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Nortel Bcm 2 0 Attendant Console Instructions Manual

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    							Getting started  21
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    Setting up other attendant features
    Call notification
    There are two ways Enterprise Edge Attendant Console can notify an attendant of 
    incoming calls:
    • If an attendant keeps the Attendant Console window minimized and works on 
    other tasks, they are notified of incoming calls with a Call Notification dialog 
    box. The attendant can answer the call by clicking the Take button or they can 
    ignore the call and let another attendant answer it.
    • If the Attendant Console window is not minimized, the attendant is notified of 
    an incoming call by a Ringing Loop button.
    To activate call notification:
    1. On the Tools menu click Options.
    The Options dialog box appears.
    2. In the Pop “Call Notification” dialog box when list, select either check box:
    Assigned extension rings - The attendant is notified of calls to the assigned 
    extensions.
    or
    My extension rings -The attendant is notified if their extension has an 
    incoming call.
    If both check boxes are clear, the attendant is not notified of calls when the 
    window is minimized.
    3. Click the OK button.
    When an outside call arrives for an assigned extension, a Call Notification dialog 
    box appears to inform the assistant attendant of the call. Internal calls from an 
    extension to an assigned extension are not displayed on the assistant attendant’s 
    window. 
    						
    							22  Getting started
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02Automatically restoring the Attendant Console window when a call comes in
    Part-time attendants can have the Attendant Console window minimized or under 
    another window. The attendant can restore the Attendant Console window from the 
    taskbar by clicking the Enterprise Edge Attendant Console taskbar button. A 
    quicker method is to set the Attendant Console window to restore automatically.
    The Client component can automatically restore the window when the attendant’s 
    extension goes off-hook (“active”).
    To set the Attendant Console window to restore automatically:
    1. On the Tools menu click Options.
    The Options dialog box appears with the Options tab open.
    2. In the Restore minimized Attendant screen when option, click the Call 
    Answered on Attendant extension check box.
    3. Click the OK button.
    When an outside call arrives for an assigned extension, a Call Notification dialog 
    box appears to inform the assistant attendant of the call. Internal calls from an 
    extension to an assigned extension are not displayed on the assistant attendant’s 
    window.
    Setting the Attendant Selected option
    The Selected tab lets the attendant view a selected subset of the full directory. This 
    is useful if the attendant’s incoming calls are directed to a limited number of 
    extensions.
    To display selected extensions in the Directory list of the Attendant Console 
    window:
    1. On the To o l s  menu click Options.
    The Options dialog box appears with the Options tab open.
    2. Click the Selected tab.
    3. To add an extension, click the extension you want in the All extensions list and 
    click 
    >> to copy it to the Selected extensions list.
    To remove an extension from the Selected extensions list, click the extension 
    number in the Selected extensions list and click 
    
    						
    							Getting started  23
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User GuideSetting Transfer options for the voice message mailbox and linking
    If your Enterprise Edge server is not connected to a Centrex switch or is not 
    connected to Enterprise Edge Voice Messaging, you can disable the Link Transfer 
    or VM Transfer buttons on the Attendant Console window.
    To disable the Transfer Options:
    1. On the Tools menu click Options.
    The Options dialog box appears with the Options tab open.
    The Transfer Options are in the bottom right of the dialog box.
    2. Select the Disable VM Transfer check box to disable the VM Transfer button
    or
    select the Disable Link Transfer check box to disable the Link Transfer button.
    If they are disabled the buttons appear dimmed on the Attendant Console window. 
    You can re-enable the buttons by clearing the check mark from the appropriate 
    check box. 
    						
    							24  Getting started
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02 
    						
    							P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    Using the Attendant Console window
    This section explains how to use the components of the Enterprise Edge Attendant 
    Console window.
    Components of the Attendant Console window
    The Enterprise Edge Attendant Console window contains:
    Components of the Attendant Console window
    Title bar
    The title bar is at the top of the Attendant Console window. At the top right side are 
    the Windows standard Minimize, Maximize and Close buttons.
    Menu bar
    The menu bar is under the title bar and contains the File, Edit, View, Tools, 
    Transfer, Caller, Target, Attendant and Help menus. Use these menus to access 
    Attendant functions.
    4
    title barmenu bar
    Loop buttonstoolbar
    Caller Information 
    Directory optionsCall processing area
    Status bar
    Directory list 
    						
    							26  Using the Attendant Console window
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
    Toolbar
    The toolbar is under the menu bar and contains several buttons that provide quick 
    and easy access to some Enterprise Edge Attendant Console functions.
    Loop buttons
    The Loop buttons on the left of the Attendant Console window are labeled F1 to F6. 
    You use the Loop buttons to answer calls. Each Loop button can handle a single 
    call. The Loop buttons have colors and words that represent call activities. For 
    example, a yellow Loop button with the word Ringing represents an incoming call 
    at the attendant’s extension. For information on how to hide or display the Loop 
    buttons, except for those that indicate call activity, refer to View menu
     on page 29.
    Caller Information options
    The Caller Information options is in the top center of the Attendant Console 
    window and displays information about the caller that is stored in the Enterprise 
    Edge server database.
    Call processing area
    Use the Target list box and the Call Processing buttons at the top right of the 
    Attendant Console window to make and transfer calls. 
    						
