Nortel Callpilot Desktop Messaging Quick Reference Guide
Have a look at the manual Nortel Callpilot Desktop Messaging Quick Reference Guide online for free. It’s possible to download the document as PDF or print. UserManuals.tech offer 211 Nortel manuals and user’s guides for free. Share the user manual or guide on Facebook, Twitter or Google+.
CallPilot Desktop Messaging for Lotus Notes 7 & To download CallPilot addresses to your personal Address Book You can download the names and addresses of any CallPilot users on your Lotus Notes server to your personal Address Book. After you download this list, you can add to it or edit it. 1 For automatic download, in your Inbox, on the Actions menu, click CallPilot Configuration, then click the Address Book tab. 2 Check Download address book at logon, then click OK. Or 1 For manual download, in your Inbox, on the Actions menu, click CallPilot Configuration, then click the Address Book tab. Make sure the Download Address Book at logon box is not checked. 2 Double-click the Address Book icon in the Workspace at Office window. 3 In your personal Address Book, in the left pane, click People (CallPilot). 4 On the Actions menu, click Download CallPilot Address Book. To add names to your personal Address Book You can create a CallPilot address manually and add it to your personal Address Book. 1 Double-click the Address Book icon in the Workspace at Office window. 2 Select People (CallPilot), then click the Add Person button. 3 Enter at least a Last Name and First Name. 4 Click the arrow beside CallPilot Address to open the CallPilot Address Assistant. Select the appropriate address type. 5 In the address dialog box, enter the required details. Refer to the online Help for the correct addressing formats. 6 Click Add Address to Personal Address Book, then click OK. 7 In Person (CallPilot), click the Save button, then click the Close button. To address a message from the address book 1 In a new CallPilot message, click To… and select either the CallPilot address list on your Lotus Notes server, or, in your personal Address Book, select People or Groups (CallPilot). 2 In the Name list, select the name of the recipient. To select a group, check the View by groups box, then select a group name. 3 Click To ->. You can select one or more addresses, clicking To -> after each one. 4 Click OK to return to the new CallPilot message. To address a message manually You can type an address directly into the To field of a new message. Enclose the address in quotation marks. Refer to the online Help for the correct addressing formats.
8 CallPilot Desktop Messaging for Lotus Notes You can create a distribution list for a group of recipients to whom you frequently send messages. After you create a list, it appears in your personal Address Book in Groups (CallPilot). You create a CallPilot group in the same way that you create a Lotus Notes group. The difference is that the CallPilot group must contain only CallPilot addresses, not e-mail addresses. To create a CallPilot group 1 Double-click the Address Book icon in the Workspace at Office window. 2 Select Groups (CallPilot), then click the Add Group button. 3 Enter a Group Name and Description, then click the arrow beside Members. 4 In your personal Address Book, place a check mark beside each name that you want to add to the group. Click OK to exit the list. 5 Click the Save button, then the Close button. You can edit or delete the list in Groups (CallPilot). ( In a new CallPilot message, you can set priority, sensitivity, and acknowledgment options. To set Delivery priority for a message Select Urgent, or leave the setting as Normal. To set Sensitivity for a message Select Private, or leave the setting as Public. Be aware that messages you send marked Private can be forwarded by the recipient. Also, recipients in non-CallPilot systems may not be informed of Private settings. In your message, tell the recipient that the message is Private. To request a Read or Delivery receipt Check Read receipt to request acknowledgment that your recipient opened the message. Check Delivery receipt to request acknowledgment that your recipient received the message.
