Grand Tour | Toshiba CIX200, CIX100-S manual

The Grand Tour	1

The Net Phone works with Net Server to provide a small but powerful "PC-Phone" for use by telephone users to provide productivity enhancements.

The Net Phone is designed to run on a PC with Microsoft® Windows '98, Windows NT 4.0, Windows 2000, Windows XP or 32-bit Windows Vista operating systems connected to a standard TCP/IP network with the Net Server. The Net Server must be installed with the proper software license(s) for Net Phone to operate correctly. Net Phone will operate in Demo Mode if the appropriate licenses are unavailable. Demo mode lets you use the software for Demonstration purposes only for a limited period of time.

Net Phone provides the following major functions:

•It allows you to place, answer, handle, view, and manage phone calls all from your computer screen, keyboard, and mouse.

•Using the VoIP Audio capabilities can provide a complete speech path when using a PC with the proper speech component support.

•It allows you to setup rules and actions to automatically activate when calls arrive even while you are away.

•It provides the glue to easily interface with many popular programs (like Microsoft Outlook, Goldmine, ACT, etc.). This allows you to dial from and “screen-pop” into these programs or the Internet/Intranet.

Strata CIX Net Phone UG 04/08

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Toshiba CIX200, CIX100-S manual Grand Tour

Contents

Net Phone User Guide Publication Information Publication Information Trademarks Copyright Toshiba America Information SYSTEMS, INC. Tais Toshiba America Information Systems, Inc Warranties for NON-TOSHIBA Branded Third Party Products Contents User-Defined Actions Iii Using Net Phone Features Personal Call Handler Organization Introduction Calls attention to important instructions or information Conventions Vii Related Documents/Media This page is intentionally left blank Grand Tour Streamlined View Main Screen Button / Icon Description Iflyswa Expanded View Grand Tour Screen Docked Views Net Phone Main MenuSlim Screen-docked profile Regular Screen-docked profile Grand Tour Side Window Screen Call Handler Mode Buttons Mode Companion Application Windows To Change Skin Selection Skins Preferences Net Phone Settings User Preferences General Tab Audible Message Waiting Call History Extra Info Screen To Add or Change a Static Info Field MS Outlook Integration Net Phone Settings Local Dialing Plan Dialing Tab Dialing Outside Numbers Power Dialer Defining a Local Dialing Plan Calling Within My Home Area Code Test a Phone Number Calling Outside My Home Area Code Docking Tab Docking Settings Advanced Tab Tapi Service Provider Net Phone Settings Diagnostic Logging/Uplink Setting Shortcut Keys Setting Up Hot Key Dialing & Popup To Change Button Options ButtonsTo Copy this Button onto Another Button To Swap Two Buttons Directory Button Extension Directory Option Button Key Types Feature Directory Button Speed Dial Button More Buttons Call History Button Browser Button Chat Button Personal Power Dialer Power Dial Button Replay Button To Copy This Key User Programmable KeysTo Initialize Key To Swap Keys To Change Key Feature Code Keys Speed Dial Keys System/PBX Command Keys ACD Keys Main Screen only User Defined Action Keys Web Keys DSS Extension Keys Run Program Keys Creating Keys using Drag & Drop This page is intentionally left blank Creating Actions User-Defined Actions Attach Acct Code Log Info to File Export Call Info Minimize Phone Screen Lookup in Outlook Standard Info Modify Call Information Extra Info Pop External Web Browser Play WAV File Pop Internal Web Browser Button Name URL Param1 Popup Call Info Screen Popup Phone Screen Run another Program Send DDE Msg Send Keystrokes to a Program Key Code Special Keys Combination Keys Set Phone Do Not Disturb Set Phone Forwarding Set Phone Status Message Answer Conference System/PBX Command Transfer Call Call Variables Action Variables Outlook Calendar/Reminder fields System Variables Examples for Text Reader/Announcer Exporting Actions Importing Actions Testing Actions Manual On-screen Dialing Using Net Phone FeaturesCall Handling Features Making Outgoing Calls Using Call History to Re-dial a Number Using Net Phone DialpadUsing Drag and Drop Using Personal Speed Dial List To Answer Calls in Any Order Hanging Up or Disconnecting CallsAnswering Calls To Answer Oldest Call Transferring Calls Using Transfer Button To View Call Information Viewing Extra Call Information To Place Call on Hold Holding CallsTo Add or Change Information To Copy Call Information to Another Application Turning Off DND or Message Only Phone Feature OperationSetting DND Message Only Status Messages Call Fowarding To Set Call ForwardingTo Clear Call Forwarding Call Center Features Logging In or OutTo log into or out of one or more groups Changing Agent Status Connecting Headsets Plantronics Wireless HeadsetCS50-USB and CS60-USB Dect Installation Headset Controls and Operation Net Phone Audio Setup Screen Trouble Shooting This page is intentionally left blank Using Microsoft Outlook Dialing from within OutlookIncoming Calls Using Microsoft Outlook While on a Call Create Actions to set and clear the DSS Message Integrating with Outlook Calendar Create Personal Call Handler Rules Final PCH Rules Personal Call Handler Creating Personal Call Handling Rules To Open Call Handler RulesTo Delete a Rule To Add or Change a Call Handling Rule Select a Triggering Event and Set the Conditions Personal Call Handler 100 101 102 103 104 Like Matches Complete the Rule Unlike Matches105 Apply User-Defined Actions 106 Export Rules 107 Importing Rules This page is intentionally left blank 109 Using Companion ApplicationsDirectories Sorting Entries Finding Entries Extension Directory110 111 112 Speed Dial Directory 113 Call History 114 115 116 117 Browser Window Presence Viewer 119To assign the Presence Viewer to one of Net Phone buttons To manage the Presence Viewer 120 To use the Presence Viewer 121 Replay Personal Power DialerOther Applications Chat 123 Index 124 125 Oaisys 126 127 This is the last page of the document