Customizing Your Client 18-1 | Toshiba Strata CS manual

Using the Call Monitor tabs	17-5
Wrap-up time	17-6
Placing calls from a queue	17-7
Marking all calls	17-7
Finding out how calls are currently marked	17-7
Popping up caller information	17-8
What call center agents need to know to get the job done	17-8
Working remotely	17-8

Chapter 18. Customizing Your Client	18-1
About customizing your Client	18-2
Customizing telephone behavior	18-2
Recording a voice title	18-2
Changing the language of telephone command prompts	18-3
Customizing or turning off call announcing	18-3
Customizing or turning off call waiting	18-5
Turning callback for calls on hold on and off	18-6
Changing your personal Operator	18-6
Customizing your listing in the dial-by-name directory	18-6
Customizing how long your phone rings	18-7
Changing ring patterns	18-7
Enabling and disabling hands-free answering	18-8
Enabling and disabling voice-first answering	18-8
Customizing incoming call behavior	18-8
Customizing voice message behavior	18-9
Setting voice message playback order	18-9
Customizing the Client for Operators	18-10
Customizing the Client display	18-10
Showing or hiding Client window elements	18-10
Defining double-click behavior in the Contacts view	18-10
Customizing columns	18-11
Changing how names are displayed	18-12
Other customization options	18-13

Appendix A. Telephone Commands Quick Reference	A-1
Call announcing commands	A-1
Call handling commands	A-2
Quick call commands	A-2
Quick commands for call center agents	A-3
Voice Mail/Account menu	A-4
Logging in	A-5
Voice Mail/Account menu commands	A-6

STRATA CS CLIENT USER GUIDE

BETA DOCUMENT - PRELIMINARY & CONFIDENTIAL

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Toshiba Strata CS manual Customizing Your Client 18-1