CallPilot Desktop Messaging for Novell GroupWise 1 )! * When you open Novell GroupWise, your CallPilot messages appear in the CallPilot Desktop Messaging folder. You can open, move, copy, delete, forward, and reply to messages, and compose new messages. The CallPilot indicator in the Windows system tray turns red when you have a new message. To work offline To work offline, you need a computer that has Desktop Messaging installed and configured in the same way as your office computer. Log in to Novell GroupWise and, on the Tools menu, click CallPilot Desktop Messaging, then click Download all CallPilot Messages. You can then work offline, reviewing your messages and recording new messages from your computer. CallPilot stores your new messages and sends them the next time you log in to the CallPilot server. To open a message, double-click the message line The CallPilot Desktop Messaging folder contains your CallPilot messages To create a new message, click the New CallPilot Message icon Subject shows sender’s phone number, and if the message is voice, fax, or text. Voice messages show duration; fax messages show ID and page count. Red icon shows that this message is urgent A Delivery report shows that your message was received. A Read receipt shows that your message was opened by the recipient. You can move a message to a new folder that you create inside your CallPilot folder. Date and time received New messages appear in bold
2 CallPilot Desktop Messaging for Novell GroupWise ! To play a voice message To open a voice message, double-click the message line. When you open a voice-only message, the CallPilot Player appears right away. In mixed voice and fax or text messages, click the Voice icon to open the CallPilot Player. You can choose to play your voice messages from your telephone or your computer by clicking the Telephone or Computer icon in the CallPilot Player. You can change this selection at any time. If you select Telephone, the phone rings when you open a message, and the message plays when you answer. If you select Computer, your messages play through your computer’s speakers or your headphones. To change your default audio device and telephone number You can change your default audio device on the CallPilot Player by clicking the Telephone or Computer icon. Or, in your Inbox, on the Tools menu, click CallPilot Desktop Messaging, click CallPilot Desktop Messaging Options, click the Audio tab, and select Telephone or Computer. To change the default telephone number that CallPilot dials to play your voice messages, make sure that Telephone is selected as your audio device on the Audio tab, then change the telephone number. Click to play all messages from your computer Click to play all messages from your telephone Adjust volume Play/replayStop Skip forward Close message Go to start of message Go to end of message Delete entire message Skip back Status Position in message Duration of message Adjust speed Open next message Open previous message Reply Forward
CallPilot Desktop Messaging for Novell GroupWise 3 ! # $ To view a fax message To view faxes in Desktop Messaging, you must have Imaging for Windows installed on your PC. In addition, your CallPilot administrator must enable fax capability for your mailbox. To open a fax message, double-click the message line. When you open a fax-only message, the fax image appears right away. In mixed voice and fax or text messages, click the Fax icon to view the fax. While viewing the fax, you can enlarge or reduce the image, rotate it, move it, save it, add a voice annotation to the saved file, forward and reply to it, and print it. Zoom in Zoom out Rotate left Rotate right Change page viewsDrag/scroll image Select part of image Close message Reply Open next message Open previous message Print Go to next or previous page Delete entire message Forward
4 CallPilot Desktop Messaging for Novell GroupWise You can compose a message that is any combination of voice, fax, or text. A composed message can be a new message, a reply to a received message, or an introduction to a forwarded message. Before you send a message, you can add attachments and options. To record and send a voice message You create a voice message by opening a new CallPilot message and recording a message from your computer or your telephone. You can send the message or save it to send later. 1 In the Novell GroupWise toolbar, click the New CallPilot Message icon. 2 In the new message window, click the Telephone icon in the toolbar to open the CallPilot Player. 3 On the CallPilot Player, click the red Record button to start recording. 4 If you are recording from the computer, record your message into the microphone. Click Stop to end the recording. If you are recording from the telephone, answer when it rings. At the tone, record your message. Click Stop to end the recording, then hang up. 5 Click To… to open the Address Book, or type the formatted address in the To field. For addressing information, see page 7. 6 Add attachments and options if required. See pages 6 and 8. 7 On the toolbar, click the Send Message icon. To save a newly created voice message as a file You can record a voice message and save it as a file to use later. 1 In a new CallPilot message, record a message, and on the File menu, click Save as... . 2 In the File name box, type a name for the file, select a folder to keep the file in, then click Save. Save voice files as .vbk files if your recipients are all CallPilot users, or save them as .wav files if some recipients are non-CallPilot users. Click to record all messages from your computer Click to record all messages from your telephone Click to go to the Address Book Message options: Urgent or Normal Delivery Public or Private Read or Delivery acknowledgment requestClick the Telephone icon to open the CallPilot Player, then record your messa ge RecordStop Send message Click the Attach File icon to attach a voice, fax, or text file Save message Adjust volumeAdjust speed Click the text icon to create a text message
