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P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Contents Enterprise Edge Persona l Call Manager 9 Using a handsfree telephone with Enterprise Edge Personal Call Manager 9 Abou.
4 Contents Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Making a call 29 Making a call using the Address Book 29 Making a call using the task tray or Calls menu 30 Making a.
Contents 5 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Conferencing a call 44 Creati ng a conference 44 Creating a confer ence using the Conference box 44 Creating a confe.
6 Contents Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Address Book 54 The Tree View of the Addr ess Book 54 The List View portion of the Address Book 55 Contacts 56 Addin.
Contents 7 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Persona l Call Manager Preferences 84 Chan ging the Sea rch pr ef erence s 84 Changing the Startup O.
8 Contents Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01.
P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Personal Ca ll Manager Enterprise Edge Personal Call Manager is a TAPI-bas ed (Telephony Application Programming Interface) application that provides an ea sy to use computer interfa ce for your telephone.
10 Installing Enterp rise Edge Person al Call Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Installing Enterprise Edge Personal Call Manager Enterprise Edge Personal Call Manager must be installed on your computer before you can use it.
Enterpri se Edge Person al Call Man ager icons 11 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide The Enterprise Edge Personal Call Manager introduc tion screen appears briefly.
12 Enterprise Edge Personal Call Manage r task tray icon Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Enterprise Edge Personal Call Manager task tray menu The Enterprise Edge Personal Call Manager task tray menu is divided into two main sections.
Enterprise Edge Persona l Call M anager wind ow 13 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Personal Ca ll Manager w indow From the Enterprise Edge Pers.
14 Enterprise Edge Personal Call Manage r window Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Menu bar The Menu bar shows the menus available from the window. From these menus you can access all of the feature s available from Enterprise Edge Personal Call Manager.
Enterprise Edge Persona l Call M anager wind ow 15 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Using the toolbar The toolbar buttons provide access to commonly used features. Up One Level Exits from the current directory and moves one level up in the contact tree.
16 Enterprise Edge Personal Call Manage r window Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Address Book The Address Book is a list of all t he contacts stored in Enterprise Edge Personal Call Manager.
Enterprise Edge Persona l Call M anager wind ow 17 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Current Calls icons There are se veral icons that are used in the Cur rent Calls section. Each icon is used to represent a call.
18 Enterprise Edge Personal Call Manage r window Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Stat us ba r The Status bar is at the bottom of the screen and provides four information message areas: • Help messages – Shows a help message, if available, for the are a the mouse pointer is pointing on.
Setting up Enterprise Edge P ersonal Call Manager 19 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Setting up Enterprise Ed ge Personal Call Manager Before you can use Enterprise Edge Personal Call Manage r you must choose the TAPI line that will be used and define the dialing properties.
20 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Changing the dialing proper ties You use the Dialing Properties to def ine where you are situated a nd what is require d to dial from this location.
Setting up Enterprise Edge P ersonal Call Manager 21 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide I am di aling from Use the I am dialing from list box to save different sets of dialing properties. You can use I am dialing from whe n you have a computer ( such as a laptop) that you use at different locations.
22 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Deleting a location When you no longer need a location, you can delete it from the list of locations. To delete a location: 1.
Setting up Enterprise Edge P ersonal Call Manager 23 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide To set the prefixes that are long distance: 1. Click the Dialing Rule s button. The Dialing Rules dialog box appears. To add a prefix that is considered long distance 1.
24 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Use a calling card for long distance Select this check box if you want to use a calling card for long distance telephone numbers.
Setting up Enterprise Edge P ersonal Call Manager 25 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 5. In the PIN num ber box, type the calling card PIN number.
26 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 7. Click the Long Distance Usage button. A second Calling Card dialog box appears. 8. Click the first Dial list box and then click the first set of numbers that must be dialed.
Setting up Enterprise Edge P ersonal Call Manager 27 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Disabl e call w aitin g by diali ng If call waiting is available for the current location, use this field to define the numbers required to disable call waiting.
28 Setting up Enterp rise Edge Personal Cal l Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Defining long distance numbers in your area code In some locations, calls within the same area c ode a re considered long distance calls.
