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Configuring Attendant Console
Resetting the Full tab view
Access keys
Types of attendant setups
Backup attendant
Setting the report period
Attendant Console features
Using right-click capability
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Part No. P0936572 02
Business Communications Manager
Attendant Console User Guide
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Contents
Business Communications Manager Attendant Console User Guide
Trademarks
Copyright 2002 Nortel Networks
Contents
Chapter Handling calls
Glossary Index
Contents P0936572
About Attendant Console
Chapter Introduction to Attendant Console
Server component
Attendant Console components
Client component
Reports component
Computer compatibility
Attendant Console features
Graphical User Interface GUI
Advanced software capabilities
Reports
Choice of Attendant types
Ability to handle growth
To configure Attendant Console
Configuring Attendant Console
Chapter Getting started
Starting Attendant Console
Full-time main attendant
Types of attendant setups
To set or change the attendant’s extension number
Part-time main attendant
To set up the backup attendant
Backup attendant
Getting started
To set the overflow extension
Overflow attendant
Assistant attendant
Setting up an assistant attendant
To view an assistant attendant’s assigned extensions
Call notification
Setting up other attendant features
To activate call notification
Restoring the Attendant Console window
To set the Attendant Console window to restore automatically
To display extensions
Setting the Attendant Selected option
Disabling Transfer options
To disable the Transfer Options
Components of the Attendant Console window
Chapter Using the Attendant Console window
Attendant Console menus
Status bar
File menu
Exit
View menu
Edit menu
Attendant
Tools menu
Monitor
Log to File
Transfer menu
Target menu
Caller menu
Help menu
Attendant menu
Access keys
Using keystroke commands
Menu keystroke commands
Keystroke commands with the Alt key
Using right-click capability
To use right-click capability
To display the toolbar
Using the toolbar
Toolbar buttons
About Loop buttons
Name
Using Caller Information options
Caller Type
Company
Edit Caller Information dialog box
To access the Edit Caller Information dialog box
Phone
City, State/Province,
Caller ID Number
Caller ID Name
Record Number
Contacts
Using the call processing area
Using the Attendant Console window
Edit Employee Information dialog box
Voice Mail
Using the Directory options
Full
Directory tabs
Assigned
Directory list columns
Directory list employee and extension information
To sort information
Sorting information in the Directory list
Basic call processing with Attendant Console
Chapter Handling calls
Other call processing functions
To show or hide inactive Loop buttons
Answering calls as an attendant
To answer an incoming call
What the Loop buttons display
To release a call
Using the Contacts boxes
Using the Target list box
To transfer a caller to a frequently called number
To search by extension or name
Using the Directory tabs
Using the Directory Find box
To search by department
Using the Department list box
To transfer using the Target list box
To transfer using the Contacts box
To transfer using the Directory list
Transferring a call
To transfer a call to an outside number
Parking calls and paging employees
Parking, holding and screening calls
To park a call and page an employee
To retrieve a parked call
To view parked calls
To put an incoming call on hold
Placing and retrieving calls on hold
To place a call on Hold at an active extension
To retrieve a call on Hold
To screen and transfer a call
Screening calls
Contacting employees using Voice Call
Linking and Joining calls
To create a conference call to an outside number
Creating a conference call
Responding to a callback that an extension did not answer
Handling a callback call
To respond to a Callback call
Responding to a Callback that an employee returns
To process an Assist call
To process a Hold call
To process an IntAct call
To place a call to an extension or outside number
Making a call from your extension
To transfer a call to an extension
To make a call to an inside extension
To speak to a caller
Handling calls at an employee’s telephone
To send a call to CallPilot
To join a call with the current call
Maintaining caller information
Chapter Maintaining caller and employee information
Creating a new caller record
To create a new caller record from an active call
Refer to Parking calls and paging employees on
To create a new caller record from a Caller ID
To create a new caller record when there are no active calls
To find caller information
Finding and editing caller information
To edit a caller’s record
To delete a caller record
Maintaining employee information
Using the Directory list
To sort a column of information in the Directory
To search by name
Finding an employee record
To reset the Full tab view
Resetting the Full tab view
To search for a person in a department
To add or change an extension
Editing employee information
To change the person status of an extension
To create a new name for an extension
To assign the name of an employee to a caller record
Using the Make Caller button
To select from the list of notes
Adding notes to employee records
To type a note
To save employee edit changes
Maintaining caller and employee information P0936572
About Attendant Console reports
Chapter Generating reports
Report types
To open the Reports window
About the Reports window
Database box
Components of the Reports window
Information list box contains the report type information
Information list box
Period list box
Customer and Employee Selection dialog box
Employees and Customers options
List box
Customer and Employee
Loading the database
Creating and viewing reports
Selecting a report type
To load the database
To set the report period
Setting the report period
To select a report of one week
To select a report of one month
To clear a date
To select employees or customers
Selecting employees and customers for the report
Viewing the report
Creating the report
To create a report
To change the displayed page from the keyboard
To print a report
Printing a report
Glossary
Internal call
Hunt Group
Main attendant
Networked model
Numerics
Index
P0936572
Person status icon
P0936572
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