CallPilot Desktop Messaging for Novell GroupWise 5 # $ To create and send a fax message To send a fax, your CallPilot mailbox must have fax capability. The recipients of your fax must also have fax capability to view the fax on their computer. If your recipients access their messages from their telephone, they can view the fax only by printing it. You can send your fax to a fax machine. 1 Open the document that you want to fax. It must be 8.5 inches (21.5 cm) wide or less. 2 On the File menu, click Print. 3 From the list of printers, select Nortel Fax, then click Print or OK. 4 The Compose Fax dialog box displays. Before sending the fax, you can add more documents, including a cover page, by repeating steps 1 to 3. You can also view the fax, and save it as a file. 5 Select a Send option. To send your fax to a fax machine, enter the number(s), then click Send. To send your fax to a CallPilot or e-mail recipient, select Send using... , then click Send. 6 If you selected Send using…, a new message window opens, displaying your fax. Click To… to open the Address Book, or type the formatted address in the To field. For addressing information, see page 7. 7 Add a voice or text attachment and message options, if required. See pages 6 and 8. 8 Click the Send Message icon. To create and send a text message To create a text message, open a new CallPilot message and type or paste plain text into it, then click the Send Message icon. To save a text message as a file, click Save As on the File menu, and save it as a .txt file. View the selected image Delete the selected image Change the order of files in the fax list Save the fax as a .tif type f file if you want to send it later File format and title of your file Select this option to send the fax to a fax machine Select this option to send the fax to a mailbox Click Send after selecting the appropriate Send option
6 CallPilot Desktop Messaging for Novell GroupWise % You can forward a message, and compose an introduction to send with it. You can also compose a reply to the sender of a message, or to the sender and all recipients of a message. To forward or reply to a message 1 In an open message, click the Forward or Reply icon. 2 Follow the steps for composing a message. See page 4. 3 Address a forwarded message the same way as a new message. Replies are addressed automatically. You can change the subject line before sending the message. & Before sending a message, you can attach a voice, fax, or text file to it. Voice files can be .vbk or .wav format for CallPilot recipients, but must be .wav format for non-CallPilot recipients. Fax files must be .tif type f format. Text files must be .txt format. To attach a file to a message 1 In a new CallPilot message, click the Attach File icon. 2 In the Open File box, select or type the name of the file that you want to attach. 3 Click Open to attach the file and return to the new CallPilot message. Attach File
CallPilot Desktop Messaging for Novell GroupWise 7 & To add CallPilot addresses to your personal Address Book You can add CallPilot addresses to the list of e-mail addresses in your personal Address Book. You may want to distinguish between CallPilot and e-mail addresses by adding CallPilot after the recipient’s name. You can also add distribution list names to your personal Address Book. You can add a CallPilot address to your personal Address Book by copying it. 1 In the CallPilot Address Book, select and right-click a name. 2 Click Copy to… . 3 In Copy Names Between Address Books, select the name of your personal Address Book, then click OK. You can also create an address manually and add it to your personal Address Book. 1 On the Tools menu, select Address Book. 2 Select your personal Address Book, then click the Add button. 3 In New Entry, select Person and click OK. 4 In CallPilot - General, select the appropriate address type from the drop-down list. Then enter the required address details. Refer to the online Help for the correct addressing formats. Click OK. To address a message from your address book 1 In a new CallPilot message, click To… . 2 Select CallPilot Address Book or your personal Address Book. 3 Select the name of the recipient or distribution list. 4 Click Add ->. You can select one or more addresses, clicking Add -> after each one. 5 Click OK to return to the new CallPilot message. To address a message manually You can type an address directly into the To field of a new message. Refer to the online Help for the correct addressing formats.
8 CallPilot Desktop Messaging for Novell GroupWise You can create a Desktop Messaging personal distribution list for a group of recipients to whom you frequently send messages. After you create a list, it appears in your personal Address Book. You simply select the list when you address a message. You cannot access these lists from your telephone. You create a CallPilot personal distribution list in the same way that you create a Novell GroupW ise personal distribution list. To create a personal distribution list 1 On the Tools menu, select Address Book. 2 Select CallPilot Address Book or your personal Address Book. 3 Select names, clicking To -> after each one. 4 Click Save Group. 5 In Save as Group, type a name for the list, then click OK. You can add or delete names for this group. Click Information, then Edit Group. ( In a new CallPilot message, you can set priority, sensitivity, and acknowledgment options. To set Delivery priority for a message Select Urgent, or leave the setting as Normal. To set Sensitivity for a message Select Private, or leave the setting as Public. Be aware that messages you send marked Private can be forwarded by the recipient. Also, recipients in non-CallPilot systems may not be informed of Private settings. In your message, tell the recipient that the message is Private. To request a Read or Delivery receipt Check Read receipt to request acknowledgment that your recipient opened the message. Check Delivery receipt to request acknowledgment that your recipient received the message.