Attendant ConsoleUser Guide
ivCONTENTS PAGE©Inter-Tel, Inc. May 2005 printed in USATools Drop-Down Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69He
84Inter-Tel® Attendant Console User GuideTagging CallsYou can specify a name for an outside call with the tagging feature. A record of thecall will be
85Inter-Tel® Attendant Console User GuideUSING CONSOLETransferring CallsThere are several options for the type of transfer that takes place when you s
86Inter-Tel® Attendant Console User GuideAnnounced TransferTo place a call to the destination so you can announce the transfer, do one of the fol-lowi
87Inter-Tel® Attendant Console User GuideUSING CONSOLECanceling a TransferYou can cancel a transfer at any time before the transfer is completed. To c
88Inter-Tel® Attendant Console User GuideTransferring a Call without Hot Dialing 1. Select or enter the destination number in the Name or Number box.
89Inter-Tel® Attendant Console User GuideUSING CONSOLECanceling a TransferYou can cancel a transfer at any time before the transfer is completed. Do o
90Inter-Tel® Attendant Console User GuidePutting Calls on Hold• Individual Hold: Putting a call on Individual Hold makes it available only atyour stat
91Inter-Tel® Attendant Console User GuideUSING CONSOLEConference CallsMulti-party conference calls can be established using the Conference Setup dialo
92Inter-Tel® Attendant Console User GuideNOTE: The call still appears in the Call List. If one of the calls is on hold or notconnected, the Begin butt
93Inter-Tel® Attendant Console User GuideUSING CONSOLEInter-Station MessagesIn the Axxess system version 5.1, the Attendant Console has no knowledge o
vInter-Tel® Attendant Console User GuideLimited WarrantyInter-Tel, Inc. warrants the physical diskette(s) and physical documentation enclosedherein (b
94Inter-Tel® Attendant Console User GuideResponding to a MessageIf you have waiting messages, the message indicator on the status bar is highlightedgr
95Inter-Tel® Attendant Console User GuideUSING CONSOLERemoving a MessageTo remove a message without responding:— From the Messages dialog (displayed t
96Inter-Tel® Attendant Console User GuideDialing DigitsSome telephone systems may require you to enter digit(s) to reach a destination. Forexample, wh
97Inter-Tel® Attendant Console User GuideUSING CONSOLEPROGRAMMING STATION INFORMATIONYou can program station information and DND and Reminder messages
98Inter-Tel® Attendant Console User GuideEntry to the database programming feature at the Administrator stations can be pro-tected using a password. A
99Inter-Tel® Attendant Console User GuideUSING CONSOLEStation TabTo enter information:— While programming, you can double-click on any item in the lis
100Inter-Tel® Attendant Console User GuideIf you type “130” it will find and select the station with extension “1300”. Youcould continue typing to sel
101Inter-Tel® Attendant Console User GuideUSING CONSOLE • Administrator Stations: You can program a keyset station to be an Administra-tor station, or
102Inter-Tel® Attendant Console User Guide2. The dialog contains only the devices that the Console can swap with (i.e.,you cannot swap a keyset with a
103Inter-Tel® Attendant Console User GuideUSING CONSOLE • Toll Restrictions: You can determine the toll restriction classes of serviceassigned to each
viInter-Tel® Attendant Console User GuideSoftware License AgreementTHE FOLLOWING IS A LICENSE AGREEMENT RELATING TO THE INTER-TEL SOFTWARE. PLEASE CAR
104Inter-Tel® Attendant Console User GuideDND/Reminder TabTo Program Do-Not-Disturb and Reminder Messages:— In the DND/Reminder tab you can delete or
105Inter-Tel® Attendant Console User GuideUSING CONSOLETo change a message:NOTE: Each node has its own list of DND or Reminder messages that can be us
106Inter-Tel® Attendant Console User GuideADMINISTRATOR DATABASE PROGRAMMING PLANNING SHEETSADMINISTRATOR DATABASE PROGRAMMING PASSWORD: _____________
107Inter-Tel® Attendant Console User GuideUSING CONSOLEDO-NOT-DISTURB MESSAGES:DEFAULT MESSAGENEW PRIMARY LANG. MESSAGENEW SECONDARY LANG. MESSAGEMESS
108Inter-Tel® Attendant Console User GuideREMINDER MESSAGES:DEFAULT MESSAGENEW PRIMARY LANG. MESSAGENEW SECONDARY LANG. MESSAGEMESSAGE 01 (MEETING):ME
109Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGTroubleshootingThis chapter contains troubleshooting information for the Attendant Console th
