Maintaining caller information | Nortel Networks Attendant Console

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Chapter 5

Maintaining caller and employee information

With Attendant Console you can manage caller and employee information.

Maintaining caller information

When a caller contacts your company, information about the caller from the Attendant Console database appears in the Caller Information list box of the Attendant window. Either the caller is already in the database, or other employees of the callers company are in the database. Or the caller and the company can be new.

Creating a new caller record

New caller records are created in the following ways:

•automatically, during an active call, the first time Caller ID information is received by the Client component. You can customise the new caller record during the active call or later.

•when you create a new caller record from an existing one

•when you create a new blank caller record

Note: The caller record is not saved if you click the Release button without processing the call.

When a call comes in, Attendant Console checks the Caller ID from the telephone company to see if the number has previously called. If there is a record that the number has called before, information from the caller database appears in the Caller Information list box on the Attendant Console window. The Name list box displays the names of callers on record that are associated with the incoming Caller ID. There can be several callers from the same telephone number calling if they are employees at the same company. For more information, refer to “The Edit Caller Information dialog box” on page 35.

If you select the name of the caller from the list, the Caller Information list box displays information about the caller.

To create a new caller record from an active call

1Click the Ringing Loop button to answer the incoming call.

Information in the database about the caller appears in the Caller Information list box on the Attendant Console window.

Attendant Console User Guide

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Nortel Networks Attendant Console Chapter Maintaining caller and employee information, Maintaining caller information

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 Reports component Attendant Console componentsServer component Client component Advanced software capabilities Attendant Console featuresComputer compatibility Graphical User Interface GUI Reports Choice of Attendant typesAbility to handle growth Starting Attendant Console Configuring Attendant ConsoleTo configure Attendant Console Chapter Getting started Full-time main attendant Types of attendant setupsTo 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 featuresTo 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 Exit Status barAttendant Console menus File menu View menu Edit menu Log to File Tools menuAttendant Monitor Transfer menu Target menu Caller menu Help menu Attendant menu Access keys Using keystroke commandsMenu keystroke commands Keystroke commands with the Alt key Using right-click capabilityTo use right-click capability To display the toolbar Using the toolbarToolbar buttons About Loop buttons Company Using Caller Information optionsName Caller Type City, State/Province, To access the Edit Caller Information dialog boxEdit Caller Information dialog box Phone Contacts Caller ID NameCaller ID Number Record Number Using the call processing area Using the Attendant Console window Edit Employee Information dialog box Voice Mail Using the Directory options Full Directory tabsAssigned 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 callsOther call processing functions What the Loop buttons display Answering calls as an attendantTo show or hide inactive Loop buttons To answer an incoming call To release a call Using the Contacts boxes Using the Target list boxTo 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 Transferring a call To transfer using the Contacts boxTo transfer using the Target list box To transfer using the Directory list To transfer a call to an outside number Parking calls and paging employees Parking, holding and screening callsTo park a call and page an employee To retrieve a parked call To view parked calls To retrieve a call on Hold Placing and retrieving calls on holdTo put an incoming call on hold To place a call on Hold at an active extension 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 employee returns Handling a callback callResponding to a callback that an extension did not answer To respond to a Callback call To process an Assist call To process a Hold callTo process an IntAct call To make a call to an inside extension Making a call from your extensionTo place a call to an extension or outside number To transfer a call to an extension To speak to a caller Handling calls at an employee’s telephoneTo send a call to CallPilot To join a call with the current call To create a new caller record from an active call Chapter Maintaining caller and employee informationMaintaining caller information Creating a new caller record 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 delete a caller record Finding and editing caller informationTo find caller information To edit a caller’s record Maintaining employee information Using the Directory listTo 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 viewTo search for a person in a department To create a new name for an extension Editing employee informationTo add or change an extension To change the person status of 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 recordsTo type a note To save employee edit changes Maintaining caller and employee information P0936572 About Attendant Console reports Chapter Generating reportsReport 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 Employees and Customers optionsCustomer and Employee Selection dialog box List box To load the database Creating and viewing reportsLoading the database Selecting a report type To select a report of one month Setting the report periodTo set the report period To select a report of one week To clear a date To select employees or customers Selecting employees and customers for the report To change the displayed page from the keyboard Creating the reportViewing the report To create a report To print a report Printing a report Glossary Networked model Hunt GroupInternal call Main attendant Numerics Index P0936572 Person status icon P0936572