Nortel Networks P0936571 02 instruction

61

2Click the New Caller button.

This clears only the Name box in the Edit Caller Information dialog box. The other boxes do not change.

3In the Name list box type the new caller’s name.

4Click the Save button when you are done to save the record.

To create a new caller record when there are no active calls:

1On the Attendant Console window, in the Caller Information options, click the Edit button. The Edit Caller Information dialog box appears.

2Click the New Caller button.

A new blank caller record is created with a new Record Number assigned.

3Type the desired information in the boxes.

4Press the Save button to save the new caller record.

To create a new caller record associated with an existing Caller ID when there are no active calls:

1On the Attendant Console window, in the Caller Information options, click the Edit button. The Edit Caller Information dialog box appears.

2Click the Find button.

The Find dialog box appears.

3In the Name box type the name of another caller from the same company and click the OK button.

4Click the New Name button.

The Name box clears. The other boxes do not change.

5Type the new caller’s name.

6Click the Save button.

The record is saved in the database.

7Click the Close button.

If you click the Close button without clicking the Save button, the Edit Caller Information dialog box closes without saving the changes.

Finding and editing caller information

You can edit caller information at any time and save the changes.

To find caller information:

1In the Attendant Console window, in the Caller Information options, click the Edit button. The Edit Caller Information dialog box appears.

Attendant Console User Guide

Image 61

Nortel Networks P0936571 02 manual Finding and editing caller information

Contents

Business Communications Manager Attendant Console User Guide Trademarks Copyright 2001 Nortel Networks Contents Chapter Handling calls Glossary Index Contents P0936571 Example Use the dinfo command Indicates command names and options and text thatPreface Text conventions Carrier sense multiple access/collision detection BootP Bootstrap ProtocolEllipsis points Both Media access control Integrated Services Digital NetworkMedia access unit Nonbroadcast multi-access Acronyms P0936571 Components of the Attendant Console Chapter Introduction to Attendant ConsoleServer component Client component Attendant Console featuresReports component PC compatibility Advanced software capabilities Graphical User Interface GUI Attendant Console’s advanced software capabilities Attendant types Starting the Client component Chapter Getting startedMinimizing and maximizing the Attendant Console window Quitting the Client component Starting the Client component for the first time Initializing and configuring the Client component Full-time main attendant setup Types of attendant setups Backup attendant setup Part-time main attendant setup Assistant attendant setup Overflow attendant setup Call notification Setting up other attendant features Restoring the Attendant Console window Setting the Attendant Selected option Disabling Transfer options Components of the Attendant Console window Chapter Using the Attendant Console windowAttendant Console window components are shown in Figure Menu bar Title barToolbar Loop buttons Status Bar Using the menu barFile menu File menu contains View menu Edit menuEdit menu contains View menu contains Transfer menu Tools menuTools menu contains Transfer menu contains Caller menu contains Caller menu Attendant menu Target menuHelp menu Target menu contains Access keys Using keyboard shortcutsShortcut keys defined on the menus Help menu contains Shortcuts initiated by pressing the Alt key and another key Using right-click capability Linking and Joining calls on Using the toolbar Words and colors on Loop buttons Using Caller Information options Edit Caller Information dialog box To the caller’s name Following buttons are in the call processing area Using the call processing area Search and edit functions in the Directory options Using the Directory options Edit Employee Information dialog box Entered Directory list employee and extension information Directory list tab views Other columns in the Directory list are Sorting information in the Directory list tabs P0936571 Answering calls as an attendant Chapter Handling calls P0936571 Using the Contacts boxes Using the Directory Find box Using the Directory tab views Transferring a call Using the Department list box Parking calls and paging employees Parking, holding and screening calls Attendant Console User Guide Placing and retrieving calls on hold Screening calls Contacting employees using Voice Call Joining a call on hold Linking and Joining callsCreating a conference call Responding to a callback that an extension did not answer Handling a callback callResponding to a callback that a called party returned Making a call from the attendant’s extension Handling calls at an employee’s telephone P0936571 Attendant transfers the call to the Assistant extension P0936571 Maintaining caller information Chapter Maintaining caller and employee informationCreating a new caller record P0936571 Finding and editing caller information Maintaining employee information Finding an employee record Using the Directory list Resetting the Full tab view Editing employee information Using the Make Caller buttonCreating a new name for an extension Adding notes to employee records Attendant Console User Guide P0936571 Report types Chapter Generating reportsCalls by Customers report Calls to Employees report Extension Directory report Using the Reports windowDatabase box Information list box Employees and Customers options Period list box Customer and Employee Selection dialog box Creating and viewing reports Loading the database Setting the report periodSelecting a report type P0936571 Selecting employees and customers for the report Clearing a dateCreate Report button Printing a report Viewing the report Attendant Console User Guide P0936571 Do not disturb GlossaryTelephone system that Attendant Console works with Local area network Voice mail or voice message mailbox Glossary P0936571 Numbers Index P0936571 LAN P0936571