transfer Making a Screened To Transfer a Call to Voice Mail Making Conference Calls To Place a Conference Call Camping On To a Busy Line Releasing CallsTo Camp On a Busy Line To Switch Between Source and Destination Callers Switching Between Source and Destination CallersOverriding Calls Parking a Call Parking CallsAbout Orbit Numbers Parked Call” on page 40 for more information To Park a Call with a Parked Call Joining a CallerTo Join a Parked Call paged party Parked Call Retrieving aTo Retrieve a Parked Call Forwarding Calls Timeout Forwarding To Cancel Call To Set Do-not-disturb Setting Do-not-disturb 4.Select Don’t allow incoming calls Canceling Do-not-disturb4.Select Allow incoming calls Creating a Message Working With Messages Figure 3-10New Message dialog box Press CTRL+R The Directory window displays 5.Do one of the following Processing Calls Configuring the Speed Dial Keys Chapter 4 Configuring the User OptionsConfiguring the Window Display Options Setting the Health Check Server Interval Line Window GeneralEmployee DB External Number DB Adding or Modifying a Speed Dial Number Configuring the Speed Dial Keys To Add or Modify a Speed Dial Using the Directory Press CTRL+P Deleting a Speed Dial Button Setting the Window Display Options Configuring the Window Display Options Setting the Health Check Server Interval Configuring Incoming Call Notification Figure 4-7Command Buttons group box Selecting the Displayed Command Buttons Figure 4-8Employee DB tab Figure 4-10DID DB tab Figure 4-9External Number DB tab 6. Click OK to save your changes 2.Do one of the following Saving the Screen Layout Changing Passwords This Page Left Blank About the Directory Window Chapter 5 Working With the DirectoryAbout the Directory Window Displaying the Directory Sorting the Directory Sorting the Directory Displaying the Directory Figure 5-2Default Sort field Changing the Default Sort Order Adding an Internal Directory Entry Adding a Directory Entry Adding an External Directory Entry Name Account Department Company Address Modifying an Internal Directory Entry Modifying a Directory Entry Modifying an External Directory Entry Deleting an Internal Directory Entry Deleting a Directory Entry Deleting an External Directory Entry About Wave File Recording Chapter 6 Using the Wave File Recording FeaturesWave File Naming Conventions Configuring Wave Files Settings Greetings Configuringgreetings Stereo Mic/Speakers Phone Voice Channel Configuring Time-DependentGreetings Configuring Automatic GreetingsConfiguring Group Greetings Enabling Call Recording Configuring Automatic Call Recording2.Select the Record phone conversation check box Stereo Mic/Speakers Phone Voice Channel Configuring the Notification Warning Configuring the Number of Calls Recorded 2.Do one of the following Recording a Greeting Working with Greetings Click the Play button to play the wave file All day Morning Afternoon CTRL+F9 Working with Recorded Calls Recorded Call Playing a26. The Play Back dialog box displays Figure Deleting Wave Files Troubleshooting Wave Files BASQueueDB.mdb file Appendix A Error Messages BASQueueDB.mdb file, and Operation failed, Line is busy The local workstation is not a valid A Client was logged in when OpenWorX Business Attendant System User Guide Error MessagesPage NDA-30103Revision