110Inter-Tel® Attendant Console User Guidestream in a TCP/IP format, which the Console understands. The Switch Trans-ceiver, converts the OAI stream f
111Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGA: Yes. In order for the Console or any System Level II OAI application to receiveinformation
112Inter-Tel® Attendant Console User GuideQ: DO I NEED MULTIPLE CT GATEWAYS TO CONNECT TO MULTIPLE CTI APPLICA-TIONS?A: No. The Multi-App CT Gateway i
113Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGTROUBLESHOOTING THE INSTALLATIONDuring the installation, you may see one of the following War
viiInter-Tel® Attendant Console User Guide(b) You may make one (1) copy of the Inter-Tel Software program(s) contained ondiskette(s) for back-up purpo
114Inter-Tel® Attendant Console User GuideERROR MESSAGESCONNECTION ERRORSThe Attendant Console connects to the telephone system via a System OAI Serve
115Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGConnectionRefusedWrong TCP port Verify the TCP port. To do so, select Optionsfrom the Console
116Inter-Tel® Attendant Console User GuideWaiting forresponse fromtelephone sys-temIn an Axxess system, the AxelOffice Server unable to com-municate w
117Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGCT Server, Switch Transceiver(Axxess only), CPC, or CallProcessing Server for theAxxess syste
118Inter-Tel® Attendant Console User GuideDestinationAddressRequiredThe Attendant Console cannotconnect to the OAI Server IPAddress.Verify the IP addr
119Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGNetwork is UnreachableThe Attendant Console cannotcommunicate with the OAIServer computer.Ver
120Inter-Tel® Attendant Console User GuideSoftwareCaused Con-nection AbortThis is usually a network error. Try the software again. If the software is
121Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGCannot Com-municate withTelephone Sys-tem NodeIncorrect node number setting Select Options f
122Inter-Tel® Attendant Console User GuideSocket Dis-abled ErrorThe telephone system is con-figured to reject System OAILevel 2 connections via TCP/IP
123Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGThe OAI Serverunexpectedlyclosed the con-nectionIn an Axxess system, the AxelOffice Server is
viiiInter-Tel® Attendant Console User GuideWarranty:(a) Inter-Tel warrants to You that the diskette(s), and/or other applicable softwaremedia on which
124Inter-Tel® Attendant Console User GuideFREQUENTLY ASKED QUESTIONS Following are answers to commonly asked questions about Attendant Console opera-t
125Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGMUTING YOUR PHONE MICROPHONEQ: WHEN ANOTHER STATION USER PLACES ME ON HOLD, WHY WON'T TH
126Inter-Tel® Attendant Console User GuideTIME DIFFERENCESQ: WHY DOESN'T THE TIME ON MY COMPUTER MATCH THE TIME SHOWN ON MY PHONE?A: The time sho
127Inter-Tel® Attendant Console User GuideTROUBLESHOOTINGMAILBOX SETTINGSQ: WHY IS THE “HAS MAILBOX” OPTION IN THE DIRECTORY ENTRY PROPERTIES DIA-LOG
128Inter-Tel® Attendant Console User Guide
129Inter-Tel® Attendant Console User GuideINDEXIndexAAction bar 31Adding a call to the conference 92Adjusting the volume 55Administratorfeatures
130Inter-Tel® Attendant Console User Guideconference calls 91Drop-down menus 31, 34EEntering Information 99Error messages 114software instal
131Inter-Tel® Attendant Console User GuideINDEXNight mode 2network 1OOptions 39PPage tab 1, 31Page Zones 81system refresh 10Page zones
132Inter-Tel® Attendant Console User GuideVVGA 4Video card 4View drop-down menu 63View menu 34shortcut panels 56Voice mailgroup lists 2mai
ixInter-Tel® Attendant Console User GuideLimits Of Liability:In no event shall Inter-Tel or its third-party suppliers and vendors be liable for anylos
A946/3381APart No. 835.2270Issue 3.0, May 2005
xInter-Tel® Attendant Console User Guide
1Inter-Tel® Attendant Console User GuideWELCOMEWelcomeThank you for purchasing Inter-Tel’s Attendant Console version 3.0 software pack-age. The Attend
2Inter-Tel® Attendant Console User Guide • Customized Toolbar — Allows you to choose toolbar buttons that are to be dis-played on the Toolbar (see pag
3Inter-Tel® Attendant Console User GuideGETTING STARTEDGetting StartedThis chapter contains instructions for installing and setting up your Attendant
4Inter-Tel® Attendant Console User GuideSYSTEM REQUIREMENTSSoftware Requirements • Microsoft Windows 98/2000/NT4.0/ME/XP Operating System • TCP/IP pro