Contents

Client User Guide Publication Information Contents Answering and Handling Calls on the Phone Using the Strata CS Client Using the Extensions View Placing Calls in the Client 11-1 Using the Call Log View 13-1 Using Call Rules 16-1 Customizing Your Client 18-1 Index Page Introducing Strata CS Using the Strata CS Client application Accessing Strata CSUsing the telephone About Strata CS Using the Strata CS Web Client Using the Tapi Service Provider and the CMA Strata CS documentation Feature comparison tableWhere to get help Strata CS includes the following documentation Document Printed Online Book Technical support Recording Your Voice Title and VOICE-MAIL Greeting Recording your voice title About recording your voice title and voice-mail greetingTo record a voice title on the phone Active greeting Recording your voice-mail greetingRecording a new greeting Managing your greetings Recording a grab-and-hold greeting Available space for greetings Page Placing Calls on the Phone To dial an internal number About placing calls on the phoneDialing internal and external numbers To dial an external number Entering account codes when placing calls If you are prompted to enter an account code Placing calls while you are already on a call Switching between callsDialing by name Putting your current call on hold and placing a new call Sending a Flash command to Centrex or another PBX Placing calls with * options Placing calls to an IP address Answering and Handling Calls on the Phone About answering and handling calls on the phone Using the Flash button on your phoneAnswering a call using call announcing Answering Strata CS calls How Strata CS gets the recording of the caller’s name Call waitingCall waiting options Receiving a call waiting tone from your telephone company Handling calls with the phoneAnswering a call at another ringing phone To answer any ringing phone Call-handling commands Putting a call on hold To perform a blind transfer Transferring a callTransferring one of multiple calls To perform a supervised transfer Creating a conference call Disconnecting from a call and remaining on the lineSending a call to voice mail To create a conference call by adding parties Putting a call on silent hold Parking a callUnparking a call To create a conference call from separate calls Entering an account code for a call Using hands-free answeringGetting a dial tone to start another call Enabling and disabling hands-free answering Using voice-first answering To turn call forwarding off on the phone Forwarding your callsTo turn on call forwarding Log in to your account Press 5Page Working with Voice Messages on the Phone Using message indicators About working with voice messages on the phone Customizing voice message playback order Voice message telephone commandsListening to your voice messages Quick-dial to hear your voice mail Forwarding a message Deleting and undeleting messagesReplying to a message To reply to a message To forward a message Sending a message directly to a user’s voice mailCalling back a message To call back a voice message Voice mail from the caller’s point of view Selecting a personal status on the phone To select a personal status on the telephonePage Using Strata CS AT a Remote Phone Logging in at a remote phone About using Strata CS at a remote phonePlacing calls through Strata CS To end calls placed at a remote phone To place a call through Strata CSTo receive calls at a remote phone To log out of Strata CS at a remote phone Putting a call on hold at a remote phone Using ** instead of FlashAnswering Strata CS calls at a remote phone Logging off at a remote phone Accessing the Web Client Using the Web ClientUsing the Strata CS Client remotely Web Client limitationsPage Using the Strata CS Client About the Strata CS Client Overview of the Client views Logging on To log on manually or automatically to the Client Changing the Strata CS Server and station ID To reset Strata CS so that a password is requiredTo change the Strata CS Server or station ID Logging on at another workstation Changing your passwordLogging on with command-line switches Logging on as a different user Menu bar Exiting the ClientToolbar View bar Hiding and showing Client window elementsCustomizing the Client display Folder List Voice Messages To open a viewGeneral Call Monitor Adding the Calls pane to any open view Adding the Extensions pane to the Call Monitor view Using commands in a viewManaging views and items Open the view to which you want to add the Calls pane Deleting voice messages and other items Managing items in the viewsCreating new items To create a new item that is based on an existing item To permanently delete a voice message from your Inbox Renaming itemsCutting and pasting items To delete other items Copying and pasting items Dragging and dropping items Contact CallExtension Voice Message Call Log Printing items in views Organizing the contents of a view in folders Creating folders Managing foldersViewing the folder list temporarily Deleting folders Adding folders to the view bar Viewing public foldersManaging the Deleted folder Moving items between folders Sharing views and folders To empty the Deleted folder automatically To share a view or folder Viewing shared folders Deleting shared items Using voice file bookmarks Using the audio controlsRecording and playing messages Importing and exporting voice files Importing and Exporting Strata CS itemsImporting and exporting contacts To import contacts from a .CSV file Map the fields as follows Exporting the Extensions view To export contacts to a .CSV file Exporting the Call Log Beta Document Preliminary & Confidential Using Personal Status About personal status Personal Status view Using predefined personal statusesPersonal Status button in the status bar Personal statuses for all users Icon Status Description Additional personal statuses