Making a call 29 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Making a call Using Enterprise Edge Per sonal Call Manager, you can make a call using the Calls menu, the Enterprise Edge Personal Call Manager task tray menu, the toolbar, or the Address Book.
30 Making a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Making a call using the task tray or Calls menu To make a ca ll: 1. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then click Manual Dial .
Making a call 31 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Making a call us ing the toolbar To make a call using the toolbar: 1.
32 Making a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Redialing a numb er Enterprise Edge Personal Call Manager keeps a list of the last ten telephone numbers you called. The most re cent call is at the top of the list and the oldest call is at the bottom.
Making a call 33 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Calling from the Quick Dial list Before you can call a number from the Quick Dial list, you must add the number to the Quick Dials. For more information about Quick Dials, refer to Quick Dia ls on page 81.
34 Answering a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Answering a call Knowing when someone i s calling Enterprise Edge Personal Call Manager notifies you when the re is an incoming call.
Answer ing a cal l 35 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Answering a call usi ng the Y ou Have a New Call di alog box Enterprise Edge Personal Call Manage r displays the You Have a New Call dialog box when you receive a ca ll.
36 Answering a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Accessing the Notes tab After you have answere d the call, you can display the Notes tab of the Address Properties dialog box. Use the Notes tab to record inf ormation about the contact, such as recent orders, mee ting locations, etc.
Putting a call on hol d 37 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Putting a call on hold When a call is put on hold, the icon for the call changes f rom the Active Call icon to the Held Call icon.
38 Multip le c alls Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Multiple calls Enterprise Edge Personal Call Manager can control sever al calls at once. The maximum num ber of calls is equal to the maximum number of lines ava ilable.
Transferring a c all 39 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide T ransferring a call Enterprise Edge Personal Call Manager allows you to transfer a c all to a different telephone. You can transfer the call with an announcement or without.
40 Tran sferr ing a c all Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 4. Click Other . The Transfer dialog box appea rs. 5. Type the telephone number of the person you want to transfer the call to and click the Transf er button.
Transferring a c all 41 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Transferring a call using the tas k tray or Calls menu To transfer a call: 1. Make or answer the call. 2. Click the Enterprise Edge Personal Call Manager task tray icon or the Calls menu and then point to Tr ansfer .
42 Tran sferr ing a cal l Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Transferring a call using the keyboard You can use the keyboa rd and the icons on the window to tra nsfer a call. To tra nsfer a call: 1. Make or answer the call.
Transferring a c all 43 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide T ransferring a call wi th an announcement When you transfer a call with an announcement, you ar e calling the person you are transferring the call to before you transfer the call.
44 Con f eren cing a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Conferencing a call In a conference call you connect yourself and two other people onto a single c all. Creating a conference To create a c onference you must have at least tw o lines, one for each caller.
Conferen cing a call 45 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Putting conference s call on hold When you put a conference on hold, both calls are put on hold. Neither caller can speak to you but the two callers can speak to eac h other.
46 Con f eren cing a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Splitting a c onf erence using the window To split a conference using the window: 1. Drag one of the icons from the Confere nce box. The call whose icon you remove from the Confer ence box becomes the active call and the other call is put on hold.
Conferen cing a call 47 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Ending a conference When you end a confere nce, you remove yourself from the confere nce and let the other two callers to c ontinue to talk to each other .
48 Ending a call Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Ending a call Ending a call using the release button To end a call: 1. Click the icon of the call in the Calls box. Note: If there is only one call in the Calls box, you do not need to select the call.
Calling features 49 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Calling features Enterprise Edge Personal Call Manager gives you easy access to two common calling features: Do Not Disturb and Call Forward.
50 Calling feature s Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Call For ward To call forward your telephone: 1. Click the Tools menu and then click Forward . The Forward dialog box appears. 2. Type the telephone number you wa nt to call forward your telephone to.
Calls Log Window 51 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Calls Log Window The Calls Log consists of two parts: the Incoming Calls Log and the Outgoing Calls Log. The Incoming Calls Log shows all of the calls that were made to your telephone.