5Inter-Tel® Attendant Console User GuideGETTING STARTED • In Station Programming, your endpoint should have the Headset Connect Toneoption enabled. •
6Inter-Tel® Attendant Console User GuideSoftware Security KeyThe software “key” is a small security device that must be attached to your PC’s par-alle
7Inter-Tel® Attendant Console User GuideGETTING STARTED 9. A dialog box appears that asks for the desired destination directory name. Enter<Drive&g
8Inter-Tel® Attendant Console User Guide15. Restart the computer if prompted.NOTE: If the Console is installed on Windows NT or 2000 and requires a re
9Inter-Tel® Attendant Console User GuideGETTING STARTEDIF YOU ARE A NEW USER:—Click Add User. This allows you to set and save your own custom features
10Inter-Tel® Attendant Console User GuidePERFORMING A SYSTEM REFRESHThe Attendant Console receives data from the telephone system for page zones, dire
11Inter-Tel® Attendant Console User GuideGETTING STARTEDSETTING ATTENDANT CONSOLE PROPERTIESTo set the Console properties, select Options from the Con
12Inter-Tel® Attendant Console User Guide— Ringing Calls: Specifies how many calls are allowed on your extension.When this number is exceeded, all fur
13Inter-Tel® Attendant Console User GuideGETTING STARTED • Restore program when call rings: Your Attendant Console screen moves to thefront when a cal
NoticeThis Inter-Tel® Attendant Console User Guide is released by Inter-Tel, Inc. as a guide forend-users. It provides information necessary to use th
14Inter-Tel® Attendant Console User GuideTransfer TabThe Transfer tab allows each Attendant Console user to set the following call options. • Default
15Inter-Tel® Attendant Console User GuideGETTING STARTED • Perform immediate transfers to voice mail: This check box is enabled only ifthe Default Tra
16Inter-Tel® Attendant Console User GuideProgram TabThe Program tab defines information that the Console needs to determine, such aswhich calls are lo
17Inter-Tel® Attendant Console User GuideGETTING STARTED • Call Log:— Log Incoming/Outgoing Calls: If you check one or both boxes in the CallLog optio
18Inter-Tel® Attendant Console User GuideLocations TabThe Locations tab, shown below, contains a list with three columns: Node Number,System Location,
19Inter-Tel® Attendant Console User GuideGETTING STARTEDNight Mode TabNOTE: Only an Administrator can perform the night mode configuration and on ando
20Inter-Tel® Attendant Console User GuideTo select the desired nodes:— Check Put selected nodes in night mode, the Node list becomeseditable, as shown
21Inter-Tel® Attendant Console User GuideGETTING STARTED— Station Password: Enter the station password programmed for your station.(At default, this i
22Inter-Tel® Attendant Console User Guide— Find: Provides OAI Server information for servers on your LAN and givesyou a choice to choose OAI Servers t
23Inter-Tel® Attendant Console User GuideGETTING STARTED— Enter the desired IP Address, TCP Port, OAI Password, and Description.• IP Address: Enter th
24Inter-Tel® Attendant Console User GuideWarnings TabThe Warning tab allows you to choose whether you want see warning messagesbefore you do any of th
25Inter-Tel® Attendant Console User GuideGETTING STARTEDDiagnostics TabThe Diagnostics tab, shown below, is used to set up log files. All commands, ev
26Inter-Tel® Attendant Console User Guide • Log Files:— Disk Space for Log Files (Megabytes): Specifies the amount of disk spaceyou want to use for lo
27Inter-Tel® Attendant Console User GuideGETTING STARTEDNOTE: If you would like to create multiple files, as shown above,reduce the number of bytes pe
28Inter-Tel® Attendant Console User Guide
29Inter-Tel® Attendant Console User GuideUSING CONSOLEUsing Attendant ConsoleThe Attendant Console program allows you to use your PC to quickly handle
30Inter-Tel® Attendant Console User GuideSECTION CONTENTS PAGECall Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
31Inter-Tel® Attendant Console User GuideUSING CONSOLEMAIN ATTENDANT CONSOLE SCREENThe main screen of the Attendant Console has two functional areas:
32Inter-Tel® Attendant Console User Guide 7. Index Buttons — See page 67 for more details. 8. Status Bar — See page 65 for more details.CALL LISTThe
33Inter-Tel® Attendant Console User GuideUSING CONSOLE— Waiting on Hold: The call is on hold at another extension.— Waiting to Complete Transfer to VM
