Modify Call Information, Standard Info | Toshiba CIX100-S, CIX200

User-Defined Actions

Creating Actions

Modify Call Information

This action changes the Caller ID name, Caller ID name, or Account code of the active call on this phone and when the PBX supports the changes, the same information held in the PBX. Using the Extra Info (shown on page 52) option provides for entering or changing any other information associated with the call.

•Information Type – Select either Standard Info or Extra Info. The Standard Info option supports updating the information in the PBX when supported by the PBX. The Extra Info option can enter or change any field for this call.

Standard Info

•Phone Number – Enter a phone number to be used as the Caller ID number for this call. This replaces an existing number or adds a number, if blank.

•Name – Enter a name for the caller to be used as the Caller ID name. This replaces an existing name or adds a name, if blank.

•Account # – Enter an account code for the call. This replaces an existing number or adds a number, if blank.

Strata CIX Net Phone UG 04/08

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Toshiba CIX100-S, CIX200 manual Modify Call Information, Standard Info

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 Slim Screen-docked profile Regular Screen-docked profile Screen Docked ViewsNet Phone Main Menu 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 Copy this Button onto Another Button Options ButtonsTo Swap Two Buttons To Change Button 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 Initialize Key User Programmable KeysTo Swap Keys To Copy This Key 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 Call Handling Features Using Net Phone FeaturesMaking Outgoing Calls Manual On-screen Dialing Using Drag and Drop Using Net Phone DialpadUsing Personal Speed Dial List Using Call History to Re-dial a Number Answering Calls Hanging Up or Disconnecting CallsTo Answer Oldest Call To Answer Calls in Any Order Transferring Calls Using Transfer Button To View Call Information Viewing Extra Call Information To Add or Change Information Holding CallsTo Copy Call Information to Another Application To Place Call on Hold Setting DND Message Only Phone Feature OperationStatus Messages Turning Off DND or Message Only To Clear Call Forwarding Call FowardingTo Set Call Forwarding To log into or out of one or more groups Call Center FeaturesLogging In or Out Changing Agent Status CS50-USB and CS60-USB Dect Connecting HeadsetsPlantronics Wireless Headset Installation Headset Controls and Operation Net Phone Audio Setup Screen Trouble Shooting This page is intentionally left blank Incoming Calls Using Microsoft OutlookDialing from within Outlook 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 To Delete a Rule Creating Personal Call Handling RulesTo Open Call Handler Rules 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 105 Unlike MatchesApply User-Defined Actions Complete the Rule 106 Export Rules 107 Importing Rules This page is intentionally left blank Directories Using Companion ApplicationsSorting Entries 109 110 Finding EntriesExtension Directory 111 112 Speed Dial Directory 113 Call History 114 115 116 117 Browser Window To assign the Presence Viewer to one of Net Phone buttons Presence Viewer119 To manage the Presence Viewer 120 To use the Presence Viewer 121 Other Applications Personal Power DialerChat Replay 123 Index 124 125 Oaisys 126 127 This is the last page of the document