    							Using the Attendant Console window  27
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    Directory list
    The Directory list is at the bottom of the Attendant Console window and contains:
    Status Bar
    To display the Status Bar:
    1. Click View and then click Status Bar.
    The Status Bar contains:
    Directory list displays the Name, Extension, Notes and Department of 
    extensions. From the directory list you can select a name and 
    number to appear in the Target list box. The Directory list 
    also shows the telephone status icon and the person status 
    icon for extensions.
    Note and Status list boxes let you change the status of the employee and include a note 
    for an extension.
    Find and Department boxes
    Show All and Edit buttonssearch for extensions and edit employee information and 
    extension records.
    Displays the functions of the toolbar button when you 
    point to it.
    The Loop Overflow icon appears if there are more calls 
    waiting to be answered than available Loop buttons.
    Appears if the Num Lock key is on.
    Shows the date and time. 
    						
    							28  Using the Attendant Console window
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
    Using the menu bar
    The menu bar contains the menus on the Enterprise Edge Attendant Console 
    window. Help tips appear in the Status bar at the bottom of the Attendant Console 
    window if you move the mouse pointer over the commands in the menu.
    File menu
    The File menu contains:
    Edit menu
    The Edit menu contains:
    Exit closes the Client component.
    Cut cuts selected text and moves it to the Clipboard.
    Copy copies a selection of text and moves it to the Clipboard.
    Paste inserts the Clipboard contents at the insertion point.
    Dial Paste dials the number in the Clipboard. The number can include 
    special characters such as hyphen, parenthesis, space or 
    period.
    Note:  The Clipboard contents are added to any characters 
    already in the Target list box. This lets you type a 
    routing code in the Target list box and then click the 
    Dial Paste button.
    Transfer Paste transfers a call to the number in the Clipboard.
    Caller Information opens the Edit Caller Information dialog box. The Edit button 
    in the Caller Information list performs the same function. 
    Refer to The Edit Caller Information dialog box
     on page 36 
    and Maintaining caller information
     on page 63.
    Employee Information opens the Edit Employee Information dialog box. The Edit 
    button in the Directory list performs the same function. Refer 
    to The Edit Employee Information dialog box
     on page 40 
    and Maintaining employee information
     on page 67. 
    						
    							Using the Attendant Console window  29
    P0911960 Issue 02 Enterprise Edge 2.0 Attendant Console User Guide
    View menu
    The View menu contains:
    Tools menu
    The Tools menu contains:
    Toolbar shows or hides the toolbar.
    Status Bar shows or hides the Status Bar.
    Hide Loop Buttons shows or hides the inactive Loop buttons. When selected, 
    only the active Loop buttons appear on the Attendant 
    window.
    Reports starts the Reports component.
    Attendant Monitor opens the Attendant Monitor dialog box that displays 
    diagnostic information sent by the Client component and 
    received back from the Server component. The Attendant 
    Monitor helps in troubleshooting. 
    Log to File writes Client component activity and Server messaging to a 
    log file. This is used for troubleshooting.
    Options opens the Options dialog box, which has three tabs:
    • the Options tab: lets you specify the Server ID, enter the 
    Attendant extension, set the conditions for making the 
    Enterprise Edge Attendant Console Attendant window 
    appear, and set call redirection.
    • The Assigned tab: lets you choose extensions to appear 
    in the Directory List’s Assigned tab.
    • The Selected tab: lets you select which extensions appear 
    in the Directory List’s Selected tab.
    For more information, refer to Using the Directory options
     on 
    page 38. 
    						
    							30  Using the Attendant Console window
    Enterprise Edge 2.0 Attendant Console User Guide P0911960 Issue 02
    Transfer menu
    The Transfer menu contains:
    1st Contact transfers the active call to the caller’s first contact.
    1st Contact is enabled if there is an active call and a contact 
    in the first box of the Contacts list.
    2nd Contact transfers the active call to the caller’s second contact.
    2nd Contact is enabled if there is an active call and a contact 
    in the second box of the Contacts list.
    3rd Contact transfers the active call to the caller’s third contact.
    3rd Contact is enabled if there is an active call and a contact 
    in the third box of the Contacts list.
    Transfer to Target transfers the active call to the extension in the Target list box. 
    The Transfer button performs the same function.
    Screen Transfer screens a call transfer of an active call to the extension 
    number in the Target list box. The caller is put on hold when 
    you click Screen Transfer. The caller is connected when you 
    click Transfer Now in the Screen Transfer dialog box. The 
    Screen button performs the same function.
    Refer to Parking, holding and screening calls
     on page 51.
    Transfer to VMail transfers the active call to the voice message mailbox of the 
    extension in the Target list box. The VMTransfer button 
    performs the same function. 
    						
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