1©Inter-Tel, Inc. March 2002 printed in USAPart No. 835.2469-1 QUICK REFERENCE GUIDE TOFREQUENTLY USED FEATURESThese are the basic instructions for th
34Inter-Tel® Attendant Console User GuideDROP-DOWN MENUSThere are drop-down menus on the main screen for access to various features. Severalof these m
35Inter-Tel® Attendant Console User GuideUSING CONSOLEImport SettingsTo simplify programming configuration settings, you can import Console settingsfr
36Inter-Tel® Attendant Console User GuideIf you import settings for someone other than yourself (the user currently logged on),the Console will displa
37Inter-Tel® Attendant Console User GuideUSING CONSOLEExport SettingsThis allows you to export your Console settings to other Console PCs. To export a
38Inter-Tel® Attendant Console User GuideNight ModeThe Attendant Console provides programmable night mode enabling and disabling.The Night Mode dialog
39Inter-Tel® Attendant Console User GuideUSING CONSOLESystem RefreshThe Attendant Console receives data from the telephone system for page zones, dire
40Inter-Tel® Attendant Console User GuideCall Handling Drop-Down MenuThe Call Handing drop-down menu, shown below, contains common commands usedduring
41Inter-Tel® Attendant Console User GuideUSING CONSOLECOMMAND MENUS TOOLBARS DESCRIPTIONSREF.PG #Answer Answers the call highlighted in the Call List
42Inter-Tel® Attendant Console User GuideLeave a Voice Mail Leaves a message in the mailbox associated with the called station while you are on an in
43Inter-Tel® Attendant Console User GuideUSING CONSOLEDirectory Drop-Down MenuWhen you select the Directory drop-down menu, the following screen appea
2MESSAGESTO LEAVE A MESSAGE AT THE STATION—Press CTRL+E OR select the Mess. Call icon.TO LEAVE A VOICE MAIL MESSAGE—Press CTRL+O OR select the Leave V
44Inter-Tel® Attendant Console User GuideDirectory ListDirectory information is provided by the telephone system (except custom entries).You can updat
45Inter-Tel® Attendant Console User GuideUSING CONSOLEFor ACD hunt groups, theextended information includes alist of all the stations logged inand out
46Inter-Tel® Attendant Console User Guide • Group: Sorts and displays different “groups” in the directory. The default groupsare Everyone, Inside Numb
47Inter-Tel® Attendant Console User GuideUSING CONSOLEThe possible status pictures are as follows:PICTURE DESCRIPTIONIdle telephoneIdle telephone in d
48Inter-Tel® Attendant Console User GuideSet DND You can place any station in the directory in do-not-disturb mode. 1. Highlight the desired entry i
49Inter-Tel® Attendant Console User GuideUSING CONSOLEHide EntrySystem entries can be hidden so that they no longer display in the Directory. To hide
50Inter-Tel® Attendant Console User GuideCustom EntryCustom entries are useful for specifying guests or for people who share a phone orfrequently call
51Inter-Tel® Attendant Console User GuideUSING CONSOLEPropertiesThis option allows you to change the properties of a directory entry. Some fields areo
52Inter-Tel® Attendant Console User GuideFollowings are the sample dialogs for each device.Sample Properties for Station and Single-Line Devices:NOTE:
53Inter-Tel® Attendant Console User GuideUSING CONSOLESample Properties for Custom Entries:• Everyone can use this: Allows any Console user to be able
3CONFERENCE CALLSTO BUILD A CONFERENCEYou can build a conference from calls that are either connected or on individualhold in the main Call List. You
54Inter-Tel® Attendant Console User GuideSample Properties for Trunk Groups and Voice Mails:Sample Properties for Speed-Dial Bins:
55Inter-Tel® Attendant Console User GuideUSING CONSOLEVolume Drop-Down MenuWhen you select the Volume drop-down menu, the following screen appears. Yo
56Inter-Tel® Attendant Console User GuideShortcuts Drop-Down Menu When you select the Shortcuts drop-down menu, the screen, as shown below, appears.Th
57Inter-Tel® Attendant Console User GuideUSING CONSOLEAt default, the shortcuts are: 2. You have two options for using the shortcuts: • Select a disp
58Inter-Tel® Attendant Console User GuideSetup ShortcutsA shortcut performs a sequence of actions or dials a series of digits representing fea-ture co
59Inter-Tel® Attendant Console User GuideUSING CONSOLE 3. Select a shortcut you would like to program from any of the function keys (F2 -F12), the ke
60Inter-Tel® Attendant Console User Guide 4. To assign a name to the short-cut button, enter the name inthe Name Shortcut text box.Then, click Next.