for call center agents Selecting a personal status in the Client Selecting a personal statusSelecting a personal status on the phone Creating a custom personal status Modifying a personal statusTo modify a personal status To create a custom personal status Beta Document Preliminary & Confidential Changing your active settings Personal status and your active settingsChanging your active settings directly Beta Document Preliminary & Confidential Personal status defaults Using the Where I Am default Setting personal status defaultsTo set a personal status to use your defaults Changing the personal status of another user To change another user’s personal status Using the Extensions View Extensions view Extension view tabs Title Extensions view columnsName Ext Forwarding Placing calls to an extension Seeing the Extensions view elsewhere in the ClientAutomatically switching to the Call Monitor view Changing another user’s personal status Receiving and Handling Calls in the Client About receiving and handling calls in the Client Call Monitor view Call Monitor view tabs Call Monitor view panes Selecting and acting on a call in the Call Monitor view Displaying the Call Monitor view automaticallyTo display the Call Monitor view automatically Taking the call Commands while a call is ringingDouble-clicking calls Sending the call to voice mail To use grab-and-hold on a call Using grab-and-hold on the callTo listen to a voice message as it is being left Select the incoming call, and choose Actions Hold Callback for calls on hold Commands after you answer a callTransferring a call without talking to the caller first See Transferring a call on Blind vs. supervised transfers Callback is not available when working at a remote phoneDrag-and-drop transferring To transfer a call Transfer tips for Operator users To record a call Recording a callAssociating a call with a contact To play a call you just recorded To park a call If no one answers the parked callTo answer a parked call from any Client program Playing a caller’s name Disconnecting a call while staying on the phoneMuting a call Creating notes about a call Customized ring patterns Call notification optionsOther options for incoming calls Sharing your Call Monitor view Using the Call Monitor view with hands-free answeringViewing shared calls Using the Call Monitor view with voice-first answering Enabling and disabling hands-free answering in the Client Placing Calls in the Client About Placing Calls in the Client Placing a call Placing calls by using the toolbar Dial field Using dialing services Placing calls by using other contact managers To enter a phone number Entering a phone number by using a dialing serviceTo enter a phone number by using a dialing service To enter an IP address To enter a Centrex or a PBX extension Checking a phone numberTo check a phone number Creating speed dial shortcuts Displaying the Call Monitor when you place a callRedialing numbers and returning calls To create a speed dial shortcut Working with conference calls Adding a party to a conference To add parties to a conference by dragging and dropping Conferencing separate calls togetherTransferring a conference call To conference separate calls together Ending a conference call Using Hold and Disconnect on external callersTo place an external call on hold or disconnect Page Working with Voice Messages in the Client About working with voice messages in the Client Voice Messages view Knowing when you have new messages Stutter dial tone To enable the new message toneSystem tray button New message tone To receive e-mail notification Click OK see Scheduling e-mail and pager notifications on To receive pager notification Click OK. See Scheduling e-mail and pager notifications on Schedule entries Scheduling e-mail and pager notificationsTo define a schedule for notifications 12-8 On holidays. Notifications are sent on holidays Handling your voice messages Forwarding a voice message To reply to all recipients of a message Replying to a voice messageTo forward a voice message Select the message Broadcasting voice mail Calling back the person who left a voice messageMailing a voice message To call a person back Deleting a message permanently Deleting voice messagesAssociating a voice message from Unknown with a contact Microsoft Exchange Server synchronization Marking a voice message Heard or Unheard Organizing voice messages in foldersSharing your voice messages Marking a voice message Urgent or Private Managing greetings Setting a maximum length for your voice messagesViewing your voice mailbox size To view the amount of space remaining in your mailbox Space for greetings Using a grab-and-hold greetingGreetings for situations other than voice mail Greetings and personal status Greetings view Active greeting Personal status default greeting Mailing a greeting Using the Call LOG View Call Log view Call Log view columns Start Time FromNumber Duration Viewing call details Call Details columns Viewing inbound or outbound calls only Returning a call in the Call Log view Taking notes on a Call Log entryAssociating a call from Unknown with a contact Hiding and showing the Detail pane Reporting on the Call Log Page Call Forwarding and Routing Lists About call forwarding and routing lists Call forwarding and the Where I Am settingWhere I Am default Forwarding calls Forwarding calls in the Client Forwarding calls by using the telephone commandsTo turn call forwarding on 14-4 To turn call forwarding off in the Client Placing calls at another user’s extension When you hang up, the station reverts to its regular userReceiving forwarded ACD workgroup calls Call forwarding and voice mail How routing lists move from step to step Using routing listsCaller options while following a routing list Routing lists for individual callers Mobile phone issues with routing listsRouting Lists view Standard routing