52 Calls Log Wind ow Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Viewing the Incoming Calls To view the Incoming Calls: 1. Click . or 1. Click the View menu and then click Incoming Calls L og . Viewing the Outgoing Ca lls To view the Outgoing Calls: 1.
Calls Log Window 53 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Making a call from the Calls Log You can call any of the numbers stored in the Incoming or Outgoing Call Log. To make a ca ll: 1. Click the number you want to dial.
54 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Addres s Book The Address Book is the portion of Enterprise Edge Per sonal Call Manager where you store telephone numbers and addresses of the people and businesses you dea l with.
Address Book 55 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide You can change which folder s appear by clicking certain portions of the Tree V iew. Clicking a box with “+” in it expands the folder and shows the folder’s contents.
56 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Displaying the Address Book in details view If you select details view, the last name, first name, te lephone numbers you can call and Email Address and Email type are shown for each c ontact.
Address Book 57 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 4. Click the OK button. Note: If a contac t with the same name is in the Address Book, a message appears asking if you want to make a duplicate. If you want to make a duplicate of a contact, use the copy method described in Copying a contact on page 68.
58 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Business Use the Business tab to enter the name, address, and telephone number of a contact. The first information you enter is the contact’s name. The contact’s name is di vided into the firs t name and t he last name.
Address Book 59 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide E-Mai l Addre ss The E-Mail Address tab has two boxes: E-mail address and E-mail type. E-mail address s pecifies where the conta ct’s E-m ail accoun t is. E-mail type specifies which type of E-mail service the c ontact uses.
60 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Settings Use the Settings tab to select the dialing de fault used for the contac t and the picture displayed and voice announcement heard when this contact ca lls you.
Address Book 61 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide If you decide you no longer want a voice announceme nt for this contact, you can remove the voice announcement from the contact. To remove the voice announcement: 1.
62 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Note Use the Note tab to record miscellaneous information about the contact. You can enter significant dates, recent orde rs, meeting locations or any information you want handy when you call the contact.
Address Book 63 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Finding a contact in the Address Book The Address Book has a search feature to help you find a contact. You can search for a contact using the contact’s name or telephone number.
64 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Qui c k Se a r ch To find a contact: 1. Click the Tools menu and then click Find Pe rson . or Click . The Search dialog box appears. 2. Enter the f irst character of the name or telephone number of the contact you want to find.
Address Book 65 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Entering names or numbers If you know only part of the name or telephone number of the contact you want to find, you can type the letters or digits you know and the Search feature finds any contacts that match the information you enter.
66 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Editing the properties of a contact The information stored with a contact can be changed whenever require d. A typical example is when a contact moves or changes telephone number s.
Address Book 67 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 4. Move to the tab that has the information you want to change and then make the changes. Adding a new contact to the Address Book on page 56 descr ibes the information that can be enter ed.
68 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Copying a contact When you copy a contact, you create a new contac t in the Address Book based on the original contact. Enterprise Edge Personal Call Mana ger provides two ways to copy a contact: a linked copy and a template copy.
Address Book 69 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Copying a contact usi ng the linked copy method Use this method of copying a c ontact when you want to crea te a copy that is linked to the original contact.
70 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Copying a contact usi ng the template copy method Use this method of copying a contact when you want t o create a new contact that is based on an existing contact.
Address Book 71 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Moving a contact Contacts can be moved from one folder to another to help organize the Address Book. When you move a contact, the contact does not remain in the original folder.
72 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Deleting a contact To delete a contact using the right mouse button: 1. Right-click the contac t you want to delete and then click Delete . To delete a contact using the Menu bar: 1.
Address Book 73 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Printing Contacts There are two printing formats you can use to print information about any of the contacts stored in the Address Book. You can print a contact list or contact details.
74 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Folders Folders can be added only to the My Contacts section and the folders in the My Contacts section. You cannot add folders to the Quick Dials section. For more information on, refer to Quick Dials on page 81.