61Inter-Tel® Attendant Console User GuideUSING CONSOLE 5. Select actions you would like the shortcut to perform. When you select an actionfrom the Al
62Inter-Tel® Attendant Console User Guide 8. This screen provides you a summary of the shortcut that you just setup and thengive you two choices: • E
63Inter-Tel® Attendant Console User GuideUSING CONSOLEView Drop-Down MenuWhen you select the View drop-down menu, the following screen appears. Theopt
4NOTES
64Inter-Tel® Attendant Console User GuideCustomize ToolbarWhen you select Customize Toolbar from the View drop-down menu, the follow-ing dialog appear
65Inter-Tel® Attendant Console User GuideUSING CONSOLEStatus BarYou can display or not display the status bar on the bottom of the Main Consolescreen.
66Inter-Tel® Attendant Console User GuideNGT:OFF When all nodes are in day mode, the night mode area displays “NGT:OFF.” NGT:ON When all nodes are in
67Inter-Tel® Attendant Console User GuideUSING CONSOLEDirectoryWhen you select Directory from the View drop-down menu, the following screenappears. Th
68Inter-Tel® Attendant Console User Guide • Show Transfer Indicator: Displays symbols of the transfer type (Immediate orAnnounced), shown below, next
69Inter-Tel® Attendant Console User GuideUSING CONSOLETools Drop-Down MenuWhen you select the Tools drop-down menu, the following screen appears. Theo
70Inter-Tel® Attendant Console User GuideTo add a custom entry: 1. Click Add Entry from the Custom Directory dialog or select Add To Direc-tory from
71Inter-Tel® Attendant Console User GuideUSING CONSOLEGroup SetupWhen you select Group Setup from the Tools drop-down menu, the followingscreen appear
72Inter-Tel® Attendant Console User GuideNOTE: To select all but a few entries, press CTRL+A to select all and then, whileholding down CTRL and using
73Inter-Tel® Attendant Console User GuideUSING CONSOLEHidden EntriesWhen you select Hidden Entries from the Tools drop-down menu, the followingscreen
iii©Inter-Tel, Inc. May 2005 printed in USALimited Warranty . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
74Inter-Tel® Attendant Console User GuideCall LogWhen you select Call Log (or press CTRL+L) from the Tools drop-down menu, thefollowing screen appears
75Inter-Tel® Attendant Console User GuideUSING CONSOLETo remove multiple Call Log entry: — Select the desired entries by clicking the entries while ho
76Inter-Tel® Attendant Console User GuideStatisticsWhen you select Statistics from the Tools drop-down menu, the following screenappears. Call handlin
77Inter-Tel® Attendant Console User GuideUSING CONSOLE— Calls that Automatically Forwarded: Counts increases every time theConsole automatically forwa
78Inter-Tel® Attendant Console User GuideConferenceWhen you select Conference (or press CTRL+R) from the Tools drop-down menu,the following screen app
79Inter-Tel® Attendant Console User GuideUSING CONSOLEFeature CodesWhen you select Feature Codes (or press CTRL+F) from the Tools drop-downmenu, the f
80Inter-Tel® Attendant Console User GuideMessagesWhen you select Messages (or press CTRL+M) from the Tools drop-down menu orpress lit MSG status bar,
81Inter-Tel® Attendant Console User GuideUSING CONSOLEPage ZonesWhen you select Page Zones (or press CTRL+G) from the Tools drop-down menu,the followi
82Inter-Tel® Attendant Console User GuideHelp Drop-Down MenuWhen you select Help from the Tools drop-down menu, the following menu appears.Select this
83Inter-Tel® Attendant Console User GuideUSING CONSOLEHANDLING CALLSPlacing CallsTo place a call: 1. Select Number or Name in the Directory and begin
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