list Active routing list Personal status default routing listCreating a new routing list To make a routing list the active routing list 14-10 14-11 14-12 Routing calls to workgroups Using greetings with routing lists Matching active greetings with active routing lists 14-15 Page Managing Contacts and Workgroups About contact management and Strata CS Using contacts foldersUsing the A-Z buttons for quick access Contacts view Managing contacts in the Client Using Strata CS Client contactsUsing contacts in another contact manager Private and public contacts Entering a new contact Using the Strata CS Contact Manager AssistantTo run the Contact Manager Assistant CMA To enter a contact’s name and basic information To enter a contact’s phone numbers Click OK to close the Phone Number dialog box Sharing your contacts Teaching Strata CS to recognize your contactsTo record a voice title for a contact Identifying contacts by name Adding phone numbers for contact recognition Deleting a number from the Incoming Caller ID list Click Delete and then click OK Associating a call or caller ID number with a contactTo associate a call with a contact 15-11 Using contact PINs for guaranteed recognition Understanding name and number on caller ID Examples Using workgroupsTo enter a contact PIN Personal and public workgroups Workgroups view Creating a workgroup Calling a workgroup Using Call Rules Distinguishing which incoming calls activate the call rule About call rulesCall Rules overview Determining how the call rule handles calls Call Rules view Examples of how you can use call rules Creating a new call rule To create a new call rule Setting schedule conditions Setting caller conditionsCombining caller and schedule conditions Specifying custom hours To set a schedule condition To have the call rule activate on a daily or weekly basis To have the call rule activate on an individual date Enabling or disabling a call rule To enable or disable a call ruleSelecting how a call rule handles a call Choosing the priority of a call rule To set the priority of a call rule Ignoring all call rules Working AS a Call Center Agent About call centers Whether this chapter applies to youBasic call center terminology Signing Signing in, signing out, and taking breaksSigning out Taking a break Signing in at another extension Using the Call Monitor tabs Receiving and handling queue calls Wrap-up time Terminating your wrap-up time early Marking all calls Placing calls from a queueFinding out how calls are currently marked What call center agents need to know to get the job done Popping up caller informationWorking remotely Customizing Your Client Customizing telephone behavior About customizing your ClientRecording a voice title Customizing or turning off call announcing Changing the language of telephone command promptsTo change the telephone commands language To record a voice title in the Client To customize call announcing or turn it off Internal. Calls from other Strata CS users Customizing or turning off call waiting To customize call waiting or turn it off Customizing your listing in the dial-by-name directory Turning callback for calls on hold on and offChanging your personal Operator You are not running the Client Click OK Changing ring patterns Customizing how long your phone ringsTo customize your dial-by-name listing Enabling and disabling hands-free answering Enabling and disabling voice-first answering Customizing incoming call behavior Setting voice message playback orderCustomizing voice message behavior Showing or hiding Client window elements Customizing the Client for OperatorsCustomizing the Client display Defining double-click behavior in the Contacts view Moving columns Customizing columnsShowing and hiding columns To show or hide columns in a Client view Resizing columns To move columns by using the Show Columns dialog boxChanging how names are displayed Sorting by column Other customization options Page Telephone Commands Quick Reference Call announcing commands Call handling commands Quick call commands Quick commands for call center agents Are queue-related Voice Mail/Account menu Available Non-Queue Logging Voice Mail/Account menu commands Have Strata CS hang up # Dial tone to start another call Personal Status commands Page Logging on to the Client Using COMMAND-LINE Switches Command line switches for the Client arePage Reporting Problems To e-mail the problem report package Reporting a problem with a specific call or messageTo run the Problem Report Wizard Enter the following path To save the problem report package to the Strata CS Server Page Symbols Advanced button on view bar, 7-8agent Call forwarding Example of prioritizing, 16-9ignoring With the Client, with the phone Command-line switches, for the Client, B-1 Placing participant on hold, setting up Command-line switches, logging on with, 7-5commandsEntering, 15-13example, 15-13using Private, 15-3public Enabling Call rules Dialing options Dialing servicesDisconnecting a call From the Client Ending a call from an outside line with **3 Exporting Using to organize contents of a view, 7-16forwardingGreetings view Terminal, connecting to with the Client Extensions pane Importing contacts, 7-24voice files Adding to conference call Knowing when you have new messages, 12-3listening to Button Pasting and copying items, 7-11,7-13PBX extension Notification of new e-mail messages schedule entriesPager notification Permissions Creating new, 14-9greetings with Editing, 15-3permission to edit, 15-3viewing in Folder ListRecording Routing Lists view overview With voice mail, call rules Creating ViewNotification, call announcing, 4-2call forwarding Play a recording of the caller’s name over your speakers To call workgroup, 14-13using greetings with Call Monitor view, Routing Lists, 14-8Schedule Notifications Message waiting light, 5-2stutter dial tone Workgroups view