Address Book 75 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Copying a folder When you copy a folder, the folder and all of the contacts and folders contained in the folder are copied to t he new folder.
76 Address B ook Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Moving a folder Folders can be moved from one enclosing folder to another . When you move a folder, you move the folder and all of the contacts and folders that it contains.
Address Book 77 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Renaming a folder To change the name of a folder using the right mouse button: 1. Right-click the folder you wa nt to rename and then click Properties . The Folder Property dialog box appear s.
78 Importing Con tacts Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Impor ting C onta cts If you have a list of contacts in another application, you can save your list of contacts as a text file and the n import those contacts into Enterprise Edge Personal Call Manager.
Impo rti ng Co ntac ts 79 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide 6. Double-click the file you want to import. The Import address from text file dialog box appear s with the path and file name in the Source Text File field.
80 Expor ting Co ntac ts Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Expor tin g Contacts You can save all of the contacts in your Address Book into a comma deli mited text file. You can use this file in other applications.
Quick Dials 81 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Quick Dials The Address Book is divided into two mains sections: My Contacts and Quick Dials. The My Contacts section stores your contacts. The Quick Dials sec tion used stores contacts that you use frequently or need to access quickly.
82 Accessing Help Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Accessing Help Accessing context-sensitive Help You can access context-sensitive Help by pressing the F1 key. The Help information that appears is about the currently active window, dialog box or menu item.
Accessing Help 83 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Turning the Tip of the Da y on To turn the Tip of the Day on: 1. Click the Help menu and then click Tip of the Day . 2. Se lect the Show Tips at Startup check box.
84 Enterprise Edge Personal Call Manage r Preferences Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Enterprise Edge Personal Ca ll Manager Preferences Enterprise Edge Person.
Enterpri se Edge Person al Call Man ager Prefe rences 85 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide To change the Search mode fr om the task tray: 1. Right-click the Enterprise Edge Personal Call Manager task tray icon and t hen click Opti ons .
86 Enterprise Edge Personal Call Manage r Preferences Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 When the Dialing Rule Setting is enabled, Enterpr ise Edge Personal Call Manager uses dialing properties, such as the local area code and the outside line access code, when making a call.
Enterpri se Edge Person al Call Man ager Prefe rences 87 P0911958 Issue 01 Enterprise E dge 2.0 Personal Cal l Manager User Guide Enterprise Edge Personal Call Manager receive s the incoming telephone number only if: • You subscribe to a Caller ID (CLID) servic e.
88 Quitting Enterprise Edge Personal Ca ll Manager Enterprise Ed ge 2.0 Personal Call Man ager User Guide P0911958 Issue 01 Quitting Enterprise Edge Pers onal Call Manager You can quit Enterprise Edge Personal Call Manager from the task tray or the window.
P0911958 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Glossar y Address Book The portion of Enterprise Edge Personal Call Manager w here you store the telephone numbers and addresses of people and businesses. Call Forward A feature that forw ards all the calls arriving at your telephone to another telephone.
90 Enterprise Ed ge Personal Call Mana ger User Guide P0911958 Issue 01 Menu bar The menu bar shows the menus available from the main window. PC (Personal Comput er) A Windows® compatible computer that runs the Enterprise Edge Personal Call Manager software.
P0911958 Issue 01 Enterprise Edg e Personal Call Manag er User Guide Index A Active Cal l icon 12 , 17 , 34 Address Book 13 adding a contact 56 changi ng th e view 55 displayi ng 16 icons 54 list v ie.
92 Index Enterprise Ed ge Personal Call Mana ger User Guide P0911958 Issue 01 E E-Mail Ad dress 59 Enterprise Edge Pe rsonal Call Manage r about 81 exiting 88 locat ion 21 prefere nces 84 quitting 88 .
Index 93 P0911958 Issue 01 Enterprise Edg e Personal Call Manag er User Guide R Redialin g a telephone number 32 Removing Enterprise Edge Per sonal Call Manager 88 Returning a c all 32 Ringing icon 12.
94 Index Enterprise Ed ge Personal Call Mana ger User Guide P0911958 Issue 01.
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